Research Notes

Cloudera and VAST Data Partner to Build an NVIDIA-Powered Enterprise AI Factory

Cloudera and VAST Data have announced a strategic partnership to deliver a unified “AI factory” architecture that combines Cloudera’s containerized data services with the VAST AI Operating System.

The partnership pairs Cloudera’s lakehouse-based data engineering, governance, and AI services with VAST’s Disaggregated Shared Everything storage architecture, built on the NVIDIA AI Data Platform reference design. The joint offering addresses GPU starvation, in which expensive accelerator clusters sit idle because data pipelines cannot feed them fast enough to sustain training and inference workloads.

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Qualcomm’s Dragonfly Data Center Portfolio

Qualcomm unveiled Dragonfly, its full-stack data center portfolio focused on AI inference, at its recent 2026 Investor Day. The portfolio brings together the Dragonfly C1000 data center CPU, the Dragonfly AI300 inference accelerator, the company’s new High Bandwidth Compute (HBC) near-memory architecture, a broad connectivity lineup, and a custom silicon practice.

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Qualcomm Acquires Modular for its Hardware-Agnostic AI Software Layer

Qualcomm announced its intent to acquire Modular, an AI infrastructure software company, in a stock transaction valued at approximately $3.9 billion. The deal pairs Qualcomm’s silicon roadmap with Modular’s Mojo programming language and MAX inference engine, a software stack that runs AI models across CPU, GPU, NPU, and custom ASIC architectures without requiring per-accelerator rewrites.

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