HyperFRAME Research

@Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, analyses Broadcom’s Q4 and FY 2024 earnings, highlighting a record surge in AI revenue (+220% YoY) and the successful VMware integration. The company is well-positioned at the intersection of AI-driven semiconductor growth and infrastructure software, with strong cash flow and an 11% dividend increase. However, competition from NVIDIA and others in the semiconductor space remains a key challenge. Click here to read more: https://buff.ly/4fnMNuG #Broadcom #Semiconductors #AI

@Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, examines the latest Q3 earnings from Microsoft, Amazon, and Google, focusing on their AI-driven cloud growth strategies. The three cloud giants are racing to capture the AI opportunity, each with unique approaches: Microsoft’s integration of generative AI, AWS’s custom silicon, and Google Cloud’s data-centric focus. Key investments and hybrid cloud models are shaping the future of enterprise IT. Click here to read more: https://buff.ly/3VIHij0 #CloudComputing #AI #MicrosoftAzure

Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, examines Oracle's fiscal Q2 2025 results, highlighting the company's strong growth in cloud and AI infrastructure despite narrowly missing revenue and EPS expectations. With Oracle Cloud Infrastructure (OCI) growing 52% YoY and strategic partnerships like Meta’s, Oracle is positioning itself as a serious AI-first cloud provider. However, operational challenges and intensifying competition from hyperscalers like AWS and Microsoft will be critical to monitor. Click here to read more: https://buff.ly/3ZLreyu #Oracle #CloudComputing #AI

Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, examines Google's introduction of its sixth-generation Trillium TPU, a significant step in the company’s strategy to challenge Nvidia’s dominance in AI hardware. With a 4x increase in training performance and 67% energy efficiency improvements, Trillium sets a new standard for cost-effective, scalable AI infrastructure. This launch positions Google as a serious competitor to both Nvidia and AWS in the rapidly evolving AI hardware market. https://buff.ly/4iuOvx5 #Google #AIHardware #CloudComputing

Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, examines HPE's (Hewlett Packard Enterprise) strong Q4 performance, driven by growth in AI systems, hybrid cloud, and its upcoming Juniper Networks acquisition. https://buff.ly/4gfs8dj #HewlettPackardEnterprise #AI #HybridCloud

Steven Dickens, CEO and Principal Analyst at HyperFRAME Research, analyses Google’s latest release of its sixth-generation Trillium TPU, marking a significant challenge to Nvidia’s dominance in AI hardware. Trillium delivers notable performance and efficiency gains, including a 4x increase in training performance and a 67% improvement in energy efficiency. With over 100,000 chips deployed, Google’s custom silicon aims to offer scalable, cost-efficient AI solutions for the enterprise market, potentially reshaping the AI hardware landscape. https://buff.ly/4iuOvx5 #Google #AIHardware #Trillium

Steven Dickens CEO and Principal Analyst at HyperFRAME Research, analyses IBM’s strategic push into the Azure Marketplace with the expansion of its Apptio suite. This move enhances budget transparency, operational efficiency, and sustainability within hybrid cloud environments. By integrating with Azure DevOps, IBM is addressing the growing need for financial governance in cloud-based operations. The introduction of AI-driven tools like the Apptio Assistant and CostGuard Beta also signals a shift toward proactive cost management in developer workflows. https://buff.ly/3VCZniv #IBM #CloudFinancialManagement #Apptio