Research Notes

Research Note: AMD Acquires Silo AI

Steve McDowell July 11, 2024

AMD announced a definitive agreement to acquire Silo AI, Europe’s largest private AI lab, for approximately $665 million in an all-cash transaction. This acquisition aligns with AMD’s strategy to deliver end-to-end AI solutions based on open standards, enhancing its partnership with the global AI ecosystem.

Research Note: Microsoft & IBM’s Expanded Cyber Security Alliance

Steve McDowell July 9, 2024

Microsoft and IBM announced an enhanced collaboration to strengthen the cybersecurity capabilities of clients navigating hybrid cloud environments.

The partnership leverages IBM Consulting’s industry-leading cybersecurity services and Microsoft’s comprehensive security technology portfolio to provide advanced, integrated solutions for modern security operations and cloud identity management.

Research Note: Micron FQ3 2024 Earnings

Steve McDowell July 7, 2024

Micron Technology delivered a strong performance in Q3 FY2024, significantly surpassing market expectations in several key areas. The company’s financial results reflect robust demand, strategic pricing, and technological advancements that position it well for future growth.

Research Note: Lenovo AI Updates

Steve McDowell July 7, 2024

Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.

Research Note: Pure Storage Expands Platform @ Pure Accelerate

Steve McDowell June 30, 2024

At its recent Pure Accelerate customer event, Pure unveiled a slew of new capabilities focused on bolstering Pure’s platform approach to enterprise storage. Pure delivers a comprehensive, flexible, high-performance platform tailored to modern “data first” enterprise needs.

Research Note: HPE OpsRamp Enhancements

Steve McDowell June 28, 2024

Hewlett Packard Enterprises introduced several enhancements to its OpsRamp solution at its recent HPE Discover event in Las Vegas that bolster its autonomous IT operations vision.