Investment Research Team

Kevin Kane

Group Vice President, Investment Research

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: 

    • Heather West, PhD Loading
    • Ashish Nadkarni Loading
    At the fifth IBM AI Hardware Forum, IBM made several announcements regarding the company's recent advancements in AI chip development. These advancements further IBM's commitment to improving the performance and energy efficiency of its AI ...
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    • Heather West, PhD Loading
    • Ashish Nadkarni Loading
    At IBM Quantum Summit 2023, IBM made several announcements regarding the company's recent advancements along its quantum computing hardware road map. These advancements further IBM's commitment to making quantum accessible and useful for no...
  • By: 

    • Martha Rounds
    • Mike Rosen
    • Brad Casemore
    • Rich Costello
    • Stephen Elliot Loading
    • Serge Findling
    • Al Gillen
    • Ritu Jyoti Loading
    • Bill Keyworth
    • Wayne Kurtzman Loading
    • Amy Lind
    • Pete Lindstrom
    • Tom Mainelli Loading
    • Susan G. Middleton
    • Mickey North Rizza Loading
    • Ashish Nadkarni Loading
    • Aaron Polikaitis
    • Peter Rutten Loading
    • Sriram Subramanian
    • Dan Vesset Loading
    • Rick Villars Loading
    本IDC报告是一篇IDC IT部门数字化转型(DX)场景分类,旨在帮助IT部门制定业务战略,获得业务上的成功。该分类分为八个战略要务,这些要务指明了全球的IT部门如何构建面向未来三到五年的数字战略。由于IT部门从来没有像现在这样如此看重企业的需求,所以,本报告还为IT部门提供了数字化转型旅程指南,确保每个项目和场景都与企业的长期目标一致。IDC CIO/CXO信息科技智库服务研究总监Martha Rounds表示:"IT有潜力也有能力成为企业的能力倍增器,它通过利用和调整技术...
  • By: 

    • Ritu Jyoti Loading
    • David Schubmehl Loading
    • Michele Rosen Loading
    • Ashish Nadkarni Loading
    • Jevin Jensen Loading
    • Michelle Abraham Loading
    • Nancy Gohring Loading
    • Snow Tempest Loading
    • Vijay Bhagavath Loading
    This IDC study provides a systematic assessment of technologies related to the generative AI software and systems market."Generative AI has unlocked exciting possibilities in the realm of content creation, product design, customer experienc...
  • By: 

    • Peter Rutten Loading
    • Madhumitha Sathish Loading
    • Carol Sliwa Loading
    • Ashish Nadkarni Loading
    • Heather West, PhD Loading
    This IDC study provides the 2024 top 10 predictions for the worldwide performance-intensive computing (PIC) market.“IDC is anticipating a variety of disruptive technologies to break through in the performance-intensive computing market in t...
  • By: 

    • Mary Johnston Turner Loading
    • Rohit Mehra Loading
    • Ashish Nadkarni Loading
    • Stephen Elliot Loading
    • Jeff Newton Loading
    • Archana Venkatraman Loading
    • Phil Goodwin Loading
    • Peter Rutten Loading
    • Matthew Eastwood Loading
    • Simon Piff Loading
    • Jevin Jensen Loading
    • Sean Graham Loading
    • Susan G. Middleton
    • Jennifer Cooke Loading
    • Rick Villars Loading
    • Dave McCarthy Loading
    • Mark Leary Loading
    • Kuba Stolarski Loading
    • Andrew Buss Loading
    • Elaina Stergiades Loading
    • Natalya Yezhkova Loading
    • Carol Sliwa Loading
    • Yukihisa Hode Loading
    • Vijay Bhagavath Loading
    • Chris Kanaracus
    • Dave Pearson Loading
    • Penny Madsen Loading
    • Franco Chiam Loading
    • Shahin Hashim Loading
    This IDC study provides IDC's top 10 predictions for the future of digital infrastructure for 2024."The digital infrastructure ecosystem will be heavily impacted by GenAI in the coming years," explains Mary Johnston Turner, research VP, Fut...
  • By: 

    • Kuba Stolarski 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. The MAP includes market forecast and vendor data, b...
  • By: 

    • Olga Yashkova Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Market Note discusses the recent release of IBM watsonx Code Assistant for Z, a GenAI-based solution that translates the programming language COBOL into Java, and what it means for the mainframe ecosystem market.
  • By: 

    • Rob Brothers Loading
    • Natalya Yezhkova Loading
    • Ashish Nadkarni Loading
    • Dave McCarthy Loading
    • Chris Kanaracus
    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: 

    • Heather West, PhD Loading
    • Madhumitha Sathish Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    "Today's quantum computing systems may only be suitable for small-scale experimentation, but advances continue to be made like a drumbeat over time," said Heather West, Ph.D., research manager, Quantum Computing. "Organizations should not b...

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