Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware

A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »

Storage systems 2021 – stable spending in a sea of change

The worldwide storage systems hardware market grew by just 2% in 2021 to reach $34.8 billion, which proved yet again that the success of these products has become increasingly unconnected with that of raw storage, which grew by 19% growth in the year. My Figure above shows total spending by […] Read more »

Storage systems hardware and software, raw storage trends and market shares

My latest shares, trends and analysis of the global storage market Read more »

Storage sales $199b in 2018 – exponential capacity growth, increasing software control

A look at the balance between raw and system storage markets Read more »