Steven Dickens
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stevendickens3.bsky.social
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 👇

www.HyperFRAMEresearch.com
Pinned
I am honoured to rank in the top 5 on the ARInsights Power 100 list of analysts globally.

www.arinsights.com/architect-an...

Some luminary names on this list, such as the OG @matteastwood.bsky.social so always humbled to be recognised amongst them.

#AR #AnalystRelations
ARchitect Analyst Power 100 | ARInsights
The ARInsights Analyst Power 100 is a ranking of the top 100 analysts in the tech industry. The ranking is based on a variety of factors, including the frequency and recency of interactions with ARIns...
www.arinsights.com
If you enjoy what you do then you never work a day in your life...
February 6, 2026 at 1:32 AM
Reposted by Steven Dickens
📊 “66% 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 containers—it’s becoming the control plane for AI too.

🔗 hyperframeresearch.com/2026/01/21/i...

#CloudNativeAI #K8s #CNCF
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.
hyperframeresearch.com
January 22, 2026 at 8:39 PM
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 👇

snarrnortheast.org
January 31, 2026 at 9:31 PM
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 👇
January 21, 2026 at 8:04 PM
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 👇

www.youtube.com/watch?v=6e7L...
HPE at NRF 2026 – Retail Infrastructure in Focus
YouTube video by HyperFRAME Research
www.youtube.com
January 20, 2026 at 2:04 PM
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 comments👇
November 20, 2025 at 1:58 PM
Ingram Micro ONE event recap.

www.youtube.com/watch?v=zrsn...
AI in the Channel: Insights from Ingram Micro’s ONE Conference
YouTube video by HyperFRAME Research
www.youtube.com
November 12, 2025 at 1:24 PM
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
November 7, 2025 at 6:44 PM
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.
November 7, 2025 at 6:38 PM
Developer Forges Ahead With $38B in North Carolina Data Center Builds.

www.datacenterknowledge.com/build-design...
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.
www.datacenterknowledge.com
November 6, 2025 at 5:18 PM
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...
Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects
Aligning Technology Choices with Business Goals for Enterprise Success
hyperframeresearch.com
November 6, 2025 at 2:14 PM
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
October 18, 2025 at 11:47 PM
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...
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...
schwabnetwork.com
October 29, 2025 at 5:12 PM
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
October 28, 2025 at 7:58 PM
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
October 28, 2025 at 7:56 PM
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
October 28, 2025 at 7:52 PM
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
October 28, 2025 at 7:47 PM
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
October 28, 2025 at 7:42 PM
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
October 28, 2025 at 7:37 PM
Check out my quick take from Oracle #AIWorld last week 👇

www.youtube.com/watch?v=J-eN...
Oracle AI World 2025: Inside Oracle’s Agentic Strategy, 26AI Database & Cloud Innovations
YouTube video by HyperFRAME Research
www.youtube.com
October 20, 2025 at 12:58 PM
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
October 18, 2025 at 11:47 PM
Why do I like Oracle cloud strategy?

My response in two charts 👇

#AIWorld
October 15, 2025 at 6:16 PM
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.
October 8, 2025 at 9:42 PM
" 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...
October 1, 2025 at 6:31 PM
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...
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.
www.arinsights.com
October 1, 2025 at 2:36 PM