#  @StevenDickens3 Steven Dickens Steven Dickens posts on X about ibm, mainframe, lenovo, vmware the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::308419468/interactions)  - [--] Week [-----] +15% - [--] Month [-----] -7.20% - [--] Months [-------] -45% - [--] Year [-------] +52% ### Mentions: [--] [#](/creator/twitter::308419468/posts_active)  - [--] Month [--] -63% - [--] Months [---] -6.50% - [--] Year [---] -45% ### Followers: [------] [#](/creator/twitter::308419468/followers)  - [--] Week [------] +0.08% - [--] Month [------] +0.13% - [--] Months [------] +2.30% - [--] Year [------] +6.70% ### CreatorRank: [---------] [#](/creator/twitter::308419468/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [automotive brands](/list/automotive-brands) [countries](/list/countries) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [ibm](/topic/ibm), [mainframe](/topic/mainframe), [lenovo](/topic/lenovo), [vmware](/topic/vmware), [ai](/topic/ai), [acquisition](/topic/acquisition), [tesla](/topic/tesla), [splunk](/topic/splunk), [oracle](/topic/oracle), [microsoft](/topic/microsoft) **Top accounts mentioned or mentioned by** [@ctoadvisor](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@ibm](/creator/undefined) [@lenovo](/creator/undefined) [@broadcom](/creator/undefined) [@schwabnetwork](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@vmware](/creator/undefined) [@hpe](/creator/undefined) [@thefuturumgroup](/creator/undefined) [@ronwestfalldx](/creator/undefined) [@splunk](/creator/undefined) [@elonmusk](/creator/undefined) [@awscloud](/creator/undefined) [@oracle](/creator/undefined) [@thesixfivemedia](/creator/undefined) [@openmfproject](/creator/undefined) [@ibmz](/creator/undefined) [@sarbjeetjohal](/creator/undefined) [@hyperframeres](/creator/undefined) **Top assets mentioned** [IBM (IBM)](/topic/ibm) [Mainframe (MFT)](/topic/mainframe) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Alphabet Inc Class A (GOOGL)](/topic/google) [Bitcoin (BTC)](/topic/bitcoin) [Dell Technologies, Inc. (DELL)](/topic/dell) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [StarLink (STARL)](/topic/starlink) [MongoDB, Inc. (MDB)](/topic/mongodb) [Spotify Technology (SPOT)](/topic/$spot) [Dave Inc. (DAVE)](/topic/$dave) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Uber Technologies, Inc. (UBER)](/topic/uber) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [GrokCoin (GROKCOIN)](/topic/grok) ### Top Social Posts Top posts by engagements in the last [--] hours "Kyndryls strategic manoeuvre is fundamentally validating their profit trajectory. The latest results confirm a crucial thesis: the velocity of profitable transformation is now outpacing the contraction of legacy revenue. This is a managed decline not operational weakness and it delivered a 15% increase in Adjusted EBITDA proving the 3-A initiatives (Alliances Advanced Delivery Accounts) are creating a serious tailwind for profit. The Hyperscaler alliance growth is staggering jumping 65% year-over-year to $440 million placing them squarely in lucrative high-stakes cloud modernisation" [X Link](https://x.com/StevenDickens3/status/1986799798729507145) 2025-11-07T14:15Z 11.2K followers, [---] engagements "@Ross_MCD00 Hanro is a LEGEND" [X Link](https://x.com/StevenDickens3/status/2014851011060335066) 2026-01-24T00:01Z 11.2K followers, [--] engagements "Will the Browser Finally Start Doing our Actual Jobs for Us Google unveils Gemini [--] for Chrome; introducing agentic Auto-Browse and Future Mode security to transform browsers into more intelligent AI-assisted workspaces. Check out the Research Note in the comments 👇" [X Link](https://x.com/StevenDickens3/status/2016652159295902151) 2026-01-28T23:18Z 11.2K followers, [--] engagements "Link: https://hyperframeresearch.com/2026/01/28/will-the-browser-finally-start-doing-our-actual-jobs-for-us/ https://hyperframeresearch.com/2026/01/28/will-the-browser-finally-start-doing-our-actual-jobs-for-us/" [X Link](https://x.com/StevenDickens3/status/2016652232134099047) 2026-01-28T23:18Z 11.2K followers, [--] engagements "Is the era of the general-purpose cloud finally over A deeper look at the $2 billion NVIDIA investment in CoreWeave and the strategic move to build [--] gigawatts of specialized AI factories by [----]. Always a pleasure to collab with HyperFRAME Research's semiconductor analyst Stephen Sopko. Link to Research Note in the comments below 👇 https://twitter.com/i/web/status/2016657226526839041 https://twitter.com/i/web/status/2016657226526839041" [X Link](https://x.com/StevenDickens3/status/2016657226526839041) 2026-01-28T23:38Z 11.2K followers, [--] engagements "Link: https://hyperframeresearch.com/2026/01/28/is-the-era-of-the-general-purpose-cloud-finally-over/ https://hyperframeresearch.com/2026/01/28/is-the-era-of-the-general-purpose-cloud-finally-over/" [X Link](https://x.com/StevenDickens3/status/2016657295967658205) 2026-01-28T23:39Z 11.2K followers, [--] engagements "I see you mainframe team IBM Z up [--] percent up [--] percent at constant currency https://newsroom.ibm.com/2026-01-28-IBM-RELEASES-FOURTH-QUARTER-RESULTS https://newsroom.ibm.com/2026-01-28-IBM-RELEASES-FOURTH-QUARTER-RESULTS" [X Link](https://x.com/StevenDickens3/status/2016674919346807178) 2026-01-29T00:49Z 11.2K followers, [--] engagements "Always a pleasure to chat with @sam_vadas from @SchwabNetwork We talked about the volatility in the market Mag [--] earnings Dynatrace and IBM. https://schwabnetwork.com/video/ai-demand-here-and-now-steven-dickens-infrastructure-buildout-bull-case https://schwabnetwork.com/video/ai-demand-here-and-now-steven-dickens-infrastructure-buildout-bull-case" [X Link](https://x.com/StevenDickens3/status/2017021762299711744) 2026-01-29T23:47Z 11.2K followers, [---] engagements "Check out my first article in @ITJungleNews https://www.itjungle.com/2026/01/26/ibm-power-offsite-data-protection-that-fits-the-way-ibm-i-shops-already-work/ https://www.itjungle.com/2026/01/26/ibm-power-offsite-data-protection-that-fits-the-way-ibm-i-shops-already-work/" [X Link](https://x.com/StevenDickens3/status/2017042324715614454) 2026-01-30T01:08Z 11.2K followers, [--] engagements "@gaborgurbacs You achieved your mission with the HODL ETF so it makes sense to move on. Can't wait to find out what is next" [X Link](https://x.com/StevenDickens3/status/1781364946359439765) 2024-04-19T16:51Z 11.2K followers, [---] engagements "Glashutte Original PanoMaticInverse 91-02-02-02-30 Luxury Watch Review Thoughts https://youtu.be/CCP8oAN3b6ssi=PYsnUazx8A4Zv13a https://youtu.be/CCP8oAN3b6ssi=PYsnUazx8A4Zv13a" [X Link](https://x.com/StevenDickens3/status/1893064989059014749) 2025-02-21T22:27Z 11.2K followers, [---] engagements "Is Private AI the Next Enterprise Must-Have Rackspace Technology unveils AI Business a secure private cloud solution for AI workloads signaling a strategic shift toward enterprise-grade scalability control and data sovereignty. Key Highlights: * Rackspace introduces AI Business a private cloud platform engineered for the demands of AI training and inferencing. * The solution tackles the intricate challenge of scaling AI workloads across heterogeneous enterprise environments. * Security and regulatory compliance take center stage dismantling traditional infrastructure bottlenecks. * Powered by" [X Link](https://x.com/StevenDickens3/status/1905004889043877961) 2025-03-26T21:12Z 11.2K followers, [---] engagements "Can a Partnership Truly Redefine Cyber Resilience Rackspace Technology and Rubrik join forces aiming to deliver enhanced data security streamlined recovery and proactive threat management for enterprises navigating an evolving threat landscape. https://hyperframeresearch.com/2025/05/06/can-a-partnership-truly-redefine-cyber-resilience/ https://hyperframeresearch.com/2025/05/06/can-a-partnership-truly-redefine-cyber-resilience/" [X Link](https://x.com/StevenDickens3/status/1919815340986421508) 2025-05-06T18:03Z 11.2K followers, [---] engagements "Should a Multicloud Platform Be a Priority Rackspace Technology introduces a new Cloud Management Platform aiming to simplify hybrid cloud operations and reduce complexity. Check out the Research Note 👇 https://hyperframeresearch.com/2025/08/15/should-a-multicloud-platform-be-a-priority/ https://hyperframeresearch.com/2025/08/15/should-a-multicloud-platform-be-a-priority/" [X Link](https://x.com/StevenDickens3/status/1957521852047196224) 2025-08-18T19:15Z 11.2K followers, [---] engagements "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" [X Link](https://x.com/StevenDickens3/status/1976040403968389564) 2025-10-08T21:42Z 11.2K followers, [---] engagements "@Ross_MCD00 What is the status of Ilone and Hanro" [X Link](https://x.com/StevenDickens3/status/2004594994288754712) 2025-12-26T16:47Z 11.2K followers, [---] engagements "@FromLe2 Has to be Hanro" [X Link](https://x.com/StevenDickens3/status/2015407128438042984) 2026-01-25T12:51Z 11.2K followers, [--] engagements "@LeicesterTigers The entire team. Please please please re-sign Hanro" [X Link](https://x.com/StevenDickens3/status/2015484152376701320) 2026-01-25T17:57Z 11.2K followers, [--] engagements "@ryanshrout @runDisney @Disneyland 💪" [X Link](https://x.com/StevenDickens3/status/2018127207781036244) 2026-02-02T00:59Z 11.2K followers, [--] engagements "Jumping on the @SchwabNetwork to talk about a HUGE week in tech. Google Amazon AMD and Qualcomm all report earnings this week" [X Link](https://x.com/StevenDickens3/status/2018315985816539428) 2026-02-02T13:30Z 11.2K followers, [---] engagements "Always a pleasure to chat with Shane Snider for one of his articles. This time around we talked about the recent investment by Oracle in its OCI business. Oracles plan fits with very real market demand. This is a super bullish signal from Oracle he said. The company is a relatively new entrant to public cloud and is therefore in a different part of its investment cycle. He said Oracles cloud services suite Oracle Cloud Infrastructure (OCI) is well-positioned to capitalize on the AI boom. The benefit is that OCI has less technical debt than the other hyperscalers and is therefore able to" [X Link](https://x.com/StevenDickens3/status/2018737411396604020) 2026-02-03T17:24Z 11.2K followers, [--] engagements ".@HyperFRAME_Res in hyper space Great to see Stephen Sopko talking about datacenters in space and the news coming out from SpaceX. https://schwabnetwork.com/video/spacex-xai-merger-s-limitless-potential-in-combining-ai-energy-space-tech https://schwabnetwork.com/video/spacex-xai-merger-s-limitless-potential-in-combining-ai-energy-space-tech" [X Link](https://x.com/StevenDickens3/status/2018804658442281457) 2026-02-03T21:51Z 11.2K followers, [--] engagements "@GlobalWatchClub Ferrari has to be AP" [X Link](https://x.com/StevenDickens3/status/2022060567197102474) 2026-02-12T21:29Z 11.2K followers, [---] engagements "Fantasy watch shopping at @Tourneau in NYC. The Moser is next level the Nomos is crazy good for the money but the Armin Strom 👌" [X Link](https://x.com/StevenDickens3/status/1916164439327269083) 2025-04-26T16:16Z 11.2K followers, [---] engagements "@tomfgoodwin Im going to get a German watch soon. Hopefully a @No__cH or Glashutte Original. The build quality/price ratio is so compelling" [X Link](https://x.com/StevenDickens3/status/1954896990304915719) 2025-08-11T13:25Z 11.2K followers, [--] engagements "Vegas = watch shopping In the market for another chronograph also love the Glashutte Original. Which do you prefer" [X Link](https://x.com/StevenDickens3/status/1977867978373804196) 2025-10-13T22:44Z 11.2K followers, [---] engagements "@LeicesterTigers @chrisjonespress Can we get an update on: Hanro Ilone and James Connor Injured or not selected If injured a return ETA" [X Link](https://x.com/StevenDickens3/status/2004606560136556716) 2025-12-26T17:33Z 11.2K followers, [---] engagements "@FromLe2 What is happening with Hanro He is AWESOME we need to keep him" [X Link](https://x.com/StevenDickens3/status/2014410504781865048) 2026-01-22T18:51Z 11.2K followers, [--] engagements "@FromLe2 HANRO Love him as a player for us. Always gives 100% effort for the full [--]. Nice to see O'Connor on the bench. He needs to get some game time and earn his paycheck" [X Link](https://x.com/StevenDickens3/status/2014823000655224877) 2026-01-23T22:10Z 11.2K followers, [--] engagements "@LeicesterTigers HANRO Hope he stays for next season. GREAT player for us. I would happily start a GoFundMe to get his family over from SA if that is what it takes for him to sign for the rest of his career" [X Link](https://x.com/StevenDickens3/status/2014823368067813705) 2026-01-23T22:11Z 11.2K followers, [---] engagements "Just watched the Quins Vs Tigers game. Hanro was immensely good. Heyes unplayable in the scrum. JVP back to his best. Steward nailed on to be England's [--] if he's fit based on that performance. Ilione brave. Both wingers played well. Centres played great. Blamire great off the bench. Moro looking up for it. Complete performance away from home. Gutted we didn't get the nil as the boys deserved it. #HARvLEI https://twitter.com/i/web/status/2015273281234808936 https://twitter.com/i/web/status/2015273281234808936" [X Link](https://x.com/StevenDickens3/status/2015273281234808936) 2026-01-25T03:59Z 11.2K followers, [---] engagements "Grand Seiko dials 👌 Picture courtesy of @baldassarreted" [X Link](https://x.com/StevenDickens3/status/2015482814007767547) 2026-01-25T17:52Z 11.2K followers, [---] engagements "@RugbyCollective Callum Chick or Hanro Liebenberg for me. But agree great business" [X Link](https://x.com/StevenDickens3/status/2016288191293358488) 2026-01-27T23:12Z 11.2K followers, [---] engagements "My trusty on the road setup is ready to go Just about to jump on @SchwabNetwork to talk about Mag [--] IBM and Dynatrace If you are interested in the tech: Insta360 web cam Lumecube light Neewer tripod Lenovo X1 Carbon Venetian hotel rubbish bin" [X Link](https://x.com/StevenDickens3/status/2016969609782710521) 2026-01-29T20:20Z 11.2K followers, [---] engagements "My segment this morning with Diane King Hall on the @SchwabNetwork We talked about a HUGE week in the markets with Alphabet Amazon AMD and Qualcomm all reporting this week. We won't struggle for signal this week https://schwabnetwork.com/video/ai-demand-picture-what-googl-amzn-earnings-mean-this-week https://schwabnetwork.com/video/ai-demand-picture-what-googl-amzn-earnings-mean-this-week" [X Link](https://x.com/StevenDickens3/status/2018339490176049209) 2026-02-02T15:03Z 11.2K followers, [----] engagements "The pursor on United UA70 to Amsterdam just made my day. Great customer service. Sometimes the little personal touches matter. Please pass on my thanks @united" [X Link](https://x.com/StevenDickens3/status/2020621521740349690) 2026-02-08T22:11Z 11.2K followers, [--] engagements "@NBCOlympics Team GB wins the round robin without losing a game loses one game and is now playing for a Bronze 🥉 Surely the winner of the round robin should be in the final" [X Link](https://x.com/StevenDickens3/status/2021157681105367281) 2026-02-10T09:41Z 11.2K followers, [---] engagements "@SixNationsRugby Taylor Swift 😂" [X Link](https://x.com/StevenDickens3/status/2021177399593836959) 2026-02-10T11:00Z 11.2K followers, [--] engagements "The promise of agentic AI rests on a fragile foundation of trust that current enterprise infrastructures are ill-equipped to support. Cisco Live EMEA has highlighted a critical disconnect between the rapid evolution of Large Language Models and the operational reality of managing them. Ciscos introduction of AgenticOps aims to bridge this "capability overhang" by providing a multi-domain automation framework. While the potential for autonomous agents to handle complex tasks is significant the transition from experimental pilots to production-grade deployment requires more than just raw" [X Link](https://x.com/StevenDickens3/status/2021236547090104603) 2026-02-10T14:55Z 11.2K followers, [--] engagements "I got to go courtside for the Atlanta Hawks Vs the Utah Jazz with @manageengine last week. An interactive customer panel and time to chat with Rajesh Ganesan the CEO were the highlights and the game was a barnstormer. Check out my recap 👇 https://www.youtube.com/watchv=7vvwcXZvBGk https://www.youtube.com/watchv=7vvwcXZvBGk" [X Link](https://x.com/StevenDickens3/status/2022060656854544569) 2026-02-12T21:30Z 11.2K followers, [---] engagements ".@SahooSanj kicks off day [--] of Ingram Micro's #ONE2025 conference. Unsurprisingly we are straight into AI and the big bet that the company has made to develop an AI platform. The opportunity for the channel to leverage data and the purchasing flow is fascinating" [X Link](https://x.com/StevenDickens3/status/1985711891529024013) 2025-11-04T14:13Z 11.2K followers, [---] engagements "Ingram Micro ONE event recap. In this episode I share my insights from Ingram Micros ONE Conference in Maryland a closer look at how the global distributor is transforming the partner ecosystem with artificial intelligence. From conversations with Paul Bay (CEO Ingram Micro) and Sanjib Sahoo (President Global Platform Group) I unpack how the companys Xvantage platform uses more than [--] petabytes of data collected over [--] years to drive intelligent recommendations optimize supply chains and deliver over $200 million in cost savings while driving higher margins for Ingram's partners. This is" [X Link](https://x.com/StevenDickens3/status/1988598227487150588) 2025-11-12T13:22Z 11.2K followers, [---] engagements "AI In Action - A Real Use Case Unpacked. In this episode of the HyperFRAME Podcast produced in collaboration with Ingram Micro I had the pleasure of sitting down with Paul Bay CEO of Ingram Micro to explore how AI is fundamentally reshaping the global channel ecosystem. Paul explains how @IngramMicroInc is leveraging three years of AI investment more than 4Pb of data over [--] data points per transaction and a mature data foundation to transform partner operations reduce cost-to-serve and unlock new revenue opportunities. From AI Assist and intelligent demand generation to Xvantage their" [X Link](https://x.com/StevenDickens3/status/1990781255072510133) 2025-11-18T13:56Z 11.2K followers, [---] engagements "Interesting briefing with Ken Dellovo from the Hewlett Packard Enterprise team at #NRF2026 We talked about how the Aruba and Juniper portfolio is combining and the new 8-port switch the company launched today which is perfectly engineered for retail deployments. We also discussed agentic network management with Marvis and Mist. https://twitter.com/i/web/status/2010757433426121172 https://twitter.com/i/web/status/2010757433426121172" [X Link](https://x.com/StevenDickens3/status/2010757433426121172) 2026-01-12T16:55Z 11.2K followers, [---] engagements "Always a pleasure to hear from Kamal Hathi about the trajectory that Splunk is on. Can't share too much as we are under NDA but unsurprisingly we are focused on the new requirements that AI is driving at the infrastructure layer and how Agentic Ops is helping SRE and Ops teams keep up. https://twitter.com/i/web/status/2020879370525516092 https://twitter.com/i/web/status/2020879370525516092" [X Link](https://x.com/StevenDickens3/status/2020879370525516092) 2026-02-09T15:16Z 11.2K followers, [--] engagements ""Cisco is operating from silicon to software. From physics to semantics" The breadth and depth of vision from Cisco is more complete than ever. From the new Silicon One G300 to Observability with Splunk Cisco is a full stack AI company" [X Link](https://x.com/StevenDickens3/status/2021150787133419640) 2026-02-10T09:14Z 11.2K followers, [---] engagements "@GlobalWatchClub AP = Ferrari RM = Pagani" [X Link](https://x.com/StevenDickens3/status/2022698573477949748) 2026-02-14T15:44Z 11.2K followers, [--] engagements "Great keynote to kick off #SplunkConf21 by @DougMerritt Over half of organizations dont know how to identify or put their data to use #BigData $SPLK" [X Link](https://x.com/StevenDickens3/status/1450497268491169799) 2021-10-19T16:21Z 11.2K followers, [--] engagements "@sallyeaves @ShellyKramer @Mitel @PMaroney_tech @domhalps @JolaBurnett @ipfconline1 @baski_LA @andi_staub @BevEve @yhairej @mentorafrika Very important discussion. As a father to [--] girls it is vital that we change these stats" [X Link](https://x.com/StevenDickens3/status/1500796961271816200) 2022-03-07T11:34Z 11.2K followers, [--] engagements "Always a highlight of my working week to record the "I am a Mainframer" podcast show for the @OpenMFProject Check out the latest episode with Pat Stanard of @Kyndryl #mainframe https://www.openmainframeproject.org/blog/i-am-a-mainframer/2022/09/30/i-am-a-mainframer-patrick-stanard https://www.openmainframeproject.org/blog/i-am-a-mainframer/2022/09/30/i-am-a-mainframer-patrick-stanard" [X Link](https://x.com/StevenDickens3/status/1575878262294806528) 2022-09-30T16:00Z 11.2K followers, [--] engagements "@OpenMFProject @Kyndryl @PatrickStanard Always a pleasure to record these episodes @PatrickStanard was such a great guest really enjoyed our conversation" [X Link](https://x.com/StevenDickens3/status/1575900032699883520) 2022-09-30T17:27Z 11.2K followers, [--] engagements "Kyndryl & Microsoft Announce Initiative to Deliver Cloud-based Insights & Innovation for Mainframe Customers. My POV - The mainframe has a key role to play in a hybrid multi-cloud strategy so this announcement makes sense for both companies. #mainframe