Research Notes

Research Note: Qualcomm Acquires Arduino, Extends IoT Reach

Steve McDowell October 8, 2025

Qualcomm announced its acquisition of Arduino, an open-source hardware and software company with an estimated 33 million active users.

The acquisition arrives as Qualcomm accelerates diversification beyond smartphones through its Dragonwing brand, launched earlier in 2025, showing the strong organizational commitment to IoT and edge computing as primary growth engines, alongside automotive.

Research Note: Qualcomm Shows Strong Automotive Momentum @ IAA

Steve McDowell October 2, 2025

Qualcomm announced multiple strategic partnerships aimed at strengthening its position in the automotive technology market at the recent IAA Mobility 2025 event in Germany.

The company announced collaborations with Mercedes-Benz, BMW Group, Google Cloud, HARMAN, and Valeo, spanning digital cockpit systems, automated driving platforms, AI-powered agents, and ADAS solutions.

Research Note: IBM Releases Granite Model for DocLing Document Processing

Steve McDowell October 1, 2025

IBM recently released Granite-Docling-258M, a specialized vision-language model for document conversion that operates at 258 million parameters under an Apache 2.0 license. The new model is a production-ready iteration of the experimental SmolDocling-256M-preview released earlier this year and incorporates architectural improvements and stability enhancements.

Research Note: Cloudera Adds Support for Dell ObjectScale

Steve McDowell September 28, 2025

Cloudera announced the integration of Dell ObjectScale into its AI-in-a-Box offering, positioning the collaboration as a comprehensive Private AI platform for enterprise-scale deployments.

The new integration allows Cloudera’s compute engines to operate directly against Dell’s object storage infrastructure, creating what the vendors characterize as a validated, integrated data platform.

Research Note: Pure Storage September Platform Updates

Steve McDowell September 28, 2025

At its recent Accelerate event in New York, Pure Storage announced a comprehensive platform refresh, introducing six major product updates that span high-performance storage arrays, AI acceleration capabilities, cloud-native services, and advanced storage modules.

Research Note: Pure Storage Enhances Cyber-Resilience

Steve McDowell September 26, 2025

At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.