Research Note: OpenText Titanium X in CE 25.2

OpenText

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.

Research Note: The Stargate Project

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.

Research Note: Veeam Cloud Data Vault v2

Veeam Cloud Data Vault

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 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

Abstract image of earnings.

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

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.