@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 | ๐ฏRugby Website ๐ www.HyperFRAMEresearch.com
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 comments๐
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 ยฃ9,250 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 ๐
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 Dynatraceโs Causal AI-powered observability with ServiceNowโs 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...
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.
Check out my quick take from Oracle #AIWorld last week ๐
www.youtube.com/watch?v=J-eN...
Was expecting vitriol and hate...
20.10.2025 12:55 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0The 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 ยฃ9,250 per year.
Why do I like Oracle cloud strategy?
My response in two charts ๐
#AIWorld
In all seriousness the numb lips lasted a while.
09.10.2025 21:00 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0Just had a bunch of fun recording a spicy ๐ถ๏ธ 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...
Thanks for the opportunity
24.09.2025 00:06 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0Stephen 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
โRein them inโ - donโt like the sound of that.
24.09.2025 00:05 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0