Research Notes

Research Note: AGNTCY Moves to Linux Foundation

Steve McDowell August 6, 2025

AGNTCY delivers foundational infrastructure for the “Internet of Agents”, enabling AI agents from different frameworks, vendors, and deployment environments to discover each other, establish identity, communicate securely, and share runtime observability data.

Research Note: State of the Private 5G Industry

Michael McDowell August 4, 2025

The outlook for the Private 5G industry remains positive, driven by the ongoing digital transformation needs of enterprises across various sectors.

Research Note: Palo Alto Networks’ $25 Billion Acquisition of CyberArk

Steve McDowell August 2, 2025

Palo Alto Networks announced its intent to acquire CyberArk for $25 billion in a cash-and-stock transaction, marking the company’s largest acquisition to date and one of the most significant cybersecurity consolidations in 2025. The deal values CyberArk at $495 per share, representing a 29.2% premium to its pre-announcement price.

The acquisition addresses Palo Alto’s strategic gap in identity security and privileged access management (PAM), positioning the combined entity to capture opportunities in the emerging AI and autonomous agent security market.

Research Note: Red Hat OpenShift on Dell AI Factory with NVIDIA

Steve McDowell July 22, 2025

Dell Technologies recently announced that its integrated Red Hat OpenShift with its Dell AI Factory with NVIDIA platform is now generally available to customers. The solution was previewed earlier this year at Dell Tech world. The updated solution combines Dell PowerEdge infrastructure, NVIDIA GPU acceleration, Red Hat container orchestration, and NVIDIA AI Enterprise software into a validated stack.

Research Note: Extreme Networks’ Platform ONE

Steve McDowell July 22, 2025

The Extreme Platform ONE integrates conversational, multimodal, and agentic AI capabilities into a single enterprise networking management system, consolidating oversight across physical, access, fabric, and service layers through a cloud-native architecture.

Research Note: AWS Enhances S3 for Enterprise AI

Steve McDowell July 20, 2025

At its recent AWS Summit in NYC, Amazon Web Services introduced two significant enhancements to its S3 object storage service: S3 Vectors for cost-effective vector data storage and expanded S3 Metadata capabilities for comprehensive object visibility.