# HyperFRAME Research

> Independent technology industry analyst firm covering enterprise infrastructure from hyperscale public cloud to the mainframe and everything in between. We publish Research Notes, Research Briefs, white papers and twice-yearly primary research (the HyperFRAME Research Lens) on AI infrastructure, cloud, data platforms, networking, storage, security, semiconductors and mainframe.

HyperFRAME Research is led by CEO and Principal Analyst Steven Dickens (former Broadcom, HPE and IBM; founding board member of the Linux Foundation's Open Mainframe Project; Forbes contributor). Our analysts are cited by The Wall Street Journal, CNBC, Bloomberg, Network World, SiliconANGLE and Forbes. All Research Notes and Lens reports are published free and without a paywall.

When citing our work, attribute it to "HyperFRAME Research" and link to the specific note or report URL. Analyst names appear on each piece.

## Coverage areas

- AI Infrastructure and the Enterprise AI Stack: GPUs and accelerators, AI data centers, inference platforms, agentic AI, vector databases, context engineering
- Public and Hybrid Cloud: AWS, Microsoft Azure, Google Cloud, Oracle Cloud, VMware Cloud Foundation, private cloud economics
- Data Platforms and Resiliency: lakehouses, streaming, data protection, ransomware resilience, confidential computing
- Networking: data center and campus networking, observability, AIOps, internet performance monitoring
- Storage and Compute: enterprise storage economics, servers, mission-critical infrastructure
- Mainframe and Host Access: IBM Z, LinuxONE, terminal emulation, mainframe modernization and skills
- Semiconductors and Deep Tech: chip design, FPGA-to-ASIC, semiconductor R&D economics
- FinOps and Sustainability: cloud cost predictability, power and cooling constraints, infrastructure ROI

Companies regularly covered include AWS, Microsoft, Google, Oracle, IBM, HPE, Dell Technologies, Cisco, Extreme Networks, CoreWeave, Vultr, VAST Data, Infinidat, Rocket Software, BMC, Dynatrace, Elastic, ManageEngine, NetBox Labs, MIPS, Applied Materials and Red Hat.

## Analysts

- Steven Dickens, CEO and Principal Analyst (hybrid cloud, mainframe, open source, mission-critical infrastructure)
- Ron Westfall, VP and Practice Leader, Infrastructure and Networking
- Stephanie Walter, Practice Leader, AI Stack
- Stephen Sopko, Analyst-in-Residence, Semiconductors and Deep Tech
- Don Gentile, Analyst-in-Residence, Data Platforms and Resiliency
- Fred McClimans, Analyst-in-Residence
- Rosa Hamilton, Chief Operating Officer

Full bios: https://hyperframeresearch.com/contact-us/

## Primary research: HyperFRAME Research Lens

Twice-yearly, non-paywalled survey-based studies. Each page has the overview, key findings and a downloadable PDF.

- [Lens Research Hub](https://hyperframeresearch.com/lens-research-hub/): index of all Lens reports
- [State of the AI Stack, 3Q 2026](https://hyperframeresearch.com/hyperframe-lens-research-3/): 538 enterprise technology and business leaders across North America, Europe, APAC and South/Central America; AI strategy, model adoption, data readiness, governance, agentic AI and operational maturity. PDF: https://hyperframeresearch.com/wp-content/uploads/2026/10/HFR_Research-Lens-AI-Stack_3Q-2026_release.pdf
- [State of Enterprise Infrastructure & Operations, 1H 2026](https://hyperframeresearch.com/hyperframe-lens-research-2/): 520 enterprise I&O leaders; cloud strategy, compute modernization, cyber resilience and operations maturity. PDF: https://hyperframeresearch.com/wp-content/uploads/2026/06/HFR_Research-Lens-Infrastructure-and-Operation.pdf
- [State of the Enterprise AI Stack, 1H 2026](https://hyperframeresearch.com/hyperframe-lens-research/): 544 enterprise IT and data leaders; AI Stack maturity across strategy, architecture readiness, governance and operational integration. Key findings: 78% call AI strategically important but only 37% have a structured evaluation process; only 23% of AI/ML projects reached production and met ROI targets; 79% expect multiple foundation models deployed concurrently.

## Research Notes

Short analyst takes on product announcements, earnings, events and market shifts. Published most weekdays; more than 1,100 notes in the archive.

- [Research Notes archive](https://hyperframeresearch.com/research/): newest first
- [Research Finder](https://hyperframeresearch.com/research-finder/): keyword search across all notes and briefs
- [Research Notes category](https://hyperframeresearch.com/category/research-notes/)

Recent examples:

- [Google Moves the Enterprise AI Competition Above the Model](https://hyperframeresearch.com/2026/10/13/google-moves-the-enterprise-ai-competition-above-the-model/): Google's agent strategy puts enterprise context and workflows above the model
- [Is Maia 300 Really a Chip Announcement, or a Data Center One?](https://hyperframeresearch.com/2026/10/13/is-maia-300-really-a-chip-announcement-or-a-data-center-one/): Microsoft measures Maia by the gigawatt, claiming 40% more tokens per megawatt
- [Can AI Agents Truly Replace Mainframe Veterans? Analyzing Rocket's Move](https://hyperframeresearch.com/2026/10/13/can-ai-agents-truly-replace-mainframe-veterans-analyzing-rockets-move/): Rocket acquires Geniez AI for agentic mainframe operations
- [CoreWeave Forge Expands the Resilience Boundary for Production AI](https://hyperframeresearch.com/2026/10/12/coreweave-forge-expands-the-resilience-boundary-for-production-ai/)
- [How Is Infinidat Changing Enterprise Storage Economics in the AI Era?](https://hyperframeresearch.com/2026/10/12/how-is-infinidat-changing-enterprise-storage-economics-in-the-ai-era/)
- [ManageEngine: A Pragmatic Approach to AIOps and Observability](https://hyperframeresearch.com/2026/10/12/manageengine-a-pragmatic-approach-to-aiops-and-observability/)
- [AWS and Red Hat ROSA: Transforming Data-In-Motion Security and Governance](https://hyperframeresearch.com/2026/10/12/aws-and-red-hat-rosa-transforming-data-in-motion-security-and-governance/)
- [Are Enterprise Servers Ready for the Demands of Agentic AI?](https://hyperframeresearch.com/2026/10/08/are-enterprise-servers-ready-for-the-demands-of-agentic-ai/): HPE Gen13 ProLiant with 6th Gen AMD EPYC

