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Research Notes

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Research Note: Micron FQ3 2024 Earnings

Steve McDowell July 7, 2024

Micron Technology delivered a strong performance in Q3 FY2024, significantly surpassing market expectations in several key areas. The company’s financial results reflect robust demand, strategic pricing, and technological advancements that position it well for future growth.

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Research Note: Lenovo AI Updates

Steve McDowell July 7, 2024

Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.

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Research Note: NVIDIA AI Computing by HPE

Steve McDowell June 22, 2024

At its HPE Discover event in Las Vegas, Hewlett Packard Enterprise and NVIDIA announced a collaborative effort to accelerate the adoption of generative AI across enterprises.

The collaboration, branded as NVIDIA AI Computing by HPE, introduces a portfolio of co-developed AI solutions and joint go-to-market integrations to address the complexities and barriers of large-scale AI adoption.

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Research Note: VAST Data/Cisco AI Collaboration

Steve McDowell June 11, 2024

VAST Data and Cisco announced a new collaboration to deliver a robust, high-performance AI data infrastructure that integrates seamlessly with an Ethernet-based AI fabric designed to handle data at an exabyte scale. Each company brings specialized expertise to create a unified, high-performance AI data platform.

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