Investment Research Team

Kevin Kane

GVP/GM Research, Tech Investor

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: 

    • 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...
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    • 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: 

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

    • 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...
  • By: 

    • Crawford Del Prete Loading
    • Leslie Rosenberg Loading
    • Ashish Nadkarni Loading
    • Susan G. Middleton
    • Madhumitha Sathish Loading
    • Dr. Chris Marshall Loading
    • Penny Madsen Loading
    • Matthew Eastwood Loading
    • Rohit Mehra Loading
    This IDC Perspective discusses the events at HPE Discover 2023."HPE's transformation has been consistent, deliberate, and on point. The expansion of the HPE GreenLake portfolio and a consistent increase in assets under management, contract ...
  • By: 

    • Dave McCarthy Loading
    • Chris Kanaracus
    • Ashish Nadkarni Loading
    • Jasdeep Singh Loading
    This IDC study provides a detailed taxonomy for the public cloud infrastructure as a service (IaaS) market. The scope of this document includes public cloud compute and storage services only."Public cloud IaaS is the foundation for digital ...
  • By: 

    • Matthew Eastwood Loading
    • Ashish Nadkarni Loading
    • Rick Villars Loading
    • Mary Johnston Turner Loading
    • Jennifer Cooke Loading
    • Susan G. Middleton
    • Max Pepper Loading
    This IDC Market Perspective discusses Dell Technologies' annual user and partner conference, Dell Technologies World, which was held May 22–25, 2023, in Las Vegas and online. This document provides an overview and analysis of new products, ...
  • By: 

    • Leon Kao Loading
    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Market Note highlights major announcements and demonstrations by datacenter infrastructure solution providers at Computex 2023, specific to specification release, solution, and design demo such as GPU or accelerated computing syste...
  • By: 

    • Leon Kao Loading
    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Market Note highlights some of the announcements and demonstrations by participants at 2023 OCP Regional Summit Prague, specific to specification release, solution and design demo such as IT ecosystem (server, storage, and networki...
  • By: 

    • Heather West, PhD Loading
    • Ashish Nadkarni Loading
    Quantinuum's announcement of the System Model H2 takes the world a (quantum) step closer toward fault-tolerant quantum computing. It can scale to the number of qubits needed to solve many complex and challenging problems that push the limit...

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