HPE Discover: Agentic Governance, Vera CPU, and Confidential Computing added to AI Factory w/ NVIDIA
Hewlett Packard Enterprise extended its HPE AI Factory with NVIDIA to support production-ready agentic AI deployments at its just-wrapped HPE Discover 2026. The announcements add governance, security, and compute capabilities for organizations moving AI agents into operational production environments.
Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race
Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time.
The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang of NVIDIA, Cristiano Amon of Qualcomm, Lip-Bu Tan of Intel, and Matt Murphy of Marvell. Each painted a slightly different picture about where the AI buildout is headed.
Dell Technologies: AI Data Platform and Storage Portfolio for the Agentic Enterprise
At the recent Dell Technologies World in Las Vegas, Dell announced a broad expansion of its AI Data Platform and storage portfolio, centered on the general availability of the Lightning File System (formerly Project Lightning), the introduction of Exascale Storage as a unified 4-in-1 rack architecture, the refreshed ObjectScale X7700 appliance, and enhancements to the Dell AI Data Platform’s orchestration, analytics, and search layers.
HPE ProLiant: Edge Compute for AI and Mission-Critical Workloads
HPE recently expanded its HPE ProLiant edge portfolio with three new platforms: the HPE ProLiant Compute EL2000 chassis, two new Gen12 servers built for the EL2000 (the EL220 and EL240), and an enhanced version of the HPE ProLiant DL145 Gen11 server, now powered by AMD EPYC 8005 series processors. The announcement also introduced an Environmental Ruggedization Option Kit applicable across the portfolio.
Nutanix .NEXT 2026: Beyond the Hypervisor
Nutanix held its annual .NEXT user conference earlier this month in Chicago drew more than 5,000 attendees and over 100 sponsors. The event came at an inflection point for enterprise infrastructure, as the post-VMware market continues to consolidate, AI workloads move from pilot to production, and hardware supply constraints continue to complicate infrastructure planning.
HPE: AI Factory & Storage Advancements (GTC 2026)
At NVIDIA GTC 2026, HPE announced a broad expansion of its portfolio, including AI factory infrastructure, supercomputing platforms, and enterprise storage. These announcements collectively strengthen HPE’s role as a comprehensive NVIDIA-aligned infrastructure provider, extending the NVIDIA AI Computing by HPE portfolio with hardware based on the Vera Rubin and Blackwell GPU architectures, new CPU compute options, updated networking, and various software and services integrations.
NVIDIA GTC 2026: Infrastructure Announcements
The focus at NVIDIA GTC 2026 was on developing a unified infrastructure model that vendors are now adopting. The industry has effectively reached a stage where NVIDIA sets the architectural standard, while partners compete on how well they implement it in enterprise and service-provider environments.
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.
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.
Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads
Lenovo announced a comprehensive update to its storage and hyperconverged infrastructure portfolio. The announcement includes four new ThinkSystem DS Series all-flash SAN arrays, three ThinkAgile HCI product lines supporting VMware, Nutanix, and Microsoft Azure Local environments, and expanded lifecycle services.
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: Lenovo AI Announcements @ GTC 2025
At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI.
The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.
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.
NAND Insider Newsletter: March 10, 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 10, 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.
Research Note: Lenovo to Acquire Infinidat, Grow into High-End Storage
In a surprise move, Lenovo has announced its intention to acquire Infinidat, a privately held enterprise storage company specializing in scalable, high-performance, and cyber-resilient storage solutions.
Financial terms of the transaction have not been disclosed. This acquisition marks Lenovo’s strategic entry into the high-end enterprise storage market, complementing its existing portfolio, which primarily focuses on entry and mid-range storage solutions.
The deal is expected to close sometime in 2H calendar 2025.
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: 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.
Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune
Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.
Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security
Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.
Research Note: Lenovo Introduces Range of New AI Services
Lenovo unveiled a new suite of services aimed at accelerating businesses’ AI transformation. These services include GPU resources on demand, AI-driven systems management, and advanced liquid cooling services.
Research Note: Lenovo FQ1’2025 Earnings
Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).
Research Note: Lenovo AI Updates
Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.
Quick Take: Lenovo & Cisco Expand Relationship for AI Innovation
Ahead of Cisco Live, Lenovo and Cisco announced a global strategic partnership to deliver fully integrated infrastructure and networking solutions that accelerate digital transformation and AI innovation for businesses of all sizes.
Research Note: Lenovo FQ4 2024 Earnings
Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.
Research Note: Lenovo’s AMD-based AI Portfolio Update
Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare.
The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.
Research Note: Lenovo’s MWC 2024 Telco Edge Announcements
Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry’s shift towards 5G and AI innovations.
Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo’s AI-ready infrastructure.
Research Note: Lenovo FQ3 2024 Earnings
This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024.
Amidst fluctuating global market conditions, Lenovo’s adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
Research Note: Lenovo Fiscal Q2 2024 Earnings
This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.
Lenovo Relentlessly Focused on AI at Tech World 2023
Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.
Lenovo Introduces New AMD-based ThinkEdge + Extends TruScale to the Edge
Lenovo last week announced a new ThinkEdge platform, based on Advanced Micro Device’s new edge-targeted AMD EPYC 8004-series processor, and is extending its TruScale offering to the edge.
Lenovo Unveils New ThinkSystem Storage Offerings Targeted At AI And SMB
Lenovo announced two new storage offerings that build on its overall infrastructure momentum. The new ThinkSystem DG series of enterprise storage arrays are designed to balance the needs of high-performance workloads, such as AI, with capacity-optimized performance. Lenovo’s new ThinkSystem DM3010H storage array brings the enterprise-level features of the ThinkSystem DM series to the SMB market.
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.