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.
CoreWeave’s Wild Ride Towards IPO
CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.
That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.
But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.
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:
Oracle Database@Google Cloud Enhancements & Expanded Availability
Oracle and Google Cloud announced a significant expansion of Oracle Database@Google Cloud, introducing eight new regions and enhanced capabilities aimed at bolstering database resiliency, optimizing costs, and increasing operational flexibility.
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.
The AI Debate at Davos: Concerns and Controversies Surrounding Stargate
The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.
Research Note: The Stargate Project
The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.
Research Note: IBM Consulting Acquires Oracle Specialist AST
IBM announced that it intends to acquire Applications Software Technology(AST), a leading global Oracle consultancy. AST specializes in delivering digital transformation solutions via Oracle Cloud Applications, with a focus on the public sector, including local governments and K-12 education.
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.
Research Note: Oracle Exadata X11M
Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.
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.
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.
Is Ampere Computing Up for Sale?
Ampere Computing, the leading vendor of server processors based on the Arm architecture, is reportedly exploring a sale, signaling a strategic pivot amidst increasing competition in the market for alternative server processors.
Research Note: IBM Boosts Oracle Consulting with Accelalpha Acquisition & Consulting Expansion
IBM recently announced its intent to acquire Accelalpha, a global provider of Oracle Cloud consulting services, as part of its strategy to expand its Oracle consulting expertise and enhance its broader consulting capabilities. Accelalpha’s specialized knowledge in supply chain, logistics, finance, and enterprise performance management bolsters IBM’s ability to help clients accelerate their digital transformations.
Research Note: GenAI Enhancements to Oracle Autonomous Database
Oracle recently introduced significant Generative AI enhancements to its Autonomous Database to simplify the development of AI-driven applications at enterprise scale. The enhancements leverage Oracle Database 23ai technology to empower organizations with tools that make integrating AI, streamlining data workflows easier, and modernizing application development.
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: Oracle Q1 FY2025 Earnings
Oracle’s fiscal Q1 2025 results beat Wall Street expectations, reporting $13.3 billion in total revenue, an 8% increase year-over-year. More impressively, its cloud revenue surged 22%, hitting $5.6 billion, a key driver of its overall growth. Oracle’s multi-cloud strategy, coupled with cutting-edge AI capabilities, has expanded its market reach and enhanced its profitability.
Research Brief: Oracle Exadata on Exascale Infrastructure
Oracle announced the general availability of the Oracle Exadata Database Service on Exascale Infrastructure, offering extreme performance, reliability, availability, and security for Oracle Database workloads. This new infrastructure is now available on Oracle Cloud Infrastructure (OCI), catering to any workload size for all Oracle Database customers.
Oracle Releases APEX 24.1 Low-Code Development Platform
Oracle recently announced that its APEX 24.1 low-code development platform is now available for download. It is being rolled out globally across OCI APEX Application Development and Autonomous Database Cloud Service regions.
Research Brief: Oracle HeatWave GenAI
Oracle HeatWave GenAI is now generally available. The release features the industry’s first in-database large language models (LLMs), automated vector store, scale-out vector processing, and natural language conversations informed by unstructured content.
Research Report: Oracle Database Vector Search
Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
Research Brief: Oracle Database 23ai
Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
Research Report: Oracle Database@Azure
Oracle and Microsoft Azure recently announced Oracle@Azure, making Microsoft Azure the only cloud provider besides Oracle itself capable of running Oracle’s database services with the performance, reliability, and security of Oracle Exadata and OCI
Quick Take: Oracle GA’s Globally Distributed Autonomous Database
Oracle recently announced the general availability of its Globally Distributed Autonomous Database, marking a significant enhancement in its database technology.
Research Note: Oracle Globally Distributed Autonomous Database
Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.
Quick Take: Oracle’s OCI Generative AI Service
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: Oracle Database 23C AI & ML Features
Oracle announced the general availability of its Oracle Database 23c long-term support release. While the release arrives with a staggeringly large number of features that impact nearly every aspect of the database, including improving the developer experience, I want to focus on how the database supports and uses AI.
Oracle Brings Exadata to Microsoft Azure
Oracle and Microsoft last week jointly announced that Oracle’s Exadata platform is coming to Azure cloud.
Oracle Announces Fully Integrated Cloud Experience With New Compute Cloud@Customer
Oracle announces its new Compute Cloud@Customer offering, delivering the same compute infrastructure deployed within OCI public cloud, including compute, storage, and networking capabilities, in a rack-level on-prem solution.
Oracle Introduces MySQL HeatWave Lakehouse
Oracle’s new MySQL HeatWave Lakehouse takes on the complexities of analyzing enterprise data outside the database, but as if that data were stored natively within the database.
Ampere’s Momentum Continues with New Oracle Database Support
Oracle and Ampere Computing held an event today to talk about Ampere’s role at Oracle, in Oracle’s cloud business, and in support of Oracle’s enterprise Oracle Database. Today’s announcement goes beyond Oracle Database simply gaining support for a new processor architecture. The news acknowledges Ampere’s credibility, will contribute to Ampere’s growing momentum, and will play […]
Oracle Introduces new Exadata X10M for High-Performance OLTP Database
Oracle Corporation continues its cycle of redefining OLTP database performance with its purpose-built Exadata platforms. Last week the company continued the tradition, introducing its twelfth Exadata platform, the Oracle Exadata X10M database machine. The X10M is engineered to do only one thing: run Oracle Autonomous Database and Oracle Database faster and better than anything else […]
Oracle Adds New AI-Enabling Features to MySQL HeatWave
Oracle announces the latest batch of updates to HeatWave that bring new capabilities for enterprise machine learning, AI-driven automation, and multi-cloud support.