I am honoured to rank #1 on the @ARInsights Power 100 list of analysts globally. AR Insights has over 8,000 analysts in its database, so this is not some influencer list, but rather a list of analysts from the likes of Gartner, IDC and Forrester amongst many other firms. Ranking Details: Factors considered include both the frequency and recency of interactions with ARchitect users and the volume and type of content attributed to analysts, including research, blogs, media mentions/quotes and social media posts. The ranking algorithm assigns different weighted averages to those factors and employs certain data smoothing techniques. Analysts are re-ranked daily to reflect all current aggregate data based upon an ARInsights’ unique formula. #AR #AnalystRelations arinsights.com/architect-ana……

$META's broad reach into people's daily lives through apps like Facebook and Instagram, along with its ability to embed AI into everyday experiences, is what separates it from Anthropic and OpenAI, according to @StevenDickens3. He shares his takeaways from Meta Connect 2026 and whether its wearables could catch on. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

$AMD joined the trillion-dollar market cap club, and it doesn't come at $NVDA's expense. @StevenDickens3, CEO & Founder of @HyperFRAME_Res, tells @RemyBlaireNews "a rising tide raises all boats" for semiconductors, comparing the AI cycle to being just in "the third innings of what will be a seven game World Series."

CoreWeave, AMD, Qualcomm and Oracle: Where Is the AI Trade Heading? Here is my segment on @FINTECHTVglobal terminal.fintech.tv/fintecht…

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. piped.video/jcLiF7r12GI?is=VQMh…

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... coindesk.com/business/2026/0…

Always a pleasure to chat with the @FINTECHTVglobal team. @RemyBlaireNews and I talked about the announcements coming out of Snapdragon Summit. We also talked about AMD's entry into the trillion-dollar market cap club, and how Oracle is becoming the 4th hyperscaler as it continues its meteoric rise with OCI.

Observing generative AI agents requires a fundamental shift in how engineering teams track application health. Traditional observability tools struggle when non-deterministic model execution meets standard infrastructure. Amazon CloudWatch Omni addresses this gap by creating an evaluation-driven observability layer built specifically for agentic workflows and production applications. Delivered outside the traditional AWS Console through a standalone web interface and native extensions for VS Code, Cursor, and Kiro, the platform allows developers to trace agent execution locally and in production. It supports frameworks including LangGraph, CrewAI, OpenAI Agents SDK, Strands, and Vercel AI SDK without locking teams into proprietary frameworks. By adopting OTel standards, Omni ingests metrics, traces, and logs across AWS accounts, regional deployments, and external cloud platforms such as Azure. The system auto-discovers topology to connect model reasoning, tool invocations, and API calls directly to underlying service and database metrics. Continuous evaluation routines score agent outputs on correctness, groundedness, and tool selection accuracy. When regressions occur, operators and developers share unified data sessions, using natural language or generated queries alongside AWS DevOps Agent to isolate root causes across the stack. Check out my Research Note via the link below 👇 hyperframeresearch.com/2026/…

QumulusAI isn't building the AI models. We're building out the infrastructure they run on. CEO Mike Maniscalco tells @StevenDickens3 (@HyperFRAME_Res ) why compute, networking, and storage are the real picks and shovels of the AI wave. #AIInfrastructure #NeoCloud

Great team. Some of the best years of my career. @TheFuturumGroup is a 🚀

Is Lenovo Switzerland in the virtualisation debate? Enterprise infrastructure strategies are shifting from vendor lock-in to multi-hypervisor flexibility. As organisations navigate shifting hypervisor economics and the demands of enterprise AI adoption, Lenovo is positioning itself as a neutral party within the virtualisation landscape. My latest HyperFRAME Research Note examines how Lenovo challenges the virtualisation status quo by delivering hypervisor-agnostic infrastructure choices: ThinkAgile VX850 V4 Platform: Engineered to handle highly virtualised, in-memory workloads and the data consolidation required for production AI deployments. Expanded Hypervisor Choice: Delivers pre-validated Express Solutions across multiple hypervisor options and cloud-native platforms, providing tailored modernisation paths without forcing stack migrations. Tiered Deployment Services: Establishes Standard, Premier, and Premier Plus deployment levels to streamline physical installation, integration, and operational support. Incremental Modernisation: Facilitates the gradual integration of containerisation and AI workloads while preserving current infrastructure investments. Centralised Management: Utilises updated XClarity Controller 3 tooling to ensure consistent management across heterogeneous, hybrid environments. By prioritising openness and infrastructure choice over proprietary constraints, Lenovo offers a pragmatic architectural model for long-term IT stability. Check out my Research Note via the link below hyperframeresearch.com/2026/…

