Research Note: HPE’s Updated AI Factory

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

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 Brief: WEKA NeuralMesh, a Micro-Services-based AI Data Architecture

WEKA NeuralMesh

WEKA recently announced NeuralMesh, its software-defined, microservices-based storage platform engineered for high-performance, distributed AI workloads. NeuralMesh introduces a dynamic mesh architecture that departs from traditional monolithic or appliance-bound storage systems.

It addresses the requirements of emerging AI applications, including agentic AI, large-scale inference, and token warehouse infrastructure, by delivering consistent microsecond-level latency, fault isolation, and scale-out performance across hybrid environments.

Quick Take: Dell Tech World 2025

Dell Logo

Last week I was back in Las Vegas for Dell Technologies World 2025. The company has a broad portfolio but was telling a single-minded story: Dell has a relentless focus on AI, emphasizing the Dell AI Factory and the shift towards on-premises enterprise AI solutions.

NAND Insider Newsletter: Week of May 12, 2025

Newsletter

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.

Research Note: Nutanix & Pure Storage Partnership

Pure Storage Logo

At the recent Nutanix .NEXT event, Pure Storage and Nutanix announced a collaboration to deliver a jointly certified solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP.

The alliance targets enterprise customers seeking alternatives to traditional virtualization stacks, particularly VMware deployments.

NAND Insider Newsletter: Week of April 28, 2025

Newspaper

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 28, 2025.

NAND Insider Newsletter: March 24, 2025

Newspaper

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 24, 2025.

Metadata: The Silent Bottleneck in AI Infrastructure

IT Engineers

One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.

Research Note: HPE’s New Full-Stack Enterprise AI Infrastructure Offerings

At the recent NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) and NVIDIA jointly introduced NVIDIA AI Computing by HPE, full-stack AI infrastructure offerings targeting enterprise deployment of generative, agentic, and physical AI workloads.

The solutions span private cloud AI platforms, observability and management software, reference blueprints, AI development environments, and new AI-optimized servers featuring NVIDIA’s Blackwell architecture.

NAND Insider Newsletter: March 10, 2025

Newsletter

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.

Research Note: IBM FlashSystem C200 High-Capacity Flash Archive

IBM FlashSystem C200

IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM’s FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage.

IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.

Research Note: HPE ProLiant Gen12 Servers

HPE ProLiant Gen12

Hewlett Packard Enterprise (HPE) recently introduced eight new ProLiant Compute Gen12 servers for enhanced security, performance optimization, and AI-powered management. These servers will feature the upcoming Intel Xeon 6 processors and are built for data centers and edge environments.

Research Note: Dell AI Products & Services Updates

Dell AI

Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.

Research Note: HPE Alletra Object Storage

HPE Alletra Storage MP X10000

At its recent HPE Discover Barcelona event, HPE announced its new Alletra Storage MP X10000, an object storage platform integrated with its HPE GreenLake cloud. This release introduces a multi-protocol, software-defined architecture consolidating block, file, and object storage into a single, cloud-managed system.

Research Note: Supermicro’s New Datacenter Scale Liquid Cooling

Supermicro Liquid Cooling

Supermicro recently announced a comprehensive, end-to-end liquid cooling solution for data centers. The solution encompasses critical hardware components such as Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and integrated management software.

Research Note: Dell and Red Hat Collaboration on APEX/OpenShift

Dell Cloud Image

Dell Technologies and Red Hat announced a deepening of their partnership. The companies will focus on the convergence of virtualization, containerization, and AI to simplify enterprise IT operations.

The collaboration integrates Red Hat’s OpenShift container orchestration platform into Dell’s APEX Cloud Platform, enabling virtual machines (VMs) and containerized applications to coexist within the same architecture.

Research Note: Dell Q2 FY2025 Data Center Earnings

Dell FQ2'25 Earnings

Dell Technologies’ latest earnings report paints a picture of a company amid a transformative shift, fueled by increasing demand for AI-driven solutions. In its second quarter of fiscal 2025, Dell delivered strong revenue growth, underscored by the rapid expansion of its Infrastructure Solutions Group (ISG) and a notable surge in AI server sales.

Research Note: Dell & Nutanix Expand Relationship & Offerings

Deal

Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.

The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.

HPE Networking- Not quite ready to take over the world and that’s okay.

HPE Aruba Buildling

An AI wave is soon to hit enterprise shores and is bringing a need to totally rethink enterprise network design, support models, and functional capabilities. HPE is spending billions to develop offerings for IoT, distributed computing, and artificial intelligence (AI).The years-long build is leading to HPE’s realization that a more advanced network offering is critical to the successful deployment of its AI portfolio, hence the pending Juniper acquisition.