{"version":"https://jsonfeed.org/version/1","title":"512 Research","home_page_url":"https://512research.com","description":"512 Research","author":{"name":"512 Research"},"items":[{"id":"https://512research.com/f/research-note-exploring-the-oci---xai-partnership","html_content":"

Oracle Cloud Infrastructure and xAI recently entered into a partnership through which OCI will host xAI’s Grok models for use by its enterprise customers. This partnership makes the Grok models (most notably Grok 3) avai...

","url":"https://512research.com/f/research-note-exploring-the-oci---xai-partnership","title":"Research Note: Exploring the OCI - xAI Partnership ","summary":"Oracle Cloud Infrastructure and xAI recently entered into a partnership through which OCI will host xAI’s Grok models for use by its enterprise customers. This partnership makes the Grok models (most notably Grok 3) avai...","date_modified":"2025-08-01T16:52:40Z"},{"id":"https://512research.com/f/research-note-dells-concept-astro-overview","html_content":"

A few short years ago, sustainability was the topic of the day, year, decade, and century. Virtually every briefing led by a technology solutions provider across both hardware and software had a sustainability theme it. ...

","url":"https://512research.com/f/research-note-dells-concept-astro-overview","title":"Research Note: Dell's Concept Astro Overview","summary":"A few short years ago, sustainability was the topic of the day, year, decade, and century. Virtually every briefing led by a technology solutions provider across both hardware and software had a sustainability theme it. ...","date_modified":"2025-08-01T16:47:29Z"},{"id":"https://512research.com/f/research-note-aws-ai-summit-recap","html_content":"

Research Note: AWS Summit 2025 Recap — Who Wins The AI Race?

","url":"https://512research.com/f/research-note-aws-ai-summit-recap","title":"Research Note: AWS AI Summit Recap","summary":"Research Note: AWS Summit 2025 Recap — Who Wins The AI Race?","date_modified":"2025-08-01T16:44:28Z"},{"id":"https://512research.com/f/research-note-deconstructing-hpe-discover-2025","html_content":"

The spring conference season closed with HPE holding its premier customer event, Discover, in Las Vegas recently. With about 10,000 customers and partners, and another 50 or so analysts, in attendance, CEO Antonio Neri a...

","url":"https://512research.com/f/research-note-deconstructing-hpe-discover-2025","title":"Research Note: Deconstructing HPE Discover 2025","summary":"The spring conference season closed with HPE holding its premier customer event, Discover, in Las Vegas recently. With about 10,000 customers and partners, and another 50 or so analysts, in attendance, CEO Antonio Neri a...","date_modified":"2025-07-21T01:54:51Z"},{"id":"https://512research.com/f/research-blog-pureaccelerate-and-modernizing-the-data-estate","html_content":"

Pure Storage, the cool kids of the storage market, recently held Pure//Accelerate, its annual customer conference, which I was lucky enough to attend along with about 20 other analysts. As one would expect, AI was in foc...

","url":"https://512research.com/f/research-blog-pureaccelerate-and-modernizing-the-data-estate","title":"Research Blog: Pure//Accelerate and Modernizing the Data Estate","summary":"Pure Storage, the cool kids of the storage market, recently held Pure//Accelerate, its annual customer conference, which I was lucky enough to attend along with about 20 other analysts. As one would expect, AI was in foc...","date_modified":"2025-07-21T01:44:18Z"},{"id":"https://512research.com/f/research-note-amd-advancing-ai-recap","html_content":"

The AI market continues to stay white-hot as agentic AI has become the new must-have for the enterprise. The market is so hot that AMD CEO Lisa Su suggests it could hit $500 billion by 2028. Even more incredible is the e...

","url":"https://512research.com/f/research-note-amd-advancing-ai-recap","title":"Research Note: AMD Advancing AI Recap","summary":"The AI market continues to stay white-hot as agentic AI has become the new must-have for the enterprise. The market is so hot that AMD CEO Lisa Su suggests it could hit $500 billion by 2028. Even more incredible is the e...","date_modified":"2025-07-15T14:16:32Z"},{"id":"https://512research.com/f/analyzing-the-nutanix-pure-storage-partnership","html_content":"

Nutanix .NEXT started with a bang as the company announced a partnership whereby Pure Storage will be the second storage partner to offer disaggregated storage in support of Nutanix Cloud Platform. This follows Dell Tech...

