@sr_mcdowell Avatar @sr_mcdowell Steve McDowell

Steve McDowell posts on X about ibm, netapp, vmware, acquisition the most. They currently have [------] followers and [----] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands stocks finance social networks countries travel destinations automotive brands currencies celebrities events

Social topic influence ibm, netapp, vmware, acquisition, the latest, in a, dell, microsoft, into the, momentum

Top accounts mentioned or mentioned by @purestorage @hpe @nutanix @netapp @mattkimballmis @delltech @ibmstorage @moorinsstrat @nvidia @ibm @awscloud @dellemc @vmware @patrickmoorhead @intel @intelstorage @hpestorage @arm @microsoft @srmcdowell

Top assets mentioned IBM (IBM) Dell Technologies, Inc. (DELL) Microsoft Corp. (MSFT) Nutanix, Inc. Class A Common Stock (NTNX) NetApp Inc. (NTAP) Alphabet Inc Class A (GOOGL) Pure Storage, Inc. (PSTG) NVIDIA Corp. (NVDA) Seagate Technology Holdings PLC (STX) Hewlett Packard Enterprise Co (HPE) Advanced Micro Devices (AMD) Intel Corporation (INTC) Micron Technology, Inc. (MU) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Marvells $3.8 Billion Play For Next-Gen AI Data Center Market Marvell's $3.8 billion acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI infrastructure challenging Broadcom's dominance"
X Link 2026-01-27T01:14Z 20.3M followers, [---] engagements

"@Atlassian continues to innovate this week announcing at Team '24 EU: - ROVO AI is now GA - It introduced Focus its new strategic planning solution. I look at both in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/10/10/atlassian-debuts-rovo-ai-and-focus-for-strategic-planning--automation/ https://www.forbes.com/sites/stevemcdowell/2024/10/10/atlassian-debuts-rovo-ai-and-focus-for-strategic-planning--automation/"
X Link 2024-10-11T01:14Z [----] followers, [--] engagements

"The impact of the @arm architecture is strong with @Qualcomm @AmpereComputing & in-house processors from the top CSPs eroding x86's dominance - driving fierce competitors @AMD & @intel to launch the x86 Advisory Group. I look at the new collab in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/10/15/amd-and-intel-unite-against-common-existential-threat/ https://twitter.com/i/web/status/1846254479366324393 https://www.forbes.com/sites/stevemcdowell/2024/10/15/amd-and-intel-unite-against-common-existential-threat/ https://twitter.com/i/web/status/1846254479366324393"
X Link 2024-10-15T18:19Z [----] followers, [---] engagements

"German start-up @UltiHash joins the red-hot unstructured data market with its own unique take on S3-compliant object storage including nice dedupe capabilities. Some of my thoughts included in @SiliconANGLE's coverage at the link. https://siliconangle.com/2024/10/16/big-data-startup-ultihash-unveils-advanced-deduplication-boost-ai-storage-efficiency/ https://siliconangle.com/2024/10/16/big-data-startup-ultihash-unveils-advanced-deduplication-boost-ai-storage-efficiency/"
X Link 2024-10-17T14:37Z [----] followers, [---] engagements

"Why are @Qualcomm & Epic Games putting a game engine in your car It makes more sense than you think. I take a look at their new collaboration + @UnrealEngine increasing footprint in automotive. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/10/17/epic-games-and-qualcomm-partner-to-elevate-in-car-experiences/ https://www.forbes.com/sites/stevemcdowell/2024/10/17/epic-games-and-qualcomm-partner-to-elevate-in-car-experiences/"
X Link 2024-10-17T18:36Z [----] followers, [---] engagements

"@IBM CEO @ArvindKrishna tells analysts that he sees the potential for a specialized AI chip that can do the work of a current GPU at 1% of its power consumption. But cautions that not everyone is motivated to do that"
X Link 2024-10-17T19:41Z [----] followers, [--] engagements

"@awscloud made a lot of announcements on Day [--] of #reinvent2024. Here's what I found most compelling: Bedrock's RAG evaluation & LLM-as-a-judge tools custom connectors & streaming data ingestion. Storage-optimized EC2 instances powered by Graviton4 & @intel Xeon. Intelligent tiering for FSx for OpenZFS AWS Data Transfer Terminal & a much-needed Storage Browser for S3. More detail in my blog at the link. https://nand-research.com/quick-take-aws-reinvent-day-1/ https://twitter.com/i/web/status/1863759684311638449 https://nand-research.com/quick-take-aws-reinvent-day-1/"
X Link 2024-12-03T01:38Z [----] followers, [---] engagements

"Day [--] of @awscloud #reinvent24 & the announcement count is up to about [--]. My latest blog takes a look at the AI-related Infrastructure & Services that caught my eye: New Trainium2 silicon for GenAI training New Trn2 Instances & UltraClusters New P5en @nvidia H200-based instances New S3 Queryable Object Metadata New S3 Tables New Amazon Nova Foundation Models There's a lot going on & I'll take a more in-depth once the event wraps. Until then here's the blog: https://nand-research.com/quick-take-aws-reinvent-ai-services-infrastructure-announcements/"
X Link 2024-12-04T02:07Z [----] followers, [---] engagements

"Today @NetApp released its [----] Data Complexity Report - Join me tomorrow as I talk to NetApp CMO @GabieBoko & VP Jeff Baxter to learn what it teaches us about enterprise readiness for the emerging AI world. At the link. https://lnkd.in/eG8_qVE3 https://lnkd.in/eG8_qVE3"
X Link 2024-12-10T17:58Z [----] followers, [---] engagements

"This one was easy to write - @DellTech is running the right playbook with good things on deck. We're bringing enterprise #AI to life with cutting-edge infrastructure solutions and strategic partnerships. Dive into @sr_mcdowell's latest analyst insights on @Forbes. Read more 👉 https://t.co/uLNQU1Vmen https://t.co/jVzAMUVVbW We're bringing enterprise #AI to life with cutting-edge infrastructure solutions and strategic partnerships. Dive into @sr_mcdowell's latest analyst insights on @Forbes. Read more 👉 https://t.co/uLNQU1Vmen https://t.co/jVzAMUVVbW"
X Link 2024-12-12T01:07Z [----] followers, [---] engagements

"RT @nutanix: Curious about navigating risk in a shifting IT landscape 🤔 @NANDResearchs @sr_mcdowell dives into how IT leaders have been"
X Link 2024-12-12T19:03Z [----] followers, [--] engagements

"My latest on Forbes looks at how GSIs are stepping up to help healthcare providers use #GenAI to improve the patient experience. GSIs bring much to the table: Domain Expertise in AI Cloud and Healthcare Existing adaptable healthcare tech frameworks Seamless Integration across application stacks Healthcare Regulatory and Governance Expertise Scalability and Global Reach My full piece is at the link below. Companies mentioned: @NTTDATA @Deloitte @Cognizant @nvidia #AIinHealthcare #GenerativeAI #HealthcareInnovation #DigitalTransformation #HealthTech"
X Link 2024-12-16T19:41Z [----] followers, [---] engagements

"Are @SoftBank & @Arm looking to acquire Arm-server pioneer @AmpereComputing An interesting play as Ampere's CSP customers are nearly all building their own Arm CPUs while Arm can leverage the IP in multiple directions. No denials from anyone involved. Keep watching https://www.bloomberg.com/news/articles/2025-01-09/chip-designer-arm-considers-acquiring-ampere-computing https://www.bloomberg.com/news/articles/2025-01-09/chip-designer-arm-considers-acquiring-ampere-computing"
X Link 2025-01-09T16:45Z [----] followers, [---] engagements

"This week @Oracle launched its Exadata X11M database machine maintaining its performance crown for AI OLTP and analytics workloads: Performance Boosts: 32x faster AI queries analytics throughput reaches 500GB/s per storage server and OLTP write IOPS hit [-------]. Cloud Flexibility: Seamless integration with @OracleCloud @Azure @awscloud and @googlecloud. Sustainability: Intelligent power management reduces energy use and operational costs. My latest in Forbes takes a look at what Oracle announced."
X Link 2025-01-10T22:43Z [----] followers, [---] engagements

"Last week @Lenovo surprised us with news that it intends to acquire high-end storage provider @Infinidat. The deal promises to grow @Lenovodc's position from #4 storage vendor to something higher. My latest in Forbes takes a look at a deal that makes sense but might be more complex than it seems. https://www.forbes.com/sites/stevemcdowell/2025/01/21/lenovos-big-bet-will-infinidat-make-it-an-enterprise-storage-powerhouse/ https://www.forbes.com/sites/stevemcdowell/2025/01/21/lenovos-big-bet-will-infinidat-make-it-an-enterprise-storage-powerhouse/"
X Link 2025-01-22T01:49Z [----] followers, [---] engagements

"There's more to @Seagate's #earnings beat/beat than just its 9% y/y growth. Here's what to like about this bellwether stock's quarter: Cloud Sector Growth 60% y/y Nearline storage 2x y/y cloud + OEM Exos M 32TB HAMR in production & shipping to a "top CSP" New 36TB HAMR drives are sampling now Strong Q solid guidance and growth in all the right segments. Congrats to Dave Mosley & the team https://twitter.com/i/web/status/1881887672723034156 https://twitter.com/i/web/status/1881887672723034156"
X Link 2025-01-22T02:12Z [----] followers, [---] engagements

