Can Kyndryl shed old/bad revenue fast enough to hit long-term goals? Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence. buff.ly/rUgRrME

CoreWeave designates the VAST AI OS as its primary data foundation. VAST Data and CoreWeave signed commercial agreement valued $1.17 billion, deepening their existing collaboration and formalizing the VAST AI Operating System as the data layer underpinning CoreWeave’s GPU cloud. buff.ly/ZUzheFJ

Oracle’s debut of the AI Data Platform is an assertive move. This new offering is a comprehensive platform architected to securely connect industry-leading generative AI models with a customer’s enterprise data, applications, and workflows. buff.ly/poqliBy

Databricks has announced a suite of new compelling MLflow-powered capabilities. Specifically for evaluating the accuracy and performance of AI agents. These enhancements introduce LLM-as-a-Judge features, simplifying the creation of customizable, domain-specific evaluation logic. buff.ly/MxcBWmi

Pure extends reach beyond flash arrays into orchestration and AI operationalization. Key Highlights: Pure Storage introduced a new FlashStack Cisco Validated Design (CVD) with Cisco and NVIDIA for enterprise AI workloads.

Cisco 360 driving partner profitability with AI. Key Highlights: The Cisco 360 Partner Program (launching Jan. 2026) shifts incentives from sales volume to demonstrable customer lifecycle value (LAER) and AI-readiness, accelerating partner profitability across integrated solutions. buff.ly/3WaGTvC

Can Kyndryl shed old/bad revenue fast enough to hit long-term goals? Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence. buff.ly/dFvZecF

CoreWeave designates the VAST AI OS as its primary data foundation. Key Highlights: VAST Data and CoreWeave forged a $1.17 billion commercial agreement, establishing VAST's AI Operating System as the data foundation for CoreWeave's AI cloud. buff.ly/ZqXJEeh

IBM Cloud will cease selling VMware on IBM Cloud to all new customers lacking an active workload by October 31, 2025. This "End of Marketing" move stems directly from changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program. buff.ly/ewACJVk

Elon Musk's thoughts this weekend about quantum computers on the Moon would have been pure fantasy ten years ago. Today, they look more like a calculated strategy from one of our most practical ‘big thinkers.’ buff.ly/PbJZHlS

Can IREN turn $9.7 billion into a sustainable AI giant? This $9.7 billion contract with Microsoft is a magnificent, validating event for IREN. It represents more than just a large financial agreement; it is a seismic shift in the company’s trajectory. buff.ly/nUZRQnH

Cisco's Unified Edge platform extends its AI networking and compute portfolio. Enabling real-time AI inferencing for agentic and physical workloads right where the data is created and processed to bring AI capabilities to life for enterprises. buff.ly/KnEbSxf

Amazon Web Services and OpenAI announced a multi-year, strategic partnership providing OpenAI with immediate and increasing access to AWS’s infrastructure. buff.ly/MwVgwNT

The latest IDMC release introduces CLAIRE® Agents for autonomous data management. The release prioritizes the establishment of trusted, AI-ready data as the essential foundation for next-generation autonomous AI agents. buff.ly/ITcoK2V

IBM and Groq have announced a strategic go-to-market and technology. Groq LPU architecture, watsonx Orchestrate, and Red Hat vLLM integration combine for deterministic, hyper-speed enterprise AI inference and scaling. buff.ly/WzETX1b

NXP introduces iMX952 with an eIQ Neutron NPU aimed at in cabin sensing and vision HMI. The key trend to watch is the shift from discrete display and sensing blocks to tighter integration around HMI, perception, and safety. buff.ly/NidjOIw

Foldable hardware and Google services finally overcome walled garden friction for a long-term Apple user. The Pixel 10 Pro Fold's form factor is a genuine game changer for on the go reading and web browsing. buff.ly/J43MBCi

Veeam is acquiring Securiti AI for $1.725 billion to create a unified platform for Data Resilience and AI Trust. In the next 12 months, Veeam plans to leverage the Gencore AI module and its global channel to position the combined platform as the market's definitive AI Trust layer. buff.ly/Jzzj42s

GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples. buff.ly/BIrNtx5

Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness. The launch of the Oracle Autonomous AI Lakehouse, particularly its native support for Apache Iceberg and its unapologetic multi-cloud posture. buff.ly/y9xuI6H

Elastic delivers a comprehensive framework for reliable, context-driven AI agents. CoreWeave's new AI Object Storage is a fully managed service designed for AI training, inference, and model lifecycle workloads. buff.ly/ElPwWCT

Intel's revenue beat expectations for the fourth straight quarter,. NVIDIA collaboration positions x86 for hybrid AI environments, but may run up against Intel’s persisting competitive gaps in multi-threading. buff.ly/dBjlx2r

OpenText released its 2025 Global Ransomware Survey. Revealing that most organizations remain overly confident in their ability to recover from an attack. Nearly every respondent expressed confidence, yet only 15% of those who experienced a ransomware event achieved full recovery. buff.ly/dXBLwlr

Is hyperscale complexity too great for automation to manage? DynamoDB DNS race condition, EC2 capacity collapse, NLB cascading errors, and the profound lessons on architectural interdependence from the AWS Northern Virginia (US-EAST-1) Region outage. buff.ly/xn4uNva

Join Steven Dickens, CEO & Principal Analyst at HyperFRAME Research, in this exclusive interview with Steve Gertz, Chairman of the Board at QumulusAI — one of the most ambitious companies redefining AI infrastructure from the ground up. buff.ly/m0xOkQW

Is GAAP Fueling Cloud Outage Nightmares? GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples. buff.ly/BIrNtx5

Autonomous AI Lakehouse: Oracle's Ace in the Data Deck. Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.

