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Great take from Ron Westfall on the key announcements from #CiscoLive hyperframeresearch.com/2025/06/11/c...

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Always a pleasure to jump on the Schwab Network and talk about Oracle. We also talked about Cisco following my chat with Chuck Robbins last night. schwabnetwork.com/video/a-i-cl...

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In the green room waiting to jump on the Schwab Network Network to talk Oracle earnings. Recording these live segments on the road is always ’fun’. I went with my standard tactic of grabbing the bin in my hotel room to prop up my laptop and of course I made my bed 😜

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Simplified = cost increases according to Google Workspace Bundling has gotten attention from EU regulators in the past - are Google opening themselves up for scrutiny in the future??? workspace.google.com/blog/product...

submitted 3 days ago • 1 comment

Interesting perspective from Cisco on the evolution of the datacenter… Not sure I fully buy that virtualization is a legacy that you need to modernize away from.

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Stellar panel to kick off the analyst program here at #CiscoLive Left to right Jeff Schultz, Tom Gillis, Anurag Dhingra, Kamal Hathi, and DJ Sampath. Can’t share the details of the session as we are under NDA but unsurprisingly we are straight into AI!!!

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Out for a walk ahead of #CiscoLive in the beautiful but cloudy San Diego. Packed three days of analyst content, expecting a LOT of AI as Cisco pivots to becoming more of a software company.

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The consensus is no. Pretty unsurprising given the leanings of the people on this platform. Thought experiment - What would Elon have to do to be liked? Fix world hunger. Peace in the Middle East. Fund the Democratic agenda? Or will it always be because he is rich?

submitted 3 days ago • 2 comments

We don’t like Elon because he supports Trump. Elon falls out with Trump and stops supporting him. Does this mean we like Elon again?

submitted 4 days ago • 6 comments

Hard to listen to this and not be more of a fan of the NHS. I’m a capitalist but healthcare should be free to all without private companies involved. open.spotify.com/episode/1oT7...

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It was a pleasure to jump on FINTECH.TV to talk about AI fintech.tv/ai-stocks-ar...

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Is Hitachi Merely Digitizing Old Industries? Hitachi Digital Services aims to fuse deep engineering roots with modern digital tools, tackling the tricky convergence of operational and information technology. hyperframeresearch.com/2025/06/06/i...

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Can AMD’s Instinct GPUs Outshine NVIDIA in MLPerf AI? AMD’s MLPerf debut showcases Instinct MI325X and MI300X GPUs, leveraging ROCm for competitive AI training performance in Llama 2-70B fine-tuning. Solid take from Stephen Sopko - HyperFRAME Research. hyperframeresearch.com/2025/06/06/c...

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Is Agentic AI Just Hype, or Dynatrace's Next Big Leap? Dynatrace's move into agentic AI aims to redefine software development and operations by offloading manual work to autonomous, intelligent systems. But can it deliver on this bold promise? hyperframeresearch.com/2025/06/06/i...

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Is HPE's AI Boom Enough to Solve Margin Pains? HPE banks on AI-fueled growth and GreenLake's rise to navigate server margin challenges and a shifting tech landscape. The Juniper deal remains a key variable. My take on HPE's latest earnings: hyperframeresearch.com/2025/06/06/i...

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AWS Grounds AI Assistants in Reality New Model Context Protocol servers aim to tether AI code assistants to live AWS environments, tackling the critical problem of context-unaware code generation. Great research note from Stephanie Walter well worth reading: hyperframeresearch.com/2025/06/04/a...

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Nutanix: Solid Quarter, But Is This the VMware Windfall Velocity? TL;DR - 18% growth is good, but is it good enough given the tailwinds? hyperframeresearch.com/2025/06/04/n...

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Is HashiCorp Truly Simplifying Hybrid Cloud, Or Adding Layers? HashiCorp, now an IBM company, outlines its vision for unified hybrid cloud automation, emphasizing deeper IBM and Red Hat integrations, including mainframe. hyperframeresearch.com/2025/06/04/i...

