Blog

The Ecosystem Takes Center Stage at AWS re:Invent 2025

Steve McDowell December 11, 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

Michael McDowell December 4, 2025

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

Michael McDowell November 26, 2025

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

Steve McDowell November 24, 2025

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.

Analysis of the Private 5G Market: Is it Dying?

Michael McDowell November 24, 2025

…P5G is not dying; rather, it is shedding unrealistic use cases.

Call Notes: Semiconductor Memory Market Supply Constraints and Rising Prices (Nov 2025)

Steve McDowell November 11, 2025

Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.