Research Notes

Research Note: Microsoft/Vodaphone Strategic Partnership

Steve McDowell January 17, 2024

Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.

Research Note: AMD’s CES Automotive Announcements

Steve McDowell January 11, 2024

At CES 2024, AMD made a significant announcement, unveiling its expanded venture into the automotive technology sector by introducing two products: the Versal™ AI Edge XA adaptive SoC and the Ryzen™ Embedded V2000A Series processor.

Research Note: Intel’s New Automotive Push

Steve McDowell January 10, 2024

Intel outlined a bold new strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.

Research Note: HPE Intends to Acquire Juniper Networks

Steve McDowell January 10, 2024

Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.

Research Note: Intel “Emerald Rapids” 5th Generation Xeon Processor

Steve McDowell December 18, 2023

Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup at its recent “AI Everywhere” event. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.

Research Note: AMD’s new MI300X & MI300A AI Accelerators

Steve McDowell December 11, 2023

AMD recently announced its new MI300x and MI300a AI accelerators, its most significant challenge to NVIDIA yet.