How to Think about VAST Data
If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.
IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI
IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
Explainer: What Does It Mean to “Support Apache Iceberg” in a Storage System
Over the past several years, “Apache Iceberg support” has quietly become table stakes in modern data infrastructure conversations. Storage vendors list it in press releases, lakehouse platforms lead with it and architects assume it.
Research Note: Veeam Acquires Object First, Consolidating Its Backup Appliance Strategy
Veeam recently confirmed its acquisition earlier this month of Object First, an immutable backup storage appliance vendor founded by Veeam’s original co-founders Ratmir Timashev and Andrei Baronov in 2022.
The transaction resolves a strategic conflict where Veeam competed directly with Object First’s Ootbi appliance while simultaneously offering its own Veeam Software Appliance for backup storage. The acquisition provides Veeam with purpose-built hardware capabilities to complement its software-first strategy.
Research Note: HPE’s New Networking & Compute (NRF 2026)
At the recent NRF 2026 in New York, HPE expanded its retail-focused infrastructure portfolio with new networking and compute capabilities intended for always-on retail environments. The announcements emphasize tighter integration between edge networking, cloud-native AI operations, and fault-tolerant compute to support transaction continuity, operational visibility, and distributed retail services.
Research Note: Improving Inference with NVIDIA’s Inference Context Memory Storage Platform
At NVIDIA Live at CES 2026, NVIDIA introduced its Inference Context Memory Storage (ICMS) platform as part of its Rubin AI infrastructure architecture. NVIDIA’s ICMS addresses KV cache scaling challenges in LLM inference workloads.
The technology targets a specific gap in existing memory hierarchies where GPU high-bandwidth memory proves too limited for growing context requirements while general-purpose network storage introduces latency and power consumption penalties that degrade inference efficiency.
Research Note: HPE Announcements at Discover Barcelona 2025
At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.
The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise
This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….
Analysis of the Private 5G Market: Is it Dying?
…P5G is not dying; rather, it is shedding unrealistic use cases.
HPE Doesn’t Trust Anyone Else with Exascale Speed
Choosing Slingshot instead of buying competitor gear like InfiniBand is a hardcore strategic move centered on performance, predictability, and ownership.
The Dynamic Duo: Why Wi-Fi 7 and Private 5G
The conversation around industrial connectivity used to be “Wi-Fi versus Private 5G.” Today, that’s not the case at all.
HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era
In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it’s about building resilience to withstand them.
Research Note: Red Hat OpenShift on Dell AI Factory with NVIDIA
Dell Technologies recently announced that its integrated Red Hat OpenShift with its Dell AI Factory with NVIDIA platform is now generally available to customers. The solution was previewed earlier this year at Dell Tech world. The updated solution combines Dell PowerEdge infrastructure, NVIDIA GPU acceleration, Red Hat container orchestration, and NVIDIA AI Enterprise software into a validated stack.
HPE/Juniper- Unfiltered Weekend Thoughts
Can this combined entity truly have the agility to innovate against more focused players (yeah I am talking about Cisco)…..
HPE + Juniper: The Green Light for an AI-Powered Networking Future
Well, folks, it’s official! After what was a long and winding road through regulatory hurdles, the U.S. Department of Justice has finally given the nod to Hewlett Packard Enterprise’s (HPE) whopping $14 billion acquisition of Juniper Networks. This isn’t just any tech merger; it’s a monumental move that’s set to shake up the enterprise networking […]
Research Note: HPE GreenLake Intelligence
At the recent HPE Discover event, HPE introduced GreenLake Intelligence, an agentic AI framework that attempts to address the operational complexity of modern hybrid IT environments through autonomous agent orchestration.The platform combines domain-specific large language models with real-time telemetry from HPE’s infrastructure portfolio, enabling proactive, cross-domain IT operations management.
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.
HPE Discover 2025: The AI Evolution Takes Center Stage (and Everywhere Else) Day 1 Wrap Up
Las Vegas, Nevada – Antonio Neri took the stage at HPE Discover 2025’s opening day keynote, captivating a massive audience at the iconic Sphere in Las Vegas. Thousands of excited attendees filled the unique venue, buzzing with anticipation to hear HPE’s vision and groundbreaking announcements for the future of AI, hybrid cloud, and networking. The […]
Research Note: Meter NaaS
Meter, a networking company founded in 2015, stands out in the networking world by offering a complete, integrated approach to Networking-as-a-Service (NaaS). They combine their own hardware, software, deployment, and ongoing operations into a single, straightforward subscription. This setup differs from traditional networking models and many other NaaS options, which often focus just on management […]
The Unsung Hero: How Edge AI and ZTNA are Transforming Industrial IoT Connectivity
As the number of connected devices explodes on sprawling factory floors, in remote oil & gas fields, and across utility grids, the dual challenge of handling massive data volumes and securing vulnerable endpoints becomes paramount.
