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Research Notes

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Research Note: Western Digital FQ4 2024 Earnings

Steve McDowell April 28, 2024

Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.

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Research Note: IBM Acquires HashiCorp

Steve McDowell April 25, 2024

IBM announced its intention to acquire HashiCorp, a multi-cloud infrastructure automation company, for $35 per share in cash, totaling an enterprise value of $6.4 billion.

HashiCorp specializes in Infrastructure Lifecycle Management and Security Lifecycle Management, crucial for hybrid and multi-cloud environments. This move aligns with IBM’s focus on hybrid cloud and AI, which are vital for today’s businesses.

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Research Note: Lenovo’s AMD-based AI Portfolio Update

Steve McDowell April 25, 2024

Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare.

The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.

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Research Note: NVIDIA Acquires Run:AI

Steve McDowell April 24, 2024

NVIDIA announced an agreement to acquire Run:ai, a startup specializing in chip management and orchestration software based on Kubernetes. The acquisition is part of CEO Jensen Huang’s strategy to diversify Nvidia’s revenue streams from chips to software.

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Research Note: Microsoft Phi-3 Small Language Model

Steve McDowell April 23, 2024

Microsoft recently announced its Phi-3 small language models (SLMs), designed to deliver powerful performance at a reduced cost. These SLMs offer a compelling option for developers and businesses looking to harness the potential of generative AI.

This Research Note looks at what Microsoft announced.

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Research Note: AWS Bedrock GenAI Enhancements

Steve McDowell April 23, 2024

Amazon announced updates to its Bedrock generative AI platform that expands its capabilities while improving the user experience. These enhancements focus on helping developers create AI applications quickly and securely.

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