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Steven Dickens

@stevendickens3.bsky.social
866 followers 2K following 1.4K posts

CEO and Principal Analyst - HyperFRAME Research | Top Analyst in the AR Insights Power 100 | Board member for Open Mainframe Project | Watch Nerd | 🐯Rugby Website 👇 www.HyperFRAMEresearch.com

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Steven Dickens @stevendickens3.bsky.social · 24/09/2026
The business of watches. As many of you know I am a huge watch nerd and collector. As an Industry Analyst I am also fascinated by the business of watches. If you share my passion or are just interested in the mechanics of the watch industry then check out this podcast. youtu.be/jcLiF7r12GI?...
youtu.be
The decline of the watch industry: Future winners & losers
YouTube video by This Watch, That Watch
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Steven Dickens @stevendickens3.bsky.social · 24/09/2026
Blockchain technology has zero value... The global banks 👀 I have been having this discussion since 2016, when I first got into blockchain and crypto. Digital assets, tokenisation and blockchain are way more interesting than just Bitcoin... www.coindesk.com/business/202...
coindesk.com
Major UK banks execute world’s first interbank customer transactions using tokenized sterling deposits
Barclays, NatWest, and HSBC and others used tokenized deposits for remortgages and a marketplace-payment test, taking bank-issued digital cash beyond a single institution.
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Steven Dickens @stevendickens3.bsky.social · 19/07/2026
When your team wins the World Cup family sweepstake. The gif 👇
static.klipy.com
Tom Cruise in Jerry Maguire: Show Me The Money!
ALT: Tom Cruise in Jerry Maguire: Show Me The Money!
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Steven Dickens @stevendickens3.bsky.social · 18/07/2026
Why not make Venezuela and Puerto Rico both states? Huge win for the US. Four more senators, a bunch of new Congressmen and a whole lot of additional resources for the country. Also it's hard to argue against for political reasons.
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Reposted by Steven Dickens
Daniel Sugarman @danielsugarman.bsky.social · 15/07/2026
Hydration break
British troops having a brew on the Falklands, 1982
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Steven Dickens @stevendickens3.bsky.social · 17/07/2026
Vibr
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Steven Dickens @stevendickens3.bsky.social · 17/07/2026
Some facts about the Falkland Islands: Great Britain first colonised the Falkland Islands in 1592. Argentina became a nation in 1816. The Falkland Islands have voted via a referendum to be British. The rest is noise.
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Steven Dickens @stevendickens3.bsky.social · 27/06/2026
Thanks Lenovo for the night out!!!
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Steven Dickens @stevendickens3.bsky.social · 21/06/2026
Do you call it X or Twitter? Personally I think the continued use of Twitter has been weaponised.
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Steven Dickens @stevendickens3.bsky.social · 19/06/2026
.@thectoadvisor.com is one of the best (if not the best) practitioner Analysts out there, and for this reason, he has a very different take on keynotes than I do, and that is exactly why I like chatting with him. Check out our discussion 👇 www.youtube.com/watch?v=3N-G...
youtube.com
HPE Discover 2026: Why HPE Is Punching Above Its Weight in Enterprise AI
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 19/06/2026
Just got back from HPE Discover and still reflecting. Ron Westfall and I got on camera right after the Day 3 keynote hosted by Fidelma Russo to parse what we had just heard. Check out our thoughts: www.youtube.com/watch?v=xZ6P...
youtube.com
HPE Discover 2026: Token Economics, AI Operations, and the Future of Enterprise Infrastructure
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 18/06/2026
When I go to Vegas I always take an hour out of my schedule to go fantasy watch shopping. This is what stood out. And yes I like blue dialled watches!!!
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Steven Dickens @stevendickens3.bsky.social · 18/06/2026
Antonio Neri laid out a networking centric vision for HPE this week. Check out Ron Westfall and I jumped on camera just after the keynote to give our quick reaction. Check out the video 👇 youtu.be/zwQFYtd0Nfg?...
youtu.be
HPE Discover 2026: AI, Juniper, GreenLake, and the Enterprise Networking Pivot
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 15/06/2026
A headline I didn't expect to write... Zoho Enters Server Market Using In-House Innovative Flair. Zoho launches Nathu La to lower inference costs, establish technical sovereignty, and verticalize its infrastructure stack with in-house hardware. hyperframeresearch.com/2026/06/15/z...
hyperframeresearch.com
Zoho Enters Server Market Using In-House Innovative Flair
Zoho launches Nathu La to lower inference costs, establish technical sovereignty, and verticalize its infrastructure stack with in-house hardware.
