Research Note: OpenText Titanium X in CE 25.2

OpenText recently launched Titanium X, part of its Cloud Editions (CE) 25.2 release, its most comprehensive AI-native upgrade across all major product clouds. The release introduces new AI agents, expanded automation capabilities, and integrated cloud security enhancements.
MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment

If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.
Research Note: The Stargate Project

The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.
IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)

November was a busy month of announcements in infrastructure and connectivity, revealing a convergence of innovation to meet the stringent demands of AI-driven workloads, scalability, and cost efficiency.
Research Note: Veeam Cloud Data Vault v2

Veeam Software recently announced the release of its Veeam Data Cloud Vault v2, a fully managed, secure cloud storage solution that builds on its predecessor with enhanced durability, affordability, and integration.
Research Note: Nutanix Enterprise AI

Nutanix recently introduced Nutanix Enterprise AI, its new cloud-native infrastructure platform that streamlines the deployment and operation of AI workloads across various environments, including edge locations, private data centers, and public cloud services like AWS, Azure, and Google Cloud.
What Earnings Tell Us About the Public Cloud Market

All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.
Research Note: NetApp Updates Cloud Offerings

NetApp announced new capabilities designed for strategic cloud workloads, including GenAI and VMware, to help reduce the resources and risks for managing these workloads in hybrid multi-cloud environments.
Inside Microsoft’s New Cloud-Based Data & AI Solutions for Healthcare

Microsoft announced its first industry-specific application of its Fabric analytics platform, introducing new healthcare-focused AI models, and releasing new AI-driven tools to simplify the clinician experience.
Pure Storage Brings Cloud Block Store To Microsoft’s Azure VMware Solution

Pure Storage is bringing its Cloud Block Store (CBS) to Microsoft AVS, allowing users to provision storage as needed to fully use an Azure AVS deployment without having to scale out compute resources.