","url":"https://512research.com/f/analyzing-the-nutanix-pure-storage-partnership","title":"Analyzing the Nutanix & Pure Storage Partnership","summary":"Nutanix .NEXT started with a bang as the company announced a partnership whereby Pure Storage will be the second storage partner to offer disaggregated storage in support of Nutanix Cloud Platform. This follows Dell Tech...","date_modified":"2025-06-21T14:38:56Z"},{"id":"https://512research.com/f/research-note-hpe-discover-2025-and-platform-security","html_content":"

HPE Discover will mark the end of the spring/summer conference season when it kicks off in Las Vegas on June 23. During this event, I would be willing to bet there will be a spotlight on AI and infrastructure modernizati...

","url":"https://512research.com/f/research-note-hpe-discover-2025-and-platform-security","title":"Research Note: HPE Discover 2025 and Platform Security","summary":"HPE Discover will mark the end of the spring/summer conference season when it kicks off in Las Vegas on June 23. During this event, I would be willing to bet there will be a spotlight on AI and infrastructure modernizati...","date_modified":"2025-06-21T13:15:50Z"},{"id":"https://512research.com/f/research-note-digging-into-mlperf-training-50-results","html_content":"

If you don’t happen to track AI benchmarking, you should know that MLCommons has become the industry standard for AI training and inferencing. The organization releases updated results for training and inference twice pe...

","url":"https://512research.com/f/research-note-digging-into-mlperf-training-50-results","title":"Research Note: Digging into MLPerf Training 5.0 Results","summary":"If you don’t happen to track AI benchmarking, you should know that MLCommons has become the industry standard for AI training and inferencing. The organization releases updated results for training and inference twice pe...","date_modified":"2025-06-07T01:11:24Z"},{"id":"https://512research.com/f/research-note-dtw-2025-marks-a-shift-from-servers-to-solutions","html_content":"

Dell Technologies just held its annual DTW conference in Las Vegas, and, as one would imagine, AI was in sharp focus. However, tuning in a little more carefully, there was quite a bit to glean about a portfolio of soluti...

","url":"https://512research.com/f/research-note-dtw-2025-marks-a-shift-from-servers-to-solutions","title":"Research Note: DTW 2025 Marks A Shift From Servers To Solutions","summary":"Dell Technologies just held its annual DTW conference in Las Vegas, and, as one would imagine, AI was in sharp focus. However, tuning in a little more carefully, there was quite a bit to glean about a portfolio of soluti...","date_modified":"2025-06-07T01:01:52Z"},{"id":"https://512research.com/f/nutanix-and-pure-storage-partner-for-disaggregated-cloud","html_content":"

Nutanix .NEXT started with a bang as the company announced a partnership whereby Pure Storage would be the second storage partner to offer disaggregated storage in support of Nutanix Cloud Platform. This follows Dell Tec...

","url":"https://512research.com/f/nutanix-and-pure-storage-partner-for-disaggregated-cloud","title":"Nutanix and Pure Storage Partner for Disaggregated Cloud ","summary":"Nutanix .NEXT started with a bang as the company announced a partnership whereby Pure Storage would be the second storage partner to offer disaggregated storage in support of Nutanix Cloud Platform. This follows Dell Tec...","date_modified":"2025-05-23T13:34:03Z"},{"id":"https://512research.com/f/platform-security-in-the-ai-era-begins-in-design","html_content":"

While AI seems to have stolen the limelight from cybersecurity in general and platform security in particular, I believe that the need for platform security rooted in zero trust principles is more vital than ever. In fac...

","url":"https://512research.com/f/platform-security-in-the-ai-era-begins-in-design","title":"Platform Security In The AI Era Begins In Design","summary":"While AI seems to have stolen the limelight from cybersecurity in general and platform security in particular, I believe that the need for platform security rooted in zero trust principles is more vital than ever. In fac...","date_modified":"2025-05-04T14:13:51Z"},{"id":"https://512research.com/f/lenovo-targets-enterprise-it-modernization","html_content":"

Lenovo recently announced a major refresh to its storage lineup, focused on modernizing the IT datacenter in support of the new class of workloads that are beginning to drive the business: datacentric workloads fueled by...

