Research Notes
Research Note: Inside Q3 2023 Cloud Earnings
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
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
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
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
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.
Research Note: Inside IBM WatsonX
IBM recently unveiled its updated AI portfolio, “watsonx” The new set of offerings provides an enterprise-ready AI and data platform consisting of three intertwined solution stacks:
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