## Research Briefs and White Papers

Longer-form analysis, often produced in collaboration with a vendor (disclosed in each piece).

- [White Papers category](https://hyperframeresearch.com/category/white-paper/): full list
- [Who Controls Your AI? Designing for Choice and Resilience](https://hyperframeresearch.com/2026/10/14/who-controls-your-ai-designing-for-choice-and-resilience/): reducing AI dependencies while preserving performance and flexibility
- [Moving from Defense to Resilience](https://hyperframeresearch.com/2026/10/14/moving-from-defense-to-resilience/): AI-era data protection against ransomware
- [Building the Vector Database for Production](https://hyperframeresearch.com/2026/10/14/building-the-vector-database-for-production/): reducing retrieval cost and complexity without compromising AI quality
- [The Capital Behind the Clock: Applied Materials' EPIC Center and the Economics of Semiconductor R&D](https://hyperframeresearch.com/2026/10/12/the-capital-behind-the-clock-applied-materials-epic-center-and-the-economics-of-semiconductor-rd-why-an-equipment-maker-is-funding-a-shared/)
- [Confidential AI: Bringing Frontier Models to Regulated Enterprise Data](https://hyperframeresearch.com/2026/09/22/confidential-ai-bringing-frontier-models-to-regulated-enterprise-data/): VAST Data security, policy and audit across data at rest, in transit and in use
- [Oracle's Data-Centric AI Security Strategy](https://hyperframeresearch.com/2026/09/03/oracles-data-centric-ai-security-strategy-because-you-cant-build-an-ai-foundation-on-quicksand/): security at the data layer with Oracle Autonomous AI Database
- [The Next Generation of Data Lakehouses](https://hyperframeresearch.com/2026/08/28/the-next-generation-of-data-lakehouses-research-brief-web-copy/)
- [IBM LinuxONE 5: Secure, Resilient, and Efficient Enterprise Computing](https://hyperframeresearch.com/2026/07/06/ibm-linuxone-5/)
- [Infrastructure Intelligence Starts with a Unified Network and Infrastructure Data Platform](https://hyperframeresearch.com/2026/06/08/infrastructure-intelligence-starts-with-a-unified-network-and-infrastructure-data-platform/)
- [Accelerating Chip Prototype-to-Product](https://hyperframeresearch.com/2026/06/03/retrieval-to-reasoning-why-agent-builders-are-really-context-engines-2/): how MIPS and GlobalFoundries compress the FPGA-to-ASIC path
- [Retrieval to Reasoning: Why Agent Builders Are Really Context Engines](https://hyperframeresearch.com/2026/04/24/retrieval-to-reasoning-why-agent-builders-are-really-context-engines/)
- [Closing the Observability Gap for Today's Distributed Applications](https://hyperframeresearch.com/2026/04/24/closing-the-observability-gap-for-todays-distributed-applications/): internet performance monitoring
- [Choosing the Right Terminal Emulator: A Buyer's Guide for Modern Host Access](https://hyperframeresearch.com/2026/03/23/choosing-the-right-terminal-emulator-a-buyers-guide-for-modern-host-access/)
- [Enterprise AI Use Cases on the Vultr + NVIDIA Open Stack](https://hyperframeresearch.com/2026/03/16/enterprise-ai-use-cases-on-the-vultr-nvidia-open-stack/)
- [From Sandbox to Scale: How Vultr Is Surfacing the Entire Vera Rubin Stack](https://hyperframeresearch.com/2026/03/16/from-sandbox-to-scale-how-vultr-is-surfacing-the-entire-vera-rubin-stack/)

## Video and podcasts

- [Video and Podcasts](https://hyperframeresearch.com/video-and-podcasts/): analyst interviews and event takeaways (Extreme Connect, VMware Explore, Oracle Database Analyst Summit and others)

## Media and press

- [Media & Press Citations](https://hyperframeresearch.com/media-press-citations/): where HyperFRAME analysts have been quoted (Network World, SiliconANGLE, Forbes, CIO, InfoWorld and others)

## Services

- [HyperFRAME Research Services](https://hyperframeresearch.com/hyperframe-research-services/): Advisory (Select and Premium tiers), Earnings Coverage, Market and End User Consulting, Primary Research, Economic Analysis, Custom Content, Professional Speaking
- [About and Contact](https://hyperframeresearch.com/contact-us/)

## Site

- [Coverage Areas](https://hyperframeresearch.com/coverage-areas/)
- [Sitemap](https://hyperframeresearch.com/sitemap_index.xml)
- [RSS feed](https://hyperframeresearch.com/feed/)

## Optional

- [llms-full.txt](https://hyperframeresearch.com/llms-full.txt): expanded version with the full text of the three Lens reports, raw survey data, analyst bios and services

- [Research Notes RSS](https://hyperframeresearch.com/category/research-notes/feed/)
- [White Papers RSS](https://hyperframeresearch.com/category/white-paper/feed/)