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Steven Dickens @stevendickens3.bsky.social · 07/06/2026
Controversial opinion - They only have 80k seats in the stadium and they are running a business. Charge the most you can per seat. If the stadium is sold out you win the game. It's not charity.
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Steven Dickens @stevendickens3.bsky.social · 06/06/2026
It's OK to dislike Elon Musk and think SpaceX is a solid business. It is also OK to like Elon Musk and think SpaceX's IPO target is over valued. The thinking I have a problem is: I don't like Elon Musk so therefore everything he is associated with is worthless...
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Steven Dickens @stevendickens3.bsky.social · 31/05/2026
Why we should all be worried about Google pushing WebMCP rather than MCP. AI is everywhere so it's hard to spot the signal from noise. So when I heard a new term coming out of Google's I/O it almost passed me by. But my spider senses started to tingle. hyperframeresearch.com/2026/05/29/g...
hyperframeresearch.com
Google’s WebMCP Bet Exposes the Browser’s Agentic AI Problem
WebMCP may make web pages more usable for agents, but persistent enterprise automation will still depend on backend protocols, durable APIs, and governed execution layers.
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Steven Dickens @stevendickens3.bsky.social · 26/05/2026
Dell is coming up the stack. And I am here for it. The company obviously has a rich heritage when it comes to data and data resilience. AI deployments certainly need that expertise. Check out my chat with the team on the AI Data Platform booth 👇 www.youtube.com/watch?v=BEAt...
youtube.com
Dell’s AI Data Platform Tackles the Enterprise AI Execution Gap
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 26/05/2026
Dell Tech World is still living rent-free in my mind. Some events hit different. Dell Tech World last week was probably the best show I have been to in the last year for outlining some of the deep tech challenges enterprises are facing as they look to deploy AI. www.youtube.com/watch?v=BCO3...
youtube.com
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Steven Dickens @stevendickens3.bsky.social · 26/05/2026
I asked Michael Dell why Dell for AI. I asked Michael what differentiates Dell when it comes to Enterprise AI. Check out what he said here: www.youtube.com/watch?v=ai3K...
youtube.com
HyperFRAME asks Michael Dell why Dell for AI?
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 25/05/2026
WebMCP Vs MCP Going down the rabbit hole with Stephanie Walter on a Research Note. Why are Google and Microsoft proposing a new browser based MCP standard? Because they own the commercial browser market? Or are we missing something? Welcome your perspective in the comments 👇
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Steven Dickens @stevendickens3.bsky.social · 13/05/2026
We have to let these datacenters be built. Great read from Shane Snider 👇 www.datacenterknowledge.com/build-design... It really is that simple. If you are concerned about Datacenter water usage, then read this: hyperframeresearch.com/2026/02/18/d...
datacenterknowledge.com
Community Resistance Meets AI Data Center Expansion Head-On
We spoke to the founder of a new website tracking data center opposition and heard from experts on how the industry can address growing community concerns.
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Steven Dickens @stevendickens3.bsky.social · 08/05/2026
Datacenter build-out is being delayed by protestors who are working off false media narratives, urban myths, and lies. For the real data on how modern datacenters are cooled, check out our latest Research Brief 👇 hyperframeresearch.com/2026/02/18/d...
hyperframeresearch.com
Data Center Water Cooling: Debunking Misperceptions and Myths
As AI Datacenter Growth Explodes, The Doomer Narrative Has Gained Traction, HyperFRAME Research Puts The Record Straight
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Steven Dickens @stevendickens3.bsky.social · 07/04/2026
Looking forward to an interesting couple of days with Nutanix I will be looking out for actual migrations and real signal on the whole VM situation. I will also be looking out for how Nutanix is positioned to provide the infrastructure for AI.