https://www.kyndryl.com/us/en/about-us/news/2022/10/kyndryl-and-microsoft-announce-initiative-to-deliver-cloud-based-insights https://www.kyndryl.com/us/en/about-us/news/2022/10/kyndryl-and-microsoft-announce-initiative-to-deliver-cloud-based-insights" [X Link](https://x.com/StevenDickens3/status/1578011947559055361) 2022-10-06T13:19Z 11.2K followers, [--] engagements "@Kyndryl Could not agree more. Workloads are like journeys use a car when a car is appropriate but also use planes trains and boats when they make sense" [X Link](https://x.com/StevenDickens3/status/1578013646021865472) 2022-10-06T13:25Z 11.2K followers, [--] engagements "A really solid set of announcements coming out of @Kyndryl highlighting their collab with @Microsoft to drive #mainframemodernization Thanks to @nforten and the team for the early briefing and for allowing me to be quoted in the press release. Kyndryl and @Microsoft join forces to create a solution that connects mainframe data with #Azure cloud environments providing a new powerful data source for customer application modernization. Read more: https://t.co/4BQNUZofO7 #TheHeartofProgress #MSIgnite https://t.co/6mPVQCZjOG Kyndryl and @Microsoft join forces to create a solution that connects" [X Link](https://x.com/StevenDickens3/status/1578031632703172610) 2022-10-06T14:37Z 11.2K followers, [--] engagements "Mainframe and cloud are not mutually exclusive Dickens said. Customers are looking to deploy hybrid multicloud architectures and the mainframe has a key role in these deployment architectures. Read the full article #MainframeModernization https://www.ciodive.com/news/microsoft-kyndryl-cloud-mainframe-data-integration/633544/ https://www.ciodive.com/news/microsoft-kyndryl-cloud-mainframe-data-integration/633544/" [X Link](https://x.com/StevenDickens3/status/1578119464419266560) 2022-10-06T20:26Z 11.2K followers, [--] engagements "Hewlett Packard Enterprise and VMware Partner to Deliver Hybrid Cloud Vision My take on the latest announcements coming out of #vmwareexplore in Barcelona. #VMware #HPE https://bit.ly/3Ejf1aL https://bit.ly/3Ejf1aL" [X Link](https://x.com/StevenDickens3/status/1590347010888306689) 2022-11-09T14:14Z 11.2K followers, [--] engagements "@holgermu @HPE @Equinix This collaboration makes perfect sense to. @Equinix is a key digital watering hole in the hybrid cloud ecosystem and @HPE putting kit on demand in their global datacenters is a no brainer. #HPEDiscover" [X Link](https://x.com/StevenDickens3/status/1671216678775181313) 2023-06-20T18:01Z 11.2K followers, [---] engagements "@holgermu @HPE_GreenLake Not sure on the naming conventions as GreenLake is all about enterprise private cloud. The solutions make perfect sense though" [X Link](https://x.com/StevenDickens3/status/1671217462006927360) 2023-06-20T18:04Z 11.2K followers, [---] engagements "According to @ArvindKrishna IBM is seeing [--] major uses cases emerge for AI: Code customer experience and digital labour We are still so early" [X Link](https://x.com/StevenDickens3/status/1792898527498055925) 2024-05-21T12:41Z 11.2K followers, [---] engagements "We are hitting InstructLab in the #IBMThink keynote. Launched at Red Hat Summit InstructLab didnt get the pick up by the market that it should have IMHO. IBM Research is an under appreciated powerhouse in the landscape of AI innovation and they are doing it in the open. #Think2024 https://twitter.com/i/web/status/1792903685128798439 https://twitter.com/i/web/status/1792903685128798439" [X Link](https://x.com/StevenDickens3/status/1792903685128798439) 2024-05-21T13:02Z 11.2K followers, [---] engagements "Interesting to hear how @Citi is partnering with @IBM across the board and at scale. Citi has been a long term IBM client and has the mainframe at the core of its transactional systems but what has been interesting from this discussion has been how Citi is leveraging IBM technology for AI and automation. #IBMThink #Think2024 https://twitter.com/i/web/status/1792906023159710142 https://twitter.com/i/web/status/1792906023159710142" [X Link](https://x.com/StevenDickens3/status/1792906023159710142) 2024-05-21T13:11Z 11.2K followers, [---] engagements "@RonWestfallDX @IBM @IBMZ @BillRuff_ @JohnLusher Thanks for your contribution to this project sir. Always great to work with you" [X Link](https://x.com/StevenDickens3/status/1792907410392142271) 2024-05-21T13:16Z 11.2K followers, [--] engagements "Best song by a band with less than 200k monthly listeners. I will go first- @vintagetrouble https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=tjFZpSYKQ6ev3rXrS4TJxw&context=spotify%3Aartist%3A72Pauuctba5lMzC89R0Vk0 https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=tjFZpSYKQ6ev3rXrS4TJxw&context=spotify%3Aartist%3A72Pauuctba5lMzC89R0Vk0" [X Link](https://x.com/StevenDickens3/status/1797012283094175892) 2024-06-01T21:08Z 11.2K followers, [---] engagements "@oleg_nenashev They will rebound" [X Link](https://x.com/StevenDickens3/status/1814244832665055423) 2024-07-19T10:24Z 11.2K followers, [--] engagements "Retail investors locked out overnight Blockchain based trade settlement cant come fast enough" [X Link](https://x.com/StevenDickens3/status/1820616789543518523) 2024-08-06T00:24Z 11.2K followers, [---] engagements "Tell me about a band on @spotify that has less than 200k monthly listens that everyone should be talking about. I will go first. @vintagetrouble are simply off-the-charts good. Saw them live a few years back due to the exceptional talent spotting of @deonnewm who booked them for an IBM event. I got chance to hang with the band backstage. Since then I have been a fan. Check out this song as a gateway drug to their awesomeness: https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=9378b6dca23a4aca https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=9378b6dca23a4aca" [X Link](https://x.com/StevenDickens3/status/1822989175752167556) 2024-08-12T13:31Z 11.2K followers, [---] engagements "Tell me about a banger of a tune from a smaller band that is a must-listen. I'll go first. Run Like The River by @vintagetrouble is ab absolute banger https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=b707b62a1dc54ad5 https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=b707b62a1dc54ad5" [X Link](https://x.com/StevenDickens3/status/1876619780070994168) 2025-01-07T13:19Z 11.2K followers, [--] engagements "@FosterTraveler Greubel Forsey is a very deep cut and about as far from flashy as its possible to be. I have three GS beautiful watches" [X Link](https://x.com/StevenDickens3/status/1876746413142393301) 2025-01-07T21:43Z 11.2K followers, [--] engagements "Google Cloud's Ascent: A Deep Dive into its AI-Powered Enterprise Strategy and prospects for [----] Google Cloud's aggressive product momentum in [----] with the releases of Gemini [---] and TPUv6 amongst many others signals an even stronger [----] from the AI-led organization. Part of my series focusing on the vendors that will shape [----]. Link in the comments 👇" [X Link](https://x.com/StevenDickens3/status/1879296958814134758) 2025-01-14T22:38Z 11.2K followers, [---] engagements "@Luce_On_TSLA Agree 100% - only up from here IMHO" [X Link](https://x.com/StevenDickens3/status/1890066890237837506) 2025-02-13T15:53Z 10.5K followers, [---] engagements "@CTOAdvisor Was on the Databricks briefing this makes perfect sense. Your thoughts" [X Link](https://x.com/StevenDickens3/status/1890119800585916452) 2025-02-13T19:24Z 10.5K followers, [--] engagements "Lots of posts on X about COBOL. Before you believe the hype about legacy languages take a moment to read up on the open-source project hosted by the @linuxfoundation The @OpenMFProject is approaching [--] years old and has been working on open-source projects related to the mainframe. The projects COBOL working group is well worth checking out. https://openmainframeproject.org/ https://openmainframeproject.org/" [X Link](https://x.com/StevenDickens3/status/1890930053338235242) 2025-02-16T01:03Z 10.5K followers, [---] engagements "SAP Business Data Cloud with Databricks: A Data and AI Game Changer SAP and Databricks partner to unify data empower AI and drive enterprise insights. Key Highlights * SAP announces Business Data Cloud which aims to unify and govern SAP and third-party data. * SAP and Databricks partner to offer SAP Databricks a natively integrated platform within SAP Business Data Cloud. * SAP Databricks aims to unify SAP data with other enterprise data for advanced analytics and AI. * SAP Databricks will be available on AWS Azure and Google Cloud. Check ouT the Research Note authored by Stephanie Walter in" [X Link](https://x.com/StevenDickens3/status/1891518070516064504) 2025-02-17T16:00Z 10.5K followers, [---] engagements "@SMB_Attorney You know its quiet firing right The move is designed to create disruption and friction with the company hoping 10%+ of employees quit in protest. And yes I know that the best ones will quit and find another job. This is a feature not a bug of the RTO process" [X Link](https://x.com/anyuser/status/1891569071436574804) 2025-02-17T19:23Z 11.2K followers, 36.4K engagements "@anshelsag I am amazed that its this hard to recruit and train air traffic controllers. Surely this should be a $250k per year salary job" [X Link](https://x.com/StevenDickens3/status/1891681678763942311) 2025-02-18T02:50Z 10.5K followers, [--] engagements "Just spoke to a @BBCNews reporter about the use of COBOL and Mainframes in the US government. We spoke for 30+ minutes about the history of the mainframe and how the technology is continually updated and refreshed to stay at the cutting edge. TL;DR summary: The Porsche [---] is 60+ years old but still at the cutting edge through continual evolution. So is the Mainframe We also talked about data integrity and cleanliness. The TLDR summary: If you put bad data into an Excel spreadsheet is that Excel's fault when you get bad data out Of course not. Same applies to Db2 and a COBOL application. The" [X Link](https://x.com/StevenDickens3/status/1891885981378269598) 2025-02-18T16:22Z 10.5K followers, [---] engagements "Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government operations particularly within agencies like the IRS and Social Security. Far from being outdated relics as some uninformed commentators have suggested mainframes remain essential and efficient a fact often overlooked in portrayals that focus solely on their age rather than their ongoing advancements and importance. Link to the" [X Link](https://x.com/anyuser/status/1892319981087449265) 2025-02-19T21:06Z 11.2K followers, 64.7K engagements "Link to the Research Note: https://hyperframeresearch.com/2025/02/19/why-mainframes-and-cobol-are-secretly-saving-your-tax-dollars/ https://hyperframeresearch.com/2025/02/19/why-mainframes-and-cobol-are-secretly-saving-your-tax-dollars/" [X Link](https://x.com/StevenDickens3/status/1892320225002942762) 2025-02-19T21:07Z 10.5K followers, [----] engagements "@CTOAdvisor Thanks Sir high praise. Yeah it blows people's minds when I say you can fit a mainframe in a standard 19" rack with other kit" [X Link](https://x.com/StevenDickens3/status/1892331731090387446) 2025-02-19T21:53Z 10.5K followers, [--] engagements "Is Equinixs Spending Strategy Justified in an AI-Driven Market Examining capital expenditures historical benefits and the sustainability of Equinixs growth. By the Numbers * [----] Revenue: $8.7 billion marking [--] consecutive years of quarterly revenue growth. * Adjusted EBITDA: $4.1 billion for [----]. * AFFO per Share Growth: 10% year-over-year increase. * [----] Revenue Growth Projection: 7%-8% on a normalized and constant-currency basis. * Capital Expenditures (CapEx) for 2024: Estimated at $2.7-$3.0 billion focused on expansions and technology investments. Check out Harvy James Espellarga and" [X Link](https://x.com/StevenDickens3/status/1892373120285045179) 2025-02-20T00:38Z 10.5K followers, [---] engagements "@OGMowerman Its an informed opinion. Also you can run Java on a mainframe" [X Link](https://x.com/StevenDickens3/status/1892515925460398513) 2025-02-20T10:05Z 10.5K followers, [--] engagements "@CTOAdvisor Thanks 🙏 - Yeah amazing how perceptions stick. Weird how a [---] is considered cutting edge with a storied history but the mainframe cant shake off its image - both launched in 1964" [X Link](https://x.com/StevenDickens3/status/1892569507542999505) 2025-02-20T13:38Z 10.5K followers, [--] engagements "Obviously COBOL and mainframe is front of mind for many Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government operations Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government" [X Link](https://x.com/StevenDickens3/status/1892608053058384032) 2025-02-20T16:11Z 10.5K followers, [---] engagements "Great to connect with @laura_diorio who runs social media for @NYSE The level of innovation and thought leadership on show today at the media partnership event is 🤯 Looking to explore the intersection of media capital markets and technology research" [X Link](https://x.com/StevenDickens3/status/1892635077802184869) 2025-02-20T17:59Z 10.5K followers, [--] engagements "@danielnewmanUV @Lenovo @TWSemicon @Broadcom @intel @xai @HP @Humane @Apple If the hat fits 🤪 Seriously congrats on the 250th episode" [X Link](https://x.com/StevenDickens3/status/1893013096005808627) 2025-02-21T19:01Z 10.5K followers, [--] engagements "Lenovo: AI-Powered Growth Engine Q3 shines. ISG turnaround Infinidat acquisition and hybrid-AI fuel optimism. Sustainability is a key focus. @Lenovo's Q3 results exceeded expectations with revenue up 20% YoY to $18.8B and net income doubling to $693M.1Driven by its hybrid-AI strategy ISG revenue surged 60% achieving profitability. The Infinidat acquisition strengthens enterprise storage capabilities. Lenovo's commitment to R&D and sustainability along with key partnerships positions it for continued growth in the competitive AI and enterprise IT landscape. Full Research Note in the comments 👇" [X Link](https://x.com/StevenDickens3/status/1893037379474129279) 2025-02-21T20:37Z 11.2K followers, [---] engagements "Most talented band you have seen live but had never heard of before you saw them perform Ill go first @vintagetrouble - Check out this tune and then imagine this live https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=CvR0-TpKTFyXHw_Y2JrcxQ https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=CvR0-TpKTFyXHw_Y2JrcxQ" [X Link](https://x.com/StevenDickens3/status/1893108181896737212) 2025-02-22T01:18Z 11.2K followers, [--] engagements "The key part of your post is most people and on that part you are 100% right. The key component that is missing is that some people abuse work from home and literally dial it in. The key challenge for management in [----] is how do you find who are the most and who are the some. If the some is 20-30% of your workforce then you will never have a productive team. As the other 70-80% have to carry the work of the some. One way to figure out who is hard working and who is goofing off is to get everyone at a desk and observe the work in person" [X Link](https://x.com/anyuser/status/1893734829214326838) 2025-02-23T18:49Z 11.2K followers, [----] engagements "@kyleplacy Sinn Hamilton Formex Seiko and Doxa over literally everything you mentioned apart from CW. How much is your budget" [X Link](https://x.com/StevenDickens3/status/1893737324099314156) 2025-02-23T18:58Z 10.5K followers, [--] engagements "Always great to bump into the man the myth the legend that is @danielnewmanUV" [X Link](https://x.com/StevenDickens3/status/1894100151171518844) 2025-02-24T19:00Z 10.5K followers, [---] engagements "Nerding out with my fellow mainframe nerds. Deep diving on all things mainframe this week - the big topic of discussion is leveraging LLMs for AIOps and development use cases" [X Link](https://x.com/StevenDickens3/status/1894442211065905578) 2025-02-25T17:39Z 10.5K followers, [--] engagements "Back in the real world the regular release blue dial is interesting Kudos to @nomosglashuette for well being Nomos. https://www.hodinkee.com/articles/nomos-glashutte-introduces-the-club-sport-worldtimer-in-eight-colors https://www.hodinkee.com/articles/nomos-glashutte-introduces-the-club-sport-worldtimer-in-eight-colors" [X Link](https://x.com/StevenDickens3/status/1910824880863391909) 2025-04-11T22:38Z 11.2K followers, [--] engagements "Hanro Liebenberg was immense today - how he plays [--] minutes every game and covers so much ground is beyond me - best forward engine in the league #brivlei" [X Link](https://x.com/StevenDickens3/status/1913984953903182081) 2025-04-20T15:55Z 11.2K followers, [---] engagements "Will Datadog's Data Dive Deliver Deeper Insights Datadog's acquisition of Metaplane signals a bold move into end-to-end data observability aiming to bridge the gap between application and data monitoring for enhanced data trust and AI reliability. Key Highlights: * Datadog expands its observability platform into the realm of data. * Metaplane's machine learning-powered monitoring and lineage are key assets * The acquisition targets improved data quality and reliability for AI initiatives. * Integration aims to provide visibility across the entire data lifecycle. Read the full Research Note in" [X Link](https://x.com/StevenDickens3/status/1916833896345342205) 2025-04-28T12:36Z 11.2K followers, [---] engagements "Marvell Builds Breakthrough 2nm Custom SRAM for Next-Gen AI Infrastructure Silicon Marvell advances its custom technology platform by introducing innovative 2nm custom SRAM engineered to enhance the performance of custom XPUs and devices driving cloud data centers and AI clusters. Check out the full Research Note from @RonWestfallDX https://hyperframeresearch.com/2025/06/24/marvell-builds-breakthrough-2nm-custom-sram-for-next-gen-ai-infrastructure-silicon/ https://hyperframeresearch.com/2025/06/24/marvell-builds-breakthrough-2nm-custom-sram-for-next-gen-ai-infrastructure-silicon/" [X Link](https://x.com/StevenDickens3/status/1937614379996115096) 2025-06-24T20:50Z 11.2K followers, [---] engagements "@rugby_ap The best way to describe the depth of the Boks is that Hanro Liebenberg who is a former Tigers captain and current club legend doesnt get a look in but plays [--] minutes every week" [X Link](https://x.com/StevenDickens3/status/1940119835423514626) 2025-07-01T18:46Z 11.2K followers, [----] engagements "@JamesMelville Breathe for a moment. Constituency in the North job in Westminster - We either let them have an apartment in London or we pay their hotel bills. Taxpayers pay either way" [X Link](https://x.com/StevenDickens3/status/1955950880680722616) 2025-08-14T11:13Z 11.2K followers, [----] engagements ".