NAND Research

On the heels of a stellar earnings showing 98% y/y growth in its datacenter business, Marvell Technology unveiled its new custom HBM architecture for cloud AI. Our latest Research Note takes a look: → Reduced Interface Power Consumption: Up to 70% reduction compared to traditional HBM interfaces → Increased Memory Capacity: Supports up to 33% more HBM stacks per XPU → Optimized Silicon Real Estate: Reclaims up to 25% of die area f Marvell is collaborating with Micron Technology, Samsung Electronics & SK hynix to deliver the design. We take a look in our Note, at the link. https://lnkd.in/eVDK8aev

Cleverly-named data protection startup Keepit closes $50M Series C to further their unique approach to DP - my comments included in SiliconAngle’s coverage, at the link https://lnkd.in/eRfJcJ-t

The latest Forbes contribution by NAND Research chief analyst Steve McDowell looks at how GSIs are stepping up to help healthcare providers use generative AI to improve the patient experience, bringing with them: → Domain Expertise in AI, Cloud and Healthcare → Existing, adaptable healthcare technology frameworks → Seamless Integration across application stacks & use cases → Healthcare-specific Regulatory and Governance Expertise → Scalability and Global Reach Read the full piece at the link below. A big thank you to NTT DATA's Lead for Data Driven Health, Dr. John Frownfelter, MD, FACP, and Emily Norboge, Director of Clinical and Research Informatics at Duke Cancer Institute for helping us understand the complexities of AI in Healthcare. Companies mentioned: NTT DATA, Deloitte, Cognizant, Google Cloud, Amelia, VANTIQ, NVIDIA, Telemedicine Solutions, LLC #AIinHealthcare #GenerativeAI #HealthcareInnovation #DigitalTransformation #HealthTech https://lnkd.in/eJAbSeTF

Our latest Research Note takes a look at Enfabrica's ACF-S Millennium SuperNIC, available in Q1 2025 with a breakthrough architecture that might just set a new standard for AI data center networking: → Unmatched Bandwidth: Supports up to 3.2Tbps per device → Scalability: Interconnect up to 524,288 accelerators in a two-layer network. → CXL Integration: Memory pooling capabilities, enabler for host-free configurations. → Resilience: Built-in path redirection ensures uninterrupted performance. → All-in-One Design: Combines NIC, PCIe switch, and memory management into a single device. Enfabrica also announced a $115M Series C, which will help the company make its Q1 dates. Check out our research note to learn more. At the link. https://lnkd.in/eHyZdQrv

It's not too late to watch our conversation with NetApp's leadership on what we learned about enterprise AI-readiness from the 2024 NetApp Data Complexity Report - tune in!

Analyst Michael McDowell takes a look at Extreme Networks new Platform ONE, its new AI-powered platform designed to transform enterprise infrastructure operations. Here’s what you need to know: → Comprehensive Integration: Networking, security, & AI into single platform. → AI-Powered Automation: Conversational, interactive, & autonomous agents → Flexible Licensing Model → Unified Workflows → Competitive Positioning: Competes against Cisco ACI, Juniper Networks Mist AI, and HPE Aruba Networking Central. It's not rolling out until Q3 2025, but our early thoughts in our latest blog, at the link. https://lnkd.in/eiPzrKSG

As the AI landscape accelerates over the next year and beyond it is important to be aware of the impact it will have on data management in every area of our lives. NetApp is at the forefront of providing customers with a wide range of products and tools that will enable our customers to use, protect and store their data. If you get a moment listen to the NetApp Data Complexity Report to gain some insights into what we see as potential challenges as well as the solutions to effectively navigate our changing world.

AI will have a significant impact in 2025 and beyond. NetApp is at the forefront to face the challenges it brings with cutting-edge solutions for how we can use, protect and manage our data in ways that provide our customers with peace of mind. If you get a change listen to the NetApp Data Complexity Report to learn more about how we see AI and its impact on our ever changing world.

The results are in – the 2024 NetApp Data Complexity Report is LIVE! If you’re passionate about data like I am, you can’t miss this annual report. Let’s dive in… Earlier today, I had a fantastic conversation with NAND Research’s Steve McDowell and NetApp VP, Jeff Baxter, as we explored the findings of this second annual report. Key takeaway: 2024 was the make-or-break year for AI, as we’ve seen a massive acceleration in digital transformation this year. In short, AI is here to stay and will only grow more complex. What does this mean for organizations? As we move beyond the “low-hanging fruit” use cases like Gen AI, we need to integrate not only all the right tools but also the right framework. And that’s exactly why we’ve advocated for companies to embrace an intelligent data infrastructure. By leveraging data as a strategic asset, organizations can navigate massive amounts of data and set themselves up for success. Stay tuned for more key findings from this report, and check out our full conversation here:

Join NAND Research chief analyst Steve McDowell as he engages in a wide-ranging conversation with NetApp CMO Gabie Boko & NetApp VP Jeff Baxter about what we've learned from the new 2024 NetApp Data Complexity Report.