An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
Raw storage spending soars by 54% in Q2 2024 – the recovery continues
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 »
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 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 »
The raw storage market returns to growth… will it be ‘exponential’?
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline 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 »
IBM Launches the LinuxONE 4 Express – a powerful entry-level mainframe
My look at IBM's LinuxONE 4 Express, launched in 2024 Read more »
IBM Storage Ceph at 20 – a storage platform of choice for AI
Ceph is 20 years old. Reda about its opportunities as a storage platform of choice for AI Read more »
Nexsan – a UK hardware storage systems vendor
A look at Nexsan - a growing storage systems supplier Read more »
StorPool adds erasure-coding to its software-defined storage
A quick look at StorPool - a fascinating European Soware Define Storage (SDS) supplier Read more »
HPE to acquire Juniper Neworks for $14b
A look at HPE's proposed acquisition of Juniper Networks Read more »
6. Spending on raw storage will begin to grow again, following two years of dramatic decline
I’m nervous to make predictions around raw storage devices following the failures I’ve made here over the last couple of years. There’s no doubt that these markets have proved highly volatile since the pandemic, when not enough of these components were made to meet demand and then were over produced. […] Read more »