Ron Westfall, #HyperFRAMEResearch

VP & PL, Networking & Infrastructure. AR Power #10. Keen on music, family & space exploration + #edge, #networking, #infrastructure, #cloud, #AI, & #5G issues.

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

. @NetworkMediaGr1 Panel Session - Telco Energy Efficiency: Gain the Ecosystem Perspective on Telco AI in Reducing Network Energy Use w/ @Azure @AMD @Lenovo & @Vodafone Mar 5, 2024, 2:00 PM - Mar 8, 2024, 2:00 PM (your local time) https://t.co/I3REREtC3D @johnlusher @BillRuff_

[Schwab Network @SchwabNetwork]

.@Quantum_XChange's Eddy Zervigon and $DVLT's @NateX112756 discuss $PANW's post-earnings dip despite beating earnings.

Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company.

Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms.

He also says $CRWD is their only rival in the approach of comprehensive platforms.

For more market news, tune into: https://t.co/4kSDYL1ECT

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

. @CiscoLive 2026: Why @Cisco's Resilient Component Playbook Wins the Enterprise AI Blueprint - Optimizing AI-era infrastructure supply chain by shifting from reactive transactional manufacturing to direct-to-foundry procurement strategy https://t.co/AA5Vm9Lti3 @StevenDickens3

[Eric Herzog @zoginstor]

Learn how a European software company supporting sustainability-focused services transformed its enterprise storage environment with enterprise cyber storage leader Infinidat's (a Lenovo company) InfiniBox® platform. This SaaS software enterprise achieved a 100x increase in real-world application performance, 100% uptime, and a dramatically reduced IT OPEX.

“We do not need to build services around our storage. Service is delivered by the storage itself. This saves time, makes it more efficient, and, ultimately, saves money and resources.” - Head of IT
https://t.co/yOMmPuGYhY
@INFINIDAT_EMEA @Infinidat_Japan @Infinidat @Lenovo @LenovoES @CRN @TheChannelCo @TheFuturumGroup @TheSixFiveMedia @RealStrech @Bill_Basinas @Chris_Mellor @BlocksandFiles @StorageTopNews @SFoskett @WillTownTech @MattKimball_MIS @MoorInsStrat @ChiefCto @CTOAdvisor @NANDResearch @HyperFRAME_Res @StevenDickens3 @RonWestfallDX @matteastwood @theCUBE365 @theCUBE @theCUBEresearch @EvanKirstel @lisamartinmedia @SiliconANGLE @PeterBasmajian

[Marvell Technology @MarvellTech]

At #COMPUTEX2026, Marvell Chairman and CEO Matt Murphy shared our vision for the next era of AI infrastructure. After major waves of innovation in compute and memory, connectivity is emerging as the next bottleneck in scaling AI. As bandwidth demands push the industry beyond the limits of copper interconnects, optics will play an increasingly important role in enabling what comes next.

Jensen Huang of @nvidia joined Matt on stage for an energizing conversation about the future of AI infrastructure and how the Marvell and NVIDIA partnership is helping shape what comes next.

We were also honored to be joined by Dr. Tien Wu of ASE. For more than a decade, Marvell and ASE have worked together to advance some of the industry’s most important technology transitions, demonstrating the power of long-term partnership and ecosystem collaboration.

The future of AI will be built together.

Watch the keynote replay: https://t.co/uOT1YEpyfS

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

. @CiscoLive: Cisco AI Security Session w/ Jeetu Patel Antlony Grieco & Drew Hintz spotlighted overcoming AI trust deficit requires comprehensive visibility & built-in guardrails to ensure enterprises can defend against AI-enabled security threats at machine speed @Cisco

[Schwab Network @SchwabNetwork]

Applied Aerospace & Defense CEO Trip Ferguson joins @NPetallides as the company prepares to begin trading on the @NYSE under the ticker symbol $AADX.

He says that the IPO "enables our business to really meet surging demand and enables us to meet new mission areas."

He also discusses scaling operations and how the company supports the space industry.

For more market news, tune in at: https://t.co/4kSDYL16Nl

[Steven Dickens @StevenDickens3]

Finally!!!

A hyperscaler CEO comes out and calls BS on the data center water consumption debate!!!

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

. @CiscoLive 2026: @lizcentoni spotlights in her Keynote why @Cisco is extending Cisco IQ platform to deliver deterministic, agentic AI intelligence that combats the hyper-accelerated speed of modern, AI-driven cyber threats @CiscoNetworking @CiscoSecure @CiscoCX @StevenDickens3

[Ron Westfall, #HyperFRAMEResearch @RonWestfallDX]

@StevenDickens3 @satyanadella Right on

[Steven Dickens @StevenDickens3]

.@satyanadella finally comes out and says what we have been saying for months - Data centers don't have a water consumption problem.

https://t.co/IFcF9HfN5P

[Steven Dickens @StevenDickens3]

New semiconductor research from @HyperFRAME_Res

The FPGA-to-ASIC transition has long been a bet-the-company moment for chip startups. Two-plus years, seven-figure costs, and a gauntlet of design houses, foundries, and packaging partners all pointing at each other when something breaks.

Our latest case study, authored by @stephensopko , examines how the integration of MIPS as a GlobalFoundries company, paired with the Synopsys ARC Processor IP Solutions acquisition, is compressing the iron triangle of time, risk, and cost in ways the legacy multi-vendor model structurally cannot match.

