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
Website 👇
www.HyperFRAMEresearch.com
Pinned
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
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
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
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
Check out my Research Note via the link in the comments
November 7, 2025 at 6:44 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
Check out my Research Note via the link in the comments
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.
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
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.
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.
Developer Forges Ahead With $38B in North Carolina Data Center Builds.
www.datacenterknowledge.com/build-design...
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
Developer Forges Ahead With $38B in North Carolina Data Center Builds.
www.datacenterknowledge.com/build-design...
www.datacenterknowledge.com/build-design...
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...
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
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...
Check out our report: hyperframeresearch.com/2025/10/30/f...
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.
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
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.
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.
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...
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
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...
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...
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...
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
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...
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...
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...
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
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...
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...
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 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
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 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...
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...
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
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...
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...
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...
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
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...
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...
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...
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
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...
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...
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.
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
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.
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.
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.
All I can say is Habanero hot sauces were involved.
October 8, 2025 at 9:42 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.
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...
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
" 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...
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...
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...
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
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...
However, what I am more pleased to see is that Ron Westfall is ranked in fourth place!
www.arinsights.com/power-100-ma...
Another live performance from the archives I wish I had seen live...
Eric Claption's Old Love- Unplugged
open.spotify.com/track/2KAQMH...
Eric Claption's Old Love- Unplugged
open.spotify.com/track/2KAQMH...
Old Love - Acoustic; Live at MTV Unplugged, Bray Film Studios, Windsor, England, UK, 1/16/1992; 2013 Remaster
open.spotify.com
September 25, 2025 at 6:09 PM
Another live performance from the archives I wish I had seen live...
Eric Claption's Old Love- Unplugged
open.spotify.com/track/2KAQMH...
Eric Claption's Old Love- Unplugged
open.spotify.com/track/2KAQMH...
Reposted by Steven Dickens
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
Watch: buff.ly/dMtbrWw
@Stephen.Fosketts.net @StevenDickens3.bsky.social #TFDx #SHARECleveland2025 #Mainframe #AI #LinuxONE #Modernization
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 world’s longest-running tech conference. Dickens shares his unique perspective bridging…
buff.ly
September 12, 2025 at 5:49 PM
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
Watch: buff.ly/dMtbrWw
@Stephen.Fosketts.net @StevenDickens3.bsky.social #TFDx #SHARECleveland2025 #Mainframe #AI #LinuxONE #Modernization
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 👇
“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 👇
September 22, 2025 at 7:30 PM
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 👇
“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.
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.
September 22, 2025 at 11:24 AM
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.
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.
Well worth subscribing to the WSJ podcast.
Good to get some balanced coverage of polarising issues.
open.spotify.com/episode/5J7M...
Good to get some balanced coverage of polarising issues.
open.spotify.com/episode/5J7M...
Jimmy Kimmel’s Suspension and Trump’s FCC
open.spotify.com
September 20, 2025 at 12:16 PM
Well worth subscribing to the WSJ podcast.
Good to get some balanced coverage of polarising issues.
open.spotify.com/episode/5J7M...
Good to get some balanced coverage of polarising issues.
open.spotify.com/episode/5J7M...
Performances you wish you had seen live!
Amy Winehouse, Paul Weller, and Jools Holland - New Years Eve Special 2006
open.spotify.com/track/5kB7BZ...
Amy Winehouse, Paul Weller, and Jools Holland - New Years Eve Special 2006
open.spotify.com/track/5kB7BZ...
I Heard It Through The Grapevine - Live On Jools Holland Hootenanny / 31st December 2006
open.spotify.com
September 15, 2025 at 3:33 PM
Performances you wish you had seen live!
Amy Winehouse, Paul Weller, and Jools Holland - New Years Eve Special 2006
open.spotify.com/track/5kB7BZ...
Amy Winehouse, Paul Weller, and Jools Holland - New Years Eve Special 2006
open.spotify.com/track/5kB7BZ...