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Business Is Nonstop, And HPE Has A Server For That Hewlett Packard Enterprise's latest Nonstop Compute refresh boosts power for critical tasks. But does dedicated hardware retain its edge in an increasingly resilient cloud world? hyperframeresearch.com/2025/06/04/b...

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Two days of nerding out on all things Mainframe with the team at Broadcom Mainframe Software ahead. Most of the sessions will be under NDA so I can’t share too much but I am expecting deeper dives into AIOps, DevOps, Security and overall mainframe vitality.

submitted 9 days ago • 1 comment

Could data sovereignty become a competitive advantage for Google Cloud? Google Cloud's new offerings emphasise data residency, operational transparency, and enhanced control for customers. I see a strategic play for regulated industries. hyperframeresearch.com/2025/05/30/c...

submitted 12 days ago • 1 comment

Is This Lenovo Deal Just About Keeping DreamWorks' Lights On? Lenovo and DreamWorks Animation are expanding their tech partnership. This move goes beyond hardware, aiming for a deeper integration of services and future AI exploration for production efficiency hyperframeresearch.com/2025/05/30/i...

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Lenovo's Stellar Year: Sustainable AI Ascent or Peak Performance? Lenovo's FY24/25 results showcase impressive growth across all segments, fueled by AI enthusiasm. But can this momentum redefine its long-term market leadership? hyperframeresearch.com/2025/05/30/l...

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Is Unifying VMs and Containers the Key to AI Speed? Mirantis k0rdent aims to simplify complex AI, container, and VM landscapes with a single Kubernetes-native control plane for faster, flexible deployments. hyperframeresearch.com/2025/05/30/i...

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Databricks Eyes OLTP: Neon Buy Signals AI Database Shift Databricks’ Neon acquisition aims to fuse serverless Postgres with its Lakehouse, targeting developers and the explosive growth of AI agent database usage. hyperframeresearch.com/2025/05/28/d...

submitted 15 days ago • 0 comments

Lenovo's Stellar Year: Sustainable AI Ascent or Peak Performance? Lenovo's FY24/25 results showcase impressive growth across all segments, fueled by AI enthusiasm. But can this momentum redefine its long-term market leadership? hyperframeresearch.com/2025/05/28/l...

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Is Dell Technologies's Cloud Approach a Genuine Shift or Just New Packaging? Dell's latest moves in private cloud and edge computing signal a focus on customer choice, automation, and infrastructure flexibility. Will it simplify hybrid IT? hyperframeresearch.com/2025/05/28/i... #DellTechWorld

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New foster puppy. Found alone on a beach in Puerto Rico a week ago.

submitted 16 days ago • 1 comment

Hard to be against DOGE after listening to this open.spotify.com/episode/027v...

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Always a pleasure to chat with Beth Pariseau at TechTarget about the market. This time we talked about Red Hat. www.techtarget.com/searchitoper...

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I asked Michael Dell whether clients should bring AI to the data or data to the AI. Fantastic answer… #DellTechWorld

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Undecided whether it’s time to start using AI? This chart shows that it’s not a time to dither - GET STARTED!!! #DellTechWorld

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Not a bad top 10 list to kick off the #DellTechWorld keynote Tend to agree with everything on this list.

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Nerding out early here at #DellTechWorld The rear door enclosed heat exchanger is cool, sorry for the dad joke!

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Plenty of storage to nerd out on this morning. As a former hardware product manager those bevels 👌 #delltechworld

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Always good when a vendor lines up clients for a Q&A. Unsurprisingly we are talking about AI adoption. TL;DR - We are past the PoC stage of AI adoption. #DellTechWorld

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Can’t fail to be bullish on AI when Michael Dell is saying that AI is driving $1trn of investment. Dell Technologies is doubling down on AI with the AI factory 2.0 in collaboration with NVIDIA. Particularly interesting is the new PowerCool rear door heat exchanger (yes I am a nerd) #DellTechWorld

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The struggle to cool AI is real. PUE is the metric you need to focus on - great discussion at #DellTechWorld

submitted 23 days ago • 1 comment