David Nicholson

The Futurum Group | Six Five Media | DNA Consulting | @Wharton CTO, Digital Transformation and AI & Analytics Programs Instructor/Success Coach

[David Nicholson @DaveN007]

Check out my latest article: Slop In, Slop Out https://t.co/u7V8UTiFZl via @LinkedIn

[David Nicholson @DaveN007]

Check out my latest article: What's Up With All The Human Talk? https://t.co/H62b7Iu8GT via @LinkedIn

[Six Five Media @TheSixFiveMedia]

Rack-scale inference wasn't supposed to happen. Now it's the norm, and the next shift is already building toward the edge. Trish Damkroger and Praveen Jain of @HPE joined @DaveN007 and @MattKimball_MIS at HPE Discover 2026 to work through why.

[David Nicholson @DaveN007]

Will Academia Hold the Line on AI?
https://t.co/YiQnht5o05

[Six Five Media @TheSixFiveMedia]

A 2.7x cost-per-token reduction on the same infrastructure, just from optimizing memory tiering and KV cache offload. That's the kind of number CIOs bring to the board, not a roadmap slide.

At HPE Discover 2026, @DaveN007 and @MattKimball_MIS sat down with Justin McGarry of @HPE and Justin Christiansen of @intel to break down what's actually driving enterprise AI infrastructure decisions, including a new edge device running 80B parameter models from under an airplane seat.

[Six Five Media @TheSixFiveMedia]

Modernization, AI adoption, security, and cost control used to be sequential decisions. Now they are landing on enterprise leaders' desks at the same time.

At HPE Discover 2026, @DaveN007 and @Networkingnerd sat down with Dante Orsini and Justin Giardina of @1111Systems to get into why infrastructure complexity has become this cycle's defining challenge.

[Six Five Media @TheSixFiveMedia]

Most organizations are solving today's problems with today's tools. Quantum computing, intelligent systems, and next-gen infrastructure are already converging, well before most enterprises have finished their current AI roadmap.

At HPE Discover 2026, @DaveN007 sat down with Kirk Bresniker of @HPE to look past this week's AI headlines toward what's actually shaping enterprise computing by 2030.

[David Nicholson @DaveN007]

If you think hallucinations are bad, just wait until you hit your first Mirage. https://t.co/r7SZmHnPPe

[David Nicholson @DaveN007]

Check out my latest article: Scuderia Ferrari doesn't mean that literally https://t.co/PYY6XDt3Tc via @LinkedIn

[Six Five Media @TheSixFiveMedia]

Distribution used to mean fulfillment. Now Eric Kohl of @IngramMicroUSA calls complexity "job security," and the partner ecosystem has grown complicated enough to prove him right.

At @HPE Discover 2026, @DaveN007 and @Networkingnerd sat down with Kohl to break down what distribution actually requires across networking, security, and AI convergence, from automated quoting to identity as the new perimeter.

[Six Five Media @TheSixFiveMedia]

Meena Gowdar's answer to "what if you lose cloud access" is blunt: customers want a real fallback plan, not a hope. That's reshaping how Microsoft and HPE build hybrid infrastructure together.

At HPE Discover 2026, @DaveN007 and @DemitasseNZ sat down with Meena Gowdar and Justin Slane of @Microsoft, who calls Microsoft's coming FY27 an explosive year for the HPE partnership.

