Industry Analyst | Podcaster | Road-Tripper | Passion for my guitars, passport & cameras
Joined August 2011
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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/stevemcdowe…
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Steve McDowell retweeted
9 May 2025
‘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 bit.ly/A3Podcast#DataStorage
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Steve McDowell retweeted
7 May 2025
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
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6 May 2025
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:
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Steve McDowell retweeted
5 May 2025
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
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Steve McDowell retweeted
1 May 2025
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
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Steve McDowell retweeted
11 Mar 2025
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
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29 Jan 2025
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!
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22 Jan 2025
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!
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22 Jan 2025
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/stevemcdowe…
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Steve McDowell retweeted
15 Jan 2025
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
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Steve McDowell retweeted
15 Jan 2025
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
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10 Jan 2025
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/stevemcdowe…
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9 Jan 2025
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/…
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16 Dec 2024
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/stevemcdowe…
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Steve McDowell retweeted
12 Dec 2024
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
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12 Dec 2024
This one was easy to write - @DellTech is running the right playbook, with good things on deck.
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10 Dec 2024
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
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4 Dec 2024
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…
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4 Dec 2024
Some of my thoughts on @PureStorage's quarter are kindly included in @SiliconANGLE's coverage.
Beyond earnings, we also talk about the broader implications of Pure's unnamed hyperscale customer its strengthened @KIOXIAAmerica relationship.
At the link.
siliconangle.com/2024/12/03/…
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