"Nice botom-line beat in @IBM's Q4'24 earnings. Nicer is the performance of the software group: Software: Now 45% of business $15B ARR 15% y/y @RedHat 17% on back of 25% OpenShift growth Consulting: down the for the Q up for the year Growth in GenAI & Biz Transformation Strong acqusitions Poised for strong [----] Infrastructure: Off-cycle for Z. Met our expectations. Congratulations to @ArvindKrishna & team https://twitter.com/i/web/status/1884721312548995335 https://twitter.com/i/web/status/1884721312548995335"
X Link 2025-01-29T21:52Z [----] followers, [---] engagements

"RT @nutanix: AI is moving to the edgebecause thats where the data lives. 🌐 Hear how this shift is reshaping industries like retail and m"
X Link 2025-03-15T21:30Z [----] followers, [--] engagements

"We're deep into conference season where we industry analysts are part of a never-ending traveling circus (with one too many stops at the Venetian). Its not the glamerous rock-and-roll #analystlife it looks like. Some advice for those who think they want to do this:"
X Link 2025-05-06T03:15Z [----] followers, [---] engagements

"IBM Releases Granite Code AI Models To Open-Source Community IBM Research is making its Granite code foundation models open source. Developed by IBM Research Granite are enterprise-ready LLM foundation models"
X Link 2024-05-21T12:45Z 20.3M followers, [--] engagements

"Wind River Tops ABI Rankings As VMware Alternative For Intelligent Edge ABI Research names Wind River the top telco cloud platform ahead of Red Hat. The enterprise VMware alternative delivers mission-critical edge infrastructure"
X Link 2026-01-15T14:02Z 20.3M followers, [--] engagements

"@PureStorage might have surprised Wall Street stock analysts but their execution is not a surprise to tech analysts. Storage is having a great year across the board. $PTSG is executing very well showing vision and has the respect of IT buyers. Pure Storage continues its steep revenue increases. / CNBC: Pure Storage hits all-time intraday high after posting unexpected second-quarter profit. https://t.co/avtmRMaDKu via @GoogleNews Pure Storage continues its steep revenue increases. / CNBC: Pure Storage hits all-time intraday high after posting unexpected second-quarter profit."
X Link 2018-08-23T04:26Z [----] followers, [--] engagements

"Bridging the storage gap between on-prem and cloud resources is what @PureStorages just announced cloud data services is all about. Read the @MoorInsStrat take on what $PTSG is doing over at Forbes. https://www.forbes.com/sites/moorinsights/2018/11/19/pure-storage-stakes-a-leadership-position-in-cloud/ https://www.forbes.com/sites/moorinsights/2018/11/19/pure-storage-stakes-a-leadership-position-in-cloud/"
X Link 2018-11-19T22:20Z [----] followers, [--] engagements

"Big news from @alibaba_cloud as @arm kicks off #ArmDevSummit. It's been a big year for the architecture. Momentum is gathering. Alibaba launches own @Arm-based 5nm chip for its servers The Yitian [---] is the first server chip to be based on the Armv9 architecture https://t.co/zGUlfSFuda #Cloud Alibaba launches own @Arm-based 5nm chip for its servers The Yitian [---] is the first server chip to be based on the Armv9 architecture https://t.co/zGUlfSFuda #Cloud"
X Link 2021-10-19T15:03Z [----] followers, [--] engagements

"@VAST_Data pulled off an interesting engineering feat: VAST put its storage stack onto an @nvidia BlueField-3 DPU eliminating much of the data management overhead for AI clusters. A lot going on - I look at it in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/12/vast-datas-nvidia-dpu-based-ai-cloud-architecture/ https://www.forbes.com/sites/stevemcdowell/2024/03/12/vast-datas-nvidia-dpu-based-ai-cloud-architecture/"
X Link 2024-03-12T21:31Z [----] followers, [---] engagements

"Proof the cyber market is hot & getting hotter - @SentinelOnes earnings: - 38% y/y rev growth - 72% GM - ARR up 39% Wall Streets disappointed by only 36% growth guide. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/14/sentinelone-reaping-benefit-of-cybersecurity-platform-approach/ https://www.forbes.com/sites/stevemcdowell/2024/03/14/sentinelone-reaping-benefit-of-cybersecurity-platform-approach/"
X Link 2024-03-14T18:24Z [----] followers, [---] engagements

"Its a big day in the observability space: @Cisco completes its acquisition of @splunk I cant wait to see how it all comes together https://www.cisco.com/site/us/en/about/corporate-strategy-office/acquisitions/splunk/index.html https://www.cisco.com/site/us/en/about/corporate-strategy-office/acquisitions/splunk/index.html"
X Link 2024-03-18T22:44Z [----] followers, [---] engagements

"At last week's @HIMSS Global Health Conference @Google unveiled a slew of AI-driven innovations to improve the healthcare experience for clinicians & patients alike. I take a look at what @googlecloud announced in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/19/google-clouds-ai-innovations-to-transform-healthcare/ https://www.forbes.com/sites/stevemcdowell/2024/03/19/google-clouds-ai-innovations-to-transform-healthcare/"
X Link 2024-03-19T05:22Z [----] followers, [---] engagements

"Two of the most influential tech companies in the world @awscloud & @nvidia are doing more together than just bringing GPUs to the cloud. I take a look at what they jointly announced this week at #gtc2024. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/20/awss-surprisingly-deep-nvidia-relationship/ https://www.forbes.com/sites/stevemcdowell/2024/03/20/awss-surprisingly-deep-nvidia-relationship/"
X Link 2024-03-21T02:48Z [----] followers, [---] engagements

"If you think AI belongs in the cloud think again. At #GTC2024 @DellTech introduced: - Dell AI Factory with @nvidia - Updated PowerEdge XE9680 @DellServers - Dell's first liquid-cooled PowerEdge A lot going on. I take a look in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/21/nvidia--dell-build-an-ai-factory-together/ https://www.forbes.com/sites/stevemcdowell/2024/03/21/nvidia--dell-build-an-ai-factory-together/"
X Link 2024-03-21T04:31Z [----] followers, [---] engagements

"Few industries will benefit from GenAI the way telecom will so why is that industry moving so slowly Leading telecom tech provider @Amdocs has some ideas - I look at what Amdocs discovered its new GenAI CSP survey. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/03/21/amdocs-telecom-slow-to-embrace-generative-ai/ https://www.forbes.com/sites/stevemcdowell/2024/03/21/amdocs-telecom-slow-to-embrace-generative-ai/"
X Link 2024-03-21T22:31Z [----] followers, [---] engagements

"Fine line between stifling competition and competitive differentiation: Whatd change the industry & benefit the market more: forcing @Apple to open the AppStore or @nvidia to open CUDA $NVDA last mo claimed 40% of inference market + 100% of training. Im not in favor of either but makes you think. As for Nvidia Its not against the law to have a monopoly its against the law to have monopoly power and stifle competition or innovation. Monopoly power has to be durable or last many years. The market in which you are operating as a monopoly needs defining which is As for Nvidia Its not against the"
X Link 2024-03-23T19:43Z [----] followers, [---] engagements

"We already knew that @WekaIO has what it takes to provide high performance data infrastructure for AI but now they've proven it: WEKA achieves NVIDIA DGX SuperPOD certification. Some of my thoughts included in TechTarget's coverage of the news- https://www.techtarget.com/searchstorage/news/366574918/WEKApod-appliance-built-for-Nvidia-GPUs-a-first-for-company https://www.techtarget.com/searchstorage/news/366574918/WEKApod-appliance-built-for-Nvidia-GPUs-a-first-for-company"
X Link 2024-03-25T21:41Z [----] followers, [---] engagements

"I almost never traffic in rumors but @BlocksandFiles has a doozy: "A visiting @NetApp sr exec told people at an. event last week that @DellTech could offload its storage business. Both. declined to comment." Big gulf between 'could' and 'will'. https://blocksandfiles.com/2024/03/27/storage-news-roundup-27-march-2024/ https://blocksandfiles.com/2024/03/27/storage-news-roundup-27-march-2024/"
X Link 2024-03-28T15:09Z [----] followers, [---] engagements

"Who else read this as @amazon introducing Palm-Reading-aaS https://www.theverge.com/2024/3/28/24114499/amazon-one-palm-scanning-mobile-app https://www.theverge.com/2024/3/28/24114499/amazon-one-palm-scanning-mobile-app"
X Link 2024-03-28T22:45Z [----] followers, [---] engagements

"Does an Industry Analyst lose credibility if they invest in the companies & segments they cover YES no long neutral NO it's a free market Only if they hide it YES no long neutral NO it's a free market Only if they hide it"
X Link 2024-04-02T18:33Z [----] followers, [---] engagements

