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: 

    • Ashish Nadkarni Loading
    • Peter Rutten Loading
    This IDC Market Presentation provides IDC's perspective on how organizations will set out to make infrastructure investment choices when it comes to generative AI investments. Infrastructure (computing and storage) is a crucial component of...
  • By: 

    • Heather West, PhD Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC study provides an overview of and definitions for IDC's Quantum Computing Trends and Strategies syndicated research. It captures the definitions that IDC uses to identify and segment quantum computing infrastructure deployments, co...
  • By: 

    • Carol Sliwa Loading
    • Dave Pearson Loading
    • Natalya Yezhkova Loading
    • Ashish Nadkarni Loading
    • Greg Macatee Loading
    This IDC study provides a comprehensive overview of IDC's enterprise storage systems taxonomy and outlines market segmentations and measurement methodologies for the storage industry, including classification by technology, vendor, geograph...
  • By: 

    • Leon Kao Loading
    • Ashish Nadkarni Loading
    • Peter Rutten Loading
    • Kuba Stolarski Loading
    This IDC Market Presentation highlights the reasons why air-cooled approaches may not be a viable one-size-fits-all approach for modern datacenters. The proliferation of performance-intensive workloads leads to the adoption of power-hungry ...
  • By: 

    • Ashish Nadkarni Loading
    • Kuba Stolarski Loading
    • Peter Rutten Loading
    This IDC Market Presentation — based on an IDC 4Q22 survey of IT organizations — highlights shifts in the adoption of computing platforms as datacenter infrastructure investments. An increased focus on performance (compressed time to insigh...
  • By: 

    • Josephine Palencia
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Survey — based on an August 2022 IDC survey of organizations with high-performance computing (HPC) deployments — highlights key use cases by industry. This is a precursor to a comprehensive use case document that will be published ...
  • By: 

    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight provides heterogeneous computing trends that are influencing purchasing decisions. Specifically, server processor types used for running datacenter workloads today and in 24 months. IDC finds that AMD and Arm partn...
  • By: 

    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight highlights that computing trends are influencing purchasing decisions, specifically, server form factor changes in their compute infrastructure. Organizations are looking for purpose-built edge servers to fulfill s...
  • By: 

    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight provides compute adoption trends and how they influence infrastructure purchasing decisions. Workload migration and modernization will drive investments in the coming year, leading to investments in newer accelerat...
  • By: 

    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight assesses an accelerating shift in the accelerated computing landscape. As accelerated computing goes mainstream, businesses are keen to evaluate other accelerator technologies. Technological and manufacturing advan...

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