Research Notes

SUSECON 2026: SUSE Shows Off Platform Strategy and Agentic Infrastructure

Steve McDowell April 24, 2026

SUSECON 2026, recently held in Prague, saw SUSE lay out a coherent platform direction, shifting from being primarily a Linux and Kubernetes distribution vendor to a provider of an integrated open infrastructure stack spanning virtualization, edge, and AI-augmented operations.

CrowdStrike RSA 2026 Announcements: Securing Agentic Workflows

Steve McDowell April 16, 2026

CrowdStrike used the RSA Conference 2026 to announce a set of capabilities that directly address the problem of securing agentic workflows, based on the premise that the enterprise endpoint is the correct control plane for AI security governance.

MEXT: Predictive Memory Software to Control DRAM Costs

Steve McDowell April 10, 2026

MEXT, a Santa Clara-based startup founded just three years ago, recently launched Predictive Memory, a software-only solution that uses AI-driven prediction to extend effective server memory capacity by treating flash storage as a transparent extension of DRAM.

The company claims its product reduces infrastructure costs by 50% and increases usable memory capacity by 2x to 4x without requiring changes to hardware, operating systems, or applications.

Dynatrace Extends Observability Platform with Bindplane Acquisition

Steve McDowell April 8, 2026

Dynatrace has announced a definitive agreement to acquire Bindplane, an OpenTelemetry-native telemetry pipeline vendor formerly known as observIQ. Bindplane closes a gap in the Dynatrace platform at the data ingestion layer, extending its capabilities to edge-level telemetry collection, processing, and routing across hybrid and multi-cloud environments.

IBM & Arm: Together Extending Arm Architecture into Enterprise Computing

Steve McDowell April 2, 2026

IBM and Arm announced a strategic partnership to support the Arm architecture on IBM’s enterprise computing platforms, IBM Z and LinuxONE. The collaboration aims to address two key enterprise needs: greater workload flexibility and infrastructure capable of handling AI- and data-heavy applications at a mission-critical level.

Everpure: Evergreen//One + Everpure Data Stream for AI Infrastructure (GTC 2026)

Steve McDowell March 31, 2026

Everpure announced two updates to its AI infrastructure platform at GTC 2026: the expansion of Evergreen//One storage-as-a-service to FlashBlade//EXA, and the beta release of Everpure Data Stream, a co-engineered data pipeline solution built on the NVIDIA AI Data Platform reference design.