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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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18 Dec
Research Notes

NVIDIA Releases Nemotron 3: A New Family of Open Models

  • December 18, 2025
  • By creativeteamf602216440

NVIDIA debuted the Nemotron 3 family of open models, available in Nano, Super, and Ultra sizes, providing efficiency advances, improved accuracy, and a hybrid Mixture-of-Experts architecture that can deliver throughput breakthroughs for building agentic AI applications.

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18 Dec
Research Notes

AWS re:Invent 2025: Building a Governed Platform for Autonomous Enterprise AI

  • December 18, 2025
  • By creativeteamf602216440

AWS positions itself as the operating environment for domain-specific, production-grade autonomous AI

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18 Dec
Research Notes

Is GenAI Just the Flash Freezing of the Knowledge Economy?

  • December 18, 2025
  • By creativeteamf602216440

Generative AI is shifting knowledge work from artisan creation to industrial oversight, mirroring the agricultural workforce changes seen in the post-WWII frozen food boom.

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18 Dec
Research Notes

Data Residency is Not Sovereignty: Nutanix Changes the Rules

  • December 18, 2025
  • By creativeteamf602216440

Nutanix bets that true digital sovereignty requires a portable control plane and disconnected operations, not just a local data center address.

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18 Dec
Research Notes

Amazon S3’s Quiet Q4 2025 Transformation: Is Object Storage Becoming AWS’s Next Data Operations Layer?

  • December 18, 2025
  • By creativeteamf602216440

The most recent S3 updates will change how AWS expects customers to build and operate data platforms, AI workloads, and metadata-rich storage systems.

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17 Dec
Research Notes

Does Broadcom’s AI Story and Software Trajectory Equal Mag8 Billing?

  • December 17, 2025
  • By creativeteamf602216440

Record AI backlog, soaring XPU demand, VMware Cloud Foundation momentum, stable Mainframe business model, and the impact of system-level sales on gross margins.

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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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