The multi-agent production chasm is real. Operationalising these systems demands enterprise governance, secure identities, and granular auditability to defeat fragmentation and 'shadow AI' at scale. Check out the Research Brief via the link in the comments👇

Ingram Micro ONE event recap. www.youtube.com/watch?v=zrsn...

Q3's top-line is just funding for the revolution. Ingram Micro's sales growth is solid, but margin compression reflects a strategic mix shift funding a high-stakes Agentic AI gamble. Check out my Research Note via the link in the comments

Dynatrace's quarter holds a central paradox. Exceptional profitability masks continued ARR growth deceleration. The structural shift is key: 53% growth in 7-figure deals proves enterprise tool consolidation is working. Check out my Research Note via the link in the comments.

Developer Forges Ahead With $38B in North Carolina Data Center Builds. www.datacenterknowledge.com/build-design...

Ahead of #KubeCon next week, lots of people are thinking about Containers Vs VMs and how to architect for both in enterprise environments. Check out our report: hyperframeresearch.com/2025/10/30/f...

The UK has a King The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.

Always a pleasure to chat with Sam Vadas on the Schwab Network Huge week in Tech - Lots of signal when it comes to the AI trade. We talk Google, Amazon, Microsoft, as well as the likes of NVIDIA and Lenovo schwabnetwork.com/video/dicken...

Does Opaque Mainframe TCO Kill Financial Modernization Plans? IBM Z and Apptio, an IBM Company team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value. Link: hyperframeresearch.com/2025/10/28/d...

Is IBM's Mainframe-Fueled AI Growth Sustainable? AI book of business hits $9.5B as Infrastructure booms with z17 cycle; Software posts 10% growth, but market questions consulting stability. Check out Harvy Espellarga and my take 👇 hyperframeresearch.com/2025/10/28/i...

Lenovo GIAC 2025: The Key Takeaways Lenovo advanced its "Smarter AI for All" vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices and at the edge. hyperframeresearch.com/2025/10/28/l...

Does IBM Digital Asset Haven Mean A New Vector for LinuxONE Growth? IBM partners with Dfns to debut a platform designed for institutional compliance, leveraging HSMs, MPC, and the Z/LinuxONE ecosystem. Link: hyperframeresearch.com/2025/10/28/d...

Can Dynatrace And ServiceNow Truly Deliver Autonomous IT? The new multi-year collaboration marries Dynatrace’s Causal AI-powered observability with ServiceNow’s workflow automation to enable autonomous IT operations. Link: hyperframeresearch.com/2025/10/28/c...

Is HPE's Discovery Just a Bigger Frontier? Hewlett Packard Enterprise secures major Oak Ridge National Laboratory contracts, converging HPC and AI with Cray GX5000 and dedicated Lux AI factory, powered by AMD Venice and MI430X. hyperframeresearch.com/2025/10/28/i...

Check out my quick take from Oracle #AIWorld last week 👇 www.youtube.com/watch?v=J-eN...

The UK has a King The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.

Why do I like Oracle cloud strategy? My response in two charts 👇 #AIWorld

Just had a bunch of fun recording a spicy 🌶️ video with Todd Brooks CEO of FalconStor Software All I can say is Habanero hot sauces were involved.

" Before I give my agents agency, they need the same accountability as my humans". Garth Fort - LogicMonitor When do you let the agents run the show? After the 10th time, they suggest the next best action? After the 100th time? After the thousandth time? The answer can't be never...

Honoured and humbled to rank 2nd on the ARInsights Power 100 list of Analysts globally. However, what I am more pleased to see is that Ron Westfall is ranked in fourth place! www.arinsights.com/power-100-ma...

Another live performance from the archives I wish I had seen live... Eric Claption's Old Love- Unplugged open.spotify.com/track/2KAQMH...

Stephen Foskett chats with Steven Dickens on IBM Z17 + AI, LinuxONE growth, AWS in mainframes, and why they still power mission-critical industries. Watch: buff.ly/dMtbrWw @Stephen.Fosketts.net @StevenDickens3.bsky.social #TFDx #SHARECleveland2025 #Mainframe #AI #LinuxONE #Modernization

NVIDIA to Inject $100B into OpenAI for Massive AI Data Center Buildout “This is NVIDIA flexing its balance sheet and making strategic moves for the medium to long-term,” Steven Dickens, CEO and analyst at HyperFRAME Research, tells Data Center Knowledge in an interview. Read via link in comments 👇

Another week, another early start. 4:15am alarm so I can make a flight to Atlanta to spend time with the ELT of QumulusAI. Can’t say too much just yet, but watch this space. Suffice to say company will have a LOT to say about intersection of AI, next generation infrastructure, power supply.

Well worth subscribing to the WSJ podcast. Good to get some balanced coverage of polarising issues. open.spotify.com/episode/5J7M...