"Ahead of #NAB2024 @wasabi_cloud introduces Wasabi AiR which uses AI to to automatically tag video content for later retrieval - a great use of the technology. Some of my comments included in TechTarget's coverage at the link. https://www.techtarget.com/searchstorage/news/366580146/Wasabi-adds-AI-video-data-tagging-to-object-storage-service https://www.techtarget.com/searchstorage/news/366580146/Wasabi-adds-AI-video-data-tagging-to-object-storage-service"
X Link 2024-04-09T23:58Z [----] followers, [---] engagements

"@intel announced its long-awaited Gaudi [--] accelerator at this week's #IntelVision - showing solid competitive performance against @nvidia H100/200s. I take a look at the new part in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/04/09/intels-challenges-nvidia-with-gaudi-3-ai-accelerator/ https://www.forbes.com/sites/stevemcdowell/2024/04/09/intels-challenges-nvidia-with-gaudi-3-ai-accelerator/"
X Link 2024-04-10T03:57Z [----] followers, [--] engagements

"Are small nuclear reactors the solution to the data center power problem @LastEnergy shows off its nuclear solution at #DataCenterWorld. Ill be going deeper later in the week"
X Link 2024-04-15T17:06Z [----] followers, [---] engagements

"This mis-represents what @theinformation reported: @awscloud said supporting @AMDs MI300 would challenge its on-going infrastructure enablement efforts & its prioritizing its own + @nvidia. @googlecloud implied similar. Neither are unconvinced about AMD being a good alternative. Google Cloud does not plan to offer AMD AI chips The Information reports meaning [--] of the [--] major US cloud providers remain unconvinced AMDs offerings are a good alternative to Nvidias GPUs. It will offer its own TPUs and Nvidia GPUs to customers. $GOOGL $AMD $NVDA Google Cloud does not plan to offer AMD AI chips The"
X Link 2024-04-15T17:39Z [----] followers, [---] engagements

"+ Anyone seriously following the tech market should support @theinformation - its hands down the best deep reporting/inside-baseball coverage in the industry. Worth every penny. https://www.theinformation.com/articles/why-amazon-and-nvidia-are-teaming-up-in-the-cloud https://www.theinformation.com/articles/why-amazon-and-nvidia-are-teaming-up-in-the-cloud"
X Link 2024-04-15T17:44Z [----] followers, [----] engagements

"I'm often in the camp that believes EU regulators often go way too far but not this time: The reality of the @Broadcom/@VMware acquisition seems to be at odds with what $AVGO promised - there's a lot hidden in the fine print. Keep watching this one. https://www.reuters.com/technology/broadcom-questioned-by-eu-over-vmware-licensing-changes-2024-04-15/ https://www.reuters.com/technology/broadcom-questioned-by-eu-over-vmware-licensing-changes-2024-04-15/"
X Link 2024-04-16T13:28Z [----] followers, [---] engagements

"@VAST_Data brings its VAST Data Platform to @googlecloud nicely intersecting the need for scalable & performant data management for big AI - Some of my thoughts on VAST's announcement included in @TechTarget's coverage at the link. https://www.techtarget.com/searchstorage/news/366580772/Vast-Data-namespace-now-reaches-across-GCP https://www.techtarget.com/searchstorage/news/366580772/Vast-Data-namespace-now-reaches-across-GCP"
X Link 2024-04-16T13:34Z [----] followers, [--] engagements

"Ultimately @Broadcom feels it has the dominant market position and can demand the higher price points which are currently running from [--] percent to as much as [---] percent - good read on what continues to be a market-confusing situation for @vmware. A look at why @Broadcom has given @HPE the green light to use its existing @VMware OEM agreement in order to provide an alternative solution to customers contemplating the purchase of @Dell's VxRail. https://t.co/UPZ1cX9xjN A look at why @Broadcom has given @HPE the green light to use its existing @VMware OEM agreement in order to provide an"
X Link 2024-04-16T19:03Z [----] followers, [---] engagements

"@NetApp let me have a sneak peek at its upcoming [----] Cloud Complexity Report and it has a few surprising results: I can't wait to help share the findings with NetApp CMO Gabi Boko & CTO Jonsi Steffansson. Tune in next Tuesday - Hit the link below We're releasing the results of our [----] Cloud Complexity Report with @sr_mcdowell on April 23rd at 11AM ET Mark your calendar to join our CMO Gabie Boko CTO Jonsi Stefansson & Steve as they discuss the crucial role #datamanagement plays in #AI success: https://t.co/wFNdhIYB6h https://t.co/Y4YiZ5FfcT We're releasing the results of our [----] Cloud"
X Link 2024-04-18T18:41Z [----] followers, [---] engagements

"@NetApp's [----] Cloud Complexity Report is here: Join me tomorrow in a discussion with NetApp CMO @GabieBoko & CTO @jonsistef about what the report tells us about what's top-of-mind for IT leaders across the globe. Promises to be a good one https://www.linkedin.com/events/7186349404797251584/ https://www.linkedin.com/events/7186349404797251584/"
X Link 2024-04-22T12:38Z [----] followers, [--] engagements

"ICYMI: Catch my chat with HashiCorps Chris Van Wesep on whats behind the @HashiCorp Infrastructure Cloud - at the link https://youtu.be/0HusnRs3ub8si=XlydQ8HIrSSTvjZd https://youtu.be/0HusnRs3ub8si=XlydQ8HIrSSTvjZd"
X Link 2024-04-22T15:34Z [----] followers, [---] engagements

"In a deal that simply makes sense @IBM bolsters it hybrid-cloud and DevOps portfolio with its announced intention to buy DevOps leader @HashiCorp for $6.4B ($35/share). I take a look at the deal in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/04/24/ibm-bolsters-hybrid-cloud-business-with-64b-hashicorp-acquisition/ https://www.forbes.com/sites/stevemcdowell/2024/04/24/ibm-bolsters-hybrid-cloud-business-with-64b-hashicorp-acquisition/"
X Link 2024-04-24T20:31Z [----] followers, [---] engagements

"IBM beats on earnings near-miss on revenue w/ $14.5B Q1 3% y/y. Despite the top-line miss there's a lot to like especially in hybrid-cloud: Growth in every segment Hybrid-Cloud 7% Automation SW 13% Red Hat 9% Nice Q with growth in strategic segments"
X Link 2024-04-24T21:08Z [----] followers, [---] engagements

"@awscloud tailors GenAI for the enterprise GA'ing its previously announced @amazon Q - arriving in versions tailored for both developers & business. I take a look at what was announced in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/04/30/aws-releases-amazon-q-enterprise-tailored-genai/ https://www.forbes.com/sites/stevemcdowell/2024/04/30/aws-releases-amazon-q-enterprise-tailored-genai/"
X Link 2024-04-30T23:43Z [----] followers, [--] engagements

"Big #earnings beat for @Qualcomm Pay attention to its market-beating automotive & IoT growth - it's an early indicator of Qualcomm's potential to dominate in the coming wave of inference-led AI. Congratulations to @cristianoamon & the team"
X Link 2024-05-01T20:22Z [----] followers, [---] engagements

"At this week's Team'24 event @Atlassian introduced Rovo a powerful new set of AI-enabled capabilities to enhance information discovery & decision-making. In my latest Forbes piece I talk to Atlassian president Anu Bharadwaj about the new offering and where it fits. https://www.forbes.com/sites/stevemcdowell/2024/05/02/atlassian-rovo-brings-generative-ai-to-enterprise-knowledge-management/ https://www.forbes.com/sites/stevemcdowell/2024/05/02/atlassian-rovo-brings-generative-ai-to-enterprise-knowledge-management/"
X Link 2024-05-02T05:45Z [----] followers, [---] engagements

"Big week in San Francisco: @RSAConference is one of the few yearly must attend cross-industry events - reflects the criticality of cyber-security. A great week ahead #RSAC"
X Link 2024-05-06T00:58Z [----] followers, [---] engagements

"@OracleDatabase 23ai w/ over [---] new features but it's the support for AI including Vector Search that's critical. I look at what Vector Search is what it's good for and what makes @Oracle's different - in our latest Research Report at the link https://nand-research.com/research-paper-oracle-database-vector-search/ https://nand-research.com/research-paper-oracle-database-vector-search/"
X Link 2024-05-06T20:24Z [----] followers, [--] engagements

"There's a lot to like - and almost too much to talk about - in the broad set of updates unleashed by @NetApp today: I take a look at $NTAP's new AFF A-Series & its new converged NetApp AIPod with @Lenovo/@Lenovodc. My latest on Forbes at the link. https://www.forbes.com/sites/stevemcdowell/2024/05/14/netapp-unveils-resilient-next-generation-ai-data-solutions/ https://www.forbes.com/sites/stevemcdowell/2024/05/14/netapp-unveils-resilient-next-generation-ai-data-solutions/"
X Link 2024-05-14T21:56Z [----] followers, [---] engagements

"Faster Storage + Better Density what more could a storage admin want @HPE announces updated Alletra MP the foundation for its @HPE_GreenLake Block Storage. Some of my thoughts included in @SiliconANGLE's coverage at the link. https://siliconangle.com/2024/05/15/hpes-greenlake-enhances-data-storage-across-cloud-premises-servers/ https://siliconangle.com/2024/05/15/hpes-greenlake-enhances-data-storage-across-cloud-premises-servers/"
X Link 2024-05-15T15:39Z [----] followers, [---] engagements

