Research Notes

Research Note: VAST Data Integrates with Google Cloud & Microsoft Azure

Steve McDowell November 18, 2025

Over the past month, VAST Data has announced partnerships with both Google Cloud and Microsoft Azure to deliver its hyperconverged approach to AI data management (which it calls an “AI Operating System”) as a managed service in public cloud environments.

Research Note: Dell Adds 20+ Features to its AI Factory

Steve McDowell November 17, 2025

Dell Technologies announced more than 20 updates to its AI Factory portfolio ahead of next week’s SC25 event, spanning compute, storage, networking, and cooling infrastructure. The announcements center on three primary themes: expanded support for NVIDIA Blackwell GPUs across multiple server platforms, introduction of AMD MI355X-based systems, and deeper integration of automation tools across the infrastructure stack.

Research Note: VDURA Data Platform v12

Steve McDowell November 15, 2025

VDURA recently announced Version 12 of its VDURA Data Platform (VDP), formerly known as PanFS, introducing three primary architectural enhancements to its parallel file system: an elastic Metadata Engine for distributed metadata processing, system-wide snapshot capabilities, and native support for SMR disk drives.

Research Note: Snowflake BUILD 2025 Announcements

Steve McDowell November 11, 2025

At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation.

The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.

From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless

Michael McDowell November 4, 2025

FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.

Research Note: Qualcomm Introduces AI200 & AI250 for Data Center Inference

Steve McDowell October 29, 2025

Qualcomm Technologies recently announced two data center inference accelerators, the AI200 and AI250, targeting commercial availability in 2026 and 2027, respectively. The products are Qualcomm’s first strategic push into rack-scale AI inference.