@hyperframeresearch.bsky.social
Cisco 360 driving partner profitability with AI.
Key Highlights:
The Cisco 360 Partner Program (launching Jan. 2026) shifts incentives from sales volume to demonstrable customer lifecycle value (LAER) and AI-readiness, accelerating partner profitability across integrated solutions.
buff.ly/3WaGTvC
Key Highlights:
The Cisco 360 Partner Program (launching Jan. 2026) shifts incentives from sales volume to demonstrable customer lifecycle value (LAER) and AI-readiness, accelerating partner profitability across integrated solutions.
buff.ly/3WaGTvC
November 11, 2025 at 5:10 PM
Cisco 360 driving partner profitability with AI.
Key Highlights:
The Cisco 360 Partner Program (launching Jan. 2026) shifts incentives from sales volume to demonstrable customer lifecycle value (LAER) and AI-readiness, accelerating partner profitability across integrated solutions.
buff.ly/3WaGTvC
Key Highlights:
The Cisco 360 Partner Program (launching Jan. 2026) shifts incentives from sales volume to demonstrable customer lifecycle value (LAER) and AI-readiness, accelerating partner profitability across integrated solutions.
buff.ly/3WaGTvC
Can Kyndryl shed old/bad revenue fast enough to hit long-term goals?
Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence.
buff.ly/dFvZecF
Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence.
buff.ly/dFvZecF
November 10, 2025 at 7:02 PM
Can Kyndryl shed old/bad revenue fast enough to hit long-term goals?
Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence.
buff.ly/dFvZecF
Profit surge on 3-A initiatives; Hyperscaler growth explodes 65%; TTM bookings exceed revenue; new $400M buyback signals cash confidence.
buff.ly/dFvZecF
CoreWeave designates the VAST AI OS as its primary data foundation.
Key Highlights:
VAST Data and CoreWeave forged a $1.17 billion commercial agreement, establishing VAST's AI Operating System as the data foundation for CoreWeave's AI cloud.
buff.ly/ZqXJEeh
Key Highlights:
VAST Data and CoreWeave forged a $1.17 billion commercial agreement, establishing VAST's AI Operating System as the data foundation for CoreWeave's AI cloud.
buff.ly/ZqXJEeh
November 10, 2025 at 5:01 PM
CoreWeave designates the VAST AI OS as its primary data foundation.
Key Highlights:
VAST Data and CoreWeave forged a $1.17 billion commercial agreement, establishing VAST's AI Operating System as the data foundation for CoreWeave's AI cloud.
buff.ly/ZqXJEeh
Key Highlights:
VAST Data and CoreWeave forged a $1.17 billion commercial agreement, establishing VAST's AI Operating System as the data foundation for CoreWeave's AI cloud.
buff.ly/ZqXJEeh
IBM Cloud will cease selling VMware on IBM Cloud to all new customers lacking an active workload by October 31, 2025.
This "End of Marketing" move stems directly from changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program.
buff.ly/ewACJVk
This "End of Marketing" move stems directly from changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program.
buff.ly/ewACJVk
November 7, 2025 at 8:01 PM
IBM Cloud will cease selling VMware on IBM Cloud to all new customers lacking an active workload by October 31, 2025.
This "End of Marketing" move stems directly from changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program.
buff.ly/ewACJVk
This "End of Marketing" move stems directly from changes to Broadcom’s VMware Cloud Services Provider (VCSP) partner program.
buff.ly/ewACJVk
Elon Musk's thoughts this weekend about quantum computers on the Moon would have been pure fantasy ten years ago.
Today, they look more like a calculated strategy from one of our most practical ‘big thinkers.’
buff.ly/PbJZHlS
Today, they look more like a calculated strategy from one of our most practical ‘big thinkers.’
buff.ly/PbJZHlS
November 7, 2025 at 5:03 PM
Elon Musk's thoughts this weekend about quantum computers on the Moon would have been pure fantasy ten years ago.
