Steven Dickens's Avatar

Steven Dickens

@stevendickens3.bsky.social

CEO and Principal Analyst - HyperFRAME Research | Top 3 Analyst in AR Insights Power 100 | #Podcast Host for Open Mainframe Project | Watch Nerd | 🐯Rugby Website πŸ‘‡ www.HyperFRAMEresearch.com

817 Followers  |  1,994 Following  |  1,342 Posts  |  Joined: 23.10.2024
Posts Following

Posts by Steven Dickens (@stevendickens3.bsky.social)

Video thumbnail

If you enjoy what you do then you never work a day in your life...

06.02.2026 01:32 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Is Kubernetes just a glorified host for AI models? Analysis of the CNCF 2026 survey showing Kubernetes hitting 82% production usage while cultural friction replaces technical debt as the top blocker.

πŸ“Š β€œ66% of enterprise AI inference is on Kubernetes.”

@stevendickens3.bsky.social, HyperFRAME Research says what many in the cloud native world know: Kubernetes is more than containersβ€”it’s becoming the control plane for AI too.

πŸ”— hyperframeresearch.com/2026/01/21/i...

#CloudNativeAI #K8s #CNCF

22.01.2026 20:39 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 1    πŸ“Œ 1

Thanks for the mention

31.01.2026 21:32 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

Foster puppy update.

Nugget (pictured) and Lump are fully grown and seem settled at 9 months old. We have had them for ~6 months.

They are inseparable and sleep together in one crate. They are still up for adoption but they get my vote for being foster fails.

Please donate πŸ‘‡

snarrnortheast.org

31.01.2026 21:31 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Does anyone have user growth stats for this platform?

Just not seeing any engagement, and questioning being here long term. I want it to work, but I need quality signal on tech trends, not cat pictures and political activism.

Welcome thoughts in the comments πŸ‘‡

21.01.2026 20:04 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
HPE at NRF 2026 – Retail Infrastructure in Focus
YouTube video by HyperFRAME Research HPE at NRF 2026 – Retail Infrastructure in Focus

At NRF 2026, Hewlett Packard Enterprise showcased how modern retail infrastructure is evolving to support secure, AI‑enabled, and scalable operations.

Watch the full breakdown and discover how enterprise‑grade infrastructure is shaping the future of retail πŸ‘‡

www.youtube.com/watch?v=6e7L...

20.01.2026 14:04 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Operationalizing Multi-Agent Systems with Amazon Bedrock AgentCore How Organizations Can Move Beyond LLM Pilots and Build Secure, Scalable, and Composable Agent Workflows

Link: hyperframeresearch.com/2025/11/19/o...

20.11.2025 13:58 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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 commentsπŸ‘‡

20.11.2025 13:58 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
AI in the Channel: Insights from Ingram Micro’s ONE Conference
YouTube video by HyperFRAME Research AI in the Channel: Insights from Ingram Micro’s ONE Conference

Ingram Micro ONE event recap.

www.youtube.com/watch?v=zrsn...

12.11.2025 13:24 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Does Q3’s Channel Sales Growth Matter More Than Agentic AI? Xvantage AI Factory deploys a Gemini-powered agent. Strong 7% sales growth shows market execution. The channel is shifting from fulfillment to value.

Link: hyperframeresearch.com/2025/11/06/d...

07.11.2025 18:44 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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

07.11.2025 18:44 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
Preview
Did Dynatrace’s raised outlook hide slowing cloud observability growth? Research Finder Find by Keyword Search Research Note Did Dynatrace’s raised outlook hide slowing cloud observability growth? 16% ARR growth proves stable execution; key themes include the ServiceNo…

Link: hyperframeresearch.com/2025/11/06/d...

07.11.2025 18:38 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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.

07.11.2025 18:38 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
Preview
Developer Forges Ahead With $38B in NC Data Centers Energy Storage Solutions plans to break ground early next year on a 900MW data center campus in a rural community in eastern North Carolina.

Developer Forges Ahead With $38B in North Carolina Data Center Builds.

www.datacenterknowledge.com/build-design...

06.11.2025 17:18 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects Aligning Technology Choices with Business Goals for Enterprise Success

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...

06.11.2025 14:14 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
a man in a suit and tie says just saying in front of a map ALT: a man in a suit and tie says just saying in front of a map

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 Β£9,250 per year.

18.10.2025 23:47 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0
Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race | Schwab Network Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expect...

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...

29.10.2025 17:12 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Does Opaque Mainframe TCO Kill Financial Modernization Plans? IBM Z and Apptio team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value.

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...

28.10.2025 19:58 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
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.

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 πŸ‘‡

hyperframeresearch.com/2025/10/28/i...

28.10.2025 19:56 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Lenovo GAIC 2025: The Key Takeaways Lenovo advanced its β€œSmarter AI for All” vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices …

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...

28.10.2025 19:52 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
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.

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...

28.10.2025 19:47 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
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.

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...

28.10.2025 19:42 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
Is HPE’s Discovery Just a Bigger Frontier? HPE 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.

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...

28.10.2025 19:37 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Good luck with a European tech stack. Spotify and SAP are the biggest firms you have.

Also check out the Digital Operational Resiliency Act. For once European regulators doing a great job of regulating big tech.

20.10.2025 14:02 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Oracle AI World 2025: Inside Oracle’s Agentic Strategy, 26AI Database & Cloud Innovations
YouTube video by HyperFRAME Research Oracle AI World 2025: Inside Oracle’s Agentic Strategy, 26AI Database & Cloud Innovations

Check out my quick take from Oracle #AIWorld last week πŸ‘‡

www.youtube.com/watch?v=J-eN...

20.10.2025 12:58 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Was expecting vitriol and hate...

20.10.2025 12:55 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Preview
a man in a suit and tie says just saying in front of a map ALT: a man in a suit and tie says just saying in front of a map

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 Β£9,250 per year.

18.10.2025 23:47 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0
Post image Post image

Why do I like Oracle cloud strategy?

My response in two charts πŸ‘‡

#AIWorld

15.10.2025 18:16 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

In all seriousness the numb lips lasted a while.

09.10.2025 21:00 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image

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.

08.10.2025 21:42 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0