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Research Notes

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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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Research Note: Fortinet Acquires Lacework

Steve McDowell June 10, 2024

Fortinet, a converged networking and security market player, announced its definitive agreement to acquire Lacework, a data-driven cloud security company known for its AI-powered platform. This acquisition will bolster Fortinet’s already robust Security Fabric, delivering enhanced security solutions from code to cloud for its vast customer base.

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Research Note: AMD Computex MI325x & MI350 Accelerator Announcements

Steve McDowell June 4, 2024

At the 2024 Computex event in Taiwan, AMD CEO Lisa Su revealed details about AMD’s upcoming MI350 and MI325X accelerators, follow-ons to its current MI300x products, highlighting significant advancements in AI performance and memory capacity. The new products are positioned as key components in AMD’s strategy to lead the AI accelerator market.

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