"Strategic partnerships are rarely strategic benefitting both companies -and- their customers but @IBM & @PaloAltoNtwks have done just that: PANW grows its business & portfolio while @ibmconsulting gains cyber super-powers. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/05/19/ibm-and-palo-alto-networks-forge-transformative-cybersecurity-partnership/ https://www.forbes.com/sites/stevemcdowell/2024/05/19/ibm-and-palo-alto-networks-forge-transformative-cybersecurity-partnership/"
X Link 2024-05-19T22:35Z [----] followers, [---] engagements

"Big day at @DellTech AI World as @MichaelDell launched the new Dell AI Factory replete with: - New liquid-cooled PowerEdge server - New PowerScale - New PowerSwitch - New Alliances My latest on Forbes looks at what was announced. #DellTechWorld https://www.forbes.com/sites/stevemcdowell/2024/05/20/dell-launches-ai-factory-to-accelerate-enterprise-ai-integration/ https://www.forbes.com/sites/stevemcdowell/2024/05/20/dell-launches-ai-factory-to-accelerate-enterprise-ai-integration/"
X Link 2024-05-20T19:49Z [----] followers, [---] engagements

"Strong start for @PureStorage w nice Q1 beats: Revenue $693M FQ125 up 18% yy Stellar subscription growth - $346M up 23% & half of quarters revenue. Congrats to @Pure_Giancarlo & team"
X Link 2024-05-29T20:23Z [----] followers, [---] engagements

"Big #earnings beat/beat + solid guidance for @elastic's FQ4: - $335M revenue 20% y/y - Elastic Cloud revenue 32% (44% of business) - 1300+ customers w/ ACV $100K $ESTC executing well in high-growth segment w/ right technology. Congrats to Ashutosh & the team"
X Link 2024-05-31T16:38Z [----] followers, [---] engagements

"@nutanix is having an enviable year: - Top/bottom earnings beat - A new partnership w/ Dell Technologies + it unveiled a slew of new goodness at .NEXT including new Kubernetes tools. I take a look at what's happening in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/06/04/nutanixs-very-good-year-is-no-accident/ https://www.forbes.com/sites/stevemcdowell/2024/06/04/nutanixs-very-good-year-is-no-accident/"
X Link 2024-06-04T19:19Z [----] followers, [--] engagements

"@MattKimball_MIS @AmericanAir Because you guys are flying @AmericanAir Switched to @Delta [--] years ago & immediately improved my mood: sleeping better gave up drinking off the anti-depressants. Only missing the hot nuts in 1st April'24 on-time numbers you have to scroll down (way down) to see AA"
X Link 2024-06-07T19:54Z [----] followers, [--] engagements

"A big announcement from @Oracle & @googlecloud as Oracle brings its @OracleDatabase to GCP + offers high-speed peering w/ @OracleCloud. Deep dive coming soon. Google Clouds new partnership with Oracle provides a path for the worlds largest enterprises to use next generation cloud and AI by combining Oracle Cloud database and Google Cloud services. https://t.co/30FK2zZnXJ Google Clouds new partnership with Oracle provides a path for the worlds largest enterprises to use next generation cloud and AI by combining Oracle Cloud database and Google Cloud services. https://t.co/30FK2zZnXJ"
X Link 2024-06-11T21:15Z [----] followers, [---] engagements

"A great conversation with @NetApp on the future of storage make no mistake times are changing. Not too late to tune in LIVE TODAY: Join us at 8AM PT as we explore the latest in enterprise storage solutions with @sr_mcdowell of @NANDResearch Learn about our unified data storage and advanced cyber capabilities designed to meet the growing demands of large organizations: https://t.co/sRhRV1rjyP https://t.co/DMmBB2lsIn LIVE TODAY: Join us at 8AM PT as we explore the latest in enterprise storage solutions with @sr_mcdowell of @NANDResearch Learn about our unified data storage and advanced cyber"
X Link 2024-06-17T16:19Z [----] followers, [---] engagements

"At @PureStorage Accelrste Pure: - introduces the industrys first storage co-pilot - achieves @nvidia SuperPOD certification - unveils a slew of new SLAs. Some of my thoughts included in TechTargets coverage at the link. https://www.techtarget.com/searchstorage/news/366589453/Pure-Storage-adds-AI-and-automation-extends-SLAs https://www.techtarget.com/searchstorage/news/366589453/Pure-Storage-adds-AI-and-automation-extends-SLAs"
X Link 2024-06-19T16:38Z [----] followers, [---] engagements

"I really enjoyed this conversation with team @NetApp especially how theyre changing the conversation from storage to data - tune in Our CMO Gabie Boko & VP of Product Marketing Jeff Baxter discussed Intelligent Data Infrastructure with Steve McDowell from @Forbes & NAND Research. At NetApp were shifting the focus from storage to prioritizing data. Why Data fuels AI. Learn more: https://t.co/nbVQ10bT7m https://t.co/wAYiaxacaV Our CMO Gabie Boko & VP of Product Marketing Jeff Baxter discussed Intelligent Data Infrastructure with Steve McDowell from @Forbes & NAND Research. At NetApp were"
X Link 2024-06-25T05:11Z [----] followers, [---] engagements

"@Qualcomm has one of the most interesting AI portfolios in the industry + unmatched edge/mobility enablers. Cant wait to hear about how they view the about-to-explode inference market at their AI Analyst Workshop"
X Link 2024-06-25T16:23Z [----] followers, [--] engagements

"@Oracle continues to broaden the market for Exadata bringing what might be the world's most performant & scalable @OracleDatabase machine to the masses: I look at the new Exadata on Exascale Infrastructure in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/07/11/oracle-brings-exadata-performance-and-scale-to-everyone/ https://www.forbes.com/sites/stevemcdowell/2024/07/11/oracle-brings-exadata-performance-and-scale-to-everyone/"
X Link 2024-07-12T01:27Z [----] followers, [--] engagements

"Large Language Models get all the attention but smaller models are more fun. @nvidia and @MistralAI released the Mistral NeMo 12B language model enabling affordable enterprise-grade AI for the desktop. I look at NeMo in my latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/07/18/mistral-ai-and-nvidia-unveil-new-language-model-mistral-nemo-12b/ https://www.forbes.com/sites/stevemcdowell/2024/07/18/mistral-ai-and-nvidia-unveil-new-language-model-mistral-nemo-12b/"
X Link 2024-07-18T19:36Z [----] followers, [---] engagements

"@IBM's top-line Q2 #earnings beat is anchored in its strategic push to enable enterprise-safe AI. I take a look at the role IBM's AI efforts played in its earnings & outlook. My latest on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/07/24/ai-drives-ibms-quarterly-results-amid-economic-challenges/ https://www.forbes.com/sites/stevemcdowell/2024/07/24/ai-drives-ibms-quarterly-results-amid-economic-challenges/"
X Link 2024-07-25T01:09Z [----] followers, [---] engagements

"@AMD delivered the kind of growth every 55-year-old company wishes for: AMD grew its data center business 115% y/y. Shutting down doubters AMD said DC growth ".driven by the steep ramp of AMD Instinct GPU shipments." Congratulations to @LisaSu & team"
X Link 2024-07-30T20:47Z [----] followers, [--] engagements

"My favorite slide from @Qualcomm's stellar earnings beat/beat today showing automotive grew 87% y/y & is now 10% of $QCOM's QCT business. Qualcomm's future is far more than phones & PCs. I have a piece going live tomorrow on the company stay tuned"
X Link 2024-08-01T02:04Z [----] followers, [---] engagements

"Theres been lots of grumbling from @VMware customers since the @Broadcom acquisition - not about products but licensing/bundling/support: Now @ATT which has 75k+ VMs is suing $AVGO over those business practices. Watch this one. https://www.forbes.com/sites/stevemcdowell/2024/09/06/why-atts-suing-broadcom-over-forced-vmware-license-changes/ https://www.forbes.com/sites/stevemcdowell/2024/09/06/why-atts-suing-broadcom-over-forced-vmware-license-changes/"
X Link 2024-09-08T16:17Z [----] followers, [---] engagements

"Theres no data processing without data - @confluentinc is foundational to data streaming. Very excited to be at Confluent Current great announcements on deck"
X Link 2024-09-17T13:48Z [----] followers, [---] engagements

"@IBM's acquiring leading @Oracle consulting group Accelalpha. @ibmconsulting is also expanding its Oracle expertise with a strong focus on @OracleCloud & enterprise genAI. I take a look at what IBM's doing over on Forbes. https://www.forbes.com/sites/stevemcdowell/2024/09/23/ibm-grows-oracle-cloud-consulting-capabilities-unveils-new-ai-focus/ https://www.forbes.com/sites/stevemcdowell/2024/09/23/ibm-grows-oracle-cloud-consulting-capabilities-unveils-new-ai-focus/"
X Link 2024-09-23T17:28Z [----] followers, [--] engagements

