Research Notes

Research Note: Oracle Exadata X11M

Steve McDowell January 10, 2025

Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.

Research Note: Marvell Custom HBM for Cloud AI

Steve McDowell December 18, 2024

Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.

Research Note: Enfabrica ACF-S Millennium

Steve McDowell December 15, 2024

First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S “Millennium” chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.

Research Note: Cohesity & Veritas Complete Merger

Steve McDowell December 11, 2024

Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.

Research Note: Dell AI Products & Services Updates

Steve McDowell December 5, 2024

Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.

Research Note: AWS Trainium2

Steve McDowell December 4, 2024

Tranium is AWS’s machine learning accelerator, and this week at its re:Invent event in Las Vegas, it announced the second generation, the cleverly named Trainium2, purpose-built to enhance the training of large-scale AI models, including foundation models and large language models.