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 »
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 »
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 »
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 »
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 »
IBM’s new Power10 S1012 server – the beginnings of AI at the edge
My assessment of IBM's Power10 S1012 server Read more »
Server market 2023 – a virtualized, x86, Windows driven world
Have a look at how the server market is evolving and is likely to change in years to come Read more »
IBM Launches the LinuxONE 4 Express – a powerful entry-level mainframe
My look at IBM's LinuxONE 4 Express, launched in 2024 Read more »
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance Read more »
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 »
IBM’s new single-frame z16 includes its first rack-mount mainframe offering
A look at IBM's new mid-range z16 servers, including its first rack-mounted mainframe Read more »
Cloud computing grows up – $413 billion and counting…
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Dell heads the slowly evolving server market in 2022
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
IBM launches the LinuxONE Emperor 4 server – sustainability, cost and security advantages
A look at IBM's LinuxONE Emperor 4 server, launched today Read more »