"@VAST_Data today unleashed a compelling set of new capabilities stronger partnerships community outreach all tied to the idea that data should be managed & efficiently exploited not just stored. Some of my thoughts in @SiliconANGLE's coverage- https://siliconangle.com/2024/10/01/insightengine-vast-data-aims-operating-system-ai/ https://siliconangle.com/2024/10/01/insightengine-vast-data-aims-operating-system-ai/"
X Link 2024-10-01T18:16Z [----] followers, [--] engagements

"@Commvault doubles-down on its cloud-first cyber-resilience focus while shining a light on the value of its recent @ClumioInc & Appranix acquisitions with a set of announcements centered on new Cloud Rewind. I look at what was announced. On Forbes. https://www.forbes.com/sites/stevemcdowell/2024/10/09/commvaults-focuses-on-cloud-first-cyber-resilience-with-new-offerings/ https://www.forbes.com/sites/stevemcdowell/2024/10/09/commvaults-focuses-on-cloud-first-cyber-resilience-with-new-offerings/"
X Link 2024-10-09T22:20Z [----] followers, [--] engagements

"Back in Sept @Oracle and @awscloud announced Oracle@AWS at Oracle Cloud World. Today it went live. Native Exadata on AWS Very cool. Here's the Forbes piece I wrote on when it was first announced. Hit the link. https://www.forbes.com/sites/stevemcdowell/2024/09/09/oracle-meets-aws-new-partnership-delivers-best-of-two-cloud-worlds/ https://www.forbes.com/sites/stevemcdowell/2024/09/09/oracle-meets-aws-new-partnership-delivers-best-of-two-cloud-worlds/"
X Link 2024-12-03T01:39Z [----] followers, [---] engagements

"@PureStorage delivers a beat/beat that sent its stock 25% after the bell. Here's what they announced: Revenue $831M 9% y/y @ 20% GM Subscription ARR $1.6B 22% Strong Q4/FY25 Guidance Quick Observations: Subscriptions now 45% strong ARR story Some of revenue driven by a "top 4" hyper-scaler Growing faster than larger competitors Congratulations to Charlie & the team We'll take a deeper look at $PSTG's release after the call. https://twitter.com/i/web/status/1864070942923583916 https://twitter.com/i/web/status/1864070942923583916"
X Link 2024-12-03T22:15Z [----] followers, [---] engagements

"Some of my thoughts on @PureStorage's quarter are kindly included in @SiliconANGLE's coverage. Beyond earnings we also talk about the broader implications of Pure's unnamed hyperscale customer + its strengthened @KIOXIAAmerica relationship. At the link. https://siliconangle.com/2024/12/03/shares-pure-storage-jump-impressive-earnings-beat-strong-guidance/ https://siliconangle.com/2024/12/03/shares-pure-storage-jump-impressive-earnings-beat-strong-guidance/"
X Link 2024-12-04T01:20Z [----] followers, [---] engagements

"@PureStorage announced a deepening collaboration with @MicronTech to use Micron's upcoming G9 QLC NAND parts in its DirectFlash Modules part of Pure's recent hyperscale announcement. Some of my thoughts included in TechTarget's coverage at the link. https://www.techtarget.com/searchstorage/news/366617703/Pure-Storage-Micron-expand-QLC-NAND-partnership https://www.techtarget.com/searchstorage/news/366617703/Pure-Storage-Micron-expand-QLC-NAND-partnership"
X Link 2025-01-08T07:19Z [----] followers, [--] engagements

"RT @OracleExadata: Check out why industry analyst @sr_mcdowell thinks running @OracleDatabase on anything other than @OracleExadata X11M me"
X Link 2025-01-15T19:41Z [----] followers, [--] engagements

"RT @OracleDatabase: Check out why industry analyst @sr_mcdowell thinks running @OracleDatabase on anything other than @OracleExadata X11M m"
X Link 2025-01-17T08:09Z [----] followers, [--] engagements

"RT @A3Comms: Want tips on how to take your #AnalystRelations to the next level A NEW episode of the #A3podcast with Steve McDowell @sr_mcd"
X Link 2025-05-02T16:29Z [----] followers, [--] engagements

"RT @A3Comms: Out Wednesday - the latest episode in the #A3podcast series 'Who Do You Think You Are featuring chief analyst and founder at"
X Link 2025-05-05T16:51Z [----] followers, [--] engagements

"RT @A3Comms: NEW EPISODE of the #A3podcast out today Featuring chief analyst and founder at @NANDResearch Steve McDowell @sr_mcdowell. LIS"
X Link 2025-05-07T18:53Z [----] followers, [--] engagements

"RT @A3Comms: The last thing I want to do is swap out a storage architecture for a startup that I dont know is going to exist in two years"
X Link 2025-05-09T15:29Z [----] followers, [--] engagements

"Not letting analysts into your #CES2026 press event isnt a great way to get coverage - looking at you @sony/@honda Mobility"
X Link 2026-01-06T00:58Z [----] followers, [---] engagements

"Why AT&Ts Suing Broadcom Over Forced VMware License Charges AT&T sues Broadcom for retroactively changing the terms of its existing VMware agreements threatening to cut off support services for AT&Ts fleet of virtual machines"
X Link 2024-09-08T16:17Z 228.6M followers, [---] engagements

"AWS And Nvidia Expand AI Relationship At Nvidia GTC Nvidia and AWS made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate AI innovation and infrastructure"
X Link 2024-03-21T02:48Z 228.6M followers, [---] engagements

"Oracle Advances AI OLTP And Analytics Database Performance With New Exadata X11M Benefits for Enterprise Database Customers The Exadata X11M builds on Oracles engineering expertise to address the evolving needs of database customers"
X Link 2025-01-10T22:43Z 20.3M followers, [---] engagements

"Elastics Elasticsearch Relevance Engine Enables Generative AI Search Elasticsearch Relevance Engine powered by built-in vector search and transformer models is brings together proprietary data with the latest in LLM technology"
X Link 2023-06-19T17:41Z 20.8M followers, [---] engagements

"Dynatrace Unlocks AI-Driven Compliance & Protection With Runecast Acquisition Dynatrace announced the acquisition of Runecast an AI-powered security & compliance solutions provider including Cloud Security Posture Management"
X Link 2024-01-29T15:12Z 20.8M followers, [---] engagements

"VAST Data Extends AI Leadership with Lambda Labs Partnership Lambda Labs and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda Labs"
X Link 2023-10-23T19:16Z 20.8M followers, [--] engagements

"A Look At HPEs Acquisition Of Juniper Networks By acquiring Juniper for approximately $14 billion HPE is doubling its networking business and significantly enhancing its portfolio in high-margin high-growth areas"
X Link 2024-01-10T04:17Z 20.8M followers, [----] engagements

"HPE Brings AI-as-a-Service to the Enterprise withGreenLake for LLMs HPE introduced new GreenLake for Large Language Models a service-based offering backed its Cray supercomputer"
X Link 2023-06-28T21:42Z 20.8M followers, [---] engagements

"Amazon Unveils New Cloud Storage Offerings at AWS Storage Day Amazon Web Services AWS announced new features at AWS Storage Day updating FSx for Lustre air-gap backups for AWS Backup and expanded AWS DataSync targets"
X Link 2023-09-17T22:22Z 20.8M followers, [---] engagements

"Oracle Introduces New Compute Cloud@Customer Oracle this week extended its Cloud@Customer model with its new Compute Cloud@Customer delivering the same compute infrastructure deployed within OCI public cloud"
X Link 2023-08-14T14:38Z 20.8M followers, [--] engagements

"Amdocs: Telecom Slow To Embrace Generative AI According to a survey by Amdocs despite the tremendous potential for operational efficiency the telecom industry is slow to embrace GenAI"
X Link 2024-03-21T22:31Z 228.6M followers, [---] engagements

"Dell Launches APEX Cloud Platform for Microsoft Azure First announced at Dell Technologies World in June Dell Technologies launched its APEX Cloud Platform for Microsoft Azure today"
X Link 2023-09-26T23:53Z 20.8M followers, [---] engagements

"VMware Customers Cautious after Recent Broadcom Actions Broadcom is moving quickly in undertaking several initiatives with VMware that are causing short-term uncertainty among many VMware customers"
X Link 2023-12-11T13:16Z 20.3M followers, [---] engagements

"Dells New Telecom-Focused Offerings Simplify 5G Deployments Dells new offerings center around the Dell Telecom Infrastructure Automation Suite which automates the management and orchestration of a CSP's network infrastructure"
X Link 2024-02-27T03:19Z 20.8M followers, [----] engagements

"Mistral AI And Nvidia Unveil New Language Model: Mistral NeMo 12B Mistral AI and NVIDIA launched Mistral NeMo 12B a small language model for enterprise applications such as chatbots multilingual tasks coding and summarization"
X Link 2024-07-18T19:36Z 228.6M followers, [---] engagements

"IBM Upgrades Entry Enterprise Flash Storage Analyst Steve McDowell gives his take as IBM delivers some of the highest-performing storage solutions on the market. Today Steve wanted to share his thoughts on IBM's newest Flashsystem"
X Link 2021-02-09T15:31Z 20.8M followers, [--] engagements

"NetApps Disruptive Vision For The Future Of Data And AI NetApp new AI vision merges ONTAP-based products with a new disaggregated architecture and new data manipulation and management capabilities"
X Link 2024-09-30T18:47Z [----] followers, [--] engagements