@LLBean - Shout out to Kyle at your store in Kingston NY. Resolved an issue with an order (completely our fault) and went above and beyond to be helpful. Great customer service Please pass on my comments" [X Link](https://x.com/StevenDickens3/status/1961840237706936393) 2025-08-30T17:15Z 11.2K followers, [---] engagements "Love this. https://www.hodinkee.com/articles/the-glashutte-original-panomaticcalendar-with-a-dial-inspired-by-the-blue-of-dawn https://www.hodinkee.com/articles/the-glashutte-original-panomaticcalendar-with-a-dial-inspired-by-the-blue-of-dawn" [X Link](https://x.com/StevenDickens3/status/1961845824540783032) 2025-08-30T17:37Z 11.2K followers, [--] engagements "20 years ago suggesting that you would hail a ride with a stranger from an app on your phone would have sounded insane but look where we are now. Car ownership economics make no sense at all especially in cities. Some people will want to own their own car some people dont care about cars and will welcome the idea of cheaper mobility. Not everything is an absolute" [X Link](https://x.com/anyuser/status/1970099249514750373) 2025-09-22T12:13Z 11.2K followers, 18K engagements "@PatrickMoorhead @Qualcomm @cloudera @Apple Love this format" [X Link](https://x.com/StevenDickens3/status/1970123505997066440) 2025-09-22T13:50Z 11.2K followers, [--] engagements "Now this is pretty 🤩" [X Link](https://x.com/StevenDickens3/status/1971397001918169535) 2025-09-26T02:10Z 11.2K followers, [---] engagements "Can a "distributed" AI model truly deliver Equinix's latest play aims to address the limitations of centralized AI infrastructure. Read my Research Note in the comments 👇" [X Link](https://x.com/StevenDickens3/status/1973045099039723767) 2025-09-30T15:19Z 11.2K followers, [---] engagements "Always good to hear from Richard Baird 5m MIPS under management makes Kyndryl the largest player in the mainframe services industry. My estimates are that Kyndryl is 5x the size of the next biggest competitor. Leveraging AI to agentically manage an estate as big as Kyndryls makes perfect sense to me. I expect the payoff will be increased SLAs rather than people savings" [X Link](https://x.com/StevenDickens3/status/1975574617482813696) 2025-10-07T14:51Z 11.2K followers, [---] engagements "Weekend musings - Three things I would do if I were CEO of @Tesla right now. [--]. Develop the Plaid brand. Mercedes has AMG BMW has M and Audi has S. Tesla needs to double down on their premium market. Specifically what I would do: * Plaid wheels - Only available on Plaid models. * Plaid Interiors - Cross stitched leather and carbon fibre inlays. Sports seats. * Plaid exteriors - Wider arches spoilers diffusers and splitter. * Plaid tuning - Stiffened shocks Brembo brakes with coloured calipers. Improved performance. Charge $25k more for a Plaid model and the results are a hero glow on the" [X Link](https://x.com/StevenDickens3/status/1977432149075570721) 2025-10-12T17:52Z 11.2K followers, 104.4K engagements "Oracle Cloud is on fire right now. The company has a winning proposition when it comes to multi-cloud and sovereignty. What doesnt get as much coverage is how a few key leaders are driving OCI. Clay is getting the plaudits he deserves as the new Co-CEO. One of the executives that is also key to OCI is @Karan_Batta - I recently spent some time with Karan and his team at an analyst-only event and came away impressed with his depth and vision for where OCI is headed. Certainly one to watch. #AIWorld" [X Link](https://x.com/StevenDickens3/status/1978523936787988798) 2025-10-15T18:10Z 11.2K followers, [---] engagements "IBM Q3 Earnings on Wednesday @IBM Q3 earnings due this Wednesday will provide crucial detail on the hybrid cloud and AI strategy. Three things I will be looking out for: AI and Software Momentum: A key focus is the accelerating AI momentum within the Software segment. The market expects strong traction from the enterprise AI platform watsonx bolstered by the availability of Granite open models and the recent collaboration with Groq for high-speed AI inference. Commentary on the book of business for GenAI services and adoption of watsonx-powered code assistants will be watched closely with" [X Link](https://x.com/StevenDickens3/status/1980370975465099576) 2025-10-20T20:30Z 11.2K followers, [---] engagements "Great summary of the AWS outage and what you should do by the Forrester team. Brent Ellis is in my opinion the best infrastructure analyst on the circuit and when he leads an effort to explain an issue I suggest you take a few minutes out of your day and read what he (and his team) has to say. #AWSoutage https://www.forrester.com/blogs/the-aws-us-east-outage-a-wake-up-call-for-cloud-resilience/utm_medium https://www.forrester.com/blogs/the-aws-us-east-outage-a-wake-up-call-for-cloud-resilience/utm_medium" [X Link](https://x.com/StevenDickens3/status/1980596479229067559) 2025-10-21T11:26Z 11.2K followers, [---] engagements "Always appreciate it when senior leaders take time out to brief analysts. Lenovo CEO and Chairman Yuanqing Yang kicks us off with an update on the company's pocket to cloud strategy and focus on AI" [X Link](https://x.com/StevenDickens3/status/1980621826880409839) 2025-10-21T13:06Z 11.2K followers, [--] engagements "In Search Of Cloud Redundancy AWS US EAST [--] Outage: DNS and load balancer failure drives global disruption questioning cloud resilience and decentralization. Key Highlights: * An Amazon Web Services (AWS) outage in the crucial US EAST [--] region caused widespread global internet service disruptions. * The initial issue was identified as a Domain Name System (DNS) resolution problem affecting the DynamoDB API endpoint. * The root cause was later traced to an internal subsystem monitoring the health of network load balancers. * The repeated and cascading nature of the issues highlights the" [X Link](https://x.com/StevenDickens3/status/1980664735566544963) 2025-10-21T15:57Z 11.2K followers, [---] engagements "@Lenovodc @Lenovo @bryanbma Thanks for the invite to the GIAC and the opportunity to chat with your team" [X Link](https://x.com/StevenDickens3/status/1981101120429957389) 2025-10-22T20:51Z 11.2K followers, [--] engagements "@FromLe2 Was thinking about this only this weekend looking at empty seats for a repeat of last years final matchup. When they finally re-do the Crumbie stand they need to build in dedicated kids/family seating at reduced rates IMHO" [X Link](https://x.com/StevenDickens3/status/1981441680155787561) 2025-10-23T19:24Z 11.2K followers, [--] engagements "@OABlanchard IBM posted a beat/beat/raise and declined in after hours same for Netflix against that backdrop these are stellar results. The reaction to earnings always baffles me" [X Link](https://x.com/StevenDickens3/status/1981442233627758772) 2025-10-23T19:26Z 11.2K followers, [--] engagements "@PatrickMoorhead IBM Z we see you👀" [X Link](https://x.com/StevenDickens3/status/1981443044894265751) 2025-10-23T19:30Z 11.2K followers, [--] engagements "Should the AI Agent Security Problem Be Solved First @Docker and @e2b partnership tackles agent trust security and tool access via Model Context Protocol. Key Highlights: * Docker partnered with E2B to provide secure cloud sandboxes for AI agents. * The collaboration aims to address two core risks: unsafe agent-generated code execution and securing external tool access. * Every E2B sandbox now includes direct access to Dockers Model Context Protocol (MCP) Catalog of over [---] real-world tools. * Docker's MCP Gateway is the underlying mechanism that secures tool access and manages the catalog." [X Link](https://x.com/StevenDickens3/status/1981451432785289338) 2025-10-23T20:03Z 11.2K followers, [---] engagements "https://hyperframeresearch.com/2025/10/22/should-the-ai-agent-security-problem-be-solved-first/ https://hyperframeresearch.com/2025/10/22/should-the-ai-agent-security-problem-be-solved-first/" [X Link](https://x.com/StevenDickens3/status/1981451589882712565) 2025-10-23T20:04Z 11.2K followers, [--] engagements "One of the highlights of my job is to chat with the best and brightest in the industry on the daily. They don't get better and brighter than my dear friend @Cory_Minton who is a field CTO for @splunk. Cory is the perfect combo of deep subject matter expert and customer-facing machine. He also has the best beard in the industry. Yes I have a man crush Check out an excerpt from our recent chat 👇 https://www.youtube.com/watchv=LtJk5qcecVw&t=1s https://www.youtube.com/watchv=LtJk5qcecVw&t=1s" [X Link](https://x.com/StevenDickens3/status/1981826057331519933) 2025-10-24T20:52Z 11.2K followers, [----] engagements "Inside Lenovos Pocket-to-Cloud Strategy: AI Cooling and Infrastructure Innovation Join me as I report from Lenovos Executive Briefing Center in Morrisville North Carolina. After three days of in-depth sessions I break down Lenovos Pocket-to-Cloud strategy connecting everything from Motorola smartphones and PCs to enterprise servers and hyperscale infrastructure. I explore how @Lenovo is positioning for the next era of AI infrastructure on-premises intelligence and data sovereignty along with its innovative Neptune cooling technologies that tackle the growing power and efficiency demands of" [X Link](https://x.com/StevenDickens3/status/1982903053918580927) 2025-10-27T20:11Z 11.2K followers, [---] engagements "And the winner of the award for best write up of the AWS outage goes to. Dramatic pause. @QuinnyPig - While I may disagree on some of the technical details I dream of being able to write with this much snark and wit. Well played Sir. https://www.theregister.com/2025/10/27/aws_outage_myths_reality/ https://www.theregister.com/2025/10/27/aws_outage_myths_reality/" [X Link](https://x.com/StevenDickens3/status/1982928243419427005) 2025-10-27T21:51Z 11.2K followers, [----] engagements "Great to see Stephanie Walter from the @HyperFRAME_Res team crushing it on the @SchwabNetwork https://schwabnetwork.com/video/previewing-the-fab-five-from-mag-7-earnings https://schwabnetwork.com/video/previewing-the-fab-five-from-mag-7-earnings" [X Link](https://x.com/StevenDickens3/status/1983169065633153480) 2025-10-28T13:48Z 11.2K followers, [--] engagements "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. Key Highlights: * HPE will deliver two advanced systems to Oak Ridge National Laboratory: Discovery a second-generation exascale successor to the current Frontier system and Lux a sovereign AI training cluster. * The Discovery system is architected around the new HPE Cray Supercomputing GX5000 platform featuring AMD's next-generation Venice CPUs and MI430X GPUs. * Lux is" [X Link](https://x.com/StevenDickens3/status/1983256704625369260) 2025-10-28T19:37Z 11.2K followers, [---] engagements "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. Check out @RonWestfallDX and my takeaways. https://hyperframeresearch.com/2025/10/28/lenovo-gaic-2025-the-key-takeaways/ https://hyperframeresearch.com/2025/10/28/lenovo-gaic-2025-the-key-takeaways/" [X Link](https://x.com/StevenDickens3/status/1983260498146799908) 2025-10-28T19:52Z 11.2K followers, [---] engagements "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 👇 https://hyperframeresearch.com/2025/10/28/is-ibms-mainframe-fueled-ai-growth-sustainable/ https://hyperframeresearch.com/2025/10/28/is-ibms-mainframe-fueled-ai-growth-sustainable/" [X Link](https://x.com/StevenDickens3/status/1983261493786444075) 2025-10-28T19:56Z 11.2K followers, [--] engagements "Always a pleasure to chat with @sam_vadas on the @SchwabNetwork 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. https://schwabnetwork.com/video/dickens-googl-massively-undervalued-big-tech-remains-in-a-i-arms-race https://schwabnetwork.com/video/dickens-googl-massively-undervalued-big-tech-remains-in-a-i-arms-race" [X Link](https://x.com/StevenDickens3/status/1983582979667501289) 2025-10-29T17:13Z 11.2K followers, [---] engagements "Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects A genuine pleasure to collaborate with Stephanie Walter on this project in collaboration with @VMware The accelerating evolution of enterprise infrastructure driven by modern technologies like AI and the demands of digital transformation is putting significant pressure on existing IT environments. For large complex organizations with deeply virtualized hybrid infrastructures the challenge is how to future-proof their systems without abandoning working investments. This white paper presents a structured decision" [X Link](https://x.com/StevenDickens3/status/1984280423396999624) 2025-10-31T15:24Z 11.2K followers, [--] engagements "@WillTownTech @ToyotaMotorCorp @Lexus Gap insurance is a vital purchase for every lease" [X Link](https://x.com/StevenDickens3/status/1984322500189438316) 2025-10-31T18:12Z 11.2K followers, [--] engagements "@WillTownTech @ToyotaMotorCorp @Lexus More importantly - Are you both OK" [X Link](https://x.com/StevenDickens3/status/1984322733304431013) 2025-10-31T18:13Z 11.2K followers, [--] engagements "Always good to hear from the @TheFuturumGroup team when it comes to big trends in the business of tech. @danielnewmanUV and @TiffaniBova dropping knowledge. Is AI a bubble Daniel's response: $78bn of new AI deals have been done today that is way more than chatbots #ONE2025 #IngramMicroONE" [X Link](https://x.com/StevenDickens3/status/1985450740924776724) 2025-11-03T20:55Z 11.2K followers, [---] engagements "Broadcoms Partner Cull: Is IBM Cloud A VMware Casualty Broadcoms VCSP program changes force IBM Cloud to end sales of new VMware workloads; existing customers face new limitations. https://hyperframeresearch.com/2025/11/03/broadcoms-partner-cull-is-ibm-cloud-vmware-a-casualty/ https://hyperframeresearch.com/2025/11/03/broadcoms-partner-cull-is-ibm-cloud-vmware-a-casualty/" [X Link](https://x.com/StevenDickens3/status/1985679488416366956) 2025-11-04T12:04Z 11.2K followers, [--] engagements "AWS Back at 20%: Did GenAI Just Win the Cloud War for Amazon AWS re-acceleration to 20.2% YoY growth a massive Anthropic investment gain AI integration across retail and soaring advertising revenue underscore a strategic high-stakes shift. https://hyperframeresearch.com/2025/11/03/aws-back-at-20-did-genai-just-win-the-cloud-war-for-amazon/ https://hyperframeresearch.com/2025/11/03/aws-back-at-20-did-genai-just-win-the-cloud-war-for-amazon/" [X Link](https://x.com/StevenDickens3/status/1985680142883082624) 2025-11-04T12:06Z 11.2K followers, [--] engagements "Is Alphabet Spending Too Much on AI to Sustain Growth Double-digit growth across all major segments first-ever $100B quarter and massive AI infrastructure investment surge signal a pivotal shift to a full-stack AI model. https://hyperframeresearch.com/2025/11/03/is-alphabet-spending-too-much-on-ai-to-sustain-growth/ https://hyperframeresearch.com/2025/11/03/is-alphabet-spending-too-much-on-ai-to-sustain-growth/" [X Link](https://x.com/StevenDickens3/status/1985680418117493102) 2025-11-04T12:07Z 11.2K followers, [--] engagements "Is the AWS $38 Billion Deal Enough to Slow Microsoft's AI Edge OpenAI diversifies cloud infrastructure; Amazon Web Services (AWS) validates compute dominance; The implications for Anthropic and proprietary chips. Key Highlights: * The strategic multi-year agreement commits OpenAI to $38 billion in AWS compute capacity to scale its core AI workloads. * This pact formally ends OpenAIs exclusive compute reliance on Microsoft Azure cementing a clear multi-cloud strategy for the frontier model developer. * AWS gains a massive long-term revenue commitment immediately challenging the narrative that" [X Link](https://x.com/StevenDickens3/status/1985767733472964682) 2025-11-04T17:54Z 11.2K followers, [--] engagements "Having [--] daughters younger than [--] means that I have come across a LOT of different artists on Spotify when on car journeys. One that has stuck is @girlinred LOVE HER MUSIC https://open.spotify.com/artist/3uwAm6vQy7kWPS2bciKWx9si=q3RBeO4XRrCPOoaRrs32xQ https://open.spotify.com/artist/3uwAm6vQy7kWPS2bciKWx9si=q3RBeO4XRrCPOoaRrs32xQ" [X Link](https://x.com/StevenDickens3/status/1986177416272793892) 2025-11-05T21:02Z 11.2K followers, [--] engagements "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 this report done in collaboration with @VMware that looks at VMware Cloud Foundation (VCF) and what Enterprise Architects should be considering as they make architectural decisions. Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects - Aligning Technology Choices with Business Goals for Enterprise Success The accelerating evolution of enterprise infrastructure driven by modern technologies like AI and the demands of" [X Link](https://x.com/StevenDickens3/status/1986436765456933332) 2025-11-06T14:13Z 11.2K followers, [--] engagements "Link: https://hyperframeresearch.com/2025/11/06/can-kyndryl-shed-old-bad-revenue-fast-enough-to-hit-long-term-goals/ https://hyperframeresearch.com/2025/11/06/can-kyndryl-shed-old-bad-revenue-fast-enough-to-hit-long-term-goals/" [X Link](https://x.com/StevenDickens3/status/1986799849803550814) 2025-11-07T14:16Z 11.2K followers, [--] engagements "Game day NY Jets Vs Cleveland Browns" [X Link](https://x.com/StevenDickens3/status/1987570935843398028) 2025-11-09T17:20Z 11.2K followers, [---] engagements "Just watched the last [--] minutes of the movie The Firm with Tom Cruise Holly Hunter and Gene Hackman. Got me thinking Top [--] movies from the 90s My list: [--]. The Usual Suspects [--]. Goodfellas 3;. Glengarry Glenn Ross [--]. Dead Poets Society [--]. Good Will Hunting What I missing Comment below with your top [--] 👇" [X Link](https://x.com/StevenDickens3/status/1987694862297116799) 2025-11-10T01:32Z 11.2K followers, [---] engagements "Great to see @Tobilab117 from our team on the Schwab Network talking about @CoreWeave ahead of earnings. Power Contract & Capacity Crucial in CRWV Earnings 'Balancing a Lot' Into Report Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints. Concentration risk is another concern Don has for the A.I. infrastructure company though he sees CoreWeave diversifying its portfolio long-term." [X Link](https://x.com/StevenDickens3/status/1987957477401305105) 2025-11-10T18:56Z 11.2K followers, [---] engagements "New Research Report The non-deterministic nature of Agentic AI is already making traditional monitoring obsolete. The deployment of generative and agentic AI systems in production presents a new class of complexity that standard IT operations cannot effectively address. This volatility demands a strategic shift: observability is now a mandatory imperative not merely an optional feature. We must move beyond simply confirming a system is 'up' (monitoring) to securing causal explanationsunderstanding why an AI agent chose a specific path linking context across models prompts and orchestration" [X Link](https://x.com/StevenDickens3/status/1988949416217084000) 2025-11-13T12:37Z 11.2K followers, [---] engagements "Link to the report 👇 https://hyperframeresearch.com/2025/11/12/beyond-monitoring-observability-for-generative-ai-agentic-ai-and-llm-workloads/ https://hyperframeresearch.com/2025/11/12/beyond-monitoring-observability-for-generative-ai-agentic-ai-and-llm-workloads/" [X Link](https://x.com/StevenDickens3/status/1988950901948870716) 2025-11-13T12:43Z 11.2K followers, [--] engagements "Broadcom has opened the door; @SUSE is walking through it. The flight from proprietary virtualisation stacks is real but alternatives must deliver enterprise-grade controls and operational consistency. Our latest research analyses SUSEs Open Virtualisation strategy and its claim as a true post-VMware path. SUSE is positioning itself strategically as the necessary bridge uniting traditional VM environments with modern Kubernetes operations via open standards. The core innovationand the component that demands attentionis the Advanced Networking Preview built on Kube-OVN. By delivering" [X Link](https://x.com/StevenDickens3/status/1988964049699168338) 2025-11-13T13:35Z 11.2K followers, [--] engagements "@SUSE Link: https://hyperframeresearch.com/2025/11/13/can-suses-open-virtualization-strategy-offer-customers-a-true-post-vmware-path/ https://hyperframeresearch.com/2025/11/13/can-suses-open-virtualization-strategy-offer-customers-a-true-post-vmware-path/" [X Link](https://x.com/StevenDickens3/status/1988964119761023174) 2025-11-13T13:36Z 11.2K followers, [--] engagements "Agentic AI is messy business and fragmented proofs of concept are failing under real-world enterprise pressure. My analysis of @SUSE latest move confirms a calculated and sensible pivot towards owning the management plane for artificial intelligence leveraging their foundational strength in Rancher Prime. The industry continues to struggle with the MLOps chasm; sophisticated models are dying on the vine due to a lack of governance security and predictable cost structures. The key thematic here is standardisation driving value. The most compelling aspect of this release is the integration of" [X Link](https://x.com/StevenDickens3/status/1989044389088489626) 2025-11-13T18:55Z 11.2K followers, [---] engagements "@SUSE Link: https://hyperframeresearch.com/2025/11/12/suse-ai-can-rancher-prime-simplify-agentic-ai/ https://hyperframeresearch.com/2025/11/12/suse-ai-can-rancher-prime-simplify-agentic-ai/" [X Link](https://x.com/StevenDickens3/status/1989044506373812497) 2025-11-13T18:55Z 11.2K followers, [--] engagements "Always a pleasure to jump on the @SchwabNetwork This time around we talked about Google and the work the company is doing in AI. Everything from the Ironwood GPU to Pixel phones. https://schwabnetwork.com/video/inside-googl-s-a-i-strategy https://schwabnetwork.com/video/inside-googl-s-a-i-strategy" [X Link](https://x.com/StevenDickens3/status/1989401600117674056) 2025-11-14T18:34Z 11.2K followers, [---] engagements "Always great to see the @HyperFRAME_Res team featured on the TV networks for their insights. Stephen Sopko from our team talking about @Applied4Tech on @SchwabNetwork earlier. https://schwabnetwork.com/video/applied-materials-amat-stock-fell-after-earnings-but-are-there-bullish-signals- https://schwabnetwork.com/video/applied-materials-amat-stock-fell-after-earnings-but-are-there-bullish-signals-" [X Link](https://x.com/StevenDickens3/status/1989402945679708410) 2025-11-14T18:39Z 11.2K followers, [---] engagements "AWS on AI Workloads in Kubernetes: Cost Scale & Whats Coming at re:Invent [----] Join us at KubeCon [----] in Atlanta as I speak with Sabari Sawant. Product Marketing Manager for Kubernetes at Amazon Web Services (AWS). In this conversation Sabari breaks down how AI/ML workloads are evolving on Kubernetes the biggest deployment challenges for GPU-heavy environments and why EKS Auto Mode is becoming essential for production-scale AI. In this episode youll learn: 🔹 Why Kubernetes remains the primary platform for AI/ML workloads 🔹 The real operational challenges: cost upgrades security & GPU" [X Link](https://x.com/StevenDickens3/status/1990458171542970391) 2025-11-17T16:33Z 11.2K followers, [---] engagements "The desktop OS is dead; it just hasn't stopped twitching yet. Google is not just iterating; they are executing a tectonic shift by redefining the endpoint. The latest integration of Gemini AI has strategically positioned the enterprise browser Chrome Enterprise as the de facto operating systemthe true primary control plane for the AI-powered workforce. This web-native platform-agnostic approach is a calculated and potent challenge to the full-desktop AI strategies being pushed by Microsoft. The most critical strategic move however is the general availability of Cameyo. This VAD solution" [X Link](https://x.com/StevenDickens3/status/1990866221659476450) 2025-11-18T19:34Z 11.2K followers, [---] engagements "@danielnewmanUV Blue @redbull" [X Link](https://x.com/StevenDickens3/status/1990922517679309081) 2025-11-18T23:18Z 11.2K followers, [--] engagements "The AI hype cycle dies where production deployment begins. We must stop conflating isolated Large Language Model (LLM) pilots with genuine business transformation. My latest Research Note highlights that most organisations are failing to operationalise agentic AI stuck in an experimental phase due to deep fragmentation critical security vulnerabilities and non-existent operational visibility. This production chasm is the core challenge. Agentic