Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Research Notes

Research Note: Siemens Acquires Altair Engineering

Siemens AG recently announced the acquisition of Altair Engineering, a leading provider of industrial simulation and HPC software, for an enterprise value of approximately $10 billion.

This is Siemens’ largest acquisition to date and expands the company’s industrial software portfolio with core technologies in mechanical and electromagnetic simulation, data science, AI, and HPC.

Read More »

Research Note: Verizon Trusted Connection

Earlier this month at MWC 2025, Verizon Business announced the release of its new Verizon Trusted Connection, a Zero Trust Network Access (ZTNA) and Security Service Edge (SSE) platform that unifies secure connectivity and policy enforcement across enterprise devices, networks, and applications.

The new offering sees Verizon targeting midsize enterprises seeking to consolidate security and networking services under a single provider and management interface.

Read More »

Research Note: Palo Alto Networks Prisma SASE for 5G

Earlier this month at MWC 2025, Palo Alto Networks announced the general availability of Prisma SASE 5G, its new cloud-delivered cybersecurity solution for enterprises leveraging 5G connectivity.

The offering expands the company’s SASE portfolio to provide integrated Zero Trust security for 5G-enabled infrastructure, including mobile users, IoT/OT devices, and SD-WAN endpoints.

Read More »

Research Note: Lenovo AI Announcements @ GTC 2025

At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI.

The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.

Read More »

Research Note: NetApp AI Data Announcements @ GTC 2025

At the recent GTC 2025 event, NetApp announced, in collaboration with NVIDIA, a comprehensive set of product validations, certifications, and architectural enhancements to its intelligent data products.

The announcements include NetApp’s integration with the NVIDIA AI Data Platform, support for NVIDIA’s latest accelerated computing systems, and expanded availability of enterprise-grade AI infrastructure offerings, including NetApp AFF A90 and NetApp AIPod.

Read More »