Blog

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: 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.

Call Notes: Q4 Semiconductor Tracker

Steve McDowell November 11, 2025

We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.

Quick Take: Qualcomm’s Diversification Strategy is Paying Off

Steve McDowell November 6, 2025

Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.