Research Notes

Everpure Extends Data Intelligence and Inference Acceleration for Enterprise Agentic AI

Steve McDowell September 30, 2026

Everpure announced a set of platform capabilities at its Pure//Accelerate London, targeting enterprises moving AI agents and inference workloads from pilot to production.

Everpure Investor Day: Pure’s Four-Vector Push Beyond Enterprise Storage

Steve McDowell September 28, 2026

Everpure (formerly Pure Storage) used its recent financial analyst meeting to explain how it plans to grow beyond the enterprise storage array business that defined its first 17 years.

Management built its growth story around four vectors that it’s named Core and Core AI, Modern Data Software, Scale AI, Hyperscale Solutions.

NetApp To Acquire PEAK:AIO to Scale ONTAP for AI Clouds

Steve McDowell September 28, 2026

NetApp announced a definitive agreement to acquire PEAK:AIO, a Manchester, UK-based software-defined storage company whose core technology is a scale-out, disaggregated metadata service for parallel NFS (pNFS).

NetApp said it will integrate PEAK:AIO’s metadata services, global namespace, and parallel NFS access into ONTAP, extending its AI infrastructure to support AI clouds that must handle trillions of files and multi-exabyte deployments.

Qualcomm Acquires PickNik Robotics, Bolsters Its Physical AI Software Stack

Steve McDowell September 23, 2026

Qualcomm announced at ROSCon Toronto an agreement to acquire PickNik,the Boulder, Colorado-based company that stewards MoveIt, one of the most widely adopted open-source manipulation frameworks in the Robot Operating System (ROS) ecosystem.

VAST Data Brings Confidential Compute to AI with DataEnclave

Steve McDowell September 23, 2026

VAST Data announced its new VAST DataEnclave, a confidential compute capability for AI workloads within the VAST DataEngine, which runs AI models in hardware-isolated environments built on NVIDIA Confidential Computing. The new capability decrypts model weights and enterprise data only within protected CPU and GPU memory, and only after cryptographic attestation confirms that the environment meets policies set by each asset’s owner.

Nutanix Acquires Ryax, Brings GPU-Aware Scheduling to Its Agentic AI Stack

Steve McDowell September 22, 2026

Nutanix announced its acquisition of Ryax Technologies, a French developer of AI-driven compute orchestration and workload-scheduling software, for an undisclosed amount. Nutanix plans to integrate Ryax’s GPU utilization and smart scheduling technologies into future releases of the Nutanix Kubernetes Platform (NKP) and Nutanix Enterprise AI (NAI).