Today, they look more like a calculated strategy from one of our most practical ‘big thinkers.’
buff.ly/PbJZHlS
Today, they look more like a calculated strategy from one of our most practical ‘big thinkers.’
buff.ly/PbJZHlS
Can IREN turn $9.7 billion into a sustainable AI giant?
This $9.7 billion contract with Microsoft is a magnificent, validating event for IREN. It represents more than just a large financial agreement; it is a seismic shift in the company’s trajectory.
buff.ly/nUZRQnH
This $9.7 billion contract with Microsoft is a magnificent, validating event for IREN. It represents more than just a large financial agreement; it is a seismic shift in the company’s trajectory.
buff.ly/nUZRQnH
November 6, 2025 at 9:01 PM
Can IREN turn $9.7 billion into a sustainable AI giant?
This $9.7 billion contract with Microsoft is a magnificent, validating event for IREN. It represents more than just a large financial agreement; it is a seismic shift in the company’s trajectory.
buff.ly/nUZRQnH
This $9.7 billion contract with Microsoft is a magnificent, validating event for IREN. It represents more than just a large financial agreement; it is a seismic shift in the company’s trajectory.
buff.ly/nUZRQnH
Cisco's Unified Edge platform extends its AI networking and compute portfolio.
Enabling real-time AI inferencing for agentic and physical workloads right where the data is created and processed to bring AI capabilities to life for enterprises.
buff.ly/KnEbSxf
Enabling real-time AI inferencing for agentic and physical workloads right where the data is created and processed to bring AI capabilities to life for enterprises.
buff.ly/KnEbSxf
November 6, 2025 at 7:01 PM
Cisco's Unified Edge platform extends its AI networking and compute portfolio.
Enabling real-time AI inferencing for agentic and physical workloads right where the data is created and processed to bring AI capabilities to life for enterprises.
buff.ly/KnEbSxf
Enabling real-time AI inferencing for agentic and physical workloads right where the data is created and processed to bring AI capabilities to life for enterprises.
buff.ly/KnEbSxf
Amazon Web Services and OpenAI announced a multi-year, strategic partnership providing OpenAI with immediate and increasing access to AWS’s infrastructure.
buff.ly/MwVgwNT
buff.ly/MwVgwNT
November 5, 2025 at 10:00 PM
Amazon Web Services and OpenAI announced a multi-year, strategic partnership providing OpenAI with immediate and increasing access to AWS’s infrastructure.
buff.ly/MwVgwNT
buff.ly/MwVgwNT
The latest IDMC release introduces CLAIRE® Agents for autonomous data management.
The release prioritizes the establishment of trusted, AI-ready data as the essential foundation for next-generation autonomous AI agents.
buff.ly/ITcoK2V
The release prioritizes the establishment of trusted, AI-ready data as the essential foundation for next-generation autonomous AI agents.
buff.ly/ITcoK2V
November 5, 2025 at 9:11 PM
The latest IDMC release introduces CLAIRE® Agents for autonomous data management.
The release prioritizes the establishment of trusted, AI-ready data as the essential foundation for next-generation autonomous AI agents.
buff.ly/ITcoK2V
The release prioritizes the establishment of trusted, AI-ready data as the essential foundation for next-generation autonomous AI agents.
buff.ly/ITcoK2V
IBM and Groq have announced a strategic go-to-market and technology.
Groq LPU architecture, watsonx Orchestrate, and Red Hat vLLM integration combine for deterministic, hyper-speed enterprise AI inference and scaling.
buff.ly/WzETX1b
Groq LPU architecture, watsonx Orchestrate, and Red Hat vLLM integration combine for deterministic, hyper-speed enterprise AI inference and scaling.
buff.ly/WzETX1b
October 31, 2025 at 6:03 PM
IBM and Groq have announced a strategic go-to-market and technology.