[Ingram Micro USA @IngramMicroUSA]

Check out @kohl_eric's sit down with @TheSixFiveMedia at #HPEDiscover 📺

#IngramMicro #HPE @DaveN007 @NetworkingNerd @HPE

[Evan Kirstel #B2B #TechFluencer @EvanKirstel]

@IngramMicroUSA @kohl_eric @TheSixFiveMedia @DaveN007 @NetworkingNerd @HPE Eric Kohl on Six Five is always a good watch. Ingram's partner reach makes announcements like this land very differently than a pure direct play. #HPEDiscover https://t.co/jqcWdLsGuK

[Evan Kirstel #B2B #TechFluencer @EvanKirstel]

@TheSixFiveMedia @DaveN007 @DemitasseNZ Meena's point cuts through: customers don't want a cloud-exit theory, they want a tested plan. HPE's hybrid approach addresses exactly that. #HPEDiscover https://t.co/jqcWdLsGuK

[Six Five Media @TheSixFiveMedia]

A year is a long time in the AI infrastructure market right now, long enough for enterprise deployments to move from isolated pilots into platforms that have to function end-to-end. Networking, compute, and open ecosystem architecture are converging faster than most organizations have reorganized their strategy to match.

At HPE Discover 2026, @DaveN007 and @MattKimball_MIS sat down with Trish Damkroger and Praveen Jain of @HPE to break down sovereign AI's growing urgency and where Helios fits into HPE's broader AI strategy.

[David Nicholson @DaveN007]

Check out the latest article in my newsletter: The Answer Was the Question https://t.co/gmnKiYCi8O via @LinkedIn

[The Futurum Group @TheFuturumGroup]

Nvidia’s AI story is being tested against real execution, and the company continues to deliver.

@TheFuturumGroup’s @DaveN007 discussed why Nvidia remains difficult to challenge in data center AI, pointing to continued progress, strong profitability, and margin performance that still stands ahead of competitors.

David also noted that AI monetization is still early, with token factories only beginning to show positive ROI signals. That creates a longer runway for Nvidia as enterprises continue to build around AI infrastructure.

▶️ Watch the segment for David’s perspective on @nvidia's valuation, profitability, and the next phase of AI infrastructure growth.

#AI #Nvidia #Semiconductors #Futurum

[Six Five Media @TheSixFiveMedia]

Join Six Five Media live from HPE Discover 2026 in Las Vegas as we bring you executive-level conversations with the leaders shaping the future of enterprise technology.

Our analyst team, including @danielnewmanUV, @PatrickMoorhead, @DaveN007, @MattKimball_MIS, @NetworkingNerd, @DemitasseNZ, and @fsmontenegro, will be on the ground speaking with leaders from across the industry to explore how organizations are moving beyond AI experimentation and into real-world execution.

We'll cover the technologies, strategies, and operational models driving real-world outcomes, including:

🔹 AI in production and the rise of AI factories
🔹 Hybrid cloud and modern infrastructure strategies
🔹 Networking for the AI era
🔹 Cybersecurity, resilience, and risk management
🔹 Operational execution and business outcomes
🔹 Sustainable IT and future-ready architectures

As enterprises face increasing pressure to deliver measurable results from technology investments, we'll focus on what is actually working, where organizations are seeing value, and the lessons leaders can apply to their own transformation efforts.

Tune in for expert analysis, executive interviews, and practical insights from the event floor.

[Six Five Media @TheSixFiveMedia]

Six Five Media is heading to HPE Discover 2026 June 15-18, with analysts @danielnewmanUV, @PatrickMoorhead, @DaveN007, @MattKimball_MIS, @fsmontenegro and @NetworkingNerd on the ground for executive conversations with leaders from HPE, Microsoft, Ingram Micro, Wipro, Intel, Vultr, ERA4, AMD, 11:11 Systems, and more.

Tune in to our livestream coverage as we explore how organizations are turning AI strategy into real-world results with AI factories, agentic AI, networking, hybrid cloud, cybersecurity, sustainability, and global go-to-market execution.

Follow along for executive insights, practical takeaways, and real-world lessons from organizations putting AI into production.

[Schwab Network @SchwabNetwork]

Broadcom (AVGO) is pulling back, dragging several other names lower with it.

@DaveN007 of @TheFuturumGroup and @AngeloZino of @cfraresearch discuss “dull guidance” from $AVGO, market expectations for AI and the broader chip trade.

For more market news, tune in at: https://t.co/sZO7mfqRjT