"Digital Transformation At Sea: Carnival's DXC Technology Alliance Carnival Cruise Line's strategic partnership with DXC Technology demonstrates how enterprise IT modernization drives competitive advantage for large enterprise"
X Link 2025-07-21T04:28Z 208.1M followers, [--] engagements

"VAST Data Powers the Infrastructure Behind CoreWeaves AI Cloud CoreWeave the leading specialty cloud provider for AI systems announced that VAST Data has been selected to provide the storage that underpins CoreWeaves offerings"
X Link 2023-09-27T04:51Z [----] followers, [---] engagements

"Lenovos Big Bet: Will Infinidat Make It An Enterprise Storage Powerhouse Lenovo plans to acquire Infinidat to grow its high-end enterprise storage business growing its TAM and bringing new capabilties into its organization"
X Link 2025-01-22T01:49Z 20.3M followers, [---] engagements

"Qualcomm Boosts Growing Automotive Business With Cadillac Win Qualcomm announced Cadillac is putting Snapdragon Digital Chassis technology into its upcoming [----] Cadillac Escalade IQ"
X Link 2023-08-17T23:41Z 20.8M followers, [---] engagements

"Amperes Momentum Continues with New Oracle Database Support Oracle now officially supports the ARM-based Ampere Altra processor for Oracle Database. This adds to Ampere's momentum and plays to Oracle's cloud strengths"
X Link 2023-06-29T03:03Z 20.8M followers, [----] engagements

"NetApp Updates BlueXP With New Cyber-Resiliency Features NetApp updated BlueXP hybrid-cloud management tool with new data protection and cyber security features targeted at increasing the resiliency of NetApp's storage"
X Link 2023-07-13T21:54Z 20.8M followers, [---] engagements

"Intel Challenges Nvidia With Gaudi [--] AI Accelerator Directly challenging Nvidia in the lucrative AI training and inference markets Intel announced its new Gaudi [--] AI accelerator at its Intel Vision event"
X Link 2024-04-10T03:57Z 20.8M followers, [--] engagements

"Commvault Focuses On Cloud-First Cyber Resilience With New Offerings Commvault announced Cloud Rewind for cloud-native recovery new AWS and Google Cloud data protection features and a DORA compliance tool with Pure Storage"
X Link 2024-10-09T22:20Z [----] followers, [--] engagements

"Infinidat Grows Its Momentum With New Cloud & Cyber-Resiliency Offerings Infinidat recently unveiled its new InfuzeOS Cloud Edition along with new cyber-detection capabilities with its InfiniSafe Threat Detection. Let's get into each"
X Link 2023-05-30T15:14Z 20.8M followers, [--] engagements

"Oracles New Exadata X9M Looks Disruptive Senior Analyst Storage & Data Steve McDowell dives deeper as Oracle already delivered what may be the fastest OLTP database machine ever built when it brought the Exadata X8M to market just over a year ago. However today the company bested itself when it unveiled the new Oracle Exadata X9M"
X Link 2021-09-28T22:49Z 20.8M followers, [--] engagements

"Google Cloud Outpaces Competition with New Vertex AI Capabilities Google announced new features for its Vertex AI platform at Google Cloud Next including new large language model support and extensions to manage model lifecycle"
X Link 2023-09-07T18:15Z 20.8M followers, [--] engagements

"NVIDIAs Growing Momentum In The Public Cloud NVIDIA lives at the center of the AI revolution. Its GPUs are the most common and most powerful. Beyond its hardware NVIDIA is enabling the adoption of AI with software tools that span the gamut from edge inference to autonomous driving to medical imaging. The list truly is limitless"
X Link 2023-03-20T19:37Z 20.8M followers, [---] engagements

"Pure Storage Beats The Odds Again Moor Insights & Strategy Analyst Steve McDowell dives deeper as Pure Storage pre-announced its top-line $410M in revenue earlier this month when it announced the arrival of its new sales chief Dominick Delfino"
X Link 2020-12-02T18:45Z 20.8M followers, [--] engagements

"Oracle Meets AWS: New Partnership Delivers Best Of Two Cloud Worlds Oracle and AWS launched Oracle Database@AWS allowing customers to access Oracle Autonomous Database and Oracle Exadata Database Service directly on AWS infrastructure"
X Link 2024-09-09T21:26Z 20.3M followers, [---] engagements

"Marvell Delivers On CXLs Promise Of Efficient Scalable Data Centers Marvell announces Structera A and Structera X CXL [---] controllers with PCIe Gen5 built on the TSMC 5nm process"
X Link 2024-08-01T01:45Z [----] followers, [--] engagements

"Is Sam Altman Entering The Chip Business Sam Altman is reportedly in discussions with key investors and TSMC to launch a new chip venture to design and build semiconductors for accelerating AI workloads"
X Link 2024-01-23T04:25Z 20.8M followers, [---] engagements

"AWS Releases Amazon Q: Enterprise-Tailored GenAI Amazon has officially launched Amazon Q its GenAI-powered assistant for software development and streamlined access to company data"
X Link 2024-04-30T23:43Z 20.8M followers, [--] engagements

"Komprises New Storage Insights Helps Tame Sprawl of Unstructured Data This week Komprise announced a new data management capability Storage Insights as part of its latest update to its leading Intelligent Data Management platform"
X Link 2023-09-22T14:53Z 20.8M followers, [---] engagements

"Nutanix Broadens Portfolio Partners With Dell And Beats Earnings Nutanix recently beat analyst estimates for earnings and revenue the results of a disciplined approach to the market with new kubernetes tools and new Dell alliance"
X Link 2024-06-04T19:19Z 20.8M followers, [--] engagements

"VAST Data Reports Record Momentum In [----] VAST is not a company thats shy about its success or aspirations and appears to have reasonable cause to brag. VAST Data told us this week that it more than doubled its business in [----] exiting the year with its best quarter in company history"
X Link 2023-03-15T14:01Z 20.8M followers, [---] engagements

"Atlassian Debuts Rovo AI And Focus For Strategic Planning & Automation Atlassian announced several product updates: the general availability of its AI assistant Rovo and Focus a new enterprise strategy and planning tool"
X Link 2024-10-11T01:08Z 20.8M followers, [--] engagements

"IBM Extends FinOps And Cloud Mgmt Capabilities With Apptio Acquisition IBM acquires FinOps and hybrid-cloud management company Aptio for $4.6B. Apptio will complement technology IBM picked up its aquistions of Turbonomic and Instana"
X Link 2023-06-29T22:37Z 20.8M followers, [--] engagements

"Lacework Expands into Full Application Lifecycle Protection Cloud security provider Lacework announced the extension of its platform to include code security enhancing its coverage of the full application lifecycle"
X Link 2023-11-15T02:21Z 20.8M followers, [--] engagements

"Oracle Adds Automation & AI To Globally Distributed Database Oracle announced the general availability of its Globally Distributed Autonomous Database marking a significant enhancement in its database technology"
X Link 2024-03-12T19:38Z 20.8M followers, [--] engagements

"Palo Alto Networks Reveals The Biggest Cloud-Native Cybersecurity Threats Given that cybersecurity routinely tops the list of CIO concerns I was most surprised by how unprepared many survey respondents seem to be. Security in the cloud is more critical than securing on-prem resources"
X Link 2023-03-08T16:41Z 20.8M followers, [--] engagements

"Nutanix's Project Beacon Lights The Way To A Unified Hybrid Multi-Cloud Future Nutanix is founded on the idea that there's a better way to manage sprawling IT infrastructure. Project Beacon lights the way to its next phase"
X Link 2023-05-09T21:15Z 20.8M followers, [---] engagements

"GSIs Help Healthcare Providers Improve Patient Care With GenAI Global system integrators like NTT Data Deloitte and Cognizant have deep expertise in AI and healthcare to help providers modernize or deploy AI-based solutions"
X Link 2024-12-16T19:41Z 20.3M followers, [---] engagements

"OpenText Elevates AI In ECM: Unveiling Next-Gen Aviator Capabilities OpenText announced its OpenText Cloud Edition [----] bringing new generative AI capabilities to its OpenText Content Aviator along with several other new features"
X Link 2024-01-24T19:15Z 20.8M followers, [---] engagements

"MongoDB Embraces AI & Reduces Developer Friction With New Features MongoDB introduces AI and generative AI features including LLM. MongoDB introduces new program for AI apps. MongoDB adds features for developer productivity"
X Link 2023-06-25T21:48Z 20.8M followers, [---] engagements

"CrowdStrikes Big Bet On Securing AI: New Platform And An Acquisition CrowdStrike unveils comprehensive AI security platform and acquires Pangea for $260M positioning itself to dominate the emerging $50B AI cybersecurity market"
X Link 2025-09-17T18:02Z [----] followers, [--] engagements

"Marvell Sees Momentum In Cloud AI and Automotive Marvell latest earnings shows rapid growth in AI applications exceeding earlier projections along with strong performance in cloud and automotive"
X Link 2023-08-29T19:28Z 20.8M followers, [--] engagements

