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19 Dec
Research Notes

Databricks Raises $4B at $134B Valuation as Growth in AI and Lakehouse Momentum Continues

  • December 19, 2025
  • By HyperFRAME Team

Revenue velocity and a massive Series L capital injection signal a strategic shift as Databricks architected a strong competitive position in the generative AI era.

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17 Dec
Research Notes

Aviz Delivers Enterprise-Ready SONiC Solution to Simplify Open Networking

  • December 17, 2025
  • By HyperFRAME Team

Aviz delivers the path to open networking through Aviz Certified Community SONiC providing pre-tested software images, assuring compatibility with industry-leading silicon from OEMs including NVIDIA, Cisco, Marvell, and Broadcom.

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11 Dec
Research Notes

Veeam Completes Securiti AI Acquisition, Creating a Unified Data Platform for Trusted AI Adoption

  • December 16, 2025
  • By HyperFRAME Team

The deal closes a major strategic advancement for Veeam as it integrates resilience, security, governance and privacy into a single platform designed for AI at scale.

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11 Dec
Research Notes

Nutanix and Pure Storage Move to Full Stack Integration as Virtualization Market Evolves

  • December 11, 2025
  • By HyperFRAME Team

General availability of Nutanix Cloud Platform on Pure Storage FlashArray arrives as enterprises evaluate long-term virtualization and data center strategies.

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11 Dec
Research Notes

Vultr and NetApp: What If AI Compute Could Use Your Existing Datasets With No Migration?

  • December 11, 2025
  • By HyperFRAME Team

A validated design using ONTAP, SnapMirror, and AMD GPUs gives enterprises a low-disruption path to cloud AI by bringing compute to the data they already manage

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11 Dec
Research Notes

Is Agentic AI the New Open Source Frontier?

  • December 11, 2025
  • By HyperFRAME Team

Interoperability, autonomous workflows, and governance standardization for AI agents led by tech giants and the Linux Foundation.

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10 Dec
Research Notes

Is Oracle’s $523 Billion AI Backlog Worth the $50 Billion Price Tag?

  • December 11, 2025
  • By HyperFRAME Team

Record AI backlog, a commitment to chip neutrality, a CapEx hike, while posting huge OCI growth and health in core franchises.

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10 Dec
Research Notes

IBM Partner Growth: The Real Story Behind FalconStor’s Momentum

  • December 10, 2025
  • By HyperFRAME Team

FalconStor launches Habanero hybrid cloud object storage, reports 15% partner growth, and leverages watsonx AI in a determined effort to dominate IBM Power data protection and recurring revenue.

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10 Dec
Research Notes

Will CoreWeave’s Observability Platform Defeat Hyperscalers?

  • December 10, 2025
  • By HyperFRAME Team

CoreWeave weaponizes operational excellence to solidify its position against generalized cloud providers, boosting AI workload goodput and security visibility.

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10 Dec
Research Notes

Lenovo Storage Portfolio Expansion to Help Enterprises Scale Data, Preserve Investments, and Prepare for AI

  • December 10, 2025
  • By HyperFRAME Team

With storage capacity in high demand, Lenovo continues to make steady progress, helping customers scale up, simplify operations, reduce cost, and leverage what they already have

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