Nvidia has enjoyed a massive increase in revenues over the last couple of years as server and public cloud suppliers rush to address AI applications by coupling its GPUs into x86 servers. Seemingly IBM missed the boat – offloading its System x business to Lenovo in October 2013 – just […] Read more »
IBM launches the z17 mainframe – supreme AI, I/O and security
How IBM's z17 mainframe positioned at launch Read more »
The ITC market grows 6% in Q424 to $1.98 trillion
ITCandor's comprehensive analysis of spending growth in the ITC industry in Q4 2024 for vendors, countries and offerings. Read more »
IBM Power Virtual Server for RISE with SAP – cloudification for long-term ERP customers
A look at the latest offerings for SAP ERP customers using IBM Power and PowerVS servers. Read more »
Lenovo to acquire Infinidat – a better storage strategy at a politically challenging time
My first analysis of Lenovo's announcement to acquire Infinidat Read more »
4 Hardware spending will stay ahead of Software in 2025
My fourth prediction concerns spending growth by category Read more »
5 Spending on servers will grow most – on peripherals least – in 2025
My fifth prediction cconcerns spending growth by offering in 2025 Read more »
8 Users rush to adopt quantum-safe code as criminals hack AES-256 encryption
My eighth prediction concerns the reaction to the adoption of quantum computing by criminals Read more »
The world ITC market grows 5% to reach $1.9 trillion in Q3 2024
As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
IBM announces Telum II – the processor for its next generation mainframe
A look at IBM's Telum II's features and implications for z17 due to be launched in 2025 Read more »
IBM introduces Power Virtual Server as an on-premise pod cloud option
A first look at IBM's on-premise Power Virtual Server pod products and strategy Read more »
Raw storage spending soars by 54% in Q2 2024 – the recovery continues
An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »
Cloud computing – omnes nimbi divisa sunt in partes tres
Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »
EMEA suppliers fail to take advantage the – no longer global – network market.
My latest stats on the service provider, enterprise and overall network market Read more »
Crowdstrike… quis custodiet ipsos custodes?
Some thoughts about Crowdstrike's dodgy software update Read more »
The ITC market in first quarter 2024 – moving on up
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
Storage systems 2023 – the continuous disaggregation of a stable market
My analysis of the vendor market share and major trends in the storage systems market Read more »
Infinidat launches fourth generation InfiniBoxes and InfuzeOS V8
Infinidat launches its fourth generation storage arrays and version 8 of its Infuze operating software Read more »
IBM’s new Power10 S1012 server – the beginnings of AI at the edge
My assessment of IBM's Power10 S1012 server Read more »