AI systems are active decision-making engines moving beyond passive generation to execute complex multi-step business process automation. To harness" [X Link](https://x.com/StevenDickens3/status/1991504664307667145) 2025-11-20T13:51Z 11.2K followers, [---] engagements "@akafaceUS Amsterdam" [X Link](https://x.com/StevenDickens3/status/1992599141554569234) 2025-11-23T14:20Z 11.2K followers, [---] engagements "Always a pleasure to jump on the @SchwabNetwork This time we talked about @Zoom and what we can expect from the earnings call later today. $ZM needs to win back enterprise demand says @StevenDickens3. After a significant fall from [----] highs he suggests agentic A.I. could be key to recovery much like for $CRM. Can AI help Zoom regain its stride https://t.co/kiXiqrB9BU $ZM needs to win back enterprise demand says @StevenDickens3. After a significant fall from [----] highs he suggests agentic A.I. could be key to recovery much like for $CRM. Can AI help Zoom regain its stride" [X Link](https://x.com/StevenDickens3/status/1993002703967207876) 2025-11-24T17:04Z 11.2K followers, [---] engagements "The market for general cloud compute is hitting saturation. Oracles deployment of a [----] GPU Supercluster in Abu Dhabi represents a tectonic shift in strategy. This is not merely a region expansion; it is a calculated assault on the sovereign infrastructure market. While hyperscalers compete on global scale the real battleground has moved to specialised national-grade AI factories. Governments today face a paralysing dilemma: access world-class AI compute or maintain absolute control over sensitive national data. @Oracle's distributed cloud architecture eliminates this trade-off. By" [X Link](https://x.com/StevenDickens3/status/1993430730517684728) 2025-11-25T21:24Z 11.2K followers, [--] engagements "Great segment by @PatrickMoorhead on the ProfG Markets podcast. Tough assignment - explain TPU and unpack who is winning in AI - Pat nails it. Masterclass in how to have genuine depth and explain it in a way that the masses can understand 👌 https://open.spotify.com/episode/6udnfIjVXHFfYWib7r9sNSsi=7byXj5rCS664g_lUfVZYxQ&t=592 https://open.spotify.com/episode/6udnfIjVXHFfYWib7r9sNSsi=7byXj5rCS664g_lUfVZYxQ&t=592" [X Link](https://x.com/StevenDickens3/status/1993753186851803228) 2025-11-26T18:46Z 11.2K followers, [--] engagements "Should Start Ups engage with Industry Analysts Of course I am biased of course they should. But don't just take my word for it. The team at @a16z has done a great write-up of why and perhaps more importantly how your start-up should engage analysts. https://a16z.com/how-to-engage-with-analyst-relations/ https://a16z.com/how-to-engage-with-analyst-relations/" [X Link](https://x.com/StevenDickens3/status/1993801213909848180) 2025-11-26T21:57Z 11.2K followers, [--] engagements "IBM's investment in OpenSearch signals a strategic consensus on the future of enterprise RAG infrastructure. The decision by IBM to join the OpenSearch Software Foundation as a Premier Member serves as a powerful validation of the open source Retrieval-Augmented Generation (RAG) ecosystem. This investment reflects the rapid industry adoption of RAG applications where developers and enterprises require performant transparent and community-governed search infrastructure to power their AI workloads. It is clear that production generative AI is actively migrating towards robust open source" [X Link](https://x.com/StevenDickens3/status/1993805771679600943) 2025-11-26T22:15Z 11.2K followers, [--] engagements "Operational resilience is the new centre of gravity for the mainframe ecosystem. I recently published a research note exploring whether mainframe disk migration remains relevant in an increasingly cloud-first world after a conversation with my dear friend @EddyCiliendo at IBM's TechXChange conference. The answer isn't the simple 'rip-and-replace' narrative that often dominates industry chatter. Large enterprises particularly those in banking and insurance are building a hybrid execution environment where the IBM Z remains the secure transactional core. This makes aggressive wholesale" [X Link](https://x.com/StevenDickens3/status/1993806866913350094) 2025-11-26T22:19Z 11.2K followers, [--] engagements "Tell me your wife is a baker without telling me she is a baker. Wife can you please buy me the following: Shredded coconut Heavy whipping cream Eggs Butter [--] bags of flour (red bag King Arthur) Sugar Graham crackers [--] big milks Hudson valley Cocoa powder Orange juice Frozen berries Lemons Cornflour Mushrooms Broccoli (2 flowers) [--] cans pumpkin Coconut cream Evaporated Milk Coconut milk https://twitter.com/i/web/status/1993890428647604676 https://twitter.com/i/web/status/1993890428647604676" [X Link](https://x.com/StevenDickens3/status/1993890428647604676) 2025-11-27T03:51Z 11.2K followers, [---] engagements "AWS is coming for your technical debt. The AWS Transform service is coming for .NET VMware and Mainframe technical debt. Pretty clear messaging from @awscloud with this stunt" [X Link](https://x.com/StevenDickens3/status/1995573703237927262) 2025-12-01T19:20Z 11.2K followers, [---] engagements "Buckle up Matt Garman takes the stage for the 14th re:Invent keynote Some headline stats to kick us off: * $132B ARR * 50% of CPU is Graviton * Bedrock is power AI inference for 100K companies * 3.8GW of Datacenter capacity in the last year #AWSreInvent" [X Link](https://x.com/StevenDickens3/status/1995887605125394825) 2025-12-02T16:07Z 11.2K followers, [---] engagements "@TightFive_Rugby Avoiding Scotland and Australia will be crucial for England" [X Link](https://x.com/StevenDickens3/status/1995913056824820027) 2025-12-02T17:48Z 11.2K followers, [----] engagements "@TightFive_Rugby Wales could end up playing South Africa Georgia and Samoa and lose all three games" [X Link](https://x.com/StevenDickens3/status/1995913382353142126) 2025-12-02T17:50Z 11.2K followers, [---] engagements "Always a pleasure to chat with @sam_vadas on the Schwab Network This time around we went deep on @awscloud and the numerous announcements the company has made this week at #AWSreInvent. The TL;DR - AWS is laser-focused on delivering AI at scale for some of the largest enterprises in the world. Amazon Web Services re:Invent [----] showed a key emphasis on AI says @StevenDickens3 noting the company's in-house chip development. Even still he makes the case that potential gains for Amazon $AMZN will not hurt Nvidia $NVDA. @TomWhite_S offers an example options trade https://t.co/TMqQvB0tW5 Amazon" [X Link](https://x.com/StevenDickens3/status/1996299283931513275) 2025-12-03T19:23Z 11.2K followers, [---] engagements "Always appreciate the team at the @SchwabNetwork when they give me the opportunity to dive deep into one company especially when that coincides with the company's annual conference. This week @sam_vadas and I went deep on @awscloud. The segment comes live from my hotel room before the day two keynote. We obviously talked about AI and the level of focus in the keynote. From chatting with @julwhite over dinner the night before it was clear that AWS has pivoted from its previous keynote style of a myriad of unrelated service announcements to a theme flowing through the entire event this week" [X Link](https://x.com/StevenDickens3/status/1996321720773587186) 2025-12-03T20:52Z 11.2K followers, [--] engagements "AWS has an existential threat to it's business. It's not competition from Google Azure or Oracle. It's branding. Stick with me. AWS's biggest strength has been it's 'two pizza team' approach to product management. This model for the first [--] years has led to maniacal focus on customers and a myriad of services that mean there is a service on AWS for everything an enterprise would conceivably want to do on a public cloud. However the 'two pizza team' approach is also AWS's biggest weakness. It leads to a fragmented approach to UI/UX and design. Every small product management team follows what" [X Link](https://x.com/StevenDickens3/status/1996331643179864219) 2025-12-03T21:32Z 11.2K followers, [--] engagements "IBM's partnership with AWS for watsonx forces a critical analysis of its long-term AI strategy. The decision to offer watsonx as a cloud-native SaaS on a rival platform signals a clear prioritisation of market reach and hybrid cloud flexibility over a purely proprietary AI ecosystem. This move whilst necessary for serving enterprise clients in highly regulated industrieswhere auditability governance and data residency are key concernsraises important questions about the future of IBM's independent AI ambitions. We must scrutinise the strategic trade-offs: Concession or Collaboration Does this" [X Link](https://x.com/StevenDickens3/status/1996705906940379185) 2025-12-04T22:19Z 11.2K followers, [--] engagements "Link: https://hyperframeresearch.com/2025/12/04/watsonx-on-aws-is-this-the-end-of-ibms-go-it-alone-ai/ https://hyperframeresearch.com/2025/12/04/watsonx-on-aws-is-this-the-end-of-ibms-go-it-alone-ai/" [X Link](https://x.com/StevenDickens3/status/1996705991447195872) 2025-12-04T22:19Z 11.2K followers, [--] engagements "AWS launches AI Factories - @PariseauTT covers it. My comment: "AWS is acknowledging that for many enterprises data is hybrid and AWS's announcement is a realization that enterprise customers are struggling with the dilemma 'Do we bring the AI to the data or the data to the AI'" said Steven Dickens CEO and principal analyst at @HyperFRAME_Res "But on-premises vendors such as Dell Lenovo andHPEare all focused on on-premises AI factories and have been for two years." Read the full article here: #AWSreInvent" [X Link](https://x.com/StevenDickens3/status/1997016219493511406) 2025-12-05T18:52Z 11.2K followers, [--] engagements "Will we ever see a golfer as dominant as Tiger Woods again Heres why Tiger is the 🐐 👇 Best score to par in majors 1997-2009 (min. [--] rounds) Tiger Woods [----] Phil Mickelson +99 Ernie Els +118 Phil was the only player within [---] strokes of Woods. Tiger is the only player since [----] to win the same PGA Tour event four years in a row. Hes done it twice (Bay Hill 2000-03 Buick Invitational 2005-08). From 2004-06 Tiger had [----] putts from [--] feet and in measured by ShotLink. He missed three of them. From the [----] PGA through the [----] Masters Tiger Woods finishes in the majors: W 5th W W W W In" [X Link](https://x.com/StevenDickens3/status/1997426434126589988) 2025-12-06T22:02Z 11.2K followers, [---] engagements ".@awscloud blowing sh*t up Experience AWS re:Invent from the front lines. In this @HyperFRAME_Res field report I break down AWSs bold message as they literally blow up legacy workloads to promote their Transform service. From mainframes and VMware to .NET applications AWS is pushing hard to move technical debt into the cloud backed by promises of ROI TCO savings and increased flexibility. But should every workload make the jump I share my pragmatic view on workload placement non-functional requirements and why not everything belongs in the public cloud. Whether you're in modernization cloud" [X Link](https://x.com/StevenDickens3/status/1998065672740348368) 2025-12-08T16:22Z 11.2K followers, [---] engagements "AWS finally leans into Multicloud In this @HyperFRAME_Res Podcast episode I sit down with Robert Kennedy Vice President of Network Services at AWS and Anoop Dawani Director of Product Management at Amazon Web Services (AWS) to break down one of the most transformative networking announcements in recent years. AWS has introduced a fully managed Interconnect service that allows customers to establish high-speed private resilient connectivity between AWS and other major cloud providersthrough a simple API call. No more physical circuits cross-connects manual BGP setup or multi-team coordination" [X Link](https://x.com/StevenDickens3/status/1998067771792363933) 2025-12-08T16:30Z 11.2K followers, [---] engagements "Just about to jump on the @SchwabNetwork with @sam_vadas to talk all things @Oracle ahead of the company's earnings report tomorrow" [X Link](https://x.com/StevenDickens3/status/1998417554109616325) 2025-12-09T15:40Z 11.2K followers, [---] engagements "Make it make sense. @Oracle posts this set of numbers 👇 * Q2 Remaining Performance Obligations $523 billion up 438% in USD * Q2 GAAP Earnings per Share up 91% to $2.10 Non-GAAP Earnings per Share up 54% to $2.26 * Q2 Total Revenue $16.1 billion up 14% in USD and up 13% in constant currency * Q2 Cloud Revenue (IaaS plus SaaS) $8.0 billion up 34% in USD and up 33% in constant currency * Q2 Cloud Infrastructure (IaaS) Revenue $4.1 billion up 68% in USD and up 66% in constant currency * Q2 Cloud Application (SaaS) Revenue $3.9 billion up 11% in both USD and constant currency * Q2 Fusion Cloud" [X Link](https://x.com/StevenDickens3/status/1998876201868226670) 2025-12-10T22:03Z 11.2K followers, [---] engagements "Great to see @RonWestfallDX on the @SchwabNetwork taking the pro-@Oracle side of the trade. The equities guys can play their games and they will. But the fundamentals are the fundamentals. The TL;DR - Oracle is in rude health and its prospects look solid. Oracle (ORCL) shares fell as much as 15% on Thursday following its earnings report. The stock saw its biggest drop since January losing $100 billion in market value. With it chipmakers like Nvidia (NVDA) Micron (MU) CoreWeave (CRWV) and AMD (AMD) dropped in sympathy. https://t.co/jugtuC7obH Oracle (ORCL) shares fell as much as 15% on" [X Link](https://x.com/StevenDickens3/status/1999204437064093829) 2025-12-11T19:47Z 11.2K followers, [---] engagements "The AI compute must move to the data. The collaboration between Vultr and NetApp addresses a core challenge for enterprises adopting AI: leveraging massive on-premises datasets without costly and risky migration to the cloud. This partnership which also includes AMD focuses on a new reference architecture designed for data-intensive and AI workloads in hybrid and sovereign cloud environments. The architecture aims to centralise distributed data support high-performance compute and AI and maintain control over data locality and compliance. Unifying Data Access: The reference architecture" [X Link](https://x.com/StevenDickens3/status/1999227554582917222) 2025-12-11T21:19Z 11.2K followers, [---] engagements "Link: https://hyperframeresearch.com/2025/12/11/vultr-and-netapp-what-if-ai-compute-could-use-your-existing-datasets-with-no-migration/ https://hyperframeresearch.com/2025/12/11/vultr-and-netapp-what-if-ai-compute-could-use-your-existing-datasets-with-no-migration/" [X Link](https://x.com/StevenDickens3/status/1999227640234881142) 2025-12-11T21:19Z 11.2K followers, [--] engagements "This whole thread by @SemiAnalysis_ is interesting on a number of levels (see my comments inline). However the most glaring is that analyst briefings are under Non Disclosure Agreements. Basically everything us technology analyst firms do has to be under the strictest of NDAs. We see products before they launch we see press releases before they drop and crucially we advise on product roadmaps & the competitive landscape. Every analyst worth their salt knows you NEVER break an NDA. It's being a technology analyst [---]. So for Semi analysis to break that fundamental rule of being a technology" [X Link](https://x.com/StevenDickens3/status/2000188087922483697) 2025-12-14T12:56Z 11.3K followers, 32.1K engagements "Thanks for clarifying. What about knowing that OpenShift is a K8S distribution Also what about IBM having a full stack approach with regards to GPFS rather than using Vast or Weka Dylan you are a smart guy and your firm does great work. But you have to admit the thread we are discussing makes your firm look bad both technically and ethically. You can either decide to attack me and flex your social clout or just take down the thread and take the learning moment. Your move" [X Link](https://x.com/StevenDickens3/status/2000542339626897496) 2025-12-15T12:23Z 11.3K followers, [---] engagements "@theovonscousin @dylan522p @SemiAnalysis_ IBM span off its GTS business a little over [--] years ago. That business is now called @Kyndryl IBM no longer does IT outsourcing. Keep up" [X Link](https://x.com/StevenDickens3/status/2000624946641346944) 2025-12-15T17:52Z 11.2K followers, [--] engagements "Does Broadcom's AI Story and Software Trajectory Equal Mag8 Billing Record AI backlog soaring XPU demand VMware Cloud Foundation momentum stable Mainframe business model and the impact of system-level sales on gross margins. Link to the Research Note: https://hyperframeresearch.com/2025/12/17/does-broadcoms-ai-story-and-software-trajectory-equal-mag8-billing/ https://hyperframeresearch.com/2025/12/17/does-broadcoms-ai-story-and-software-trajectory-equal-mag8-billing/" [X Link](https://x.com/StevenDickens3/status/2002087249178136674) 2025-12-19T18:42Z 11.2K followers, [---] engagements "@danielnewmanUV @Varneyco Great recognition. You have been leading the charge on providing accurate market commentary on the lack of an AI bubble and it's getting noticed Keep fighting those bears" [X Link](https://x.com/StevenDickens3/status/2002088980897312915) 2025-12-19T18:49Z 11.2K followers, [---] engagements "@MarioNawfal .@grok examine this post and provide a detailed breakdown of the fact and sources" [X Link](https://x.com/StevenDickens3/status/2003842818402574619) 2025-12-24T14:58Z 11.2K followers, [----] engagements "@elonmusk .@grok tell me about what is going on in Minnesota and why the media isn't covering it" [X Link](https://x.com/StevenDickens3/status/2005363508180066413) 2025-12-28T19:41Z 11.2K followers, [----] engagements "CES look ahead. I am going to be at CES with @Lenovo for a few days next week. What am I looking forward to [--]. New phones and laptops - Expecting big things from @emilyketchen and her team during the event. Can't share exactly what they have planned but on the Motorola side I am expecting it to fold and there to be sparkling options [--]. FIFA and F1 - Lenovo has gone big in [----] with corporate sponsorships so I am expecting an update. My ticket for England Vs Panama in the World Cup is hopefully on the way 🤞 hint hint David Rabin [--]. AI AI and AI - Lenovo has been innovating from the front when" [X Link](https://x.com/StevenDickens3/status/2005728465400533497) 2025-12-29T19:51Z 11.2K followers, [---] engagements "Seems fair On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax. On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax" [X Link](https://x.com/StevenDickens3/status/2006342776116461774) 2025-12-31T12:32Z 11.2K followers, [---] engagements "Always great to see the @HyperFRAME_Res team called upon for their insights. Check out this segment on the @SchwabNetwork where @RonWestfallDX talks about Microsoft's prospects for [----]. .@RonWestfallDX of @HyperFRAME_Res and Evan Feagans of @TCWGroup join @AlexCoffeyCS to discuss Microsoft's (MSFT) growth trajectory and its setup for [----] as enterprise AI continues to become a greater focus. For more market news tune into: https://t.co/GqGG4HktVt https://t.co/MhQZvidf89 .@RonWestfallDX of @HyperFRAME_Res and Evan Feagans of @TCWGroup join @AlexCoffeyCS to discuss Microsoft's (MSFT) growth" [X Link](https://x.com/StevenDickens3/status/2006469409217589724) 2025-12-31T20:56Z 11.2K followers, [---] engagements "2026 goal. https://www.hodinkee.com/articles/the-patek-philippe-6196p-the-best-calatrava-in-a-generation https://www.hodinkee.com/articles/the-patek-philippe-6196p-the-best-calatrava-in-a-generation" [X Link](https://x.com/StevenDickens3/status/2006543519834657053) 2026-01-01T01:50Z 11.2K followers, [---] engagements "@RugbyTigers We miss Martin and Liebenberg in games like this" [X Link](https://x.com/StevenDickens3/status/2007521937497505845) 2026-01-03T18:38Z 11.2K followers, [--] engagements "Probably nothing. Ford Stellantis & GM 🤦♂ Elon - By the end of this year Tesla will have spent $10B cumulatively just on Nvidia hardware for training. Imagine every car company to buy NVDA GPUs for training and that doesnt include in car inference hardware. Elon - By the end of this year Tesla will have spent $10B cumulatively just on Nvidia hardware for training. Imagine every car company to buy NVDA GPUs for training and that doesnt include in car inference hardware" [X Link](https://x.com/StevenDickens3/status/2008755524989272528) 2026-01-07T04:20Z 11.2K followers, [---] engagements "I can post pictures now of the new Inference servers Lenovo launched at #LenovoTechWorld With inference set to be 10x training Lenovo is wise to plant a flag on this segment of the market" [X Link](https://x.com/StevenDickens3/status/2008767579184394383) 2026-01-07T05:08Z 11.2K followers, [---] engagements "More @gwenstefani from @SphereVegas courtesy of #LenovoTechWorld Simply a great hour of entertainment. Thanks to the entire @Lenovo team for being gracious hosts" [X Link](https://x.com/StevenDickens3/status/2008895789381140856) 2026-01-07T13:37Z 11.2K followers, [---] engagements "As always a pleasure to chat with the @SchwabNetwork team. We talked about how AI is across the entire landscape and specifically how the move from chat to embedded AI is going to drive TAM expansion for the likes of megacaps like NVIDIA but also players like NXP and MIPS. We also spent time talking about the raft of announcements that Lenovo made during their techWorld at event at Sphere Las Vegas. .@StevenDickens3 joins @MarleyKayden from CES [----] sharing some of the themes he's noticing at the tech event including a stronger focus on automotive innovation and AI-powered products. "We're" [X Link](https://x.com/StevenDickens3/status/2008955220798394463) 2026-01-07T17:33Z 11.2K followers, [--] engagements ""People can create terrabytes of data with sentences" Very profound statement from Ashley Gorakhpurwalla from @Lenovo at CES. The TL;DR - We are still so early when it comes to the implications of AI for data storage" [X Link](https://x.com/StevenDickens3/status/2008992141327089955) 2026-01-07T20:00Z 11.2K followers, [--] engagements "@danielnewmanUV Bubble 😄" [X Link](https://x.com/StevenDickens3/status/2010532771131732127) 2026-01-12T02:02Z 11.2K followers, [--] engagements "My booth crawl of #NRF2026 continues with @IBM IBM is the OG of tech in retail with the company being the brains behind the ubiquitous barcode back in the day. The company may have divested the EPOS business a few years ago but this is the 64th year of IBMs involvement at NRF https://twitter.com/i/web/status/2010780644872224794 https://twitter.com/i/web/status/2010780644872224794" [X Link](https://x.com/StevenDickens3/status/2010780644872224794) 2026-01-12T18:27Z 11.2K followers, [---] engagements "Thanks to Patricia Wilkey for being so gracious with her time at #NRF2026 Fascinating to spend an hour deep diving on what Lenovo is doing in retail. The company has a diverse portfolio of infrastructure that is applicable to Retail including everything from smart displays to Inference architected servers. What is less well known is the role Lenovo's SSG plays in bringing it all together for clients. Patricia spent the hour sharing client stories about how SSG is making AI real for retailers today. As Lenovo calls it "smarter AI for all." https://twitter.com/i/web/status/2010865959737672151" [X Link](https://x.com/StevenDickens3/status/2010865959737672151) 2026-01-13T00:06Z 11.2K followers, [---] engagements "Lots to unpack from @Lenovo's announcements at #CES last week. Check out my quick recap. https://www.youtube.com/watchv=KhedhMIwYQ0 https://www.youtube.com/watchv=KhedhMIwYQ0" [X Link](https://x.com/StevenDickens3/status/2011104402992742550) 2026-01-13T15:53Z 11.2K followers, [--] engagements "@PatrickMoorhead @IBM Let's call it a tie" [X Link](https://x.com/StevenDickens3/status/2011229003546550502) 2026-01-14T00:08Z 11.2K followers, [--] engagements "@Lenovodc @Lenovo Thanks for the mention" [X Link](https://x.com/StevenDickens3/status/2011229070537670744) 2026-01-14T00:09Z 11.2K followers, [--] engagements "@PatrickMoorhead @IBM @grok give me a full history of IBM in retail. Specifically focus on innovations like EPOS barcode and credit card processing" [X Link](https://x.com/StevenDickens3/status/2011229392064897320) 2026-01-14T00:10Z 11.2K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StevenDickens3 Steven Dickens
Steven Dickens posts on X about ibm, mainframe, lenovo, vmware the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +15%
