Enterprise Infrastructure Tracker: March 2025
We’re barely two months into the new year and already the enterprise infrastructure market is heating up.
Here’s what caught our attention over the past month:
Research Note: Marvell Custom HBM for Cloud AI
Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.
Quick Take: Micron 9550, The Industry’s Fastest Data Center SSD
Micron today announced its new 9550 NVMe SSD, setting a new benchmark as the industry’s fastest data center SSD. The new SSD meets the stringent demands of modern data centers, particularly those supporting AI and other performance-sensitive workloads.
Research Note: Micron FQ3 2024 Earnings
Micron Technology delivered a strong performance in Q3 FY2024, significantly surpassing market expectations in several key areas. The company’s financial results reflect robust demand, strategic pricing, and technological advancements that position it well for future growth.
Cloudian, AMD & Micron Boost Performance of Object Storage
Cloudian, in partnership with AMD and Micron, recently demonstrated a significant breakthrough in object storage performance and energy efficiency, delivering extreme performance levels from Cloudian’s software-defined object storage solution.