","url":"https://512research.com/f/lenovo-targets-enterprise-it-modernization","title":"Lenovo Targets Enterprise IT Modernization ","summary":"Lenovo recently announced a major refresh to its storage lineup, focused on modernizing the IT datacenter in support of the new class of workloads that are beginning to drive the business: datacentric workloads fueled by...","date_modified":"2025-05-04T14:04:41Z"},{"id":"https://512research.com/f/nutanix-embraces-disaggregated-storage-with-dell-powerflex","html_content":"

Dell Technologies has just announced the availability of its PowerFlex software-defined storage, which includes Nutanix Cloud Platform and Nutanix Cloud Infrastructure. While the Dell-Nutanix partnership was announced la...

","url":"https://512research.com/f/nutanix-embraces-disaggregated-storage-with-dell-powerflex","title":"Nutanix Embraces Disaggregated Storage With Dell PowerFlex","summary":"Dell Technologies has just announced the availability of its PowerFlex software-defined storage, which includes Nutanix Cloud Platform and Nutanix Cloud Infrastructure. While the Dell-Nutanix partnership was announced la...","date_modified":"2025-05-04T13:52:48Z"},{"id":"https://512research.com/f/the-multicloud-mandate-and-oracle-exadata-x11m","html_content":"

Multicloud is an overplayed term. Like so many other tech trends, what started as a real need for many organizations was hijacked by a bunch of marketing folks looking to separate their solutions from the competition.

","url":"https://512research.com/f/the-multicloud-mandate-and-oracle-exadata-x11m","title":"The Multicloud Mandate and Oracle Exadata X11M","summary":"Multicloud is an overplayed term. Like so many other tech trends, what started as a real need for many organizations was hijacked by a bunch of marketing folks looking to separate their solutions from the competition.","date_modified":"2025-04-18T22:16:18Z"},{"id":"https://512research.com/f/dell-makes-some-big-datacenter-moves","html_content":"

It is fair to say that the AI market is both nascent and overplayed. Strange as this sounds, it's true. While most enterprise IT organizations have just begun to really explore how AI can impact their business, tech vend...

","url":"https://512research.com/f/dell-makes-some-big-datacenter-moves","title":"Dell Makes Some Big Datacenter Moves","summary":"It is fair to say that the AI market is both nascent and overplayed. Strange as this sounds, it's true. While most enterprise IT organizations have just begun to really explore how AI can impact their business, tech vend...","date_modified":"2025-04-17T22:48:52Z"},{"id":"https://512research.com/f/googles-ironwood-ushers-in-the-era-of-inference","html_content":"

Google Cloud Next 2025 is going on this week in Las Vegas, and the company has made several announcements spanning silicon, software, and services. On the silicon front, the company highlighted customer adoption of its A...

","url":"https://512research.com/f/googles-ironwood-ushers-in-the-era-of-inference","title":"Google's Ironwood Ushers in the Era of Inference","summary":"Google Cloud Next 2025 is going on this week in Las Vegas, and the company has made several announcements spanning silicon, software, and services. On the silicon front, the company highlighted customer adoption of its A...","date_modified":"2025-04-11T13:43:53Z"},{"id":"https://512research.com/f/ibm-launches-z17---you-need-to-rethink-the-mainframe","html_content":"

IBM launched z17 with a focus on, as the company said, to take the mainframe beyond transactional AI capabilities to enable new workloads.

","url":"https://512research.com/f/ibm-launches-z17---you-need-to-rethink-the-mainframe","title":"IBM Launches z17 - You Need to Rethink the Mainframe","summary":"IBM launched z17 with a focus on, as the company said, to take the mainframe beyond transactional AI capabilities to enable new workloads. ","date_modified":"2025-04-10T15:06:45Z"},{"id":"https://512research.com/f/two-takeaways-from-intel-vision","html_content":"

Day two of Intel Corporation Vision just wrapped for me. The first day was spent with new CEO Lip-Bu Tan, who talked about how he wants the company to return to its engineering roots and re-establish strong relationships...