- [--] Month [-----] -7.20%
- [--] Months [-------] -45%
- [--] Year [-------] +52%
Mentions: [--] #
- [--] Month [--] -63%
- [--] Months [---] -6.50%
- [--] Year [---] -45%
Followers: [------] #
- [--] Week [------] +0.08%
- [--] Month [------] +0.13%
- [--] Months [------] +2.30%
- [--] Year [------] +6.70%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance automotive brands countries celebrities cryptocurrencies social networks luxury brands fashion brands
Social topic influence ibm, mainframe, lenovo, vmware, ai, acquisition, tesla, splunk, oracle, microsoft
Top accounts mentioned or mentioned by @ctoadvisor @danielnewmanuv @ibm @lenovo @broadcom @schwabnetwork @patrickmoorhead @vmware @hpe @thefuturumgroup @ronwestfalldx @splunk @elonmusk @awscloud @oracle @thesixfivemedia @openmfproject @ibmz @sarbjeetjohal @hyperframeres
Top assets mentioned IBM (IBM) Mainframe (MFT) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Dell Technologies, Inc. (DELL) Crowdstrike Holdings Inc (CRWD) StarLink (STARL) MongoDB, Inc. (MDB) Spotify Technology (SPOT) Dave Inc. (DAVE) NVIDIA Corp. (NVDA) Hewlett Packard Enterprise Co (HPE) Uber Technologies, Inc. (UBER) QUALCOMM, Inc. (QCOM) GrokCoin (GROKCOIN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Kyndryls strategic manoeuvre is fundamentally validating their profit trajectory. The latest results confirm a crucial thesis: the velocity of profitable transformation is now outpacing the contraction of legacy revenue. This is a managed decline not operational weakness and it delivered a 15% increase in Adjusted EBITDA proving the 3-A initiatives (Alliances Advanced Delivery Accounts) are creating a serious tailwind for profit. The Hyperscaler alliance growth is staggering jumping 65% year-over-year to $440 million placing them squarely in lucrative high-stakes cloud modernisation"
X Link 2025-11-07T14:15Z 11.2K followers, [---] engagements
"@Ross_MCD00 Hanro is a LEGEND"
X Link 2026-01-24T00:01Z 11.2K followers, [--] engagements
"Will the Browser Finally Start Doing our Actual Jobs for Us Google unveils Gemini [--] for Chrome; introducing agentic Auto-Browse and Future Mode security to transform browsers into more intelligent AI-assisted workspaces. Check out the Research Note in the comments 👇"
X Link 2026-01-28T23:18Z 11.2K followers, [--] engagements
"Link: https://hyperframeresearch.com/2026/01/28/will-the-browser-finally-start-doing-our-actual-jobs-for-us/ https://hyperframeresearch.com/2026/01/28/will-the-browser-finally-start-doing-our-actual-jobs-for-us/"
X Link 2026-01-28T23:18Z 11.2K followers, [--] engagements
"Is the era of the general-purpose cloud finally over A deeper look at the $2 billion NVIDIA investment in CoreWeave and the strategic move to build [--] gigawatts of specialized AI factories by [----]. Always a pleasure to collab with HyperFRAME Research's semiconductor analyst Stephen Sopko. Link to Research Note in the comments below 👇 https://twitter.com/i/web/status/2016657226526839041 https://twitter.com/i/web/status/2016657226526839041"
X Link 2026-01-28T23:38Z 11.2K followers, [--] engagements
"Link: https://hyperframeresearch.com/2026/01/28/is-the-era-of-the-general-purpose-cloud-finally-over/ https://hyperframeresearch.com/2026/01/28/is-the-era-of-the-general-purpose-cloud-finally-over/"
X Link 2026-01-28T23:39Z 11.2K followers, [--] engagements
"I see you mainframe team IBM Z up [--] percent up [--] percent at constant currency https://newsroom.ibm.com/2026-01-28-IBM-RELEASES-FOURTH-QUARTER-RESULTS https://newsroom.ibm.com/2026-01-28-IBM-RELEASES-FOURTH-QUARTER-RESULTS"
X Link 2026-01-29T00:49Z 11.2K followers, [--] engagements
"Always a pleasure to chat with @sam_vadas from @SchwabNetwork We talked about the volatility in the market Mag [--] earnings Dynatrace and IBM. https://schwabnetwork.com/video/ai-demand-here-and-now-steven-dickens-infrastructure-buildout-bull-case https://schwabnetwork.com/video/ai-demand-here-and-now-steven-dickens-infrastructure-buildout-bull-case"
X Link 2026-01-29T23:47Z 11.2K followers, [---] engagements
"Check out my first article in @ITJungleNews https://www.itjungle.com/2026/01/26/ibm-power-offsite-data-protection-that-fits-the-way-ibm-i-shops-already-work/ https://www.itjungle.com/2026/01/26/ibm-power-offsite-data-protection-that-fits-the-way-ibm-i-shops-already-work/"
X Link 2026-01-30T01:08Z 11.2K followers, [--] engagements
"@gaborgurbacs You achieved your mission with the HODL ETF so it makes sense to move on. Can't wait to find out what is next"
X Link 2024-04-19T16:51Z 11.2K followers, [---] engagements
"Glashutte Original PanoMaticInverse 91-02-02-02-30 Luxury Watch Review Thoughts https://youtu.be/CCP8oAN3b6ssi=PYsnUazx8A4Zv13a https://youtu.be/CCP8oAN3b6ssi=PYsnUazx8A4Zv13a"
X Link 2025-02-21T22:27Z 11.2K followers, [---] engagements
"Is Private AI the Next Enterprise Must-Have Rackspace Technology unveils AI Business a secure private cloud solution for AI workloads signaling a strategic shift toward enterprise-grade scalability control and data sovereignty. Key Highlights: * Rackspace introduces AI Business a private cloud platform engineered for the demands of AI training and inferencing. * The solution tackles the intricate challenge of scaling AI workloads across heterogeneous enterprise environments. * Security and regulatory compliance take center stage dismantling traditional infrastructure bottlenecks. * Powered by"
X Link 2025-03-26T21:12Z 11.2K followers, [---] engagements
"Can a Partnership Truly Redefine Cyber Resilience Rackspace Technology and Rubrik join forces aiming to deliver enhanced data security streamlined recovery and proactive threat management for enterprises navigating an evolving threat landscape. https://hyperframeresearch.com/2025/05/06/can-a-partnership-truly-redefine-cyber-resilience/ https://hyperframeresearch.com/2025/05/06/can-a-partnership-truly-redefine-cyber-resilience/"
X Link 2025-05-06T18:03Z 11.2K followers, [---] engagements
"Should a Multicloud Platform Be a Priority Rackspace Technology introduces a new Cloud Management Platform aiming to simplify hybrid cloud operations and reduce complexity. Check out the Research Note 👇 https://hyperframeresearch.com/2025/08/15/should-a-multicloud-platform-be-a-priority/ https://hyperframeresearch.com/2025/08/15/should-a-multicloud-platform-be-a-priority/"
X Link 2025-08-18T19:15Z 11.2K followers, [---] engagements
"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"
X Link 2025-10-08T21:42Z 11.2K followers, [---] engagements
"@Ross_MCD00 What is the status of Ilone and Hanro"
X Link 2025-12-26T16:47Z 11.2K followers, [---] engagements
"@FromLe2 Has to be Hanro"
X Link 2026-01-25T12:51Z 11.2K followers, [--] engagements
"@LeicesterTigers The entire team. Please please please re-sign Hanro"
X Link 2026-01-25T17:57Z 11.2K followers, [--] engagements
"@ryanshrout @runDisney @Disneyland 💪"
X Link 2026-02-02T00:59Z 11.2K followers, [--] engagements
"Jumping on the @SchwabNetwork to talk about a HUGE week in tech. Google Amazon AMD and Qualcomm all report earnings this week"
X Link 2026-02-02T13:30Z 11.2K followers, [---] engagements
"Always a pleasure to chat with Shane Snider for one of his articles. This time around we talked about the recent investment by Oracle in its OCI business. Oracles plan fits with very real market demand. This is a super bullish signal from Oracle he said. The company is a relatively new entrant to public cloud and is therefore in a different part of its investment cycle. He said Oracles cloud services suite Oracle Cloud Infrastructure (OCI) is well-positioned to capitalize on the AI boom. The benefit is that OCI has less technical debt than the other hyperscalers and is therefore able to"
X Link 2026-02-03T17:24Z 11.2K followers, [--] engagements
".@HyperFRAME_Res in hyper space Great to see Stephen Sopko talking about datacenters in space and the news coming out from SpaceX. https://schwabnetwork.com/video/spacex-xai-merger-s-limitless-potential-in-combining-ai-energy-space-tech https://schwabnetwork.com/video/spacex-xai-merger-s-limitless-potential-in-combining-ai-energy-space-tech"
X Link 2026-02-03T21:51Z 11.2K followers, [--] engagements
"@GlobalWatchClub Ferrari has to be AP"
X Link 2026-02-12T21:29Z 11.2K followers, [---] engagements
"Fantasy watch shopping at @Tourneau in NYC. The Moser is next level the Nomos is crazy good for the money but the Armin Strom 👌"
X Link 2025-04-26T16:16Z 11.2K followers, [---] engagements
"@tomfgoodwin Im going to get a German watch soon. Hopefully a @No__cH or Glashutte Original. The build quality/price ratio is so compelling"
X Link 2025-08-11T13:25Z 11.2K followers, [--] engagements
"Vegas = watch shopping In the market for another chronograph also love the Glashutte Original. Which do you prefer"
X Link 2025-10-13T22:44Z 11.2K followers, [---] engagements
"@LeicesterTigers @chrisjonespress Can we get an update on: Hanro Ilone and James Connor Injured or not selected If injured a return ETA"
X Link 2025-12-26T17:33Z 11.2K followers, [---] engagements
"@FromLe2 What is happening with Hanro He is AWESOME we need to keep him"
X Link 2026-01-22T18:51Z 11.2K followers, [--] engagements
"@FromLe2 HANRO Love him as a player for us. Always gives 100% effort for the full [--]. Nice to see O'Connor on the bench. He needs to get some game time and earn his paycheck"
X Link 2026-01-23T22:10Z 11.2K followers, [--] engagements
"@LeicesterTigers HANRO Hope he stays for next season. GREAT player for us. I would happily start a GoFundMe to get his family over from SA if that is what it takes for him to sign for the rest of his career"
X Link 2026-01-23T22:11Z 11.2K followers, [---] engagements
"Just watched the Quins Vs Tigers game. Hanro was immensely good. Heyes unplayable in the scrum. JVP back to his best. Steward nailed on to be England's [--] if he's fit based on that performance. Ilione brave. Both wingers played well. Centres played great. Blamire great off the bench. Moro looking up for it. Complete performance away from home. Gutted we didn't get the nil as the boys deserved it. #HARvLEI https://twitter.com/i/web/status/2015273281234808936 https://twitter.com/i/web/status/2015273281234808936"
X Link 2026-01-25T03:59Z 11.2K followers, [---] engagements
"Grand Seiko dials 👌 Picture courtesy of @baldassarreted"
X Link 2026-01-25T17:52Z 11.2K followers, [---] engagements
"@RugbyCollective Callum Chick or Hanro Liebenberg for me. But agree great business"
X Link 2026-01-27T23:12Z 11.2K followers, [---] engagements
"My trusty on the road setup is ready to go Just about to jump on @SchwabNetwork to talk about Mag [--] IBM and Dynatrace If you are interested in the tech: Insta360 web cam Lumecube light Neewer tripod Lenovo X1 Carbon Venetian hotel rubbish bin"
X Link 2026-01-29T20:20Z 11.2K followers, [---] engagements
"My segment this morning with Diane King Hall on the @SchwabNetwork We talked about a HUGE week in the markets with Alphabet Amazon AMD and Qualcomm all reporting this week. We won't struggle for signal this week https://schwabnetwork.com/video/ai-demand-picture-what-googl-amzn-earnings-mean-this-week https://schwabnetwork.com/video/ai-demand-picture-what-googl-amzn-earnings-mean-this-week"
X Link 2026-02-02T15:03Z 11.2K followers, [----] engagements
"The pursor on United UA70 to Amsterdam just made my day. Great customer service. Sometimes the little personal touches matter. Please pass on my thanks @united"
X Link 2026-02-08T22:11Z 11.2K followers, [--] engagements
"@NBCOlympics Team GB wins the round robin without losing a game loses one game and is now playing for a Bronze 🥉 Surely the winner of the round robin should be in the final"
X Link 2026-02-10T09:41Z 11.2K followers, [---] engagements
"@SixNationsRugby Taylor Swift 😂"
X Link 2026-02-10T11:00Z 11.2K followers, [--] engagements
"The promise of agentic AI rests on a fragile foundation of trust that current enterprise infrastructures are ill-equipped to support. Cisco Live EMEA has highlighted a critical disconnect between the rapid evolution of Large Language Models and the operational reality of managing them. Ciscos introduction of AgenticOps aims to bridge this "capability overhang" by providing a multi-domain automation framework. While the potential for autonomous agents to handle complex tasks is significant the transition from experimental pilots to production-grade deployment requires more than just raw"
X Link 2026-02-10T14:55Z 11.2K followers, [--] engagements
"I got to go courtside for the Atlanta Hawks Vs the Utah Jazz with @manageengine last week. An interactive customer panel and time to chat with Rajesh Ganesan the CEO were the highlights and the game was a barnstormer. Check out my recap 👇 https://www.youtube.com/watchv=7vvwcXZvBGk https://www.youtube.com/watchv=7vvwcXZvBGk"
X Link 2026-02-12T21:30Z 11.2K followers, [---] engagements
".@SahooSanj kicks off day [--] of Ingram Micro's #ONE2025 conference. Unsurprisingly we are straight into AI and the big bet that the company has made to develop an AI platform. The opportunity for the channel to leverage data and the purchasing flow is fascinating"
X Link 2025-11-04T14:13Z 11.2K followers, [---] engagements
"Ingram Micro ONE event recap. In this episode I share my insights from Ingram Micros ONE Conference in Maryland a closer look at how the global distributor is transforming the partner ecosystem with artificial intelligence. From conversations with Paul Bay (CEO Ingram Micro) and Sanjib Sahoo (President Global Platform Group) I unpack how the companys Xvantage platform uses more than [--] petabytes of data collected over [--] years to drive intelligent recommendations optimize supply chains and deliver over $200 million in cost savings while driving higher margins for Ingram's partners. This is"
X Link 2025-11-12T13:22Z 11.2K followers, [---] engagements
"AI In Action - A Real Use Case Unpacked. In this episode of the HyperFRAME Podcast produced in collaboration with Ingram Micro I had the pleasure of sitting down with Paul Bay CEO of Ingram Micro to explore how AI is fundamentally reshaping the global channel ecosystem. Paul explains how @IngramMicroInc is leveraging three years of AI investment more than 4Pb of data over [--] data points per transaction and a mature data foundation to transform partner operations reduce cost-to-serve and unlock new revenue opportunities. From AI Assist and intelligent demand generation to Xvantage their"
X Link 2025-11-18T13:56Z 11.2K followers, [---] engagements
"Interesting briefing with Ken Dellovo from the Hewlett Packard Enterprise team at #NRF2026 We talked about how the Aruba and Juniper portfolio is combining and the new 8-port switch the company launched today which is perfectly engineered for retail deployments. We also discussed agentic network management with Marvis and Mist. https://twitter.com/i/web/status/2010757433426121172 https://twitter.com/i/web/status/2010757433426121172"
X Link 2026-01-12T16:55Z 11.2K followers, [---] engagements
"Always a pleasure to hear from Kamal Hathi about the trajectory that Splunk is on. Can't share too much as we are under NDA but unsurprisingly we are focused on the new requirements that AI is driving at the infrastructure layer and how Agentic Ops is helping SRE and Ops teams keep up. https://twitter.com/i/web/status/2020879370525516092 https://twitter.com/i/web/status/2020879370525516092"
X Link 2026-02-09T15:16Z 11.2K followers, [--] engagements
""Cisco is operating from silicon to software. From physics to semantics" The breadth and depth of vision from Cisco is more complete than ever. From the new Silicon One G300 to Observability with Splunk Cisco is a full stack AI company"
X Link 2026-02-10T09:14Z 11.2K followers, [---] engagements
"@GlobalWatchClub AP = Ferrari RM = Pagani"
X Link 2026-02-14T15:44Z 11.2K followers, [--] engagements
"Great keynote to kick off #SplunkConf21 by @DougMerritt Over half of organizations dont know how to identify or put their data to use #BigData $SPLK"
X Link 2021-10-19T16:21Z 11.2K followers, [--] engagements
"@sallyeaves @ShellyKramer @Mitel @PMaroney_tech @domhalps @JolaBurnett @ipfconline1 @baski_LA @andi_staub @BevEve @yhairej @mentorafrika Very important discussion. As a father to [--] girls it is vital that we change these stats"
X Link 2022-03-07T11:34Z 11.2K followers, [--] engagements
"Always a highlight of my working week to record the "I am a Mainframer" podcast show for the @OpenMFProject Check out the latest episode with Pat Stanard of @Kyndryl #mainframe https://www.openmainframeproject.org/blog/i-am-a-mainframer/2022/09/30/i-am-a-mainframer-patrick-stanard https://www.openmainframeproject.org/blog/i-am-a-mainframer/2022/09/30/i-am-a-mainframer-patrick-stanard"
X Link 2022-09-30T16:00Z 11.2K followers, [--] engagements
"@OpenMFProject @Kyndryl @PatrickStanard Always a pleasure to record these episodes @PatrickStanard was such a great guest really enjoyed our conversation"
X Link 2022-09-30T17:27Z 11.2K followers, [--] engagements
"Kyndryl & Microsoft Announce Initiative to Deliver Cloud-based Insights & Innovation for Mainframe Customers. My POV - The mainframe has a key role to play in a hybrid multi-cloud strategy so this announcement makes sense for both companies. #mainframe https://www.kyndryl.com/us/en/about-us/news/2022/10/kyndryl-and-microsoft-announce-initiative-to-deliver-cloud-based-insights https://www.kyndryl.com/us/en/about-us/news/2022/10/kyndryl-and-microsoft-announce-initiative-to-deliver-cloud-based-insights"
X Link 2022-10-06T13:19Z 11.2K followers, [--] engagements
"@Kyndryl Could not agree more. Workloads are like journeys use a car when a car is appropriate but also use planes trains and boats when they make sense"
X Link 2022-10-06T13:25Z 11.2K followers, [--] engagements
"A really solid set of announcements coming out of @Kyndryl highlighting their collab with @Microsoft to drive #mainframemodernization Thanks to @nforten and the team for the early briefing and for allowing me to be quoted in the press release. Kyndryl and @Microsoft join forces to create a solution that connects mainframe data with #Azure cloud environments providing a new powerful data source for customer application modernization. Read more: https://t.co/4BQNUZofO7 #TheHeartofProgress #MSIgnite https://t.co/6mPVQCZjOG Kyndryl and @Microsoft join forces to create a solution that connects"
X Link 2022-10-06T14:37Z 11.2K followers, [--] engagements
