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Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.
The Ecosystem Takes Center Stage at AWS re:Invent 2025
AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.
The 5G-OT Alliance is Off and Running
Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.
The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise
This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….
SC25: Beyond Super Computing
Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.
From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.
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