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Steven Dickens @stevendickens3.bsky.social · 19/03/2026
AI is entering a new phase. In this episode, I sit down with Kevin Wollenweber, General Manager at Cisco, live from MWC to discuss how enterprises & service providers are preparing for the next wave of AI infrastructure. Check out the video via the link below 👇 www.youtube.com/watch?v=aorF...
youtube.com
How Cisco Is Scaling AI Infrastructure for the Enterprise Era
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 16/03/2026
We are in a huge infrastructure build out cycle. But can the industry execute? At MWC recently I had the chance to chat with Stephen Rose about how the industry is struggling to keep pace with the speed of deployment. Check out our conversation 👇 youtu.be/G-M7eWI6IGo?...
youtu.be
AI, Infrastructure & the $1.5 Trillion Network Build | Stephen Rose | HyperFRAME Podcast
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 16/03/2026
Hewlett Packard Enterprise + Juniper Networks = Innovation At MWC recently Ron Westfall and I had the opportunity to chat with Julius Francis. Check out our conversation 👇 youtu.be/8E8-FNezN4Y?...
youtu.be
AI Factories Are Moving to the Edge — HPE & Juniper Explain the Future of AI Networking
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 06/02/2026
If you enjoy what you do then you never work a day in your life...
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Reposted by Steven Dickens
Cloud Native Computing Foundation (CNCF) @cncf.io · 22/01/2026
📊 “66% of enterprise AI inference is on Kubernetes.” @stevendickens3.bsky.social, HyperFRAME Research says what many in the cloud native world know: Kubernetes is more than containers—it’s becoming the control plane for AI too. 🔗 hyperframeresearch.com/2026/01/21/i... #CloudNativeAI #K8s #CNCF
hyperframeresearch.com
Is Kubernetes just a glorified host for AI models?
Analysis of the CNCF 2026 survey showing Kubernetes hitting 82% production usage while cultural friction replaces technical debt as the top blocker.
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Steven Dickens @stevendickens3.bsky.social · 31/01/2026
Foster puppy update. Nugget (pictured) and Lump are fully grown and seem settled at 9 months old. We have had them for ~6 months. They are inseparable and sleep together in one crate. They are still up for adoption but they get my vote for being foster fails. Please donate 👇 snarrnortheast.org
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Steven Dickens @stevendickens3.bsky.social · 21/01/2026
Does anyone have user growth stats for this platform? Just not seeing any engagement, and questioning being here long term. I want it to work, but I need quality signal on tech trends, not cat pictures and political activism. Welcome thoughts in the comments 👇
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Steven Dickens @stevendickens3.bsky.social · 20/01/2026
At NRF 2026, Hewlett Packard Enterprise showcased how modern retail infrastructure is evolving to support secure, AI‑enabled, and scalable operations. Watch the full breakdown and discover how enterprise‑grade infrastructure is shaping the future of retail 👇 www.youtube.com/watch?v=6e7L...
youtube.com
HPE at NRF 2026 – Retail Infrastructure in Focus
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 20/11/2025
The multi-agent production chasm is real. Operationalising these systems demands enterprise governance, secure identities, and granular auditability to defeat fragmentation and 'shadow AI' at scale. Check out the Research Brief via the link in the comments👇
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Steven Dickens @stevendickens3.bsky.social · 12/11/2025
Ingram Micro ONE event recap. www.youtube.com/watch?v=zrsn...
youtube.com
AI in the Channel: Insights from Ingram Micro’s ONE Conference
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 07/11/2025
Q3's top-line is just funding for the revolution. Ingram Micro's sales growth is solid, but margin compression reflects a strategic mix shift funding a high-stakes Agentic AI gamble. Check out my Research Note via the link in the comments
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Steven Dickens @stevendickens3.bsky.social · 07/11/2025
Dynatrace's quarter holds a central paradox. Exceptional profitability masks continued ARR growth deceleration. The structural shift is key: 53% growth in 7-figure deals proves enterprise tool consolidation is working. Check out my Research Note via the link in the comments.
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Steven Dickens @stevendickens3.bsky.social · 06/11/2025
Developer Forges Ahead With $38B in North Carolina Data Center Builds. www.datacenterknowledge.com/build-design...
datacenterknowledge.com
Developer Forges Ahead With $38B in NC Data Centers
Energy Storage Solutions plans to break ground early next year on a 900MW data center campus in a rural community in eastern North Carolina.
