Research Notes

Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results

Steve McDowell November 14, 2023

Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.

Research Note: Inside the New Commvault Cloud Platform

Steve McDowell November 11, 2023

Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.

Research Note: Inside Qualcomm’s Snapdragon X Elite

Steve McDowell November 2, 2023

Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm’s commitment to high-performance computing.

Research Note: Data Center Impact from AMD’s Q3 2023 Earnings

Steve McDowell November 1, 2023

Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions.
In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.

Research Note: Inside Q3 2023 Cloud Earnings

Steve McDowell October 31, 2023

This research note delves into the earnings reported by the top three public cloud providers (Amazon, Microsoft, and Google) over the past week.

Research Note: Inside the IBM Research NorthPole Accelerator

Steve McDowell October 29, 2023

IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.