Quick Take: UALink & OCP Join Forces
The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.
NAND Insider Newsletter: April 6 2025
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 6, 2025.
NAND Insider Newsletter: March 24, 2025
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.
Quick Take: Google’s $32B Wiz Acquisition
Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.
March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience
Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:
Research Note: UALink Consortium Expands Board, adds Apple, Alibaba Cloud & Synopsys
The Ultra Accelerator Link Consortium (UALink), an industry organization taking a collaborative approach to advance high-speed interconnect standards for next-generation AI workloads, announced an expansion to its Board of Directors, welcoming Alibaba Cloud, Apple, and Synopsys – joining existing member companies like AMD, AWS, Cisco, Google, HPE, Intel, Meta, and Microsoft.
NAND Insider Newsletter: January 12, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
SC24: Shaping the Future of IT with High-Performance Computing and AI
Last week’s Supercomputing 2024 (SC24) conference in Atlanta brought together IT leaders, researchers, and industry innovators to unveil advancements in HPC and AI, with even a little quantum computing thrown in.
NAND Insider Newsletter: Week Ending Nov 17 2024
Every week we send a newsletter to our list of tech industry insiders. Here’s an excerpt of what we shared for the week ending November 17.
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: Oracle Database@Google Cloud
Oracle and Google announced Oracle Database@Google Cloud, offers Oracle Exadata Service and Oracle Autonomous Database on Google Cloud, enabling organizations to run mission-critical database workloads with improved performance, reduced latency, and streamlined management.
Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
Research Note: Google Trillium TPU
The Trillium TPU, Google’s sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.
Research Note: Google Cloud AI-Enabled Healthcare Announcements
At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors. These solutions promise to improve patient outcomes.
Google Brings Vertex AI Search to Healthcare
Google Cloud introduced enhancements to its Vertex AI Search tailored for healthcare and life sciences organizations. The solution enables the application of medical-tuned generative AI search on diverse data sources, including clinical data like FHIR data and clinical notes.