Research Notes

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.

Research Note: AMD ROCm 6 Software Stack

Steve McDowell December 11, 2023

At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company’s latest hardware, notably the MI300 series GPUs.

Research Note: Microsoft’s New Processor & Accelerator

Steve McDowell December 8, 2023

At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.

Research Note: Amazon’s New Graviton4 & Tranium2

Steve McDowell December 8, 2023

Amazon introduced generational updates to both its Graviton and Tranium custom silicon solutions at its recent re:Invent conference in Las Vegas.

This Research Note delves into the intricacies and potential impacts of these latest innovations from AWS.