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: 

    • Madhumitha Sathish Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Market Note discusses some highlights from the NVIDIA GTC 2024 event held March 18-21. From calling out the NVIDIA-powered generative AI datacenters as AI factories and new revenue generators of the future, the event's plethora of ...
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    • Kuba Stolarski Loading
    • Chris Drake Loading
    • Ashish Nadkarni Loading
    • Peter Rutten Loading
    This IDC study provides a comprehensive overview of and definitions for the compute infrastructure market in the context of IDC's Computing Systems, Platforms and Technologies CIS as well as the Quarterly Server Tracker. The definitions pro...
  • By: 

    • Max Pepper Loading
    • Penny Madsen Loading
    • Ashish Nadkarni Loading
    • Natalya Yezhkova Loading
    • Greg Macatee Loading
    • Kuba Stolarski Loading
    • Johnny Yu Loading
    This IDC Market Perspective provides an update on what defines an application as being cloud native from an infrastructure perspective. As cloud-native technology continues to grow in popularity, it is important to understand the main chara...
  • By: 

    • Stewart Bond Loading
    • Archana Venkatraman Loading
    • David Wallace
    • Jebin George Loading
    • Ashish Nadkarni Loading
    This IDC PlanScape discusses the importance of data governance in the context of generative AI (GenAI). It highlights the need for a disciplined approach to leverage GenAI in organizations, addressing concerns about data control, infrastruc...
  • By: 

    • Kuba Stolarski Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight provides insights into what types of workload accelerators customers are planning to deploy as well as the key reasons for those choices. In November 2023, IDC conducted a survey of companies worldwide to evaluate ...
  • By: 

    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight provides a perspective on how IT buyers are evaluating function accelerators for their infrastructure in the next 12–24 months. With Broadcom (VMware) now providing native supporting several DPUs in vSphere cost no...
  • By:  Ashish Nadkarni Loading

    This IDC Survey Spotlight provides a perspective on how IT buyers are planning the various aspects of their infrastructure in the next 12–24 months. These include adding, removing, or upgrading function accelerators (e.g., DPUs), workload a...
  • By:  Ashish Nadkarni Loading

    This IDC Survey Spotlight provides a perspective on how IT buyers are evaluating primary processors for their infrastructure in the next 12–24 months. Performance, price and, then finally, energy savings are the key reasons for changing the...
  • By: 

    • Philip Carter Loading
    • Robert Parker Loading
    • Brian E. Clarke Loading
    • Chris Murphy Loading
    • Teodora Siman Loading
    • Elaina Stergiades Loading
    • Mark Thomason Loading
    • Ashish Nadkarni Loading
    • Ritu Jyoti Loading
    This IDC Perspective provides a definitive overview of the generative AI (GenAI) pricing models to help IT and sourcing professionals budget for GenAI deployments across multiple types of use cases. The generative AI pricing landscape is co...
  • By: 

    • Mary Johnston Turner Loading
    • Ashish Nadkarni Loading
    • Heather West, PhD Loading
    • Kuba Stolarski Loading
    • Vijay Bhagavath Loading
    • Rohit Mehra Loading
    • Peter Rutten Loading
    • Natalya Yezhkova Loading
    • Carol Sliwa Loading
    • Madhumitha Sathish Loading
    • Dave Pearson Loading
    • Sean Graham Loading
    This IDC Perspective explores how the computational and data management demands of emerging GenAI and other next-generation emerging workloads are being served by a new generation of fit-for-purpose processors, accelerators, storage platfor...

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