"NVIDIA H100 Dominates New MLPerf v3.0 Benchmark Results A large-scale AI system built by NVIDIA & Inflection AI hosted by CoreWeave uses a large number of NVIDIA H100 GPUs to train GPT-3 in [--] minutes. One of many records"
X Link 2023-06-27T18:50Z 20.8M followers, [---] engagements

"Qualcomm Aims High with new Snapdragon X Elite This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomms commitment to high-performance computing"
X Link 2023-10-30T19:19Z 20.8M followers, [--] engagements

"IBM Grows Oracle Consulting Capabilities Unveils New AI Focus IBM announced that its acquiring leading Oracle consulting services company Accelalpha while also expanding its focus on generative AI"
X Link 2024-09-23T17:28Z 20.8M followers, [--] engagements

"Dell Partners with Hugging Face & Meta to Ease Enterprise AI Pain Dell Technologies is working with both Meta and Hugging Face to help accelerate the adoption of generative AI (GenAI) in the enterprise"
X Link 2023-11-15T17:43Z 20.8M followers, [---] engagements

"Oracle Extends AI Across Its Stack With New GenAI Cloud Features Oracle announced the general availability of its OCI Generative AI Service plus substantial enhancements to its data science and cloud offerings"
X Link 2024-01-23T18:18Z 20.8M followers, [--] engagements

"Dell & NVIDIA Deliver Full-Stack Generative AI Designs Dell and NVIDIA announced new validated designs for inference systems based on NVIDIA GPUs and software a services offering and a new Dell Precision AI workstation"
X Link 2023-08-06T21:18Z 20.8M followers, [---] engagements

"AWS Storage Day Rich With Announcements Analyst Steve McDowell touches on the high points as Amazon hosted its second AWS Storage Day last week delivering a slew of updates that impact nearly every one of its storage offerings"
X Link 2020-12-04T19:19Z 20.3M followers, 24.9K engagements

"Intel Details New Server Processors at Intel Innovation At Intel's Innovation event the company doubled-down on AI and high-performanace computing introducing new sixth-generation Xeon processors"
X Link 2023-09-25T22:06Z 20.8M followers, [---] engagements

"Dell And Nutanix Expand Partnership To Capture Disillusioned VMware Customers Dell Technologies and Nutanix announced an expanded long-term partnership that delivers new Dell XC appliance and teases deeper PowerFlex integration"
X Link 2024-08-14T20:43Z [----] followers, [---] engagements

"Pure Storage Beats The Odds Again Moor Insights & Strategy Analyst Steve McDowell dives deeper as Pure Storage pre-announced its top-line $410M in revenue earlier this month when it announced the arrival of its new sales chief Dominick Delfino"
X Link 2020-12-02T18:36Z [----] followers, [--] engagements

"Quantum Goes Full Stack With New Myriad All-Flash File & Object Storage Quantum Corporation jumped head-first into the scale-out file and object storage market earlier this month with the announcement of its new Quantum Myriad all-flash storage solution"
X Link 2023-04-10T13:30Z 20.8M followers, [---] engagements

"Dell Launches AI Factory To Accelerate Enterprise AI Integration At this year's Dell Tech World Dell introduced the Dell AI Factory including new servers storage and networking for AI"
X Link 2024-05-20T19:49Z 228.6M followers, [---] engagements

"NVIDIA's Data Center Platform Play Unveiled At GTC [----] It's become clear that NVIDIA strives to own the entire platform for AI-infused analytics. The time is right as accelerated AI is fueling a shift in how enterprises derive value from their data and how businesses operate and engage with their customers"
X Link 2023-03-22T18:58Z 20.8M followers, [--] engagements

"Multi-Cloud Storage Center Stage At Dell Technologies World Senior Analyst Storage & Data Steve McDowell cover the first in-person Dell Technologies World in three years"
X Link 2022-05-04T16:49Z 20.8M followers, [--] engagements

"IBM And Palo Alto Networks Forge New Cybersecurity Partnership Palo Alto Networks and IBM unveiled a broad-reaching strategic partnership to strengthen each company's cybersecurity footprint"
X Link 2024-05-19T22:35Z 228.6M followers, [---] engagements

"IBM Goes Container-Native With Spectrum Fusion Senior Analyst Storage & Data Steve McDowell discusses how AI is now a mainstream enterprise workload. Keeping the powerful compute workhorses supplied with data requires storage designed for AI. Steve dives into what IBM is is delivering"
X Link 2021-04-27T19:06Z 20.8M followers, [--] engagements

"Hammerspace Introduces Hyperscale NAS For AI & HPC Hammerspaces new Hyperscale NAS combines the high performance and scalability of an HPC parallel file system with the standards-based connectivity and enterprise feat"
X Link 2024-02-23T02:50Z 20.8M followers, [---] engagements

"IBMs New Granite Foundation Models Enable Safe Enterprise AI With its just-released Granite foundation models IBM takes a big step towards addressing enterprise requirements for generative AI"
X Link 2023-10-04T00:54Z 20.8M followers, [---] engagements

"IBM Introduces Data Path Ransomware Detection In New FlashSystem IBM's new FlashSystem AI-enhanced capabilities bolster data resilience against ransomware and other cyber threats"
X Link 2024-02-27T21:31Z 20.8M followers, [---] engagements

"IBMs Qiskit Takes Lead In Quantum Computing Software Development IBM recently announced that its Qiskit SDK has firmly established itself as the leader among quantum software development kits"
X Link 2024-09-24T19:52Z [----] followers, [--] engagements

"Atlassians $1B DX Deal Targets AI Development Investment Atlassian acquires developer analytics firm DX for $1 billion to help enterprises measure AI investment returns in software development productivity"
X Link 2025-09-18T18:08Z 208.1M followers, [--] engagements

"IBM Acquires Advanceds Application Modernization Division IBM announced its acquisition of application modernization capability provider Advanced a strategic move to bolster its position in hybrid cloud and AI"
X Link 2024-01-19T00:47Z 20.8M followers, [--] engagements

"Oracle Brings Exadata Performance And Scale To Everyone Oracle releases its Exadata Database Service on Exascale Infrastructure bringing the unique OLTP-ready capabilities of Exascale to an affordable cloud model"
X Link 2024-07-12T01:27Z [----] followers, [--] engagements

"Intels Big Automotive Play: SoCs and an Acquisition At the CES show in Las Vegas Intel outlined a bold strategy to expand its AI capabilities into the automotive sector"
X Link 2024-01-10T05:40Z 20.8M followers, [---] engagements

"Confluent Introduces Data Streaming for AI + New Partnerships Confluent announced its Data Streaming for AI initiative to aid organizations in developing real-time AI applications. The company also introduced new AI-enabled tools"
X Link 2023-10-16T16:37Z 20.8M followers, [---] engagements

"VAST Data Lives Up To Its Name With New VAST Data Platform The new VAST Data Platform combines the VAST DataStore VAST DataBase and VAST DataSpace. The VAST Data Platform makes for easy integration into analytics stacks"
X Link 2023-08-03T21:20Z 20.8M followers, [---] engagements

"HPE Kicks-Off Its Year Of Storage With Help From VAST Data While HPE announced a set of compelling new storage-related offerings for GreenLake we were most surprised by the news that HPE tapped VAST Data to deliver the engine behind its new File Services solution"
X Link 2023-04-07T13:05Z 20.8M followers, [---] engagements

"IBM Promises Enterprise-Ready Quantum Computing By [----] IBM announced plans for its IBM Quantum Starling a fault-tolerant quantum computer that will be ready in 2029"
X Link 2025-09-19T16:40Z 208.1M followers, [---] engagements

"IBM New Z-Series And LinuxONE Rack-Friendly Configurations Enable Greater Sustainability In an environment where IT sustainability is a critical element of nearly every enterprise's ESG goals the LinuxONE and Z16 stories are compelling. Even without sustainability as a goal the nearly 40:1 consolidation ratio of LinuxONE to x86-based servers is unbeatable by any other solution"
X Link 2023-04-07T04:34Z 20.8M followers, [----] engagements

"Venafi Stop Unauthorized Code Solution Protects Software Supply Chain Venafi launched its new Stop Unauthorized Code Solution addressing software development security targeting unauthorized code and software supply chain attacks"
X Link 2024-01-26T03:36Z [----] followers, [--] engagements

"IBM Goes Container-Native With Spectrum Fusion Senior Analyst Storage & Data Steve McDowell discusses how AI is now a mainstream enterprise workload. Keeping the powerful compute workhorses supplied with data requires storage designed for AI. Steve dives into what IBM is is delivering"
X Link 2021-05-11T16:02Z 20.8M followers, [--] engagements

"NetApp Unveils Resilient Next-Generation AI Data Solutions NetApp unveiled new all-flash performance storage new capacity-optimized flash object storage and a new converged AI solution co-engineered with Lenovo"
X Link 2024-05-14T21:56Z 228.6M followers, [---] engagements

"Dynatrace Blends AI Automation & Observability With New Offerings Understanding what's happening across that infrastructure is a difficult challenge predicting what may happen next in that infrastructure That seems impossible"
X Link 2023-02-20T14:37Z 20.8M followers, [--] engagements