Groq LPU architecture, watsonx Orchestrate, and Red Hat vLLM integration combine for deterministic, hyper-speed enterprise AI inference and scaling.
buff.ly/WzETX1b
Groq LPU architecture, watsonx Orchestrate, and Red Hat vLLM integration combine for deterministic, hyper-speed enterprise AI inference and scaling.
buff.ly/WzETX1b
NXP introduces iMX952 with an eIQ Neutron NPU aimed at in cabin sensing and vision HMI.
The key trend to watch is the shift from discrete display and sensing blocks to tighter integration around HMI, perception, and safety.
buff.ly/NidjOIw
The key trend to watch is the shift from discrete display and sensing blocks to tighter integration around HMI, perception, and safety.
buff.ly/NidjOIw
October 31, 2025 at 3:05 PM
NXP introduces iMX952 with an eIQ Neutron NPU aimed at in cabin sensing and vision HMI.
The key trend to watch is the shift from discrete display and sensing blocks to tighter integration around HMI, perception, and safety.
buff.ly/NidjOIw
The key trend to watch is the shift from discrete display and sensing blocks to tighter integration around HMI, perception, and safety.
buff.ly/NidjOIw
Foldable hardware and Google services finally overcome walled garden friction for a long-term Apple user.
The Pixel 10 Pro Fold's form factor is a genuine game changer for on the go reading and web browsing.
buff.ly/J43MBCi
The Pixel 10 Pro Fold's form factor is a genuine game changer for on the go reading and web browsing.
buff.ly/J43MBCi
October 30, 2025 at 6:02 PM
Foldable hardware and Google services finally overcome walled garden friction for a long-term Apple user.
The Pixel 10 Pro Fold's form factor is a genuine game changer for on the go reading and web browsing.
buff.ly/J43MBCi
The Pixel 10 Pro Fold's form factor is a genuine game changer for on the go reading and web browsing.
buff.ly/J43MBCi
Veeam is acquiring Securiti AI for $1.725 billion to create a unified platform for Data Resilience and AI Trust.
In the next 12 months, Veeam plans to leverage the Gencore AI module and its global channel to position the combined platform as the market's definitive AI Trust layer.
buff.ly/Jzzj42s
In the next 12 months, Veeam plans to leverage the Gencore AI module and its global channel to position the combined platform as the market's definitive AI Trust layer.
buff.ly/Jzzj42s
October 30, 2025 at 3:02 PM
Veeam is acquiring Securiti AI for $1.725 billion to create a unified platform for Data Resilience and AI Trust.
In the next 12 months, Veeam plans to leverage the Gencore AI module and its global channel to position the combined platform as the market's definitive AI Trust layer.
buff.ly/Jzzj42s
In the next 12 months, Veeam plans to leverage the Gencore AI module and its global channel to position the combined platform as the market's definitive AI Trust layer.
buff.ly/Jzzj42s
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
buff.ly/BIrNtx5
October 29, 2025 at 6:04 PM
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
buff.ly/BIrNtx5
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
The launch of the Oracle Autonomous AI Lakehouse, particularly its native support for Apache Iceberg and its unapologetic multi-cloud posture.
buff.ly/y9xuI6H
The launch of the Oracle Autonomous AI Lakehouse, particularly its native support for Apache Iceberg and its unapologetic multi-cloud posture.
buff.ly/y9xuI6H
October 29, 2025 at 3:06 PM
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
The launch of the Oracle Autonomous AI Lakehouse, particularly its native support for Apache Iceberg and its unapologetic multi-cloud posture.
buff.ly/y9xuI6H
The launch of the Oracle Autonomous AI Lakehouse, particularly its native support for Apache Iceberg and its unapologetic multi-cloud posture.
buff.ly/y9xuI6H
Elastic delivers a comprehensive framework for reliable, context-driven AI agents.
