Steve McDowell is chief analyst at NAND Research. Steve is a technologist with over 25 years of deep industry experience in a variety of strategy, engineering, and strategic marketing roles, all with the unifying theme of delivering innovative technologies into the enterprise
Oracle Targets Private AI With New Hybrid Cloud Database System
Oracle's new Base Database Cloud@Customer brings AI closer to enterprise data, helping organizations deploy private AI while meeting latency, security, and data residency needs.
Enterprise Storage Is Rebuilding Itself Around AI-Ready Data
Enterprise storage shifts from capacity to data readiness and governance as market grows 22.7% in Q1 2026.
AMD Makes Its Strongest Bid Yet To Challenge Nvidia In AI
AMD challenges Nvidia’s AI dominance with Helios, new Instinct GPUs, EPYC processors, ROCm.ai software, and major customer deployment plans.
Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy
Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU challenge NVIDIA in AI inference.
Oracle Targets AI Security With Database-First Protection Strategy
Oracle expands its AI database security strategy with new data protection, patching, and cyber resilience tools to help enterprises respond faster to AI-driven threats.