The solution lies not just in more bandwidth but in the synergy of Edge AI and Zero Trust Network Access (ZTNA).
HPE Aruba Networking Levels Up for the AI Age
Big news from Hewlett Packard Enterprise (HPE)! Its Aruba Networking crew just dropped some major upgrades for both wired and wireless networks. The goal? To tackle the huge demands of AI, IoT, and other super-fast apps, proving HPE’s serious about keeping businesses ahead of the game.
Research Note: Dell Updates its Dell AI Factory with NVIDIA
At its annual Dell Technologies World event in Las Vegas, Dell announced significant updates to its AI Factory with NVIDIA, expanding the platform’s hardware capabilities and introducing new managed services.
The updated platform targets enterprises transitioning from AI experimentation to full-scale implementation, particularly for agentic AI and multi-modal applications.
Key updates include new PowerEdge server configurations supporting up to 256 NVIDIA Blackwell Ultra GPUs per rack, enhanced data platform integrations, and comprehensive managed services.
Research Note: HPE’s New Storage SLAs and Edge-Ready Backup Appliances
HPE recently introduced new service-level guarantees and product innovations focused on cyber resilience, energy efficiency, and zero data loss for its flagship HPE Alletra Storage MP B10000 platform.
It also expanded its StoreOnce data protection portfolio with new appliances tailored to remote offices and SMBs.
HPE Strengthens Cloud and Edge Security Posture
HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they’re serious about stepping up their security game.
NAND Insider Newsletter: Week of April 28, 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 28, 2025.
NAND Insider Newsletter: April 21 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 21, 2025.
Research Note: UALink Consortium Releases UALink 1.0
The UALink Consortium recently released its Ultra Accelerator Link (UALink) 1.0 specification. This industry-backed standard challenges the dominance of NVIDIA’s proprietary NVLink/NVSwitch memory fabric with an open alternative for high-performance accelerator interconnect technology.
Research Note: HPE Updates Aruba Networking Central
Hewlett Packard Enterprise recently announced significant enhancements to its HPE Aruba Networking Central platform, which expand its deployment options and strengthen AI and analytics capabilities. The platform now supports four distinct deployment models: public cloud SaaS, virtual private cloud, on-premises, and network-as-a-service.
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.
Research Note: IBM Content-Aware Storage for RAG AI Workflows
At the recent NVIDIA GTC event, IBM announced new content-aware capabilities for its Storage Scale platform, expanding its AI infrastructure offerings to support more efficient, semantically rich data access for enterprise AI applications.
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.
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: NVIDIA AI Storage Certifications & AI Data Platform
At its annual GTC event in San Jose, NVIDIA announced an expansion of its NVIDIA-Certified Systems program, including the new NVIDIA AI Data Platform reference design, to include enterprise storage certification to help streamline AI factory deployments.
Research Note: HPE Storage Enhancements for AI
At NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) announced a slew of new storage capabilities, including a new unified data layer. These capabilities are designed to accelerate AI adoption by integrating structured and unstructured data across multi-vendor and multi-cloud environments.
Research Note: WEKA & HPE Set SpecStorage Records
WEKA and HPE recently announced record-breaking results across all five benchmark workloads in the SPECstorage Solution 2020 suite. The results were achieved using the WEKA Data Platform on the HPE Alletra Storage Server 4110, powered by Intel Xeon processors.
The results show the system’s ability to handle data-intensive workloads, including AI, genomics, software development, and video analytics, with high efficiency and low latency.
NAND Insider Newsletter: February 17, 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, February 17, 2025.
Research Note: HPE ProLiant Gen12 Servers
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.
Quick Take: Juniper Network’s Q4 Earnings
While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.
NAND Insider Newsletter: February 4, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
Infrastructure News Roundup: January 2025
January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
Research Note: HPE Aruba Introduces Retail-Specific Offerings at NRF
At NRF, HPE showed off advancements to securely connect IoT devices, deliver real-time AI insights at the edge, and provide reliable pop-up and backup connectivity for critical applications like credit card processing.
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.
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.
Research Note: HPE Alletra Object Storage
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 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.