"Broadcom And IBM Deliver New Levels Of Cyber-Resilient Storage Analyst Steve McDowell had the opportunity late last year to talk to a group of experts from Broadcoms Brocade storage networking group and IBMs storage division and dives deeper touching on Fiber Channel's evolving abilities"
X Link 2021-01-13T23:20Z 20.8M followers, [--] engagements

"Pure Storage Grows 14% & Introduces Market-Expanding Storage Solution Both truths were amplified this week as Pure Storage announced another quarter of double-digit revenue growth while also bringing to market a new offering targeted directly at high-capacity unstructured storage the FlashBlade//E"
X Link 2023-03-03T00:12Z 20.3M followers, [---] engagements

"Microsoft Cloud For Sustainability Gains Data & AI Capabilities Microsoft introduced new data and AI solutions for its Cloud for Sustainability to assist organizations transitioning from pledges to progress"
X Link 2024-02-13T21:51Z 20.8M followers, [---] engagements

"Pure Storage Elevates FlashArray To Storages Top Tier Senior Analyst Storage & Data Steve McDowell dives into Pure Storages new FlashArray//XL product that is Pure's entry into the highest level of storage products"
X Link 2021-12-17T21:33Z 20.8M followers, [--] engagements

"IBM Beefs Up Its Cyber-Resilient Storage Senior Analyst Storage & Data Steve McDowell dives deeper as IBM released a set of storage announcements this week that intersect two of these trends. First IBM is enhancing its already-rich set of private cloud. Second the company is also bringing some of its mainframe-caliber cyber-security"
X Link 2021-07-23T00:20Z 20.8M followers, [--] engagements

"AMD And Intel Unite Against Existential Threat Of Arm Intel and AMD have announced the formation of the x86 Ecosystem Advisory Group to enhance compatibility simplify software and platform development"
X Link 2024-10-15T18:19Z 228.6M followers, [---] engagements

"How Pre-Built Storage Pods Remove Enterprise AI Scaling Bottlenecks Pre-integrated storage pods eliminate months-long AI deployment cycles. Learn how turnkey solutions help enterprises scale AI infrastructure in hours not months"
X Link 2025-09-20T16:55Z 208.1M followers, [--] engagements

"Atlassian Rovo Brings Generative AI To Enterprise Decision Making Atlassian Rovo enhances enterprise information management by utilizing Atlassian Intelligence to help users efficiently find learn and act on enterprise data"
X Link 2024-05-02T05:45Z 228.6M followers, [---] engagements

"IBMs Multi-Cloud Strategy Backed By New Storage Capabilities Senior Analyst Storage & Data Steve McDowell dives in as this week IBM announced a modest series of updates to multiple elements of its storage portfolio. These announcements collectively demonstrate that IBM is playing to its strategy"
X Link 2021-10-14T00:56Z 20.8M followers, [--] engagements

"Dynatrace Brings New Capabilities to Kubernetes Platform Engineering Teams Dynatrace recently announced its new Kubernetes Experience for Platform Engineering at last weeks KubeCon event in Chicago"
X Link 2023-11-12T22:02Z 20.8M followers, [---] engagements

"Pure Storage Brings Its Storage Technology To Microsoft AVS Pure Storage announced today that it is bringing its Pure Cloud Block Store offering to Microsoft AVS"
X Link 2023-08-23T21:17Z 20.8M followers, [--] engagements

"IBM FlashSystem [----] Arrives With New Data Resilience Capabilities IBM releases its new entry-level FlashSystem [----] solidifying IBMs data protection capabilities across its entire FlashSystem enterprise storage portfolio"
X Link 2023-07-20T18:09Z 20.8M followers, [---] engagements

"NVIDIA Powers First GPU-Accelerated 5G Network NTT DOCOMO announced the world's first GPU-accelerated commercial Open RAN 5G built on NVIDIA Fujitsu and Wind River technology"
X Link 2023-10-09T15:45Z 20.8M followers, [---] engagements

"Arms Growing Cloud Server Momentum Tab Schadt CEO of Liftr Insights told me that Arm-based offerings in the public cloud increased by an incredible 290% in 2022"
X Link 2023-02-27T13:24Z 20.8M followers, [----] engagements

"Inside Commvaults New Cyber-Resilient Cloud Platform Commvault launched the new Commvault Cloud platform powered by its Metallic AI platform to enhance cyber resilience amidst frequent ransomware and cyberattacks"
X Link 2023-11-08T16:27Z 20.8M followers, [---] engagements

"VMwares Cheaper New Bundles May Drive Up Costs VMware recently revealed changes in how VMware products will be licensed and sold consolidating offerings into two basic bundles which may impact IT buyers"
X Link 2023-12-22T02:09Z 20.8M followers, [---] engagements

"Qualcomm Builds Momentum In AI Inference Qualcomm extends its footprint in AI inference processing started with its Cloud AI [---] series accelerators with its new Qualcomm Cloud AI [---] Ultra"
X Link 2024-01-02T22:44Z 20.8M followers, [--] engagements

"Cognizant Shows Growing Momentum In Health Sciences While Cognizant is fighting headwinds in the macro-economic environment suffering declines in hard-hit sectors such as finance it continues to find success in health sciences. That business continues to grow quarter after quarter"
X Link 2023-05-22T12:58Z 20.8M followers, [---] engagements

"IBM Bolsters Hybrid-Cloud Business With $6.4 Billion HashiCorp Acquisition IBM announced its intention to acquire HashiCorp a multi-cloud infrastructure automation company for $6.4 billion"
X Link 2024-04-24T20:31Z 228.6M followers, [---] engagements

"Orca Security Expands w Google Cloud & Adds Generative AI Features Orca released a new generative AI-based tool for asset discovery. and expands relationship with Google Cloud"
X Link 2023-09-20T19:51Z 20.8M followers, [---] engagements

"The Innovative Cooling Approach Behind NVIDIAs $5M COOLERCHIPS Grant NVIDIA won the DOE ARPA-E COOLERCHIPS Grant to explore next generation data center cooling. NVIDIA will blend direct liquid cooling with chassis-level immersion cooling"
X Link 2023-06-01T19:07Z 20.8M followers, [---] engagements

"HPE Grows GreenLake With OpsRamp Acquisition HPE has filled the gaps in its GreenLake offerings with an aggressive run of strategic acquisitions. Since announcing GreenLake in [----] HPE has acquired nearly a dozen companies that directly contribute to GreenLake functionality. Today it added OpsRamp to that list"
X Link 2023-03-21T17:09Z [----] followers, [--] engagements

"Oracle Embraces & Enables AI In New Oracle Database Release The new Oracle Database 23c arrives with 300+ features but it's the new AI and ML features will truly enable enterprises to fully extract the value of generative AI"
X Link 2023-10-05T16:27Z 20.8M followers, [---] engagements

"New Oracle Database Platforms And Services Deliver Outstanding Cloud Benefits Senior Analyst Storage & Data Steve McDowell dives in as Oracle just celebrated its 45th anniversary beat Wall Streets estimated revenue in its fiscal fourth quarter and showed its highest organic revenue growth rate in over a decade"
X Link 2022-08-02T19:45Z [----] followers, [--] engagements

"VAST Data More Than Doubles Valuation to $9.1B in Latest Funding Round VAST Data announced a $118 million Series E elevating its valuation to $9.1 billion post-money. The valuation is nearly double that of VASTs previous funding round"
X Link 2023-12-08T03:10Z 20.8M followers, [---] engagements

"The [----] Enterprise Storage Agenda Senior Analyst Storage & Data Steve McDowell dives in as it isn't easy to distill everything that's happening around the storage industry into a set of concrete predictions. In fact it'd be folly to try. Steve McDowell offers up the topics that will set the storage agenda for the coming year"
X Link 2023-01-09T21:40Z 20.8M followers, [--] engagements

"Databricks Buy Real-Time Data Replication With Arcion Acquisition Databricks announced its intention to acquire Arcion an enterprise data replication specialist and a part of the Databricks Ventures portfolio"
X Link 2023-10-25T16:00Z 20.8M followers, [---] engagements

"Qualcomm Earnings Highlight Strong Automotive Growth Qualcomm announced revenue of nearly $10 billion with fastest growth from the automotive sector up 31% year-over-year"
X Link 2024-02-05T04:18Z 20.8M followers, [---] engagements

"Arms New Neoverse CSS V3 & N3 Target AI & Power Efficiency Arm is bringing two new Neoverse compute subsystems to market. The solutions extend its N-Series and brings its first V-Series product to market"
X Link 2024-02-21T20:11Z 20.8M followers, [---] engagements

"Epic Games And Qualcomm Partner To Elevate In-Car Experiences Qualcomm and Epic Games are collaborating to integrate Unreal Engine into Qualcomm's Snapdragon Cockpit Platform part of the Snapdragon Digital Chassis"
X Link 2024-10-17T18:36Z 20.3M followers, [---] engagements

"Nutanix Introduces A Turnkey Generative AI Solution Stack Nutanix's new GPT-in-a-Box brings together the elements necessary to deploy a large language model (LLM) into production"
X Link 2023-08-28T18:55Z 20.8M followers, [---] engagements

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