"Mainframe and cloud are not mutually exclusive Dickens said. Customers are looking to deploy hybrid multicloud architectures and the mainframe has a key role in these deployment architectures. Read the full article #MainframeModernization https://www.ciodive.com/news/microsoft-kyndryl-cloud-mainframe-data-integration/633544/ https://www.ciodive.com/news/microsoft-kyndryl-cloud-mainframe-data-integration/633544/"
X Link 2022-10-06T20:26Z 11.2K followers, [--] engagements
"Hewlett Packard Enterprise and VMware Partner to Deliver Hybrid Cloud Vision My take on the latest announcements coming out of #vmwareexplore in Barcelona. #VMware #HPE https://bit.ly/3Ejf1aL https://bit.ly/3Ejf1aL"
X Link 2022-11-09T14:14Z 11.2K followers, [--] engagements
"@holgermu @HPE @Equinix This collaboration makes perfect sense to. @Equinix is a key digital watering hole in the hybrid cloud ecosystem and @HPE putting kit on demand in their global datacenters is a no brainer. #HPEDiscover"
X Link 2023-06-20T18:01Z 11.2K followers, [---] engagements
"@holgermu @HPE_GreenLake Not sure on the naming conventions as GreenLake is all about enterprise private cloud. The solutions make perfect sense though"
X Link 2023-06-20T18:04Z 11.2K followers, [---] engagements
"According to @ArvindKrishna IBM is seeing [--] major uses cases emerge for AI: Code customer experience and digital labour We are still so early"
X Link 2024-05-21T12:41Z 11.2K followers, [---] engagements
"We are hitting InstructLab in the #IBMThink keynote. Launched at Red Hat Summit InstructLab didnt get the pick up by the market that it should have IMHO. IBM Research is an under appreciated powerhouse in the landscape of AI innovation and they are doing it in the open. #Think2024 https://twitter.com/i/web/status/1792903685128798439 https://twitter.com/i/web/status/1792903685128798439"
X Link 2024-05-21T13:02Z 11.2K followers, [---] engagements
"Interesting to hear how @Citi is partnering with @IBM across the board and at scale. Citi has been a long term IBM client and has the mainframe at the core of its transactional systems but what has been interesting from this discussion has been how Citi is leveraging IBM technology for AI and automation. #IBMThink #Think2024 https://twitter.com/i/web/status/1792906023159710142 https://twitter.com/i/web/status/1792906023159710142"
X Link 2024-05-21T13:11Z 11.2K followers, [---] engagements
"@RonWestfallDX @IBM @IBMZ @BillRuff_ @JohnLusher Thanks for your contribution to this project sir. Always great to work with you"
X Link 2024-05-21T13:16Z 11.2K followers, [--] engagements
"Best song by a band with less than 200k monthly listeners. I will go first- @vintagetrouble https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=tjFZpSYKQ6ev3rXrS4TJxw&context=spotify%3Aartist%3A72Pauuctba5lMzC89R0Vk0 https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=tjFZpSYKQ6ev3rXrS4TJxw&context=spotify%3Aartist%3A72Pauuctba5lMzC89R0Vk0"
X Link 2024-06-01T21:08Z 11.2K followers, [---] engagements
"@oleg_nenashev They will rebound"
X Link 2024-07-19T10:24Z 11.2K followers, [--] engagements
"Retail investors locked out overnight Blockchain based trade settlement cant come fast enough"
X Link 2024-08-06T00:24Z 11.2K followers, [---] engagements
"Tell me about a band on @spotify that has less than 200k monthly listens that everyone should be talking about. I will go first. @vintagetrouble are simply off-the-charts good. Saw them live a few years back due to the exceptional talent spotting of @deonnewm who booked them for an IBM event. I got chance to hang with the band backstage. Since then I have been a fan. Check out this song as a gateway drug to their awesomeness: https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=9378b6dca23a4aca https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=9378b6dca23a4aca"
X Link 2024-08-12T13:31Z 11.2K followers, [---] engagements
"Tell me about a banger of a tune from a smaller band that is a must-listen. I'll go first. Run Like The River by @vintagetrouble is ab absolute banger https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=b707b62a1dc54ad5 https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=b707b62a1dc54ad5"
X Link 2025-01-07T13:19Z 11.2K followers, [--] engagements
"@FosterTraveler Greubel Forsey is a very deep cut and about as far from flashy as its possible to be. I have three GS beautiful watches"
X Link 2025-01-07T21:43Z 11.2K followers, [--] engagements
"Google Cloud's Ascent: A Deep Dive into its AI-Powered Enterprise Strategy and prospects for [----] Google Cloud's aggressive product momentum in [----] with the releases of Gemini [---] and TPUv6 amongst many others signals an even stronger [----] from the AI-led organization. Part of my series focusing on the vendors that will shape [----]. Link in the comments 👇"
X Link 2025-01-14T22:38Z 11.2K followers, [---] engagements
"@Luce_On_TSLA Agree 100% - only up from here IMHO"
X Link 2025-02-13T15:53Z 10.5K followers, [---] engagements
"@CTOAdvisor Was on the Databricks briefing this makes perfect sense. Your thoughts"
X Link 2025-02-13T19:24Z 10.5K followers, [--] engagements
"Lots of posts on X about COBOL. Before you believe the hype about legacy languages take a moment to read up on the open-source project hosted by the @linuxfoundation The @OpenMFProject is approaching [--] years old and has been working on open-source projects related to the mainframe. The projects COBOL working group is well worth checking out. https://openmainframeproject.org/ https://openmainframeproject.org/"
X Link 2025-02-16T01:03Z 10.5K followers, [---] engagements
"SAP Business Data Cloud with Databricks: A Data and AI Game Changer SAP and Databricks partner to unify data empower AI and drive enterprise insights. Key Highlights * SAP announces Business Data Cloud which aims to unify and govern SAP and third-party data. * SAP and Databricks partner to offer SAP Databricks a natively integrated platform within SAP Business Data Cloud. * SAP Databricks aims to unify SAP data with other enterprise data for advanced analytics and AI. * SAP Databricks will be available on AWS Azure and Google Cloud. Check ouT the Research Note authored by Stephanie Walter in"
X Link 2025-02-17T16:00Z 10.5K followers, [---] engagements
"@SMB_Attorney You know its quiet firing right The move is designed to create disruption and friction with the company hoping 10%+ of employees quit in protest. And yes I know that the best ones will quit and find another job. This is a feature not a bug of the RTO process"
X Link 2025-02-17T19:23Z 11.2K followers, 36.4K engagements
"@anshelsag I am amazed that its this hard to recruit and train air traffic controllers. Surely this should be a $250k per year salary job"
X Link 2025-02-18T02:50Z 10.5K followers, [--] engagements
"Just spoke to a @BBCNews reporter about the use of COBOL and Mainframes in the US government. We spoke for 30+ minutes about the history of the mainframe and how the technology is continually updated and refreshed to stay at the cutting edge. TL;DR summary: The Porsche [---] is 60+ years old but still at the cutting edge through continual evolution. So is the Mainframe We also talked about data integrity and cleanliness. The TLDR summary: If you put bad data into an Excel spreadsheet is that Excel's fault when you get bad data out Of course not. Same applies to Db2 and a COBOL application. The"
X Link 2025-02-18T16:22Z 10.5K followers, [---] engagements
"Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government operations particularly within agencies like the IRS and Social Security. Far from being outdated relics as some uninformed commentators have suggested mainframes remain essential and efficient a fact often overlooked in portrayals that focus solely on their age rather than their ongoing advancements and importance. Link to the"
X Link 2025-02-19T21:06Z 11.2K followers, 64.7K engagements
"Link to the Research Note: https://hyperframeresearch.com/2025/02/19/why-mainframes-and-cobol-are-secretly-saving-your-tax-dollars/ https://hyperframeresearch.com/2025/02/19/why-mainframes-and-cobol-are-secretly-saving-your-tax-dollars/"
X Link 2025-02-19T21:07Z 10.5K followers, [----] engagements
"@CTOAdvisor Thanks Sir high praise. Yeah it blows people's minds when I say you can fit a mainframe in a standard 19" rack with other kit"
X Link 2025-02-19T21:53Z 10.5K followers, [--] engagements
"Is Equinixs Spending Strategy Justified in an AI-Driven Market Examining capital expenditures historical benefits and the sustainability of Equinixs growth. By the Numbers * [----] Revenue: $8.7 billion marking [--] consecutive years of quarterly revenue growth. * Adjusted EBITDA: $4.1 billion for [----]. * AFFO per Share Growth: 10% year-over-year increase. * [----] Revenue Growth Projection: 7%-8% on a normalized and constant-currency basis. * Capital Expenditures (CapEx) for 2024: Estimated at $2.7-$3.0 billion focused on expansions and technology investments. Check out Harvy James Espellarga and"
X Link 2025-02-20T00:38Z 10.5K followers, [---] engagements
"@OGMowerman Its an informed opinion. Also you can run Java on a mainframe"
X Link 2025-02-20T10:05Z 10.5K followers, [--] engagements
"@CTOAdvisor Thanks 🙏 - Yeah amazing how perceptions stick. Weird how a [---] is considered cutting edge with a storied history but the mainframe cant shake off its image - both launched in 1964"
X Link 2025-02-20T13:38Z 10.5K followers, [--] engagements
"Obviously COBOL and mainframe is front of mind for many Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government operations Why Mainframes (and COBOL) Are Secretly Saving Your Tax Dollars Mainframes and COBOL: Debunking Myths of Government Inefficiency Recent media discussions have highlighted the critical role and continuous evolution of mainframes and COBOL in modern U.S. government"
X Link 2025-02-20T16:11Z 10.5K followers, [---] engagements
"Great to connect with @laura_diorio who runs social media for @NYSE The level of innovation and thought leadership on show today at the media partnership event is 🤯 Looking to explore the intersection of media capital markets and technology research"
X Link 2025-02-20T17:59Z 10.5K followers, [--] engagements
"@danielnewmanUV @Lenovo @TWSemicon @Broadcom @intel @xai @HP @Humane @Apple If the hat fits 🤪 Seriously congrats on the 250th episode"
X Link 2025-02-21T19:01Z 10.5K followers, [--] engagements
"Lenovo: AI-Powered Growth Engine Q3 shines. ISG turnaround Infinidat acquisition and hybrid-AI fuel optimism. Sustainability is a key focus. @Lenovo's Q3 results exceeded expectations with revenue up 20% YoY to $18.8B and net income doubling to $693M.1Driven by its hybrid-AI strategy ISG revenue surged 60% achieving profitability. The Infinidat acquisition strengthens enterprise storage capabilities. Lenovo's commitment to R&D and sustainability along with key partnerships positions it for continued growth in the competitive AI and enterprise IT landscape. Full Research Note in the comments 👇"
X Link 2025-02-21T20:37Z 11.2K followers, [---] engagements
"Most talented band you have seen live but had never heard of before you saw them perform Ill go first @vintagetrouble - Check out this tune and then imagine this live https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=CvR0-TpKTFyXHw_Y2JrcxQ https://open.spotify.com/track/58HlxQ9JuslH0vfqPVgwNrsi=CvR0-TpKTFyXHw_Y2JrcxQ"
X Link 2025-02-22T01:18Z 11.2K followers, [--] engagements
"The key part of your post is most people and on that part you are 100% right. The key component that is missing is that some people abuse work from home and literally dial it in. The key challenge for management in [----] is how do you find who are the most and who are the some. If the some is 20-30% of your workforce then you will never have a productive team. As the other 70-80% have to carry the work of the some. One way to figure out who is hard working and who is goofing off is to get everyone at a desk and observe the work in person"
X Link 2025-02-23T18:49Z 11.2K followers, [----] engagements
"@kyleplacy Sinn Hamilton Formex Seiko and Doxa over literally everything you mentioned apart from CW. How much is your budget"
X Link 2025-02-23T18:58Z 10.5K followers, [--] engagements
"Always great to bump into the man the myth the legend that is @danielnewmanUV"
X Link 2025-02-24T19:00Z 10.5K followers, [---] engagements
"Nerding out with my fellow mainframe nerds. Deep diving on all things mainframe this week - the big topic of discussion is leveraging LLMs for AIOps and development use cases"
X Link 2025-02-25T17:39Z 10.5K followers, [--] engagements
"Back in the real world the regular release blue dial is interesting Kudos to @nomosglashuette for well being Nomos. https://www.hodinkee.com/articles/nomos-glashutte-introduces-the-club-sport-worldtimer-in-eight-colors https://www.hodinkee.com/articles/nomos-glashutte-introduces-the-club-sport-worldtimer-in-eight-colors"
X Link 2025-04-11T22:38Z 11.2K followers, [--] engagements
"Hanro Liebenberg was immense today - how he plays [--] minutes every game and covers so much ground is beyond me - best forward engine in the league #brivlei"
X Link 2025-04-20T15:55Z 11.2K followers, [---] engagements
"Will Datadog's Data Dive Deliver Deeper Insights Datadog's acquisition of Metaplane signals a bold move into end-to-end data observability aiming to bridge the gap between application and data monitoring for enhanced data trust and AI reliability. Key Highlights: * Datadog expands its observability platform into the realm of data. * Metaplane's machine learning-powered monitoring and lineage are key assets * The acquisition targets improved data quality and reliability for AI initiatives. * Integration aims to provide visibility across the entire data lifecycle. Read the full Research Note in"
X Link 2025-04-28T12:36Z 11.2K followers, [---] engagements
"Marvell Builds Breakthrough 2nm Custom SRAM for Next-Gen AI Infrastructure Silicon Marvell advances its custom technology platform by introducing innovative 2nm custom SRAM engineered to enhance the performance of custom XPUs and devices driving cloud data centers and AI clusters. Check out the full Research Note from @RonWestfallDX https://hyperframeresearch.com/2025/06/24/marvell-builds-breakthrough-2nm-custom-sram-for-next-gen-ai-infrastructure-silicon/ https://hyperframeresearch.com/2025/06/24/marvell-builds-breakthrough-2nm-custom-sram-for-next-gen-ai-infrastructure-silicon/"
X Link 2025-06-24T20:50Z 11.2K followers, [---] engagements
"@rugby_ap The best way to describe the depth of the Boks is that Hanro Liebenberg who is a former Tigers captain and current club legend doesnt get a look in but plays [--] minutes every week"
X Link 2025-07-01T18:46Z 11.2K followers, [----] engagements
"@JamesMelville Breathe for a moment. Constituency in the North job in Westminster - We either let them have an apartment in London or we pay their hotel bills. Taxpayers pay either way"
X Link 2025-08-14T11:13Z 11.2K followers, [----] engagements
".@LLBean - Shout out to Kyle at your store in Kingston NY. Resolved an issue with an order (completely our fault) and went above and beyond to be helpful. Great customer service Please pass on my comments"
X Link 2025-08-30T17:15Z 11.2K followers, [---] engagements
"Love this. https://www.hodinkee.com/articles/the-glashutte-original-panomaticcalendar-with-a-dial-inspired-by-the-blue-of-dawn https://www.hodinkee.com/articles/the-glashutte-original-panomaticcalendar-with-a-dial-inspired-by-the-blue-of-dawn"
X Link 2025-08-30T17:37Z 11.2K followers, [--] engagements
"20 years ago suggesting that you would hail a ride with a stranger from an app on your phone would have sounded insane but look where we are now. Car ownership economics make no sense at all especially in cities. Some people will want to own their own car some people dont care about cars and will welcome the idea of cheaper mobility. Not everything is an absolute"
X Link 2025-09-22T12:13Z 11.2K followers, 18K engagements
"@PatrickMoorhead @Qualcomm @cloudera @Apple Love this format"
X Link 2025-09-22T13:50Z 11.2K followers, [--] engagements
"Now this is pretty 🤩"
X Link 2025-09-26T02:10Z 11.2K followers, [---] engagements
"Can a "distributed" AI model truly deliver Equinix's latest play aims to address the limitations of centralized AI infrastructure. Read my Research Note in the comments 👇"
X Link 2025-09-30T15:19Z 11.2K followers, [---] engagements
"Always good to hear from Richard Baird 5m MIPS under management makes Kyndryl the largest player in the mainframe services industry. My estimates are that Kyndryl is 5x the size of the next biggest competitor. Leveraging AI to agentically manage an estate as big as Kyndryls makes perfect sense to me. I expect the payoff will be increased SLAs rather than people savings"
X Link 2025-10-07T14:51Z 11.2K followers, [---] engagements
"Weekend musings - Three things I would do if I were CEO of @Tesla right now. [--]. Develop the Plaid brand. Mercedes has AMG BMW has M and Audi has S. Tesla needs to double down on their premium market. Specifically what I would do: * Plaid wheels - Only available on Plaid models. * Plaid Interiors - Cross stitched leather and carbon fibre inlays. Sports seats. * Plaid exteriors - Wider arches spoilers diffusers and splitter. * Plaid tuning - Stiffened shocks Brembo brakes with coloured calipers. Improved performance. Charge $25k more for a Plaid model and the results are a hero glow on the"
X Link 2025-10-12T17:52Z 11.2K followers, 104.4K engagements
"Oracle Cloud is on fire right now. The company has a winning proposition when it comes to multi-cloud and sovereignty. What doesnt get as much coverage is how a few key leaders are driving OCI. Clay is getting the plaudits he deserves as the new Co-CEO. One of the executives that is also key to OCI is @Karan_Batta - I recently spent some time with Karan and his team at an analyst-only event and came away impressed with his depth and vision for where OCI is headed. Certainly one to watch. #AIWorld"
X Link 2025-10-15T18:10Z 11.2K followers, [---] engagements
"IBM Q3 Earnings on Wednesday @IBM Q3 earnings due this Wednesday will provide crucial detail on the hybrid cloud and AI strategy. Three things I will be looking out for: AI and Software Momentum: A key focus is the accelerating AI momentum within the Software segment. The market expects strong traction from the enterprise AI platform watsonx bolstered by the availability of Granite open models and the recent collaboration with Groq for high-speed AI inference. Commentary on the book of business for GenAI services and adoption of watsonx-powered code assistants will be watched closely with"
X Link 2025-10-20T20:30Z 11.2K followers, [---] engagements
"Great summary of the AWS outage and what you should do by the Forrester team. Brent Ellis is in my opinion the best infrastructure analyst on the circuit and when he leads an effort to explain an issue I suggest you take a few minutes out of your day and read what he (and his team) has to say. #AWSoutage https://www.forrester.com/blogs/the-aws-us-east-outage-a-wake-up-call-for-cloud-resilience/utm_medium https://www.forrester.com/blogs/the-aws-us-east-outage-a-wake-up-call-for-cloud-resilience/utm_medium"
X Link 2025-10-21T11:26Z 11.2K followers, [---] engagements
"Always appreciate it when senior leaders take time out to brief analysts. Lenovo CEO and Chairman Yuanqing Yang kicks us off with an update on the company's pocket to cloud strategy and focus on AI"
X Link 2025-10-21T13:06Z 11.2K followers, [--] engagements
"In Search Of Cloud Redundancy AWS US EAST [--] Outage: DNS and load balancer failure drives global disruption questioning cloud resilience and decentralization. Key Highlights: * An Amazon Web Services (AWS) outage in the crucial US EAST [--] region caused widespread global internet service disruptions. * The initial issue was identified as a Domain Name System (DNS) resolution problem affecting the DynamoDB API endpoint. * The root cause was later traced to an internal subsystem monitoring the health of network load balancers. * The repeated and cascading nature of the issues highlights the"
X Link 2025-10-21T15:57Z 11.2K followers, [---] engagements
"@Lenovodc @Lenovo @bryanbma Thanks for the invite to the GIAC and the opportunity to chat with your team"
X Link 2025-10-22T20:51Z 11.2K followers, [--] engagements
"@FromLe2 Was thinking about this only this weekend looking at empty seats for a repeat of last years final matchup. When they finally re-do the Crumbie stand they need to build in dedicated kids/family seating at reduced rates IMHO"
X Link 2025-10-23T19:24Z 11.2K followers, [--] engagements
"@OABlanchard IBM posted a beat/beat/raise and declined in after hours same for Netflix against that backdrop these are stellar results. The reaction to earnings always baffles me"
X Link 2025-10-23T19:26Z 11.2K followers, [--] engagements
"@PatrickMoorhead IBM Z we see you👀"
X Link 2025-10-23T19:30Z 11.2K followers, [--] engagements
"Should the AI Agent Security Problem Be Solved First @Docker and @e2b partnership tackles agent trust security and tool access via Model Context Protocol. Key Highlights: * Docker partnered with E2B to provide secure cloud sandboxes for AI agents. * The collaboration aims to address two core risks: unsafe agent-generated code execution and securing external tool access. * Every E2B sandbox now includes direct access to Dockers Model Context Protocol (MCP) Catalog of over [---] real-world tools. * Docker's MCP Gateway is the underlying mechanism that secures tool access and manages the catalog."