","url":"https://512research.com/f/two-takeaways-from-intel-vision","title":"Two Takeaways From intel Vision","summary":"Day two of Intel Corporation Vision just wrapped for me. The first day was spent with new CEO Lip-Bu Tan, who talked about how he wants the company to return to its engineering roots and re-establish strong relationships...","date_modified":"2025-04-05T00:55:35Z"},{"id":"https://512research.com/f/nvidia-gtc-quick-thoughts","html_content":"

NVIDIA is an enterprise software company (and I don’t mean CUDA)

","url":"https://512research.com/f/nvidia-gtc-quick-thoughts","title":"NVIDIA GTC Quick Thoughts","summary":"NVIDIA is an enterprise software company (and I don’t mean CUDA)","date_modified":"2025-04-05T00:53:21Z"},{"id":"https://512research.com/f/pure-storage-launches-flashbladeexa","html_content":"

Pure Storage has established itself as a leader in the enterprise storage market, partly due to its flash-only approach to storage, which emphasizes a simple deployment and management experience. Now the company has ente...

","url":"https://512research.com/f/pure-storage-launches-flashbladeexa","title":"Pure Storage Launches FlashBlade//EXA","summary":"Pure Storage has established itself as a leader in the enterprise storage market, partly due to its flash-only approach to storage, which emphasizes a simple deployment and management experience. Now the company has ente...","date_modified":"2025-04-05T00:47:36Z"},{"id":"https://512research.com/f/softbank-acquires-ampere---my-take","html_content":"

The semiconductor market got a bit of a surprise this week as holding company Softbank announced its intent to acquire Arm CPU vendor Ampere Computing for $6.5 billion in cash. If approved, the deal is expected to close ...

","url":"https://512research.com/f/softbank-acquires-ampere---my-take","title":"Softbank Acquires Ampere - My Take","summary":"The semiconductor market got a bit of a surprise this week as holding company Softbank announced its intent to acquire Arm CPU vendor Ampere Computing for $6.5 billion in cash. If approved, the deal is expected to close ...","date_modified":"2025-04-05T00:44:43Z"},{"id":"https://512research.com/f/is-quantum-resistant-security-a-reality","html_content":"

Hewlett Packard Enterprise recently launched its Gen12 ProLiant server portfolio with a new Integrated Lights Out (iLO) 7 management controller. While the Gen12 promises to deliver considerable performance and efficiency...

","url":"https://512research.com/f/is-quantum-resistant-security-a-reality","title":"Is Quantum Resistant Security A Reality?","summary":"Hewlett Packard Enterprise recently launched its Gen12 ProLiant server portfolio with a new Integrated Lights Out (iLO) 7 management controller. While the Gen12 promises to deliver considerable performance and efficiency...","date_modified":"2025-04-05T00:35:03Z"},{"id":"https://512research.com/f/siemens-datacenter-is-sitting-on-a-goldmine","html_content":"

Recently I had the opportunity to travel to the Siemens Datacenter Analyst Summit in Switzerland to learn more about the company’s Smart Infrastructure (SI) business line, which covers its support for datacenter operatio...

","url":"https://512research.com/f/siemens-datacenter-is-sitting-on-a-goldmine","title":"Siemens Datacenter Is Sitting On A Goldmine","summary":"Recently I had the opportunity to travel to the Siemens Datacenter Analyst Summit in Switzerland to learn more about the company’s Smart Infrastructure (SI) business line, which covers its support for datacenter operatio...","date_modified":"2025-04-05T00:30:56Z"},{"id":"https://512research.com/f/the-custom-silicon-market-is-exploding-custom-hbm-is-next","html_content":"

Hyperscalers have been deploying custom silicon for over a decade, a period marked by the debut of the AWS Nitro chip, a collaboration between AWS and the silicon startup Cavium (now part of Marvell). Since 2012, the mar...

","url":"https://512research.com/f/the-custom-silicon-market-is-exploding-custom-hbm-is-next","title":"The Custom Silicon Market Is Exploding, Custom HBM Is Next","summary":"Hyperscalers have been deploying custom silicon for over a decade, a period marked by the debut of the AWS Nitro chip, a collaboration between AWS and the silicon startup Cavium (now part of Marvell). Since 2012, the mar...","date_modified":"2025-04-05T00:23:53Z"},{"id":"https://512research.com/f/what-does-oracle-exadata-x11m-deliver-to-the-enterpise","html_content":"

Oracle recently launched its Exadata X11M product to the market. Exadata is an integrated hardware and software platform designed from the ground up to optimize Oracle Database workloads. Exadata X11M zeroes in on a few ...

