Research Notes

Research Note: Ampere Computing 1H 2024 Roadmap Update

Steve McDowell May 29, 2024

Ampere Computing released its annual roadmap update, outlining significant progress and strategic initiatives aimed at driving innovation in sustainable, power-efficient computing for cloud and AI applications.

Research Note: Lenovo FQ4 2024 Earnings

Steve McDowell May 25, 2024

Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.

Research Note: Dell PowerStore Prime

Steve McDowell May 21, 2024

Dell Technologies announced its new PowerStore Prime solutions at the 2024 Dell Technologies World. PowerStore Prime combines cutting-edge all-flash storage technology with strategic business enhancements designed to address the rapidly evolving needs of modern enterprises.

Research Note: IBM QisKit 1.0 Quantum SDK Release

Steve McDowell May 19, 2024

IBM released significant enhancements to Qiskit, its widely used quantum software platform. These enhancements show its evolution from a software development kit launched in 2017 into a comprehensive software stack.

Research Note: Google Trillium TPU

Steve McDowell May 14, 2024

The Trillium TPU, Google’s sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.

Research Note: New ServiceNow GenAI Capabilities