Research Notes

Research Note: HPE’s Updated AI Factory

Steve McDowell June 27, 2025

At its recent Discover event, HPE announced an expansion of its NVIDIA-based AI Computing portfolio with three distinct AI factory configurations targeting enterprise, service provider, and sovereign deployment scenarios.The offerings center on the upgraded HPE Private Cloud AI platform, which integrates NVIDIA Blackwell GPUs with HPE ProLiant Gen12 servers, custom storage solutions, and orchestration software.

Research Note: Pure Storage’s New Enterprise Data Cloud

Steve McDowell June 23, 2025

At its recent Pure //Accelerate event, Pure Storage introduced its new Enterprise Data Cloud (EDC) architecture, positioning the concept as a unified data management platform that consolidates storage operations across hybrid environments.

The EDC centers on Pure Fusion, the company’s storage orchestration layer, with new automation capabilities, including workload presets, workflow orchestration, and enhanced security integrations.

Research Note: Meter NaaS

Michael McDowell June 20, 2025

Meter, a networking company founded in 2015, stands out in the networking world by offering a complete, integrated approach to Networking-as-a-Service (NaaS). They combine their

Research Note: Snowflake Evolves into AI Platform at Summit 2025

Steve McDowell June 18, 2025

Snowflake recently held its annual Snowflake Summit in San Francisco where the announcements show the company evolving from a data warehouse provider to an AI platform orchestrator. The announcements address three core enterprise challenges: democratizing data access beyond technical teams, accelerating AI development workflows, and reducing data integration overhead.

Research Note: Broadcom Releases VMware Cloud Foundation 9.0

Steve McDowell June 17, 2025

Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a major release that advances its unified private cloud platform across on-premises, edge, and managed service provider environments.

This release consolidates infrastructure management and developer operations into a single interface while integrating support for AI workloads, modern applications, and advanced cost transparency and security features.

Research Note: AMD Raises its Game at its Advancing AI 2025 Event

Steve McDowell June 14, 2025

AMD announced a comprehensive portfolio of AI infrastructure solutions at its recent Advancing AI 2025 event, positioning itself as a full-stack competitor to NVIDIA.

The announcements include the immediate availability of MI350 Series GPUs with 4x generational performance improvements, the ROCm 7.0 software platform achieving 3.5x gains in inference, and the AMD Developer Cloud for broader ecosystem access.

AMD also previewed its 2026 “Helios” rack solution, which integrates MI400 GPUs, EPYC “Venice” CPUs, and Pensando “Vulcano” NICs.