A look at the tremendous growth in the world ITC market in Q3 2025 Read more »
Q3 2025 – The ITC boom continues – spending up 8%!
The mix of domestic v foreign supply into the US IT hardware market
A look at the mix of domestic and foreign vendors in the US IT and hardware markets. Read more »
$2 Trillion spent on ICT in Q225 – a new quarterly record
My review of the spending and profit growth of the ITC industry in Q2 2025 by offering, supplier and country Read more »
IBM-Nvidia’s partnership addresses fully integrated AI applications
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 »
4 Hardware spending will stay ahead of Software in 2025
My fourth prediction concerns spending growth by category 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 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 »
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 »
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 introduces FlashSystem 5300, Storage Assurance and Flash Grid – a more coherent strategy
My look at IBM Storage announcement of FS5300 hardware, Software Assurance maintenance coverage and Flash Grid Read more »
IBM’s new FlashCore Module 4 – ransomware attack detection cut from minutes to seconds
A look at how IBM is using processing in its Flash Core Module 4 to speed up ransomware attack detection - notoriously difficult for block storage Read more »
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
Cisco to acquire Splunk for $28 billion
Analyis of Cisco's porposed acquisition of Splunk for c. $28b 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 »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 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 »
My 360° insight into the $7.3 trillion post-pandemic ITC market
A multi-dimensional look at the worldwide IT and communications market Read more »
IBM expands the Power10 server lineup – more security, more performance, more Linux, more cloud
A look at the new IBM Power servers announced today Read more »