","url":"https://512research.com/f/what-does-oracle-exadata-x11m-deliver-to-the-enterpise","title":"What Does Oracle Exadata X11M Deliver To The Enterpise?","summary":"Oracle recently launched its Exadata X11M product to the market. Exadata is an integrated hardware and software platform designed from the ground up to optimize Oracle Database workloads. Exadata X11M zeroes in on a few ...","date_modified":"2025-04-03T14:00:28Z"},{"id":"https://512research.com/f/platform-security-startup-axiado-secures-series-c-funding","html_content":"

Axiado, a startup in the cybersecurity space, has announced that it has closed its Series C funding round to enable the company to expand strategic partnerships and scale operations. According to Axiado, the funding, led...

","url":"https://512research.com/f/platform-security-startup-axiado-secures-series-c-funding","title":"Platform Security Startup Axiado Secures Series C Funding","summary":"Axiado, a startup in the cybersecurity space, has announced that it has closed its Series C funding round to enable the company to expand strategic partnerships and scale operations. According to Axiado, the funding, led...","date_modified":"2025-01-18T14:58:08Z"},{"id":"https://512research.com/f/digging-into-the-ultra-accelerator-link-consortium","html_content":"

The Ultra Accelerator Link Consortium has recently incorporated, giving companies the opportunity to join, and it has announced that the UALink 1.0 specification will be available for public consumption in Q1 2025. Inclu...

","url":"https://512research.com/f/digging-into-the-ultra-accelerator-link-consortium","title":"Digging Into the Ultra Accelerator Link Consortium ","summary":"The Ultra Accelerator Link Consortium has recently incorporated, giving companies the opportunity to join, and it has announced that the UALink 1.0 specification will be available for public consumption in Q1 2025. Inclu...","date_modified":"2025-01-18T14:47:57Z"},{"id":"https://512research.com/f/pure-storage-comes-downmarket-with-flasharrayc20","html_content":"

When Pure Storage was founded in 2009, it made its mark by focusing on flash as the only storage medium for the enterprise. It did so at a time when flash storage was still limited in adoption, primarily due to cost. Fas...

","url":"https://512research.com/f/pure-storage-comes-downmarket-with-flasharrayc20","title":"Pure Storage Comes Downmarket with FlashArray//C20","summary":"When Pure Storage was founded in 2009, it made its mark by focusing on flash as the only storage medium for the enterprise. It did so at a time when flash storage was still limited in adoption, primarily due to cost. Fas...","date_modified":"2025-01-18T14:41:09Z"},{"id":"https://512research.com/f/datacenter-modernization-starts-with-storage","html_content":"

When discussing modernizing the datacenter, storage is one of the foundational elements that, while critical to success, is often overlooked. Legacy storage infrastructure can and will impact the performance of data-driv...

","url":"https://512research.com/f/datacenter-modernization-starts-with-storage","title":"Datacenter Modernization Starts with Storage","summary":"When discussing modernizing the datacenter, storage is one of the foundational elements that, while critical to success, is often overlooked. Legacy storage infrastructure can and will impact the performance of data-driv...","date_modified":"2025-01-18T14:35:44Z"},{"id":"https://512research.com/f/aws-reinvent---new-silicon-and-q-developer","html_content":"

Amazon Web Services held its annual re:Invent customer event last week in Las Vegas. With over 200 analysts in attendance, the event focused on precisely what one would expect: AI, and how the largest cloud service provi...

","url":"https://512research.com/f/aws-reinvent---new-silicon-and-q-developer","title":"AWS re:Invent - New Silicon and Q Developer ","summary":"Amazon Web Services held its annual re:Invent customer event last week in Las Vegas. With over 200 analysts in attendance, the event focused on precisely what one would expect: AI, and how the largest cloud service provi...","date_modified":"2025-01-18T14:25:39Z"},{"id":"https://512research.com/f/amd-delivers-an-ai-factory-with-next-gen-cpu-gpu-dpu","html_content":"

AMD held its Advancing AI 2024 event last week, where it launched its latest datacenter silicon—the 5th Generation EPYC processor (codenamed “Turin”) and the MI325X AI accelerator. On the networking front, the company in...