Performances you wish you had seen live! Amy Winehouse, Paul Weller, and Jools Holland - New Years Eve Special 2006 open.spotify.com/track/5kB7BZ...

Want the inside track on the enterprise announcements from Lenovo at IFA this week? HyperFRAME Research has you covered!!! Check out my conversation with Steve Long for details on the commercial implications of the Innovation World 25 announcements.

Spent a couple of days with Lenovo in Berlin at the company’s Innovation World 25 event. Here are my takeaways on the implications of AI PCs and some of the use cases. youtu.be/aGPO6_pbPvo?...

Check out the HyperFRAME Research YouTube Channel You can expect authentic, short-format takes from the most innovative executives, and my analysis of the key takeaways from the events that are shaping the tech landscape. www.youtube.com/@HyperFRAMER...

A leader in the tech space - @stevendickens3.bsky.social is blazing ahead with his new venture @hyperframeresearch.bsky.social - so it was a delight to catch up with him and Gary Thornhill of PopUp Mainframe to talk about #mainframe innovation at #sharecleveland2025 www.youtube.com/watch?v=BLV1...

Check out my take on #VMwareExplore www.youtube.com/watch?v=dwLo...

Always a pleasure to jump on the AnewZ network. Guy Shone and I talked about the prospects for NVIDIA - Show should air on Friday, so check it out. anewz.tv

Busy week at #VMwareExplore in Las Vegas with the team from Broadcom Here is my coverage of the key announcements: hyperframeresearch.com/2025/08/27/i... hyperframeresearch.com/2025/08/27/i... There's a lot to unpack regarding VCF 9.0 and the Tanzu portfolio.

Perplexity in talks to buy NVIDIA, Meta, Google, and Microsoft as part of an audacious plan to do nothing apart from garner headlines...

Check out recent discussions with InterSystems You can check out the videos on our YouTube channel. Links below 👇 Tom Woodfin - youtu.be/1emCePBj29Q?... Mike Fuller - www.youtube.com/watch?v=1Xde... Both fascinating discussions.

Black Hat 2025: Infoblox Delivers Proactive Protection Against AI-powered Attacks Check out Ron Westfall's Research Note below 👇 hyperframeresearch.com/2025/08/07/b...

Why Your Data Platform is Not Delivering on AI Promises and How InterSystems is Aiming to Help Read Stephanie Walter and my Research Note below 👇 hyperframeresearch.com/2025/08/06/w...

Black Hat 2025: Can HPE’s Unified Portfolio Address Enterprise Security Gaps? Solid analysis as always from Ron Westfall - Read his Research Note below hyperframeresearch.com/2025/08/07/b...

Is Lenovo's New DaaS Really a Game-Changer for Sustainability? Lenovo TruScale DaaS for Sustainability aims to help enterprises meet both their environmental and financial goals with a modular, data-driven approach. Read the Research Note below 👇 hyperframeresearch.com/2025/08/07/i...

Always a good day when I get to go on the TV schwabnetwork.com/video/dynatr...

Hard to listen to this interview with the head of the FDA and not be impressed. I know that half of the country will just disagree on principle, but watch this @wsj.com podcast with an open mind before you jump to a conclusion. open.spotify.com/episode/215A...

Why is the Bureau of Labor Statistics still using surveys? Surely hook up Palantir to ADP, QuikBooks, Gusto, Ramp and LinkedIn via API’s and get better quality data. What am I missing?

Why is the Bureau of Labor Statistics still using surveys? Surely hook up Palantir to ADP, QuikBooks, Gusto, Ramp and LinkedIn via API’s and get better quality data. What am I missing?

As a Technology Analyst tracking the mega trends in AI and the wider technology landscape, give me some reasons to stay on this platform. Genuinely asking. The platform seems like it's the anti-Truth social, and I am not seeing any value (I don't see value in Truth social either BTW).

Microsoft Earnings "Thirty-four percent growth is a stellar result for Azure and shows acceleration from previous quarters," said Steven Dickens, CEO and principal analyst at HyperFrame Research, in an email interview. Read Shane Snider's full article here: www.techtarget.com/searchcloudc...

My thoughts ahead of spending the day with the InterSystems ELT. Going to be interesting for me to find out more about what InterSystems have to offer as the data stack gets re-architected in the era of AI.

Give me a reason to stay on this platform?

Lots to be bullish about as I analyse Amazon Check out my segment on Schwab Network for more insights 👇 schwabnetwork.com/video/a-i-an...

Why is arranging apps so bad on Android?

Always great to hang out with the CIO Whisperer, @avoa.com In this video, we give a short summary of the takeaways from #AWSSummitNYC and the analyst track we had the pleasure of attending. www.youtube.com/watch?v=m7-a...