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Steven Dickens @stevendickens3.bsky.social · 06/11/2025
Ahead of #KubeCon next week, lots of people are thinking about Containers Vs VMs and how to architect for both in enterprise environments. Check out our report: hyperframeresearch.com/2025/10/30/f...
hyperframeresearch.com
Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects
Aligning Technology Choices with Business Goals for Enterprise Success
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Reposted by Steven Dickens
Steven Dickens @stevendickens3.bsky.social · 19/10/2025
The UK has a King The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.
media.tenor.com
a man in a suit and tie says just saying in front of a map
ALT: a man in a suit and tie says just saying in front of a map
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Steven Dickens @stevendickens3.bsky.social · 29/10/2025
Always a pleasure to chat with Sam Vadas on the Schwab Network Huge week in Tech - Lots of signal when it comes to the AI trade. We talk Google, Amazon, Microsoft, as well as the likes of NVIDIA and Lenovo schwabnetwork.com/video/dicken...
schwabnetwork.com
Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race | Schwab Network
Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expect...
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Does Opaque Mainframe TCO Kill Financial Modernization Plans? IBM Z and Apptio, an IBM Company team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value. Link: hyperframeresearch.com/2025/10/28/d...
hyperframeresearch.com
Does Opaque Mainframe TCO Kill Financial Modernization Plans?
IBM Z and Apptio team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value.
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Is IBM's Mainframe-Fueled AI Growth Sustainable? AI book of business hits $9.5B as Infrastructure booms with z17 cycle; Software posts 10% growth, but market questions consulting stability. Check out Harvy Espellarga and my take 👇 hyperframeresearch.com/2025/10/28/i...
hyperframeresearch.com
Is IBM’s Mainframe-Fueled AI Growth Sustainable?
AI book of business hits $9.5B as Infrastructure booms with z17 cycle; Software posts 10% growth, but market questions consulting stability.
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Lenovo GIAC 2025: The Key Takeaways Lenovo advanced its "Smarter AI for All" vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices and at the edge. hyperframeresearch.com/2025/10/28/l...
hyperframeresearch.com
Lenovo GAIC 2025: The Key Takeaways
Lenovo advanced its “Smarter AI for All” vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices …
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Does IBM Digital Asset Haven Mean A New Vector for LinuxONE Growth? IBM partners with Dfns to debut a platform designed for institutional compliance, leveraging HSMs, MPC, and the Z/LinuxONE ecosystem. Link: hyperframeresearch.com/2025/10/28/d...
hyperframeresearch.com
Does IBM Digital Asset Haven Mean A New Vector for LinuxONE Growth?
IBM partners with Dfns to debut a platform designed for institutional compliance, leveraging HSMs, MPC, and the Z/LinuxONE ecosystem.
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Can Dynatrace And ServiceNow Truly Deliver Autonomous IT? The new multi-year collaboration marries Dynatrace’s Causal AI-powered observability with ServiceNow’s workflow automation to enable autonomous IT operations. Link: hyperframeresearch.com/2025/10/28/c...
hyperframeresearch.com
Can Dynatrace And ServiceNow Truly Deliver Autonomous IT?
The new multi-year collaboration marries Dynatrace’s Causal AI-powered observability with ServiceNow’s workflow automation to enable autonomous IT operations.
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Steven Dickens @stevendickens3.bsky.social · 28/10/2025
Is HPE's Discovery Just a Bigger Frontier? Hewlett Packard Enterprise secures major Oak Ridge National Laboratory contracts, converging HPC and AI with Cray GX5000 and dedicated Lux AI factory, powered by AMD Venice and MI430X. hyperframeresearch.com/2025/10/28/i...
hyperframeresearch.com
Is HPE’s Discovery Just a Bigger Frontier?
HPE secures major Oak Ridge National Laboratory contracts, converging HPC and AI with Cray GX5000 and dedicated Lux AI factory, powered by AMD Venice and MI430X.
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Steven Dickens @stevendickens3.bsky.social · 20/10/2025
Check out my quick take from Oracle #AIWorld last week 👇 www.youtube.com/watch?v=J-eN...
youtube.com
Oracle AI World 2025: Inside Oracle’s Agentic Strategy, 26AI Database & Cloud Innovations
YouTube video by HyperFRAME Research
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Steven Dickens @stevendickens3.bsky.social · 19/10/2025
The UK has a King The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.
media.tenor.com
a man in a suit and tie says just saying in front of a map
ALT: a man in a suit and tie says just saying in front of a map
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Steven Dickens @stevendickens3.bsky.social · 15/10/2025
Why do I like Oracle cloud strategy? My response in two charts 👇 #AIWorld
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Steven Dickens @stevendickens3.bsky.social · 08/10/2025
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.
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