X Link 2025-10-23T20:03Z 11.2K followers, [---] engagements
"https://hyperframeresearch.com/2025/10/22/should-the-ai-agent-security-problem-be-solved-first/ https://hyperframeresearch.com/2025/10/22/should-the-ai-agent-security-problem-be-solved-first/"
X Link 2025-10-23T20:04Z 11.2K followers, [--] engagements
"One of the highlights of my job is to chat with the best and brightest in the industry on the daily. They don't get better and brighter than my dear friend @Cory_Minton who is a field CTO for @splunk. Cory is the perfect combo of deep subject matter expert and customer-facing machine. He also has the best beard in the industry. Yes I have a man crush Check out an excerpt from our recent chat 👇 https://www.youtube.com/watchv=LtJk5qcecVw&t=1s https://www.youtube.com/watchv=LtJk5qcecVw&t=1s"
X Link 2025-10-24T20:52Z 11.2K followers, [----] engagements
"Inside Lenovos Pocket-to-Cloud Strategy: AI Cooling and Infrastructure Innovation Join me as I report from Lenovos Executive Briefing Center in Morrisville North Carolina. After three days of in-depth sessions I break down Lenovos Pocket-to-Cloud strategy connecting everything from Motorola smartphones and PCs to enterprise servers and hyperscale infrastructure. I explore how @Lenovo is positioning for the next era of AI infrastructure on-premises intelligence and data sovereignty along with its innovative Neptune cooling technologies that tackle the growing power and efficiency demands of"
X Link 2025-10-27T20:11Z 11.2K followers, [---] engagements
"And the winner of the award for best write up of the AWS outage goes to. Dramatic pause. @QuinnyPig - While I may disagree on some of the technical details I dream of being able to write with this much snark and wit. Well played Sir. https://www.theregister.com/2025/10/27/aws_outage_myths_reality/ https://www.theregister.com/2025/10/27/aws_outage_myths_reality/"
X Link 2025-10-27T21:51Z 11.2K followers, [----] engagements
"Great to see Stephanie Walter from the @HyperFRAME_Res team crushing it on the @SchwabNetwork https://schwabnetwork.com/video/previewing-the-fab-five-from-mag-7-earnings https://schwabnetwork.com/video/previewing-the-fab-five-from-mag-7-earnings"
X Link 2025-10-28T13:48Z 11.2K followers, [--] engagements
"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. Key Highlights: * HPE will deliver two advanced systems to Oak Ridge National Laboratory: Discovery a second-generation exascale successor to the current Frontier system and Lux a sovereign AI training cluster. * The Discovery system is architected around the new HPE Cray Supercomputing GX5000 platform featuring AMD's next-generation Venice CPUs and MI430X GPUs. * Lux is"
X Link 2025-10-28T19:37Z 11.2K followers, [---] engagements
"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. Check out @RonWestfallDX and my takeaways. https://hyperframeresearch.com/2025/10/28/lenovo-gaic-2025-the-key-takeaways/ https://hyperframeresearch.com/2025/10/28/lenovo-gaic-2025-the-key-takeaways/"
X Link 2025-10-28T19:52Z 11.2K followers, [---] engagements
"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 👇 https://hyperframeresearch.com/2025/10/28/is-ibms-mainframe-fueled-ai-growth-sustainable/ https://hyperframeresearch.com/2025/10/28/is-ibms-mainframe-fueled-ai-growth-sustainable/"
X Link 2025-10-28T19:56Z 11.2K followers, [--] engagements
"Always a pleasure to chat with @sam_vadas on the @SchwabNetwork 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. https://schwabnetwork.com/video/dickens-googl-massively-undervalued-big-tech-remains-in-a-i-arms-race https://schwabnetwork.com/video/dickens-googl-massively-undervalued-big-tech-remains-in-a-i-arms-race"
X Link 2025-10-29T17:13Z 11.2K followers, [---] engagements
"Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects A genuine pleasure to collaborate with Stephanie Walter on this project in collaboration with @VMware The accelerating evolution of enterprise infrastructure driven by modern technologies like AI and the demands of digital transformation is putting significant pressure on existing IT environments. For large complex organizations with deeply virtualized hybrid infrastructures the challenge is how to future-proof their systems without abandoning working investments. This white paper presents a structured decision"
X Link 2025-10-31T15:24Z 11.2K followers, [--] engagements
"@WillTownTech @ToyotaMotorCorp @Lexus Gap insurance is a vital purchase for every lease"
X Link 2025-10-31T18:12Z 11.2K followers, [--] engagements
"@WillTownTech @ToyotaMotorCorp @Lexus More importantly - Are you both OK"
X Link 2025-10-31T18:13Z 11.2K followers, [--] engagements
"Always good to hear from the @TheFuturumGroup team when it comes to big trends in the business of tech. @danielnewmanUV and @TiffaniBova dropping knowledge. Is AI a bubble Daniel's response: $78bn of new AI deals have been done today that is way more than chatbots #ONE2025 #IngramMicroONE"
X Link 2025-11-03T20:55Z 11.2K followers, [---] engagements
"Broadcoms Partner Cull: Is IBM Cloud A VMware Casualty Broadcoms VCSP program changes force IBM Cloud to end sales of new VMware workloads; existing customers face new limitations. https://hyperframeresearch.com/2025/11/03/broadcoms-partner-cull-is-ibm-cloud-vmware-a-casualty/ https://hyperframeresearch.com/2025/11/03/broadcoms-partner-cull-is-ibm-cloud-vmware-a-casualty/"
X Link 2025-11-04T12:04Z 11.2K followers, [--] engagements
"AWS Back at 20%: Did GenAI Just Win the Cloud War for Amazon AWS re-acceleration to 20.2% YoY growth a massive Anthropic investment gain AI integration across retail and soaring advertising revenue underscore a strategic high-stakes shift. https://hyperframeresearch.com/2025/11/03/aws-back-at-20-did-genai-just-win-the-cloud-war-for-amazon/ https://hyperframeresearch.com/2025/11/03/aws-back-at-20-did-genai-just-win-the-cloud-war-for-amazon/"
X Link 2025-11-04T12:06Z 11.2K followers, [--] engagements
"Is Alphabet Spending Too Much on AI to Sustain Growth Double-digit growth across all major segments first-ever $100B quarter and massive AI infrastructure investment surge signal a pivotal shift to a full-stack AI model. https://hyperframeresearch.com/2025/11/03/is-alphabet-spending-too-much-on-ai-to-sustain-growth/ https://hyperframeresearch.com/2025/11/03/is-alphabet-spending-too-much-on-ai-to-sustain-growth/"
X Link 2025-11-04T12:07Z 11.2K followers, [--] engagements
"Is the AWS $38 Billion Deal Enough to Slow Microsoft's AI Edge OpenAI diversifies cloud infrastructure; Amazon Web Services (AWS) validates compute dominance; The implications for Anthropic and proprietary chips. Key Highlights: * The strategic multi-year agreement commits OpenAI to $38 billion in AWS compute capacity to scale its core AI workloads. * This pact formally ends OpenAIs exclusive compute reliance on Microsoft Azure cementing a clear multi-cloud strategy for the frontier model developer. * AWS gains a massive long-term revenue commitment immediately challenging the narrative that"
X Link 2025-11-04T17:54Z 11.2K followers, [--] engagements
"Having [--] daughters younger than [--] means that I have come across a LOT of different artists on Spotify when on car journeys. One that has stuck is @girlinred LOVE HER MUSIC https://open.spotify.com/artist/3uwAm6vQy7kWPS2bciKWx9si=q3RBeO4XRrCPOoaRrs32xQ https://open.spotify.com/artist/3uwAm6vQy7kWPS2bciKWx9si=q3RBeO4XRrCPOoaRrs32xQ"
X Link 2025-11-05T21:02Z 11.2K followers, [--] engagements
"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 this report done in collaboration with @VMware that looks at VMware Cloud Foundation (VCF) and what Enterprise Architects should be considering as they make architectural decisions. Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects - Aligning Technology Choices with Business Goals for Enterprise Success The accelerating evolution of enterprise infrastructure driven by modern technologies like AI and the demands of"
X Link 2025-11-06T14:13Z 11.2K followers, [--] engagements
"Link: https://hyperframeresearch.com/2025/11/06/can-kyndryl-shed-old-bad-revenue-fast-enough-to-hit-long-term-goals/ https://hyperframeresearch.com/2025/11/06/can-kyndryl-shed-old-bad-revenue-fast-enough-to-hit-long-term-goals/"
X Link 2025-11-07T14:16Z 11.2K followers, [--] engagements
"Game day NY Jets Vs Cleveland Browns"
X Link 2025-11-09T17:20Z 11.2K followers, [---] engagements
"Just watched the last [--] minutes of the movie The Firm with Tom Cruise Holly Hunter and Gene Hackman. Got me thinking Top [--] movies from the 90s My list: [--]. The Usual Suspects [--]. Goodfellas 3;. Glengarry Glenn Ross [--]. Dead Poets Society [--]. Good Will Hunting What I missing Comment below with your top [--] 👇"
X Link 2025-11-10T01:32Z 11.2K followers, [---] engagements
"Great to see @Tobilab117 from our team on the Schwab Network talking about @CoreWeave ahead of earnings. Power Contract & Capacity Crucial in CRWV Earnings 'Balancing a Lot' Into Report Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints. Concentration risk is another concern Don has for the A.I. infrastructure company though he sees CoreWeave diversifying its portfolio long-term."