From storage to intelligence: How does Dell’s AI Data Platform bridge the gap? Dell’s AI Data Platform delivers an open, modular, and enterprise-governed data foundation for AI initiatives, integrating disaggregated architecture, advanced search, GPU acceleration. buff.ly/fo6uXbV

Oracle shifts focus of Fusion Cloud Applications to AI agents. Learn about the new Oracle AI agents and AI features for Oracle Cloud Infrastructure and databases introduced at the 2025 Oracle AI World conference. buff.ly/5ftxgID

From frustration to freedom - modern mainframe development. Transforming mainframe development with Git-Native commands and IDE choice. Rocket ChangeMan ZMF offers a deep, native integration with Git and supports multiple development environments. buff.ly/pwrXlA7

What if the future of AI “factory” data centers wasn’t proprietary at all ? AMD claims Helios delivers up to 17.9× higher performance compared to previous generations while projecting 50% more memory capacity and bandwidth than NVIDIA’s forthcoming Vera Rubin system. buff.ly/FirJLZJ

Join Steven Dickens from HyperFRAME Research as he breaks down the biggest announcements from Oracle AI World 2025. 👉 Subscribe, hit the notification bell, and share this video to stay ahead on enterprise AI and cloud trends. buff.ly/a2OiVWm

Live from IBM TechXchange 2025, Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, shares his key insights on IBM’s latest innovations across AI, infrastructure, and cloud. From the Z17 and Power11 announcements to the Spire DPU and AI integrations with Anthropic. buff.ly/HKsuv6L

In this episode of the HyperFRAME Podcast, host Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, chats with Priya Doty, VP of Solutions Marketing for BMC AMI Solutions, and Matt Whitbourne, VP of Product Management & Design at BMC. buff.ly/rcgIDy4

Oracle AI World: Oracle Unveils New Cloud Networking Capabilities for All Workloads. Oracle debuts Acceleron aimed at fundamentally redefining cloud data movement to provide the highest performance at the lowest cost. hyperframeresearch.com/2025/10/20/o...

HPE and Ericsson Open Joint Lab to Drive Dual-Mode 5G Core Validation. HPE and Ericsson debut their joint lab aimed directly at addressing the complex challenge of multi-vendor integration in 5G by pre-validating a complete, cloud-native stack for telco service providers. buff.ly/xI7LVnr

Join Steven Dickens from HyperFRAME Research as he breaks down the biggest announcements from Oracle AI World 2025 — Oracle’s flagship event redefining enterprise AI, data platforms, and cloud infrastructure. buff.ly/LieNGt9

Join Steven Dickens from HyperFRAME Research as he breaks down the biggest announcements from Oracle AI World 2025 — Oracle’s flagship event redefining enterprise AI, data platforms, and cloud infrastructure. buff.ly/a2OiVWm

In this episode of the HyperFRAME Podcast, host Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, chats with Priya Doty, VP of Solutions Marketing for BMC AMI Solutions, and Matt Whitbourne, VP of Product Management & Design at BMC. #HyperFRAMEPodcast #BMC #Mainframe buff.ly/rcgIDy4

In this episode of the HyperFRAME Podcast, host Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, chats with Anthony Anter, DevOps Architect & Evangelist at BMC, about how AI, automation, and modernization are transforming the mainframe in 2025. buff.ly/vsWEGUR

Live from IBM TechXchange 2025, Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, shares his key insights on IBM’s latest innovations across AI, infrastructure, and cloud. 👉 Like, subscribe, and share for more enterprise tech insights from HyperFRAME Research. buff.ly/HKsuv6L

Get ready for a spicy tech conversation! 🌶 Join Steven Dickens, CEO & Principal Analyst at HyperFRAME Research, as he sits down with ToddBrooks, CEO of FalconStor, for a “Hot Ones”-style interview — five sauces, five questions, and one blazing discussion. buff.ly/ZKpO1SP

Join Steven Dickens, CEO & Principal Analyst at HyperFRAME Research, in a candid conversation with KeithTownsend, Founder of The Advisor Bench, recorded during IBM TechXchange 2025. #IBMTechXchange2025 #HyperFRAMEPodcast #KeithTownsend #StevenDickens buff.ly/AauOHVL

Cisco launches the Cisco 8223, powered by Cisco Silicon One P200. Aiming to provide the foundation for the great migration of data with an innovative routing system by delivering 51.2 Tbps capacity, pacesetting power efficiency, security, and reliability. buff.ly/pskjraX

AMD and OpenAI Ink Multi-Year, 6GW GPU Deployment Deal. OpenAI has committed to a multi-year, multi-generation agreement to deploy up to 6 GW of AMD Instinct GPUs, beginning with an initial 1 GW deployment of MI450 Series chips in the second half of 2026. buff.ly/Buxxaao

Is AI Accountability the Observability Industry's Next Hurdle? The debate over agentic autonomy, customer tool consolidation struggles, and the clear path to a half-billion-dollar ARR. buff.ly/OSEBR2H

AI In Your Transaction - IBM Has You Covered. Telum II and Spyre are architected to deliver secure, low-latency generative AI inferencing directly within the IBM Z transactional environment. buff.ly/sMZ3X2p