","url":"https://512research.com/f/amd-delivers-an-ai-factory-with-next-gen-cpu-gpu-dpu","title":"AMD Delivers an AI Factory with next gen CPU, GPU, DPU","summary":"AMD held its Advancing AI 2024 event last week, where it launched its latest datacenter silicon—the 5th Generation EPYC processor (codenamed “Turin”) and the MI325X AI accelerator. On the networking front, the company in...","date_modified":"2024-10-17T19:50:30Z"},{"id":"https://512research.com/f/vast-simplifies-ai-with-insightengine-and-nvidia","html_content":"

VAST Data launched its Data Platform about a year ago, aiming to unify storage, compute and data. The company’s bigger goal is to remove the complexity of connecting all of an enterprise’s data to the applications and to...

","url":"https://512research.com/f/vast-simplifies-ai-with-insightengine-and-nvidia","title":"VAST simplifies AI with InsightEngine and NVIDIA ","summary":"VAST Data launched its Data Platform about a year ago, aiming to unify storage, compute and data. The company’s bigger goal is to remove the complexity of connecting all of an enterprise’s data to the applications and to...","date_modified":"2024-10-17T19:41:33Z"},{"id":"https://512research.com/f/intel-xeon-6-and-gaudi-3-focus-on-ai","html_content":"

Intel just continued the execution of its aggressive “five nodes in four years” strategy with the launch of the Xeon 6P (for performance) CPU and the Gaudi 3 AI accelerator. This launch comes at a time when Intel's chief...

","url":"https://512research.com/f/intel-xeon-6-and-gaudi-3-focus-on-ai","title":"Intel Xeon 6 and Gaudi 3 Focus on AI ","summary":"Intel just continued the execution of its aggressive “five nodes in four years” strategy with the launch of the Xeon 6P (for performance) CPU and the Gaudi 3 AI accelerator. This launch comes at a time when Intel's chief...","date_modified":"2024-10-17T19:31:44Z"},{"id":"https://512research.com/f/simplifying-storage-management-with-pure-storage","html_content":"

Pure Storage released a number of updates across its portfolio aimed at driving improvements to performance, cost and simplicity at its Accelerate London event. And, of course, AI had to be part of this update release le...

","url":"https://512research.com/f/simplifying-storage-management-with-pure-storage","title":"Simplifying Storage Management with Pure Storage","summary":"Pure Storage released a number of updates across its portfolio aimed at driving improvements to performance, cost and simplicity at its Accelerate London event. And, of course, AI had to be part of this update release le...","date_modified":"2024-10-17T19:19:32Z"},{"id":"https://512research.com/f/broadcom-takes-us-back-to-the-future-with-private-cloud","html_content":"

Since Broadcom closed its acquisition of VMware in November 2023, there has been much noise from industry pundits and the press. Some of the noise focused on licensing and pricing changes. Some of it concentrated on chan...

","url":"https://512research.com/f/broadcom-takes-us-back-to-the-future-with-private-cloud","title":"Broadcom Takes Us Back To The Future With Private Cloud","summary":"Since Broadcom closed its acquisition of VMware in November 2023, there has been much noise from industry pundits and the press. Some of the noise focused on licensing and pricing changes. Some of it concentrated on chan...","date_modified":"2024-09-20T21:46:39Z"},{"id":"https://512research.com/f/examining-lenovos-ai-strategy","html_content":"

Stop me if you’ve heard this one before: AI is top-of-mind for virtually every IT organization. And GenAI is the elixir that will cure all inefficiencies that slow down businesses. (It must be true; I read it on X.) Don'...

","url":"https://512research.com/f/examining-lenovos-ai-strategy","title":"Examining Lenovo's AI Strategy","summary":"Stop me if you’ve heard this one before: AI is top-of-mind for virtually every IT organization. And GenAI is the elixir that will cure all inefficiencies that slow down businesses. (It must be true; I read it on X.) Don'...","date_modified":"2024-09-20T21:24:02Z"},{"id":"https://512research.com/f/digging-into-oracles-partnership-with-aws","html_content":"

Oracle and AWS have entered into a strategic relationship, announced this week at the Oracle CloudWorld conference in Las Vegas, in which Oracle's cloud infrastructure will be deployed and run in AWS datacenters. This pa...