CoreWeave's new AI Object Storage is a fully managed service designed for AI training, inference, and model lifecycle workloads.
buff.ly/ElPwWCT
CoreWeave's new AI Object Storage is a fully managed service designed for AI training, inference, and model lifecycle workloads.
buff.ly/ElPwWCT
October 28, 2025 at 6:03 PM
Elastic delivers a comprehensive framework for reliable, context-driven AI agents.
CoreWeave's new AI Object Storage is a fully managed service designed for AI training, inference, and model lifecycle workloads.
buff.ly/ElPwWCT
CoreWeave's new AI Object Storage is a fully managed service designed for AI training, inference, and model lifecycle workloads.
buff.ly/ElPwWCT
Intel's revenue beat expectations for the fourth straight quarter,.
NVIDIA collaboration positions x86 for hybrid AI environments, but may run up against Intel’s persisting competitive gaps in multi-threading.
buff.ly/dBjlx2r
NVIDIA collaboration positions x86 for hybrid AI environments, but may run up against Intel’s persisting competitive gaps in multi-threading.
buff.ly/dBjlx2r
October 28, 2025 at 3:03 PM
Intel's revenue beat expectations for the fourth straight quarter,.
NVIDIA collaboration positions x86 for hybrid AI environments, but may run up against Intel’s persisting competitive gaps in multi-threading.
buff.ly/dBjlx2r
NVIDIA collaboration positions x86 for hybrid AI environments, but may run up against Intel’s persisting competitive gaps in multi-threading.
buff.ly/dBjlx2r
OpenText released its 2025 Global Ransomware Survey.
Revealing that most organizations remain overly confident in their ability to recover from an attack. Nearly every respondent expressed confidence, yet only 15% of those who experienced a ransomware event achieved full recovery.
buff.ly/dXBLwlr
Revealing that most organizations remain overly confident in their ability to recover from an attack. Nearly every respondent expressed confidence, yet only 15% of those who experienced a ransomware event achieved full recovery.
buff.ly/dXBLwlr
October 27, 2025 at 6:00 PM
OpenText released its 2025 Global Ransomware Survey.
Revealing that most organizations remain overly confident in their ability to recover from an attack. Nearly every respondent expressed confidence, yet only 15% of those who experienced a ransomware event achieved full recovery.
buff.ly/dXBLwlr
Revealing that most organizations remain overly confident in their ability to recover from an attack. Nearly every respondent expressed confidence, yet only 15% of those who experienced a ransomware event achieved full recovery.
buff.ly/dXBLwlr
Is hyperscale complexity too great for automation to manage?
DynamoDB DNS race condition, EC2 capacity collapse, NLB cascading errors, and the profound lessons on architectural interdependence from the AWS Northern Virginia (US-EAST-1) Region outage.
buff.ly/xn4uNva
DynamoDB DNS race condition, EC2 capacity collapse, NLB cascading errors, and the profound lessons on architectural interdependence from the AWS Northern Virginia (US-EAST-1) Region outage.
buff.ly/xn4uNva
October 27, 2025 at 3:00 PM
Is hyperscale complexity too great for automation to manage?
DynamoDB DNS race condition, EC2 capacity collapse, NLB cascading errors, and the profound lessons on architectural interdependence from the AWS Northern Virginia (US-EAST-1) Region outage.
buff.ly/xn4uNva
DynamoDB DNS race condition, EC2 capacity collapse, NLB cascading errors, and the profound lessons on architectural interdependence from the AWS Northern Virginia (US-EAST-1) Region outage.
buff.ly/xn4uNva
Join Steven Dickens, CEO & Principal Analyst at HyperFRAME Research, in this exclusive interview with Steve Gertz, Chairman of the Board at QumulusAI — one of the most ambitious companies redefining AI infrastructure from the ground up.
buff.ly/m0xOkQW
buff.ly/m0xOkQW
October 23, 2025 at 7:02 PM
Join Steven Dickens, CEO & Principal Analyst at HyperFRAME Research, in this exclusive interview with Steve Gertz, Chairman of the Board at QumulusAI — one of the most ambitious companies redefining AI infrastructure from the ground up.
buff.ly/m0xOkQW
buff.ly/m0xOkQW
Is GAAP Fueling Cloud Outage Nightmares?
