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 »
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 »
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance 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 »
The software market booms in 2021 – $1.4b revenue, 11% growth, 24% profitability
A summary of the market trends and shares of the worldwide software market from 2013 to 2021 Read more »
Supercomputers hunt for answers to COVID-19
A look at how superrcomputers are beingused to combat COVID-19 Read more »
8. SaaS and Infrastructure will lead the software market
The software market will grow by 3.0% in 2020 and we will spend more on almost every product type. I expect the strongest spending growth to be on the Software as a Service (SaaS) area, with an increase of 5.1% over the 2019 rate (nevertheless the increase in SaaS spending […] Read more »
HPE non-core software and Micro Focus combine – the matrix reloaded
How the new deal fits in with emerging organisational change in the IT industry Read more »
2016 prediction 8 – Applications dominate in the shift towards a ‘Software Defined’ future
Cloud computing will grow by 13% to reach $354B. The strongest growth will be in SaaS (26.3%), which we count as part of the software market. IT services engage to build and manage private, public and hybrid clouds will grow by 16.3%, PaaS by 7.7% and IaaS by 8.1%. The […] Read more »
IBM Builds Its Smarter Commerce Software Business Through Acquisition
IBM is building a large application software business through acquisition, but staying true to Sell, Buy, Market and Service themes of Smarter Commerce. Read our extensive analysis of its business and users. Read more »