","url":"https://512research.com/f/digging-into-oracles-partnership-with-aws","title":"Digging Into Oracle's Partnership With AWS ","summary":"Oracle and AWS have entered into a strategic relationship, announced this week at the Oracle CloudWorld conference in Las Vegas, in which Oracle's cloud infrastructure will be deployed and run in AWS datacenters. This pa...","date_modified":"2024-09-20T21:16:49Z"},{"id":"https://512research.com/f/looking-at-ai-benchmarking-from-mlcommons","html_content":"

Although several AI benchmarking organizations exist, MLCommons has quickly become the body that has gained the most mindshare. Its MLPerf benchmark suite covers AI training, various inference scenarios, storage, and HPC...

","url":"https://512research.com/f/looking-at-ai-benchmarking-from-mlcommons","title":"Looking at AI Benchmarking From MLCommons ","summary":"Although several AI benchmarking organizations exist, MLCommons has quickly become the body that has gained the most mindshare. Its MLPerf benchmark suite covers AI training, various inference scenarios, storage, and HPC...","date_modified":"2024-09-09T17:49:54Z"},{"id":"https://512research.com/f/how-arm-neoverse-became-nvidias-secret-weapon","html_content":"

NVIDIA is known as the GPU of choice for AI workloads. Its Hopper and Blackwell GPUs power virtually every cloud provider and AI training farm of substantial size around the world. As powerful as the NVIDIA GPUs may be, ...

","url":"https://512research.com/f/how-arm-neoverse-became-nvidias-secret-weapon","title":"How Arm Neoverse became NVIDIA's Secret Weapon","summary":"NVIDIA is known as the GPU of choice for AI workloads. Its Hopper and Blackwell GPUs power virtually every cloud provider and AI training farm of substantial size around the world. As powerful as the NVIDIA GPUs may be, ...","date_modified":"2024-07-30T21:20:18Z"},{"id":"https://512research.com/f/research-hot-take-the-nutanix---dell-partnership","html_content":"

It’s conference season in the tech industry, which inevitably means lots of announcements from companies. While some are grand pronouncements delivered during keynotes, others have a subtler effect as they hit the newswi...

","url":"https://512research.com/f/research-hot-take-the-nutanix---dell-partnership","title":"Research Hot Take: The Nutanix - Dell Partnership","summary":"It’s conference season in the tech industry, which inevitably means lots of announcements from companies. While some are grand pronouncements delivered during keynotes, others have a subtler effect as they hit the newswi...","date_modified":"2024-07-17T18:35:51Z"},{"id":"https://512research.com/f/research-hot-take-broadcom-mainframe-analyst-summit","html_content":"

Broadcom held its annual mainframe software analyst summit in Boston last week and invited 30 or so analysts to attend and learn about what’s happening in the world of CICS, COBOL, and green screens. I’ll be the first to...

","url":"https://512research.com/f/research-hot-take-broadcom-mainframe-analyst-summit","title":"Research Hot Take: Broadcom Mainframe Analyst Summit ","summary":"Broadcom held its annual mainframe software analyst summit in Boston last week and invited 30 or so analysts to attend and learn about what’s happening in the world of CICS, COBOL, and green screens. I’ll be the first to...","date_modified":"2024-07-17T18:32:38Z"},{"id":"https://512research.com/f/research-hot-take-oracle%E2%80%99s-busy-week-of-earnings-and-multicloud","html_content":"

Oracle had an eventful week last week that included the release of its quarterly earnings, followed by some significant announcements in the area of multicloud capabilities and AI. While the company’s earnings slightly m...

","url":"https://512research.com/f/research-hot-take-oracle%E2%80%99s-busy-week-of-earnings-and-multicloud","title":"Research Hot Take: Oracle’s Busy Week of Earnings and Multicloud ","summary":"Oracle had an eventful week last week that included the release of its quarterly earnings, followed by some significant announcements in the area of multicloud capabilities and AI. While the company’s earnings slightly m...","date_modified":"2024-07-17T18:29:25Z"},{"id":"https://512research.com/f/hpe-discover-2024---consumable-ai","html_content":"

The spring season of tech conferences ended with a bang at HPE Discover in Las Vegas last week. With a keen focus on AI, cloud and liquid cooling (yes, liquid cooling is cool—pardon the pun), the company wowed customers,...

