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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 | ๐ŸฏRugby Website ๐Ÿ‘‡ www.HyperFRAMEresearch.com

799 Followers  |  1,994 Following  |  1,337 Posts  |  Joined: 23.10.2024  |  2.7977

Latest posts by stevendickens3.bsky.social on Bluesky

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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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“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 comments๐Ÿ‘‡

20.11.2025 13:58 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
AI in the Channel: Insights from Ingram Microโ€™s ONE Conference
YouTube video by HyperFRAME Research AI in the Channel: Insights from Ingram Microโ€™s ONE Conference

Ingram Micro ONE event recap.

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

12.11.2025 13:24 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Does Q3โ€™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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Did Dynatraceโ€™s raised outlook hide slowing cloud observability growth? Research Finder Find by Keyword Search Research Note Did Dynatraceโ€™s raised outlook hide slowing cloud observability growth? 16% ARR growth proves stable execution; key themes include the ServiceNoโ€ฆ

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

07.11.2025 18:38 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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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 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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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 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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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 ยฃ9,250 per year.

18.10.2025 23:47 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 2    ๐Ÿ“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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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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 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Is IBMโ€™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 ๐Ÿ‘‡

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

28.10.2025 19:56 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Lenovo GAIC 2025: The Key Takeaways Lenovo advanced its โ€œSmarter AI for Allโ€ vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices โ€ฆ

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 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Can Dynatrace And ServiceNow Truly Deliver Autonomous IT? The new multi-year collaboration marries Dynatraceโ€™s Causal AI-powered observability with ServiceNowโ€™s workflow automation to enable autonomous IT operations.

Can Dynatrace And ServiceNow Truly Deliver Autonomous IT?

The new multi-year collaboration marries Dynatraceโ€™s Causal AI-powered observability with ServiceNowโ€™s workflow automation to enable autonomous IT operations.

Link: hyperframeresearch.com/2025/10/28/c...

28.10.2025 19:42 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Is HPEโ€™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 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“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 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Oracle AI World 2025: Inside Oracleโ€™s Agentic Strategy, 26AI Database & Cloud Innovations
YouTube video by HyperFRAME Research Oracle AI World 2025: Inside Oracleโ€™s Agentic Strategy, 26AI Database & Cloud Innovations

Check out my quick take from Oracle #AIWorld last week ๐Ÿ‘‡

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

20.10.2025 12:58 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Was expecting vitriol and hate...

20.10.2025 12:55 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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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 ยฃ9,250 per year.

18.10.2025 23:47 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0
Post image Post image

Why do I like Oracle cloud strategy?

My response in two charts ๐Ÿ‘‡

#AIWorld

15.10.2025 18:16 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

In all seriousness the numb lips lasted a while.

09.10.2025 21:00 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Just had a bunch of fun recording a spicy ๐ŸŒถ๏ธ video with Todd Brooks CEO of FalconStor Software

All I can say is Habanero hot sauces were involved.

08.10.2025 21:42 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

" 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...

01.10.2025 18:31 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Q3 2025 Market Amplifier Power 100 - Analyst Thought Leaders | ARInsights Connect with analysts creating impactful content and driving industry conversations. ARInsights' Market Amplifier Power 100 helps you amplify thought leadership and increase market visibility.

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...

01.10.2025 14:36 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Old Love - Acoustic; Live at MTV Unplugged, Bray Film Studios, Windsor, England, UK, 1/16/1992; 2013 Remaster

Another live performance from the archives I wish I had seen live...

Eric Claption's Old Love- Unplugged

open.spotify.com/track/2KAQMH...

25.09.2025 18:09 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Thanks for the opportunity

24.09.2025 00:06 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Mainframe Modernization, AI, & LinuxONE with Steven Dickens at SHARE Cleveland 2025 Stephen Foskett sits down with Steven Dickens, CEO of HyperFRAME Research, at SHARE Cleveland 2025, the worldโ€™s longest-running tech conference. Dickens shares his unique perspective bridgingโ€ฆ

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

12.09.2025 17:49 โ€” ๐Ÿ‘ 1    ๐Ÿ” 1    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

โ€˜Rein them inโ€™ - donโ€™t like the sound of that.

24.09.2025 00:05 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

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