Research Notes

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.

Research Note: Databricks Acquires Arcion

Steve McDowell October 27, 2023

Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.

Research Note: Inside the Dell PowerMaxOS 10.1 Update

Steve McDowell October 17, 2023

Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.

Research Note: Pure Storage’s New & Updated Evergreen Offerings

Steve McDowell October 10, 2023

Pure Storage introduced several enhancements that the bar for how Infrastructure- as-a-Service is delivered. At the same time, the company expanded its longevity programs to give IT organizations an unprecedented level of investment protection.