Steven Dickens
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Steven Dickens
@stevendickens3.bsky.social
790 followers 2K following 1.3K posts
CEO and Principal Analyst - HyperFRAME Research | Top 3 Analyst in AR Insights Power 100 | #Podcast Host for Open Mainframe Project | Watch Nerd | 🐯Rugby Website 👇 www.HyperFRAMEresearch.com
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Reposted by Steven Dickens
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 £9,250 per year.
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
media.tenor.com
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...
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.
hyperframeresearch.com
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 👇

hyperframeresearch.com/2025/10/28/i...
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.
hyperframeresearch.com
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...
Lenovo GAIC 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 …
hyperframeresearch.com
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...
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.
hyperframeresearch.com
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...
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.
hyperframeresearch.com
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...
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.
hyperframeresearch.com
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.
Was expecting vitriol and hate...
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 £9,250 per year.
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
media.tenor.com
Why do I like Oracle cloud strategy?

My response in two charts 👇

#AIWorld
In all seriousness the numb lips lasted a while.
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.
" 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...
Thanks for the opportunity
‘Rein them in’ - don’t like the sound of that.
NVIDIA to Inject $100B into OpenAI for Massive AI Data Center Buildout

“This is NVIDIA flexing its balance sheet and making strategic moves for the medium to long-term,” Steven Dickens, CEO and analyst at HyperFRAME Research, tells Data Center Knowledge in an interview.

Read via link in comments 👇
Another week, another early start.

4:15am alarm so I can make a flight to Atlanta to spend time with the ELT of QumulusAI.

Can’t say too much just yet, but watch this space. Suffice to say company will have a LOT to say about intersection of AI, next generation infrastructure, power supply.
He should just do what Tucker Carlson did and go solo