Investment Research Team

Michael Hennessey

Group Vice President, Investment Research

Doug Bell

Research Vice President, Investment Research

Meaghan Drennen

Research Director, Investment Research

Ashish Nadkarni

Group Vice President and General Manager, Worldwide Infrastructure Research

New Research


  • By: 

    • Andrew Buss Loading
    • Ashish Nadkarni Loading
    • Matthew Eastwood Loading
    • Mohamed Hefny Loading
    This IDC Market Perspective focuses on the key announcements made at the AMD Advancing AI 2024 event, held October 10, 2024, in San Francisco, where AMD showcased its latest advances in compute and networking optimized specifically for arti...
  • By: 

    • Mary Johnston Turner Loading
    • Ashish Nadkarni Loading
    • Matthew Eastwood Loading
    • Stephen Elliot Loading
    • Rohit Mehra Loading
    • Kuba Stolarski Loading
    • Elaina Stergiades Loading
    • Archana Venkatraman Loading
    • Dave McCarthy Loading
    • Penny Madsen Loading
    • Mark Leary Loading
    • Jevin Jensen Loading
    • Sean Graham Loading
    • Jennifer Cooke Loading
    • Andrew Buss Loading
    • Phil Goodwin Loading
    • Heather West, PhD Loading
    • Simon Piff Loading
    • Dave Pearson Loading
    • Yukihisa Hode Loading
    • Shahin Hashim Loading
    • Madhumitha Sathish Loading
    • Natalya Yezhkova Loading
    • Rob Brothers Loading
    • Pietro Delai Loading
    • Pushkaraksh Shanbhag Loading
    • Taranvir Singh Loading
    The IDC study provides IDC's top 10 predictions for digital infrastructure in 2025 and beyond."The computational resources, connectivity capabilities, and data logistics delivered by modern digital infrastructure are fundamental enablers of...
  • By: 

    • Heather West, PhD Loading
    • Natalya Yezhkova Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    • Jennifer Cooke Loading
    • Phil Goodwin Loading
    • Shahin Hashim Loading
    • Madhumitha Sathish Loading
    • Carol Sliwa Loading
    • Zhenshan Zhong Loading
    • Thomas Zhou Loading
    • Sean Graham Loading
    • Kuba Stolarski Loading
    The IDC study provides the 2025 top 10 predictions for the worldwide performance-intensive computing market."IDC anticipates that organizations will need to invest in advanced infrastructure and expertise within the next five years to fully...
  • By: 

    • Olga Yashkova Loading
    • Ashish Nadkarni Loading
    • Natalya Yezhkova Loading
    This IDC Market Presentation provides insights into composite workloads designed with software-defined infrastructure in mind and meant to run dissociated from the underlying hardware platform. It defines composite workloads and uses a digi...
  • By: 

    • Rob Tiffany Loading
    • Natalya Yezhkova Loading
    • Dave McCarthy Loading
    • Ashish Nadkarni Loading
    • Rob Brothers Loading
    This IDC study provides a detailed taxonomy for the dedicated cloud infrastructure and services market. The document covers the definitions of various building blocks and provides a top-level overview of dedicated cloud segments. IDC is ret...
  • By: 

    • Kuba Stolarski Loading
    • Chris Drake Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving the core and edge computing platforms market, with servers being the largest segment of analysis. This MAP includes market forecast and vendor data, ...
  • By: 

    • Philip D. Harris, CISSP, CCSK Loading
    • Craig Robinson Loading
    • Frank Dickson Loading
    • Ashish Nadkarni Loading
    • Tom Mainelli Loading
    This IDC Perspective discusses the aftermath of the CrowdStrike agent content update IT outage. Organizations around the world are struggling in the aftermath of the Microsoft and CrowdStrike disruptions as these combined events disabled mi...
  • By: 

    • Mary Johnston Turner Loading
    • Ashish Nadkarni Loading
    • Penny Madsen Loading
    • Tom Mainelli Loading
    • Stephen Elliot Loading
    This IDC Tech Buyer Presentation provides C-suite tech and business leaders with guidance to ensure that computing and storage decisions made to support AI proof-of-concept (POC) trials are designed in a way that ensures production-scale de...
  • By: 

    • Frank Dickson Loading
    • Ashish Nadkarni Loading
    • Matthew Eastwood Loading
    The recent IT outage caused by silent updates pushed out by CrowdStrike to its Falcon agent exposes an issue that is at the heart of how the IT industry operates. It highlights the contrasting trust and attestation mechanisms taken by opera...
  • By: 

    • Philip Carter Loading
    • Robert Parker Loading
    • Brian E. Clarke Loading
    • Chris Murphy Loading
    • Teodora Siman Loading
    • Elaina Stergiades Loading
    • Mark Thomason
    • Ashish Nadkarni Loading
    • Ritu Jyoti Loading
    本IDC看法将详细探讨生成式AI(GenAI)定价模式,为IT和采购人员针对各类GenAI部署场景制定预算提供参考。由于各个技术堆栈间的相互依赖关系,生成式AI的定价格局非常复杂。此外,GenAI市场相对较新,意味着套餐方案和价格都在迅速变动,会引起一定程度的市场波动,难以制定规划或预算。率先推出AI技术的供应商采用了低折扣策略,表明定价模式还有待提升。建议企业对非关键场景采取谨慎的“观望”态度。随着市场的不断发展,企业应根据灵活性、透明度和可及性来评估提供商,综合考量各种定...

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