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Research Notes

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Research Note: Fortanix Armet AI Public Preview

Steve McDowell April 20, 2025

Fortanix recently launched a public preview of Armet AI, a turnkey generative AI platform that integrates confidential computing and enterprise-grade data governance.

Targeted at enterprises managing sensitive or regulated data, Armet AI addresses the challenges of building secure and compliant generative AI systems by combining Intel’s trusted execution environments (SGX, TDX) with fine-grained access control, policy enforcement, and AI-specific security mechanisms.

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Research Note: NetApp Updates Google NetApp Cloud Volumes

Steve McDowell April 20, 2025

At the recent Google Cloud Next event, NetApp and Google Cloud announced enhancements to Google Cloud NetApp Volumes, their fully managed file storage service. The updates focus on increasing scalability, performance, and integration capabilities while reducing complexity for enterprise workloads.

Key improvements include throughput increases to 30GiBps for Premium and Extreme service levels, independent scaling of capacity and performance for the Flex service level, integration with Google Cloud’s Vertex AI Platform, and support for Google Cloud Assured Workloads.

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Research Note: UALink Consortium Releases UALink 1.0

Steve McDowell April 17, 2025

The UALink Consortium recently released its Ultra Accelerator Link (UALink) 1.0 specification. This industry-backed standard challenges the dominance of NVIDIA’s proprietary NVLink/NVSwitch memory fabric with an open alternative for high-performance accelerator interconnect technology.

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Research Note: Dynatrace & AWS New Strategic Collaboration

Steve McDowell April 16, 2025

Dynatrace and AWS announced a multi-year strategic collaboration agreement, deepening their decade-long partnership that began in 2014. This expanded collaboration aims to address enterprise challenges in digital transformation through enhanced AI-powered observability and security solutions.

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