I recently attended @VMware Explore as part of the company's Analyst program. Here are my thoughts 👇 piped.video/watch?v=phox_jlc…

Demand for compute infrastructure is running white-hot, but top-line growth hides complex underlying dynamics. Recent earnings reports from Dell Technologies, Hewlett Packard Enterprise, and Lenovo present record-breaking server revenues driven by dual engines: the intense demand for AI training and inferencing hardware, and an ongoing, massive refresh cycle for traditional x86 systems. Yet, physical unit volume growth remains constrained. Supply chain bottlenecks, particularly in dynamic random-access memory and high-density storage, are driving up component prices. Consequently, a significant portion of this revenue surge reflects higher average selling prices rather than simply shipping more boxes. A comparison of the three primary vendors reveals distinctly different strategic approaches: * Dell Technologies operates at unmatched scale, generating $31.8 billion in Infrastructure Solutions Group revenue—an 89% year-over-year increase. Its AI-optimised server revenue doubled to $16.4 billion, while traditional server and networking revenue grew 122% to $10.5 billion. Dell maintains a $95 billion backlog in AI hardware, offering substantial visibility, though maintaining profitability through supply chain fluctuations remains a future test. * Lenovo achieved remarkable momentum and margin expansion. Its Infrastructure Solutions Group revenue expanded to $8.5 billion, moving from a prior-year operating loss to $777 million in operating profit (a 9.1% operating margin). Lenovo now holds the number two spot globally for standard x86 server revenues, backed by a sequential 157% surge in its AI server pipeline to $54 billion and a flexible global manufacturing footprint. * HPE prioritises margin discipline, delivering $12.2 billion in company revenue (up 34%) with its Cloud and AI division contributing $9 billion. Within this segment, HPE captured an industry-leading 17% operating margin, proving a clear strategy focused on enterprise deployments, networking integration, and high-margin full-stack solutions over sheer unit volume. The extended structural growth phase across enterprise compute is evident. However, as hardware availability normalises and component price inflation cools, vendor performance will depend on how effectively these massive backlogs are converted into sustained, profitable delivered revenue. Check out my Research Note via the link below. hyperframeresearch.com/2026/…

Fun day on site at @Rocket's HQ We filmed a three part series, that should drop in a few weeks time, on what Rocket is doing to bring agentic AI to mainframe operations. In the series I spoke with Phil Buckellew and Michael Curry about what they are hearing from enterprise clients as they embark on their AI journey.

10 stats from today's F1 1. Kimi Antonelli became the first Italian to win the Italian Grand Prix since Ludovico Scarfiotti’s Ferrari victory at Monza in 1966 — a 60-year drought at the sport’s most iconic home race. 2.Starting 19th after an engine-change penalty, he produced one of F1’s rarest comebacks: the first win from 19th or worse since Bill Vukovich at the 1954 Indianapolis 500. 3. At 20 years old, the Bologna-born Mercedes driver added a home classic to a season already packed with “youngest ever” markers, including a Monaco win that made him the youngest victor there. 4. The result was also his seventh win of 2026 and extended a championship lead that now sits at 267 points after 13 rounds. 5. Mercedes locked out the front row of the podium (Antonelli–Russell), echoing the team’s modern dominance while handing Italy a 1–2 that Monza crowds had not seen from a home driver in six decades. 6. He took the lead as early as lap 18 from the back of the grid, then reclaimed it from teammate George Russell with three laps remaining — a late pass that sealed a historic home win. 7. Antonelli also set the fastest lap (1:23.504 on the last lap), completing a rare “win + FL from P19” afternoon at the Temple of Speed. 8. The victory came after a red-flag restart caused by Charles Leclerc’s heavy crash at Parabolica, turning a chaotic Italian GP into a showcase of recovery driving rather than a conventional front-row fight. 9. In championship terms it widened the gap over Russell (201) and Hamilton (191), putting a 20-year-old Italian on course for a title chase that F1 had not seen from a home driver at Monza since the 1960s. 10. Combined with earlier 2026 landmarks (five-win streak, youngest Monaco winner), Monza 2026 now sits as the race that turned Antonelli from prodigy into the first Italian GP winner of the modern hybrid/new-reg era.

In 1,162 races only one other time has a driver come from 19th place to win a GP. Today was one of those two occasions. Antonelli was immense today.

South Africa's scrum 👀

Antonelli comes from P19 to win. The win is the first time an Italian has won the Italian GP since 1966! Epic F1

Turn on the F1 - the last 10 laps are going to be epic.

The future is here.

Really enjoyed hosting the discussion when @QumulusAI recently rang the bell at the @NasdaqExchange