Back in Sept, Oracle and Amazon Web Services 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. forbes.com/sites/stevemcd…

Some of my thoughts on Pure Storage'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 KIOXIA America, Inc. relationship. At the link.

Day 2 of Amazon Web Services #reinvent24 & the announcement count is up to about 50. 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

Today NetApp released its 2024 Data Complexity Report - Join me tomorrow as I talk to NetApp CMO Gabie Boko & VP Jeff Baxter to learn what it teaches us about enterprise readiness for the emerging AI world. At the link. lnkd.in/eG8_qVE3

This one was easy to write - Dell Technologies is running the right playbook, with good things on deck.

Curious about navigating risk in a shifting IT landscape? 🤔 NAND Research’s Steve McDowell dives into how IT leaders have been adapting to changes with VMware by Broadcom. Listen now: ntnx.com/4ejMOiK #NutanixForecast

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

Are SoftBank & Arm looking to acquire Arm-server pioneer Ampere? 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!

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 1,000,000. →

Check out why industry analyst Steve McDowell thinks running Oracle Database on anything other than Oracle Exadata X11M means you’re not getting the optimal business results for your organization. Read the article. social.ora.cl/6014abKYy

Check out why industry analyst Steve McDowell thinks running Oracle Database on anything other than Oracle Exadata X11M means you’re not getting the optimal business results for your organization. Read the article. social.ora.cl/6012abOPq

Last week, Lenovo surprised us with news that it intends to acquire high-end storage provider Infinidat. The deal promises to grow Lenovo Data Center'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

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

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 → Red Hat ↑17% on back of ~25% OpenShift growth Consulting: → down the for the Q, up for the year → Growth in GenAI &

AI is moving to the edge—because that’s where the data lives. 🌐 Hear how this shift is reshaping industries like retail and manufacturing with insights from Steve McDowell, Chief Analyst at NAND Research: ntnx.com/41fzmIi #NutanixForecast

Want tips on how to take your #AnalystRelations to the next level? A NEW episode of the #A3podcast with Steve McDowell Steve McDowell, chief analyst and founder at NAND Research, is coming next week! Catch up on all the previous episodes here: bit.ly/A3Podcast

Out Wednesday - the latest episode in the #A3podcast series 'Who Do You Think You Are?’ featuring chief analyst and founder at NAND Research Steve McDowell Steve McDowell. Subscribe now to be the first to get Steve’s insights and tips bit.ly/A3Podcast #StoragePRSpecialists

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:

NEW EPISODE of the #A3podcast out today! Featuring chief analyst and founder at NAND Research Steve McDowell Steve McDowell. LISTEN NOW bit.ly/A3Podcast for invaluable insights into what Steve wants to learn about you company #DataStorage #GetThePower #StoragePRSpecialists

‘The last thing I want to do is swap out a storage architecture for a startup that I don’t know is going to exist in two years.’ Hear NAND Research Steve McDowell Steve McDowell reveal what vendors must get right to earn trust, on the #A3podcast. LISTEN NOW bit.ly/A3Podcast#Data…