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
October 23, 2025 at 5:01 PM
Is GAAP Fueling Cloud Outage Nightmares?
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
GAAP's revenue rules subtly incentivise cloud-pure designs, potentially trading resilience for predictable ARR and the all-important valuation multiples.
buff.ly/BIrNtx5
Autonomous AI Lakehouse: Oracle's Ace in the Data Deck.
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
October 23, 2025 at 3:01 PM
Autonomous AI Lakehouse: Oracle's Ace in the Data Deck.
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
Breaking data silos with Autonomous AI Database and Apache Iceberg for unprecedented multi-cloud analytics and generative AI-readiness.
From storage to intelligence: How does Dell’s AI Data Platform bridge the gap?
Dell’s AI Data Platform delivers an open, modular, and enterprise-governed data foundation for AI initiatives, integrating disaggregated architecture, advanced search, GPU acceleration.
buff.ly/fo6uXbV
Dell’s AI Data Platform delivers an open, modular, and enterprise-governed data foundation for AI initiatives, integrating disaggregated architecture, advanced search, GPU acceleration.
buff.ly/fo6uXbV
October 22, 2025 at 6:01 PM
From storage to intelligence: How does Dell’s AI Data Platform bridge the gap?
Dell’s AI Data Platform delivers an open, modular, and enterprise-governed data foundation for AI initiatives, integrating disaggregated architecture, advanced search, GPU acceleration.
buff.ly/fo6uXbV
Dell’s AI Data Platform delivers an open, modular, and enterprise-governed data foundation for AI initiatives, integrating disaggregated architecture, advanced search, GPU acceleration.
buff.ly/fo6uXbV
Oracle shifts focus of Fusion Cloud Applications to AI agents.
Learn about the new Oracle AI agents and AI features for Oracle Cloud Infrastructure and databases introduced at the 2025 Oracle AI World conference.
buff.ly/5ftxgID
Learn about the new Oracle AI agents and AI features for Oracle Cloud Infrastructure and databases introduced at the 2025 Oracle AI World conference.
buff.ly/5ftxgID
October 22, 2025 at 5:01 PM
Oracle shifts focus of Fusion Cloud Applications to AI agents.
Learn about the new Oracle AI agents and AI features for Oracle Cloud Infrastructure and databases introduced at the 2025 Oracle AI World conference.
buff.ly/5ftxgID
Learn about the new Oracle AI agents and AI features for Oracle Cloud Infrastructure and databases introduced at the 2025 Oracle AI World conference.
buff.ly/5ftxgID
What if the future of AI “factory” data centers wasn’t proprietary at all ?
AMD claims Helios delivers up to 17.9× higher performance compared to previous generations while projecting 50% more memory capacity and bandwidth than NVIDIA’s forthcoming Vera Rubin system.
buff.ly/FirJLZJ
AMD claims Helios delivers up to 17.9× higher performance compared to previous generations while projecting 50% more memory capacity and bandwidth than NVIDIA’s forthcoming Vera Rubin system.
buff.ly/FirJLZJ
October 21, 2025 at 6:01 PM
What if the future of AI “factory” data centers wasn’t proprietary at all ?
AMD claims Helios delivers up to 17.9× higher performance compared to previous generations while projecting 50% more memory capacity and bandwidth than NVIDIA’s forthcoming Vera Rubin system.
buff.ly/FirJLZJ
AMD claims Helios delivers up to 17.9× higher performance compared to previous generations while projecting 50% more memory capacity and bandwidth than NVIDIA’s forthcoming Vera Rubin system.
buff.ly/FirJLZJ