X Link 2025-11-10T18:56Z 11.2K followers, [---] engagements
"New Research Report The non-deterministic nature of Agentic AI is already making traditional monitoring obsolete. The deployment of generative and agentic AI systems in production presents a new class of complexity that standard IT operations cannot effectively address. This volatility demands a strategic shift: observability is now a mandatory imperative not merely an optional feature. We must move beyond simply confirming a system is 'up' (monitoring) to securing causal explanationsunderstanding why an AI agent chose a specific path linking context across models prompts and orchestration"
X Link 2025-11-13T12:37Z 11.2K followers, [---] engagements
"Link to the report 👇 https://hyperframeresearch.com/2025/11/12/beyond-monitoring-observability-for-generative-ai-agentic-ai-and-llm-workloads/ https://hyperframeresearch.com/2025/11/12/beyond-monitoring-observability-for-generative-ai-agentic-ai-and-llm-workloads/"
X Link 2025-11-13T12:43Z 11.2K followers, [--] engagements
"Broadcom has opened the door; @SUSE is walking through it. The flight from proprietary virtualisation stacks is real but alternatives must deliver enterprise-grade controls and operational consistency. Our latest research analyses SUSEs Open Virtualisation strategy and its claim as a true post-VMware path. SUSE is positioning itself strategically as the necessary bridge uniting traditional VM environments with modern Kubernetes operations via open standards. The core innovationand the component that demands attentionis the Advanced Networking Preview built on Kube-OVN. By delivering"
X Link 2025-11-13T13:35Z 11.2K followers, [--] engagements
"@SUSE Link: https://hyperframeresearch.com/2025/11/13/can-suses-open-virtualization-strategy-offer-customers-a-true-post-vmware-path/ https://hyperframeresearch.com/2025/11/13/can-suses-open-virtualization-strategy-offer-customers-a-true-post-vmware-path/"
X Link 2025-11-13T13:36Z 11.2K followers, [--] engagements
"Agentic AI is messy business and fragmented proofs of concept are failing under real-world enterprise pressure. My analysis of @SUSE latest move confirms a calculated and sensible pivot towards owning the management plane for artificial intelligence leveraging their foundational strength in Rancher Prime. The industry continues to struggle with the MLOps chasm; sophisticated models are dying on the vine due to a lack of governance security and predictable cost structures. The key thematic here is standardisation driving value. The most compelling aspect of this release is the integration of"
X Link 2025-11-13T18:55Z 11.2K followers, [---] engagements
"@SUSE Link: https://hyperframeresearch.com/2025/11/12/suse-ai-can-rancher-prime-simplify-agentic-ai/ https://hyperframeresearch.com/2025/11/12/suse-ai-can-rancher-prime-simplify-agentic-ai/"
X Link 2025-11-13T18:55Z 11.2K followers, [--] engagements
"Always a pleasure to jump on the @SchwabNetwork This time around we talked about Google and the work the company is doing in AI. Everything from the Ironwood GPU to Pixel phones. https://schwabnetwork.com/video/inside-googl-s-a-i-strategy https://schwabnetwork.com/video/inside-googl-s-a-i-strategy"
X Link 2025-11-14T18:34Z 11.2K followers, [---] engagements
"Always great to see the @HyperFRAME_Res team featured on the TV networks for their insights. Stephen Sopko from our team talking about @Applied4Tech on @SchwabNetwork earlier. https://schwabnetwork.com/video/applied-materials-amat-stock-fell-after-earnings-but-are-there-bullish-signals- https://schwabnetwork.com/video/applied-materials-amat-stock-fell-after-earnings-but-are-there-bullish-signals-"
X Link 2025-11-14T18:39Z 11.2K followers, [---] engagements
"AWS on AI Workloads in Kubernetes: Cost Scale & Whats Coming at re:Invent [----] Join us at KubeCon [----] in Atlanta as I speak with Sabari Sawant. Product Marketing Manager for Kubernetes at Amazon Web Services (AWS). In this conversation Sabari breaks down how AI/ML workloads are evolving on Kubernetes the biggest deployment challenges for GPU-heavy environments and why EKS Auto Mode is becoming essential for production-scale AI. In this episode youll learn: 🔹 Why Kubernetes remains the primary platform for AI/ML workloads 🔹 The real operational challenges: cost upgrades security & GPU"
X Link 2025-11-17T16:33Z 11.2K followers, [---] engagements
"The desktop OS is dead; it just hasn't stopped twitching yet. Google is not just iterating; they are executing a tectonic shift by redefining the endpoint. The latest integration of Gemini AI has strategically positioned the enterprise browser Chrome Enterprise as the de facto operating systemthe true primary control plane for the AI-powered workforce. This web-native platform-agnostic approach is a calculated and potent challenge to the full-desktop AI strategies being pushed by Microsoft. The most critical strategic move however is the general availability of Cameyo. This VAD solution"
X Link 2025-11-18T19:34Z 11.2K followers, [---] engagements
"@danielnewmanUV Blue @redbull"
X Link 2025-11-18T23:18Z 11.2K followers, [--] engagements
"The AI hype cycle dies where production deployment begins. We must stop conflating isolated Large Language Model (LLM) pilots with genuine business transformation. My latest Research Note highlights that most organisations are failing to operationalise agentic AI stuck in an experimental phase due to deep fragmentation critical security vulnerabilities and non-existent operational visibility. This production chasm is the core challenge. Agentic AI systems are active decision-making engines moving beyond passive generation to execute complex multi-step business process automation. To harness"
X Link 2025-11-20T13:51Z 11.2K followers, [---] engagements
"@akafaceUS Amsterdam"
X Link 2025-11-23T14:20Z 11.2K followers, [---] engagements
"Always a pleasure to jump on the @SchwabNetwork This time we talked about @Zoom and what we can expect from the earnings call later today. $ZM needs to win back enterprise demand says @StevenDickens3. After a significant fall from [----] highs he suggests agentic A.I. could be key to recovery much like for $CRM. Can AI help Zoom regain its stride https://t.co/kiXiqrB9BU $ZM needs to win back enterprise demand says @StevenDickens3. After a significant fall from [----] highs he suggests agentic A.I. could be key to recovery much like for $CRM. Can AI help Zoom regain its stride"
X Link 2025-11-24T17:04Z 11.2K followers, [---] engagements
"The market for general cloud compute is hitting saturation. Oracles deployment of a [----] GPU Supercluster in Abu Dhabi represents a tectonic shift in strategy. This is not merely a region expansion; it is a calculated assault on the sovereign infrastructure market. While hyperscalers compete on global scale the real battleground has moved to specialised national-grade AI factories. Governments today face a paralysing dilemma: access world-class AI compute or maintain absolute control over sensitive national data. @Oracle's distributed cloud architecture eliminates this trade-off. By"
X Link 2025-11-25T21:24Z 11.2K followers, [--] engagements
"Great segment by @PatrickMoorhead on the ProfG Markets podcast. Tough assignment - explain TPU and unpack who is winning in AI - Pat nails it. Masterclass in how to have genuine depth and explain it in a way that the masses can understand 👌 https://open.spotify.com/episode/6udnfIjVXHFfYWib7r9sNSsi=7byXj5rCS664g_lUfVZYxQ&t=592 https://open.spotify.com/episode/6udnfIjVXHFfYWib7r9sNSsi=7byXj5rCS664g_lUfVZYxQ&t=592"
X Link 2025-11-26T18:46Z 11.2K followers, [--] engagements
"Should Start Ups engage with Industry Analysts Of course I am biased of course they should. But don't just take my word for it. The team at @a16z has done a great write-up of why and perhaps more importantly how your start-up should engage analysts. https://a16z.com/how-to-engage-with-analyst-relations/ https://a16z.com/how-to-engage-with-analyst-relations/"
X Link 2025-11-26T21:57Z 11.2K followers, [--] engagements
"IBM's investment in OpenSearch signals a strategic consensus on the future of enterprise RAG infrastructure. The decision by IBM to join the OpenSearch Software Foundation as a Premier Member serves as a powerful validation of the open source Retrieval-Augmented Generation (RAG) ecosystem. This investment reflects the rapid industry adoption of RAG applications where developers and enterprises require performant transparent and community-governed search infrastructure to power their AI workloads. It is clear that production generative AI is actively migrating towards robust open source"
X Link 2025-11-26T22:15Z 11.2K followers, [--] engagements
"Operational resilience is the new centre of gravity for the mainframe ecosystem. I recently published a research note exploring whether mainframe disk migration remains relevant in an increasingly cloud-first world after a conversation with my dear friend @EddyCiliendo at IBM's TechXChange conference. The answer isn't the simple 'rip-and-replace' narrative that often dominates industry chatter. Large enterprises particularly those in banking and insurance are building a hybrid execution environment where the IBM Z remains the secure transactional core. This makes aggressive wholesale"
X Link 2025-11-26T22:19Z 11.2K followers, [--] engagements
"Tell me your wife is a baker without telling me she is a baker. Wife can you please buy me the following: Shredded coconut Heavy whipping cream Eggs Butter [--] bags of flour (red bag King Arthur) Sugar Graham crackers [--] big milks Hudson valley Cocoa powder Orange juice Frozen berries Lemons Cornflour Mushrooms Broccoli (2 flowers) [--] cans pumpkin Coconut cream Evaporated Milk Coconut milk https://twitter.com/i/web/status/1993890428647604676 https://twitter.com/i/web/status/1993890428647604676"
X Link 2025-11-27T03:51Z 11.2K followers, [---] engagements
"AWS is coming for your technical debt. The AWS Transform service is coming for .NET VMware and Mainframe technical debt. Pretty clear messaging from @awscloud with this stunt"
X Link 2025-12-01T19:20Z 11.2K followers, [---] engagements
"Buckle up Matt Garman takes the stage for the 14th re:Invent keynote Some headline stats to kick us off: * $132B ARR * 50% of CPU is Graviton * Bedrock is power AI inference for 100K companies * 3.8GW of Datacenter capacity in the last year #AWSreInvent"
X Link 2025-12-02T16:07Z 11.2K followers, [---] engagements
"@TightFive_Rugby Avoiding Scotland and Australia will be crucial for England"
X Link 2025-12-02T17:48Z 11.2K followers, [----] engagements
"@TightFive_Rugby Wales could end up playing South Africa Georgia and Samoa and lose all three games"
X Link 2025-12-02T17:50Z 11.2K followers, [---] engagements
"Always a pleasure to chat with @sam_vadas on the Schwab Network This time around we went deep on @awscloud and the numerous announcements the company has made this week at #AWSreInvent. The TL;DR - AWS is laser-focused on delivering AI at scale for some of the largest enterprises in the world. Amazon Web Services re:Invent [----] showed a key emphasis on AI says @StevenDickens3 noting the company's in-house chip development. Even still he makes the case that potential gains for Amazon $AMZN will not hurt Nvidia $NVDA. @TomWhite_S offers an example options trade https://t.co/TMqQvB0tW5 Amazon"
X Link 2025-12-03T19:23Z 11.2K followers, [---] engagements
"Always appreciate the team at the @SchwabNetwork when they give me the opportunity to dive deep into one company especially when that coincides with the company's annual conference. This week @sam_vadas and I went deep on @awscloud. The segment comes live from my hotel room before the day two keynote. We obviously talked about AI and the level of focus in the keynote. From chatting with @julwhite over dinner the night before it was clear that AWS has pivoted from its previous keynote style of a myriad of unrelated service announcements to a theme flowing through the entire event this week"
X Link 2025-12-03T20:52Z 11.2K followers, [--] engagements
"AWS has an existential threat to it's business. It's not competition from Google Azure or Oracle. It's branding. Stick with me. AWS's biggest strength has been it's 'two pizza team' approach to product management. This model for the first [--] years has led to maniacal focus on customers and a myriad of services that mean there is a service on AWS for everything an enterprise would conceivably want to do on a public cloud. However the 'two pizza team' approach is also AWS's biggest weakness. It leads to a fragmented approach to UI/UX and design. Every small product management team follows what"
X Link 2025-12-03T21:32Z 11.2K followers, [--] engagements
"IBM's partnership with AWS for watsonx forces a critical analysis of its long-term AI strategy. The decision to offer watsonx as a cloud-native SaaS on a rival platform signals a clear prioritisation of market reach and hybrid cloud flexibility over a purely proprietary AI ecosystem. This move whilst necessary for serving enterprise clients in highly regulated industrieswhere auditability governance and data residency are key concernsraises important questions about the future of IBM's independent AI ambitions. We must scrutinise the strategic trade-offs: Concession or Collaboration Does this"
X Link 2025-12-04T22:19Z 11.2K followers, [--] engagements
"Link: https://hyperframeresearch.com/2025/12/04/watsonx-on-aws-is-this-the-end-of-ibms-go-it-alone-ai/ https://hyperframeresearch.com/2025/12/04/watsonx-on-aws-is-this-the-end-of-ibms-go-it-alone-ai/"
X Link 2025-12-04T22:19Z 11.2K followers, [--] engagements
"AWS launches AI Factories - @PariseauTT covers it. My comment: "AWS is acknowledging that for many enterprises data is hybrid and AWS's announcement is a realization that enterprise customers are struggling with the dilemma 'Do we bring the AI to the data or the data to the AI'" said Steven Dickens CEO and principal analyst at @HyperFRAME_Res "But on-premises vendors such as Dell Lenovo andHPEare all focused on on-premises AI factories and have been for two years." Read the full article here: #AWSreInvent"
X Link 2025-12-05T18:52Z 11.2K followers, [--] engagements
"Will we ever see a golfer as dominant as Tiger Woods again Heres why Tiger is the 🐐 👇 Best score to par in majors 1997-2009 (min. [--] rounds) Tiger Woods [----] Phil Mickelson +99 Ernie Els +118 Phil was the only player within [---] strokes of Woods. Tiger is the only player since [----] to win the same PGA Tour event four years in a row. Hes done it twice (Bay Hill 2000-03 Buick Invitational 2005-08). From 2004-06 Tiger had [----] putts from [--] feet and in measured by ShotLink. He missed three of them. From the [----] PGA through the [----] Masters Tiger Woods finishes in the majors: W 5th W W W W In"
X Link 2025-12-06T22:02Z 11.2K followers, [---] engagements
".@awscloud blowing sh*t up Experience AWS re:Invent from the front lines. In this @HyperFRAME_Res field report I break down AWSs bold message as they literally blow up legacy workloads to promote their Transform service. From mainframes and VMware to .NET applications AWS is pushing hard to move technical debt into the cloud backed by promises of ROI TCO savings and increased flexibility. But should every workload make the jump I share my pragmatic view on workload placement non-functional requirements and why not everything belongs in the public cloud. Whether you're in modernization cloud"
X Link 2025-12-08T16:22Z 11.2K followers, [---] engagements
"AWS finally leans into Multicloud In this @HyperFRAME_Res Podcast episode I sit down with Robert Kennedy Vice President of Network Services at AWS and Anoop Dawani Director of Product Management at Amazon Web Services (AWS) to break down one of the most transformative networking announcements in recent years. AWS has introduced a fully managed Interconnect service that allows customers to establish high-speed private resilient connectivity between AWS and other major cloud providersthrough a simple API call. No more physical circuits cross-connects manual BGP setup or multi-team coordination"
X Link 2025-12-08T16:30Z 11.2K followers, [---] engagements
"Just about to jump on the @SchwabNetwork with @sam_vadas to talk all things @Oracle ahead of the company's earnings report tomorrow"
X Link 2025-12-09T15:40Z 11.2K followers, [---] engagements
"Make it make sense. @Oracle posts this set of numbers 👇 * Q2 Remaining Performance Obligations $523 billion up 438% in USD * Q2 GAAP Earnings per Share up 91% to $2.10 Non-GAAP Earnings per Share up 54% to $2.26 * Q2 Total Revenue $16.1 billion up 14% in USD and up 13% in constant currency * Q2 Cloud Revenue (IaaS plus SaaS) $8.0 billion up 34% in USD and up 33% in constant currency * Q2 Cloud Infrastructure (IaaS) Revenue $4.1 billion up 68% in USD and up 66% in constant currency * Q2 Cloud Application (SaaS) Revenue $3.9 billion up 11% in both USD and constant currency * Q2 Fusion Cloud"
X Link 2025-12-10T22:03Z 11.2K followers, [---] engagements
"Great to see @RonWestfallDX on the @SchwabNetwork taking the pro-@Oracle side of the trade. The equities guys can play their games and they will. But the fundamentals are the fundamentals. The TL;DR - Oracle is in rude health and its prospects look solid. Oracle (ORCL) shares fell as much as 15% on Thursday following its earnings report. The stock saw its biggest drop since January losing $100 billion in market value. With it chipmakers like Nvidia (NVDA) Micron (MU) CoreWeave (CRWV) and AMD (AMD) dropped in sympathy. https://t.co/jugtuC7obH Oracle (ORCL) shares fell as much as 15% on"
X Link 2025-12-11T19:47Z 11.2K followers, [---] engagements
"The AI compute must move to the data. The collaboration between Vultr and NetApp addresses a core challenge for enterprises adopting AI: leveraging massive on-premises datasets without costly and risky migration to the cloud. This partnership which also includes AMD focuses on a new reference architecture designed for data-intensive and AI workloads in hybrid and sovereign cloud environments. The architecture aims to centralise distributed data support high-performance compute and AI and maintain control over data locality and compliance. Unifying Data Access: The reference architecture"
X Link 2025-12-11T21:19Z 11.2K followers, [---] engagements
"Link: https://hyperframeresearch.com/2025/12/11/vultr-and-netapp-what-if-ai-compute-could-use-your-existing-datasets-with-no-migration/ https://hyperframeresearch.com/2025/12/11/vultr-and-netapp-what-if-ai-compute-could-use-your-existing-datasets-with-no-migration/"
X Link 2025-12-11T21:19Z 11.2K followers, [--] engagements
"This whole thread by @SemiAnalysis_ is interesting on a number of levels (see my comments inline). However the most glaring is that analyst briefings are under Non Disclosure Agreements. Basically everything us technology analyst firms do has to be under the strictest of NDAs. We see products before they launch we see press releases before they drop and crucially we advise on product roadmaps & the competitive landscape. Every analyst worth their salt knows you NEVER break an NDA. It's being a technology analyst [---]. So for Semi analysis to break that fundamental rule of being a technology"
X Link 2025-12-14T12:56Z 11.3K followers, 32.1K engagements
"Thanks for clarifying. What about knowing that OpenShift is a K8S distribution Also what about IBM having a full stack approach with regards to GPFS rather than using Vast or Weka Dylan you are a smart guy and your firm does great work. But you have to admit the thread we are discussing makes your firm look bad both technically and ethically. You can either decide to attack me and flex your social clout or just take down the thread and take the learning moment. Your move"
X Link 2025-12-15T12:23Z 11.3K followers, [---] engagements
"@theovonscousin @dylan522p @SemiAnalysis_ IBM span off its GTS business a little over [--] years ago. That business is now called @Kyndryl IBM no longer does IT outsourcing. Keep up"
X Link 2025-12-15T17:52Z 11.2K followers, [--] engagements
"Does Broadcom's AI Story and Software Trajectory Equal Mag8 Billing Record AI backlog soaring XPU demand VMware Cloud Foundation momentum stable Mainframe business model and the impact of system-level sales on gross margins. Link to the Research Note: https://hyperframeresearch.com/2025/12/17/does-broadcoms-ai-story-and-software-trajectory-equal-mag8-billing/ https://hyperframeresearch.com/2025/12/17/does-broadcoms-ai-story-and-software-trajectory-equal-mag8-billing/"
X Link 2025-12-19T18:42Z 11.2K followers, [---] engagements
"@danielnewmanUV @Varneyco Great recognition. You have been leading the charge on providing accurate market commentary on the lack of an AI bubble and it's getting noticed Keep fighting those bears"
X Link 2025-12-19T18:49Z 11.2K followers, [---] engagements
"@MarioNawfal .@grok examine this post and provide a detailed breakdown of the fact and sources"
X Link 2025-12-24T14:58Z 11.2K followers, [----] engagements
"@elonmusk .@grok tell me about what is going on in Minnesota and why the media isn't covering it"
X Link 2025-12-28T19:41Z 11.2K followers, [----] engagements
"CES look ahead. I am going to be at CES with @Lenovo for a few days next week. What am I looking forward to [--]. New phones and laptops - Expecting big things from @emilyketchen and her team during the event. Can't share exactly what they have planned but on the Motorola side I am expecting it to fold and there to be sparkling options [--]. FIFA and F1 - Lenovo has gone big in [----] with corporate sponsorships so I am expecting an update. My ticket for England Vs Panama in the World Cup is hopefully on the way 🤞 hint hint David Rabin [--]. AI AI and AI - Lenovo has been innovating from the front when"
X Link 2025-12-29T19:51Z 11.2K followers, [---] engagements
"Seems fair On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax. On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax"
X Link 2025-12-31T12:32Z 11.2K followers, [---] engagements
"Always great to see the @HyperFRAME_Res team called upon for their insights. Check out this segment on the @SchwabNetwork where @RonWestfallDX talks about Microsoft's prospects for [----]. .@RonWestfallDX of @HyperFRAME_Res and Evan Feagans of @TCWGroup join @AlexCoffeyCS to discuss Microsoft's (MSFT) growth trajectory and its setup for [----] as enterprise AI continues to become a greater focus. For more market news tune into: https://t.co/GqGG4HktVt https://t.co/MhQZvidf89 .@RonWestfallDX of @HyperFRAME_Res and Evan Feagans of @TCWGroup join @AlexCoffeyCS to discuss Microsoft's (MSFT) growth"
X Link 2025-12-31T20:56Z 11.2K followers, [---] engagements
"2026 goal. https://www.hodinkee.com/articles/the-patek-philippe-6196p-the-best-calatrava-in-a-generation https://www.hodinkee.com/articles/the-patek-philippe-6196p-the-best-calatrava-in-a-generation"
X Link 2026-01-01T01:50Z 11.2K followers, [---] engagements
"@RugbyTigers We miss Martin and Liebenberg in games like this"
X Link 2026-01-03T18:38Z 11.2K followers, [--] engagements
"Probably nothing. Ford Stellantis & GM 🤦♂ Elon - By the end of this year Tesla will have spent $10B cumulatively just on Nvidia hardware for training. Imagine every car company to buy NVDA GPUs for training and that doesnt include in car inference hardware. Elon - By the end of this year Tesla will have spent $10B cumulatively just on Nvidia hardware for training. Imagine every car company to buy NVDA GPUs for training and that doesnt include in car inference hardware"
X Link 2026-01-07T04:20Z 11.2K followers, [---] engagements
"I can post pictures now of the new Inference servers Lenovo launched at #LenovoTechWorld With inference set to be 10x training Lenovo is wise to plant a flag on this segment of the market"
X Link 2026-01-07T05:08Z 11.2K followers, [---] engagements
"More @gwenstefani from @SphereVegas courtesy of #LenovoTechWorld Simply a great hour of entertainment. Thanks to the entire @Lenovo team for being gracious hosts"
X Link 2026-01-07T13:37Z 11.2K followers, [---] engagements
"As always a pleasure to chat with the @SchwabNetwork team. We talked about how AI is across the entire landscape and specifically how the move from chat to embedded AI is going to drive TAM expansion for the likes of megacaps like NVIDIA but also players like NXP and MIPS. We also spent time talking about the raft of announcements that Lenovo made during their techWorld at event at Sphere Las Vegas. .@StevenDickens3 joins @MarleyKayden from CES [----] sharing some of the themes he's noticing at the tech event including a stronger focus on automotive innovation and AI-powered products. "We're"
X Link 2026-01-07T17:33Z 11.2K followers, [--] engagements
""People can create terrabytes of data with sentences" Very profound statement from Ashley Gorakhpurwalla from @Lenovo at CES. The TL;DR - We are still so early when it comes to the implications of AI for data storage"
X Link 2026-01-07T20:00Z 11.2K followers, [--] engagements
"@danielnewmanUV Bubble 😄"
X Link 2026-01-12T02:02Z 11.2K followers, [--] engagements
"My booth crawl of #NRF2026 continues with @IBM IBM is the OG of tech in retail with the company being the brains behind the ubiquitous barcode back in the day. The company may have divested the EPOS business a few years ago but this is the 64th year of IBMs involvement at NRF https://twitter.com/i/web/status/2010780644872224794 https://twitter.com/i/web/status/2010780644872224794"
X Link 2026-01-12T18:27Z 11.2K followers, [---] engagements
"Thanks to Patricia Wilkey for being so gracious with her time at #NRF2026 Fascinating to spend an hour deep diving on what Lenovo is doing in retail. The company has a diverse portfolio of infrastructure that is applicable to Retail including everything from smart displays to Inference architected servers. What is less well known is the role Lenovo's SSG plays in bringing it all together for clients. Patricia spent the hour sharing client stories about how SSG is making AI real for retailers today. As Lenovo calls it "smarter AI for all." https://twitter.com/i/web/status/2010865959737672151"
X Link 2026-01-13T00:06Z 11.2K followers, [---] engagements
"Lots to unpack from @Lenovo's announcements at #CES last week. Check out my quick recap. https://www.youtube.com/watchv=KhedhMIwYQ0 https://www.youtube.com/watchv=KhedhMIwYQ0"
X Link 2026-01-13T15:53Z 11.2K followers, [--] engagements
"@PatrickMoorhead @IBM Let's call it a tie"
X Link 2026-01-14T00:08Z 11.2K followers, [--] engagements
"@Lenovodc @Lenovo Thanks for the mention"
X Link 2026-01-14T00:09Z 11.2K followers, [--] engagements
"@PatrickMoorhead @IBM @grok give me a full history of IBM in retail. Specifically focus on innovations like EPOS barcode and credit card processing"
X Link 2026-01-14T00:10Z 11.2K followers, [--] engagements
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