Steve McDowell

Enterprise memory markets are under pressure. @sr_mcdowell explains how AI driven DRAM and NAND demand is reshaping infrastructure strategy. Worth a read for IT leaders planning #AI and #HPC: forbes.com/sites/stevemcd…

‘The last thing I want to do is swap out a storage architecture for a startup that I don’t know is going to exist in two years.’ Hear @NANDResearch Steve McDowell @sr_mcdowell reveal what vendors must get right to earn trust, on the #A3podcast. LISTEN NOW #DataStorage" target="_blank" rel="nofollow noopener">bit.ly/A3Podcast#Data…

NEW EPISODE of the #A3podcast out today! Featuring chief analyst and founder at @NANDResearch Steve McDowell @sr_mcdowell. LISTEN NOW bit.ly/A3Podcast for invaluable insights into what Steve wants to learn about you company #DataStorage #GetThePower #StoragePRSpecialists

We're deep into conference season, where we industry analysts are part of a never-ending traveling circus (with one too many stops at the Venetian!). Its not the glamerous rock-and-roll #analystlife it looks like. Some advice for those who think they want to do this:

Out Wednesday - the latest episode in the #A3podcast series 'Who Do You Think You Are?’ featuring chief analyst and founder at @NANDResearch Steve McDowell @sr_mcdowell. Subscribe now to be the first to get Steve’s insights and tips bit.ly/A3Podcast #StoragePRSpecialists

Want tips on how to take your #AnalystRelations to the next level? A NEW episode of the #A3podcast with Steve McDowell @sr_mcdowell, chief analyst and founder at @NANDResearch, is coming next week! Catch up on all the previous episodes here: bit.ly/A3Podcast

AI is moving to the edge—because that’s where the data lives. 🌐 Hear how this shift is reshaping industries like retail and manufacturing with insights from @sr_mcdowell, Chief Analyst at NAND Research: ntnx.com/41fzmIi #NutanixForecast

Nice botom-line beat in @IBM's Q4'24 earnings. Nicer is the performance of the software group: Software: → Now ~45% of business → $15B ARR ↑15% y/y → @RedHat ↑17% on back of ~25% OpenShift growth Consulting: → down the for the Q, up for the year → Growth in GenAI & Biz Transformation → Strong acqusitions → Poised for strong 2025 Infrastructure: → Off-cycle for Z. Met our expectations. Congratulations to @ArvindKrishna & team!

There's more to @Seagate's #earnings beat/beat than just its 9% y/y growth. Here's what to like about this bellwether stock's quarter: → Cloud Sector Growth ↑60% y/y → Nearline storage ↑~2x y/y, cloud + OEM → Exos M 32TB HAMR in production & shipping to a "top CSP" → New 36TB HAMR drives are sampling now Strong Q, solid guidance, and growth in all the right segments. Congrats to Dave Mosley & the team!

Last week, @Lenovo surprised us with news that it intends to acquire high-end storage provider @Infinidat. The deal promises to grow @Lenovodc's position from #4 storage vendor to something higher. My latest in Forbes takes a look at a deal that makes sense, but might be more complex than it seems. forbes.com/sites/stevemcd…

Check out why industry analyst @sr_mcdowell thinks running @OracleDatabase on anything other than @OracleExadata X11M means you’re not getting the optimal business results for your organization. Read the article. social.ora.cl/6012abOPq

Check out why industry analyst @sr_mcdowell thinks running @OracleDatabase on anything other than @OracleExadata X11M means you’re not getting the optimal business results for your organization. Read the article. social.ora.cl/6014abKYy

This week @Oracle launched its Exadata X11M database machine, maintaining its performance crown for AI, OLTP, and analytics workloads: → Performance Boosts: 32x faster AI queries, analytics throughput reaches 500GB/s per storage server, and OLTP write IOPS hit 1,000,000. → Cloud Flexibility: Seamless integration with @OracleCloud, @Azure, @awscloud, and @googlecloud. → Sustainability: Intelligent power management reduces energy use and operational costs. My latest in Forbes takes a look at what Oracle announced. forbes.com/sites/stevemcd…

Are @SoftBank & @Arm looking to acquire Arm-server pioneer @AmpereComputing? An interesting play, as Ampere's CSP customers are nearly all building their own Arm CPUs, while Arm can leverage the IP in multiple directions. No denials from anyone involved. Keep watching! bloomberg.com/news/articles/…

@PureStorage announced a deepening collaboration with @MicronTech to use Micron's upcoming G9 QLC NAND parts in its DirectFlash Modules, part of Pure's recent hyperscale announcement. Some of my thoughts included in TechTarget's coverage, at the link. techtarget.com/searchstorage/…

My latest on Forbes looks at how GSIs are stepping up to help healthcare providers use #GenAI to improve the patient experience. GSIs bring much to the table: → Domain Expertise in AI, Cloud and Healthcare → Existing, adaptable healthcare tech frameworks → Seamless Integration across application stacks → Healthcare Regulatory and Governance Expertise → Scalability and Global Reach My full piece is at the link below. Companies mentioned: @NTTDATA, @Deloitte, @Cognizant, @nvidia #AIinHealthcare #GenerativeAI #HealthcareInnovation #DigitalTransformation #HealthTech forbes.com/sites/stevemcd…

Curious about navigating risk in a shifting IT landscape? 🤔 @NANDResearch’s @sr_mcdowell dives into how IT leaders have been adapting to changes with VMware by Broadcom. Listen now: ntnx.com/4ejMOiK #NutanixForecast

This one was easy to write - @DellTech is running the right playbook, with good things on deck.

Today @NetApp released its 2024 Data Complexity Report - Join me tomorrow as I talk to NetApp CMO @GabieBoko & VP Jeff Baxter to learn what it teaches us about enterprise readiness for the emerging AI world. At the link. lnkd.in/eG8_qVE3

Day 2 of @awscloud #reinvent24 & the announcement count is up to about 50. My latest blog takes a look at the AI-related Infrastructure & Services that caught my eye: → New Trainium2 silicon for GenAI training → New Trn2 Instances & UltraClusters → New P5en @nvidia H200-based instances → New S3 Queryable Object Metadata → New S3 Tables → New Amazon Nova Foundation Models There's a lot going on & I'll take a more in-depth once the event wraps. Until then, here's the blog: nand-research.com/quick-take-aws…