HPE Aruba Central: The Multi-Vendor Network Management Solution You’ve Been Waiting For
HPE exited the multi-vendor network operations business in 2017 by divesting its OpenView platform to Micro Focus (now part of OpenText). However, times have changed, and HPE is back in the multi-vendor game with the latest release of their OpsRamp-integrated network management system, Central.
Research Note: HPE Aruba NDR
HPE Aruba has expanded its enterprise security portfolio by introducing a new Network Detection and Response (NDR) platform. The solution integrates AI-driven behavioral analytics to enhance threat detection, particularly focusing on the growing security challenges posed by IoT devices.
Research Note: HPE Q3 FY2024 Earnings
Hewlett Packard Enterprise (HPE) delivered a strong Q3 FY2024 earnings report, beating Wall Street estimates with its $7.7 billion in net revenue, up 10% year over year and exceeding guidance. The company saw growth across AI systems, hybrid cloud, and networking.
Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management
Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.
Research Note: HPE OpsRamp Enhancements
Hewlett Packard Enterprises introduced several enhancements to its OpsRamp solution at its recent HPE Discover event in Las Vegas that bolster its autonomous IT operations vision.
HPE Networking- Not quite ready to take over the world and that’s okay.
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.
HPE Updates Partner Programs for AI
At HPE Discover 2024, HPE announced an ambitious new AI enablement program in collaboration with NVIDIA to boost profitability and deliver new revenue streams for partners. This program includes enhanced competencies and resources across AI, compute, storage, networking, hybrid cloud, sustainability, and HPE GreenLake offerings.
Research Note: NVIDIA AI Computing by HPE
At its HPE Discover event in Las Vegas, Hewlett Packard Enterprise and NVIDIA announced a collaborative effort to accelerate the adoption of generative AI across enterprises.
The collaboration, branded as NVIDIA AI Computing by HPE, introduces a portfolio of co-developed AI solutions and joint go-to-market integrations to address the complexities and barriers of large-scale AI adoption.
What is Intent-Based Networking?
Intent-Based Networking (IBN) is an advanced approach to network management and operation that uses high-level business goals and policies to automate and manage the network. Unlike traditional network management methods that require manual configurations and constant monitoring, IBN focuses on the desired outcomes or “intent” and uses AI, machine learning, and automation to achieve those outcomes.
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.
Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP
Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault’s immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.
Research Note: NEC & Partners Demonstrate Breakthrough in Open vRAN Technology
NEC Corporation, along with Arm, Qualcomm Technologies, Inc., Red Hat, and Hewlett Packard Enterprise (HPE) recently showcased a successful demonstration of Open Virtual Radio Access Network (vRAN) and 5G Core Virtual User Plane Function (vUPF) technology in Tokyo.
Quick Take: HPE to Acquire Juniper Networks
Hewlett Packard Enterprise has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction. This is a premium of approximately 32% over Juniper’s closing stock price on the day the deal was announced.
Research Note: HPE GreenLake for Block Storage Release 3
Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.
The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.
Research Note: HPE Intends to Acquire Juniper Networks
Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.
HPE Announces Top-Down Reorganization
In a move that includes multiple executive departures and reassignments, Hewlett Packard Enterprise (HPE) is restructuring to accelerate its hybrid cloud sales offensive. CEO Antonio Neri announced the reorganization details in a public blog released today.
HPE Brings AI-as-a-Service to the Enterprise with Its GreenLake for LLMs
Hewlett Packard Enterprise has always taken a decidedly infrastructure-centric approach to delivering flexible consumption-based compute, storage, and networking to enterprise IT. HPE provides that flexibility through its popular HPE GreenLake offerings. Last week at its annual HPE Discover Event in Las Vegas, HPE introduced the first of what the company says will be many domain-specific […]
HPE Releases New GreenLake Storage Options, Partners with VAST Data
While HPE announced a set of compelling new storage-related offerings for GreenLake, we were most surprised by the news that HPE tapped VAST Data to deliver the engine behind its new File Services solution.
HPE Grows GreenLake with OpsRamp Acquisition
HPE has filled the gaps in its GreenLake offerings with an aggressive run of strategic acquisitions. Since announcing GreenLake in 2018, HPE has acquired nearly a dozen companies that directly contribute to GreenLake functionality. Today it added OpsRamp to that list.
The 2023 Enterprise Storage Agenda
2023 is going to be an exciting year in enterprise storage. Principal Analyst Steve McDowell walks us through his predictions for the storage industry over the coming calendar year.