@sarbjeetjohal @lexfridman This is the beginning of the AI workload discussion. Low and workloads on approaches like deepseek (and yet to come ones) complicated workloads on the cutting edge. AI adopters and experimenters win

@TheStalwart Spot on @TheStalwart . This narrative is just opportunistic fodder given current events. The U.S. will continue its longstanding cycle of innovation through venture investment.

@PatrickMoorhead Interesting. AI model and token optimization applied to low cost semis. Sounds like an emerging category..

@PatrickMoorhead @Austen I have never understood this. Even if inferior - why?

@molly0xFFF Classic. You could set your watch by it.

@tomkeene @FerroTV Love a full English! Nothing better.

@levie The U.S. must create and recruit the best talent; and foster an environment for that talent to succeed. We are better at the second part these days…we need a focus on both

@abarrallen Interesting idea. A dashboard of data. Could be localized and rolled up. Community ——> County ——> State ——> Country. Could drive new thinking..

Thank you to the entire IDC team for working so tirelessly throughout 2024. As technology markets transform, we are investing to deliver differentiated products and services for our customers at this critical moment. I am proud of how our team delivered this year, and I look forward to collaborating with our customers, partners and IDCers to continue delivering the best research and information about technology and its impact on the world. Thank you all. Here’s to a great 2025!

@KevG163 So good. Thanks for sharing. My father attended the last game the @Giants played at Yankee stadium in 1973 (against Philly). The place oozed history…

Yes! While it gets more complicated, Christensen’s concept of modularity vs interdependence is also super important. When the components of a solution are not good enough to achieve a breakthrough, suppliers need to design critical components themselves. This is where we are today with Google and Amazon designing their own AI processors. As off the shelf products improve, critical components (hardware and sw) become more modular- making the innovation even more pervasive. This will be a flip we will see over the next decade as off the shelf technology improves.

@markgurman Interesting. I get that it’s a translation error, but worth noting that the mouse and pen are the physically closest to you as a customer. I give the edge to the pen (after Apple gives us more touch/foldable screens 😀)

IT growth will be over 10% this year according to @IDC, with high double digit growth in servers. The majority of this growth is coming from the consumption trends of these megacaps. WW tech has entered a new cycle requiring an infrastructure swap out. U.S. based innovation is the beneficiary.

@DellTech @Forbes @MichaelDell agree genetic systems will usher in a new chapter. They will also challenge SaaS vendors as never before; causing a potential shakeup as agents dis intermediate long standing use cases.

@GoHeels @UNCFootball This is just a brilliant move. BB will write a new, successful chapter for himself and make UNC relevant. College football will be better as a result. Great move @UNCFootball.

So proud of the @IDC Team. Every day I am inspired by the work you do. In our own way, we are helping customers understand the impact of technology at this marvelous time in history. Well done team! Thank you all for making our company so special. Here's to a great 2025!

@GeorgeM_Growth Kodak was in a very tough spot. They would have needed to become a CMOS semiconductor sensor company in order to survive. They had {none} of these skills. The barrier to entry was very high for them. It would have been a costly, multi year slog

@MichaelDell @DellTech @UTAustin Congratulations @MichaelDell. An incredible achievement!

At @IDC we expect server and storage growth in $ to be over 35% this year. Both @Dell and @HPE have shown growth of over 30% in servers this quarter. Infrastructure is having a “moment”