The report follows a Bay Area edge AI startup that moved from seed funding to a working full-stack FPGA dev kit in under ten months, and is now on track to tape out a productizable ASIC by end of year.

Stephen's semiconductor research at HyperFRAME continues to map the structural shifts reshaping how chips move from concept to silicon. From RISC-V at foundry scale, to physical AI workloads, to the data and control plane integration challenges facing next-generation SoCs, his work sits at the intersection of deep tech innovation and enterprise decision-making.

Read the full research here:

https://t.co/5Uc1hJbgeU

[Cisco Enterprise Networking @CiscoNetworking]

Cisco just dropped massive news at #CiscoLive in Las Vegas, making a huge play to become the foundational infrastructure layer for autonomous AI agents. The shift from humans clicking through dashboards to agents executing tasks at machine speed changes everything about networking, security, and observability.

As Cisco's DJ Sampath put it: “A true collaborative operating model starts when agents are doing the heavy lifting and humans are constantly staying in control of what matters.”

Read Network World's full analysis of the event: https://t.co/N5ebuwW6Dy

[Stephen Sopko @stephensopko]

Sometimes you fly halfway around the world to meet people you work with all the time.. I had no idea James Prior @cavemanjim is so tall! Great seeing you at the MIPS GlobalFoundries event here in Taipei

[Steven Dickens @StevenDickens3]

As an Analyst, you get the opportunity to spend time with the leadership teams of the world's best and brightest tech companies.

When you spend every week bouncing from tech event to tech event, you form opinions on the vision and execution of the leadership teams. With all of that signal, @jpatel41 stands out. It's not his wardrobe, although the Tom Ford jackets are certainly worth mentioning; it's his vision, how he articulates it, but crucially how it manifests in product and company-wide execution.

Cisco is firing on all cylinders right now, as its most recent earnings print demonstrated, and this progress is down to, in no small part, Jeetu's leadership. He is humble, so he will never take the praise, but it's due.

[Steven Dickens @StevenDickens3]

Not enough people are talking about Cisco's Silicon One.

When you think @Cisco, you think networking and, more recently, observability & agentic AIOps, but you don't think about the company as a custom silicon developer. They are.

@stephensopko recently took a deep dive into the market opportunity that Silicon One is addressing and what it means for how the market should look at Cisco:

https://t.co/u1THT6shw9

[Steven Dickens @StevenDickens3]

Always grateful, never entitled.

As always super appreciative and grateful to Chuck Robbins and his leadership team for taking time out of their busy schedule to spend time with the press and Analysts.

These sessions are the most valuable time we get to spend during our time at these big events.

[Steven Dickens @StevenDickens3]

Infrastructure is having its day in the sun.

Was on @SchwabNetwork's Trading 360 today breaking down HPE's blowout earnings and what it means for the broader AI infrastructure trade.

Key takeaway: HPE's 21% surge and $5 billion AI systems backlog isn't a one-off. This is a genuine infrastructure mega-trend. The Juniper Networks acquisition is emerging as a quiet profit driver that the market hasn't fully priced in yet.

We also widened the lens to Dell, Cisco, and Lenovo. The real differentiators in the enterprise AI buildout aren't hyperscaler dominance. They're supply chain execution and software integration.

This is the last signal of the earnings cycle, and the picture is now clear: enterprise infrastructure vendors are the alternative play on AI CapEx.

🎬 Full segment: https://t.co/aKdIXxgC7q

#AI #HPE #Dell #Cisco #EnterpriseAI #AIInfrastructure #Earnings

[Steven Dickens @StevenDickens3]

New Research Note: Cisco Is On Fire Right Now

We just published our strategy breakdown of Cisco's Q3 FY2026 results, and the numbers tell a compelling story.

The headlines: $15.8B in revenue (12% YoY growth), product bookings surging 35%, and a $9B AI order target from hyperscalers. That is a massive spike for a company of this scale and tenure.

But the real story is what's happening under the hood:

Five pillars of growth: build ($9B R&D), buy (Astrix Security, Galileo), partner (37K+ partners, NVIDIA/AWS alliances), invest, and incubate (Anthropic, quantum networking, AGNTCY)

The @jpatel41 effect: Breaking down silos between hardware and software teams, driving an integrated platform strategy that moves Cisco from selling boxes to subscription-based security and analytics

The risk: 60% Americas concentration, and $9B in hyperscale AI orders vs. just $900M from enterprise/sovereign/neo combined. That disparity is both the opportunity and the vulnerability.

The silicon story isn't getting the media attention it deserves. What Cisco is doing here makes perfect sense and will deliver in the quarters and years ahead.

I'm with Cisco this week in ELT meetings, so getting a front-row seat to how this strategy is being operationalized in real time.

Full research note: https://t.co/2x4s4uy4JO

#Cisco #CiscoLive

[Schwab Network @SchwabNetwork]

$ARM is making a bigger move into AI chips, with ByteDance and Oracle joining as early customers.

@NPetallides highlights why this signals growing demand for CPUs powering next-gen AI workloads.

The company is now potentially eyeing its $15 billion revenue goal sooner than planned as interest accelerates.

For more market news, tune in at: https://t.co/pcDOeud92K

[Cisco @Cisco]

The AI era runs on secure, reliable infrastructure. We deliver it — at scale, everywhere AI operates: https://t.co/vuE8KtH1Tt.