. @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) shorturl.at/FGZ58 @johnlusher @BillRuff_

. @MarvellTech, @Microsoft & @Utimaco Drive Cloud Payment Security Modernization: Providing financial institutions with cloud-native, highly available security foundation through @Azure Payment HSM v2 shorturl.at/wKAq1 @MSCloud @MicrosoftARC @StevenDickens3 @stephensopko

. @HPE_Networking 's Full-Stack AI Strategy & Long-Term Financial Outlook Through FY29: Uses $800M in post-Juniper synergies & full-stack AI fabric to outpace market & challenge rivals across DC, routing & campus into FY29 shorturl.at/KZZu1 @hpe @StevenDickens3 @hpe $HPE

AI-ready data architecture remains the exception. Only 15% of enterprises report a fully modernized data architecture for AI workloads, while 70% say the accuracy and consistency of business data is a significant scaling challenge. The model cannot compensate for unreliable enterprise data. More findings from the @HyperFRAME_Res 3Q 2026 Lens next week.

. @HyperFRAME_Res Lens 3Q 2026 available next week shows Security is first buying question for enterprise AI. Buying priorities are moving faster than internal operating models. 32% rank security as top criterion when selecting infrastructure & model vendors. @StevenDickens3

Good to see a non-circular AI economy use case. While @CoreWeave has been riding the AI hype wave, working with AI labs (AKA as regular companies selling a SaaS service) it is good to see the company highlighting it's collaboration with Caterpillar Inc. who are by definition as far from the frontier as possible. Enterprise adoption will be how I judge CoreWeave going forward and based on what I am seeing they are on track.

What stands out in the options market today? @TomWhite_S breaks down three notable options trades and the Big Moves he sees in $AAL, $AMZN and $TSM. For more: schwabnetwork.com/?CID=SM:Tw…

. @lumentechco Intelligent Internet Redefining Programmable Enterprise Connectivity & Network Economics: Bridges owned global fiber scale with software-defined agility & pay-as-you-grow economics to eliminate overprovisioning for workloads shorturl.at/V8IWo @StevenDickens3

Top AI leaders are assembling in D.C. amid dire warnings about the technology's risks. @TomWhite_S notes that the administration will try to get everyone on board, focusing on winning the AI race while striking the right balance between innovation and development. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…

. @nutanix's Ryax Acquisition Create Meta-Orchestration Control Plane for AI Workloads: Ryax gives Nutanix technology to size AI workloads & select where they run, boosting GPU utilization, compute cost & management complexity shorturl.at/ty36c @NutanixIoT @StevenDickens3

. @Microsoft Foundry: Operationalizing Multi-Agent Enterprise Scale and Governance - Accelerating production-grade AI scaling by unifying model-agnostic orchestration & enterprise governance to continuously optimize multi-agent workflows shorturl.at/cFtgW @StevenDickens3

. @Cisco solves DC operational complexity by embedding native @splunk analytics directly into Cisco Nexus One, processing telemetry locally to eliminate tool fragmentation & accelerate MTTR across IT workflows shorturl.at/TTZBQ @ciscoDC @CiscoNetworking @StevenDickens3

On the current episode of our @NoTimeButNowpod @AzraRazaMD shows us a syringe stent with a technology that helps detect and destroy cancer cells flowing through veins. Visit NoTimeButNow.com to find out where to watch and subscribe to our podcast for free!

75% of orgs have already deployed #AI for network ops. More than half run agentic AI systems that act in production. New Cisco + Omdia study breaks it down. Learn more ➡️ cs.co/6010BGenGq #Networking #Innovation

Is Lenovo Switzerland in the virtualisation debate? Enterprise infrastructure strategies are shifting from vendor lock-in to multi-hypervisor flexibility. As organisations navigate shifting hypervisor economics and the demands of enterprise AI adoption, Lenovo is positioning itself as a neutral party within the virtualisation landscape. My latest HyperFRAME Research Note examines how Lenovo challenges the virtualisation status quo by delivering hypervisor-agnostic infrastructure choices: ThinkAgile VX850 V4 Platform: Engineered to handle highly virtualised, in-memory workloads and the data consolidation required for production AI deployments. Expanded Hypervisor Choice: Delivers pre-validated Express Solutions across multiple hypervisor options and cloud-native platforms, providing tailored modernisation paths without forcing stack migrations. Tiered Deployment Services: Establishes Standard, Premier, and Premier Plus deployment levels to streamline physical installation, integration, and operational support. Incremental Modernisation: Facilitates the gradual integration of containerisation and AI workloads while preserving current infrastructure investments. Centralised Management: Utilises updated XClarity Controller 3 tooling to ensure consistent management across heterogeneous, hybrid environments. By prioritising openness and infrastructure choice over proprietary constraints, Lenovo offers a pragmatic architectural model for long-term IT stability. Check out my Research Note via the link below hyperframeresearch.com/2026/…

.@RonWestfallDX and Evan Feagans offer different takes on $MSFT and its role in the AI buildout. Westfall sees the company as "integral" to the AI ecosystem, and Feagans believes more attractive opportunities exist in other hyperscalers, such as $AMZN. For more: schwabnetwork.com/?CID=SM:Tw…

. @HyperFRAME_Res collaborated with Alianza on a global study of AI deployment among CSPs & the findings paint a clear picture of where telecom is headed incl. 45% of CSPs have already lost customers to more advanced AI powered competitors shorturl.at/nb53l @StevenDickens3

. @Oracle's Data-Centric AI Security Strategy: Because You Can’t Build an AI Foundation on Quicksand Brief shows how embedding defense controls within Oracle’s Autonomous AI Database counters machine-speed cyber threats shorturl.at/Ekudb @OracleDatabase @SteveZivanic

I recently attended @VMware Explore as part of the company's Analyst program. Here are my thoughts 👇 piped.video/watch?v=phox_jlc…

Earlier this week, I connected with my good friend @jpatel41 at @Cisco Splunk .conf26. We talked about the importance of listening to customers, hearing the truth, and building a strong team that takes accountability. We also talked about the importance of security and observability in AI. We need to use AI responsibly, but we should not lose sight of how much good it can do. Thank you, Jeetu for the friendship and conversation. And thank you to the Splunk community for the warm welcome.

Thank you @CNBC's @cnbcKaren and Steve Sedgwick for the conversation today about the trusted infrastructure we are building to scale AI responsibly and Europe’s need to accelerate its investment.