","url":"https://512research.com/f/hpe-discover-2024---consumable-ai","title":"HPE Discover 2024 - Consumable AI","summary":"The spring season of tech conferences ended with a bang at HPE Discover in Las Vegas last week. With a keen focus on AI, cloud and liquid cooling (yes, liquid cooling is cool—pardon the pun), the company wowed customers,...","date_modified":"2024-07-17T10:43:49Z"},{"id":"https://512research.com/f/pure-storage-earnings-recap---q1-fy25","html_content":"

While earnings don’t always reflect a company’s success in executing its strategy, they are certainly helpful for analysts. They demonstrate whether products and solutions are seen as useful and valuable to the market.

","url":"https://512research.com/f/pure-storage-earnings-recap---q1-fy25","title":"Pure Storage Earnings Recap - Q1 FY25","summary":"While earnings don’t always reflect a company’s success in executing its strategy, they are certainly helpful for analysts. They demonstrate whether products and solutions are seen as useful and valuable to the market.","date_modified":"2024-07-17T10:27:10Z"},{"id":"https://512research.com/f/vast-data-extends-its-reach-into-ai-with-nvidia-and-supermicro","html_content":"

The AI field is getting more crowded by the day. While most of the coverage we see is around GPUs and large language models, a lot of other things in the AI stack are also critical to performance, such as how to best kee...

","url":"https://512research.com/f/vast-data-extends-its-reach-into-ai-with-nvidia-and-supermicro","title":"VAST Data Extends Its Reach Into AI With NVIDIA and Supermicro","summary":"The AI field is getting more crowded by the day. While most of the coverage we see is around GPUs and large language models, a lot of other things in the AI stack are also critical to performance, such as how to best kee...","date_modified":"2024-03-21T13:09:23Z"},{"id":"https://512research.com/f/research-hot-take-nvidia-fourth-quarter-and-fiscal-2024-results","html_content":"

RESEARCH NOTE: NVIDIA Fourth-Quarter and Fiscal 2024 Results

","url":"https://512research.com/f/research-hot-take-nvidia-fourth-quarter-and-fiscal-2024-results","title":"RESEARCH HOT TAKE: NVIDIA Fourth-Quarter and Fiscal 2024 Results","summary":"RESEARCH NOTE: NVIDIA Fourth-Quarter and Fiscal 2024 Results","date_modified":"2024-02-27T13:21:35Z"},{"id":"https://512research.com/f/cutting-through-the-vmware-noise","html_content":"

Since Broadcom completed its acquisition of VMware in November 2023, there has been a lot of noise and confusion around what is happening in the channel and with VMware customers. This research note is intended to articu...

","url":"https://512research.com/f/cutting-through-the-vmware-noise","title":"Cutting Through The VMware Noise","summary":"Since Broadcom completed its acquisition of VMware in November 2023, there has been a lot of noise and confusion around what is happening in the channel and with VMware customers. This research note is intended to articu...","date_modified":"2024-02-27T13:10:47Z"},{"id":"https://512research.com/f/oci-ai-generative-service---taking-a-deeper-look","html_content":"

Last week Oracle announced Oracle Cloud Infrastructure Generative AI, a service that aims to embed generative AI across the enterprise. This service, leveraging large language models from Cohere and Meta, is designed to ...

","url":"https://512research.com/f/oci-ai-generative-service---taking-a-deeper-look","title":"OCI AI Generative Service - Taking A Deeper Look","summary":"Last week Oracle announced Oracle Cloud Infrastructure Generative AI, a service that aims to embed generative AI across the enterprise. This service, leveraging large language models from Cohere and Meta, is designed to ...","date_modified":"2024-02-08T14:44:57Z"},{"id":"https://512research.com/f/2024-will-be-a-good-year-for-nutanix","html_content":"

The hyperconverged infrastructure (HCI) market has always been more competitive than market share numbers would indicate. While VMware has been the leader in this segment, Nutanix has always been a formidable number two ...

","url":"https://512research.com/f/2024-will-be-a-good-year-for-nutanix","title":"2024 Will Be A Good Year For Nutanix","summary":"The hyperconverged infrastructure (HCI) market has always been more competitive than market share numbers would indicate. While VMware has been the leader in this segment, Nutanix has always been a formidable number two ...","date_modified":"2024-02-08T14:37:46Z"}]}