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 »
3. ITC spending in China will grow most in 2025
My third prediction concerns ITC spending growth at a country level 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 »
6 Trade tariffs reduce the growth of the ITC market
My sixth prediction concerns the negative effects new trade tariffs will have on the world ITC market Read more »
7 Generative AI bites into the white-collar workforce
My seventh prediction is about the negative effect generative AI will have on employment 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 »
9 Data center carbon emissions surge – can we eliminate spurious workloads?
My nineth prediction concerns potential counter measures to data center carbon emissions from spurious workloads Read more »
10 Governments begin to restrict and even ban social media companies
My tenth prediction concerns the restriction and/or banning of social media when used for evil Read more »
ITCandor’s 2024 predictions – a self-assessment
An assessment of ITCandor's predictions for 2024 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 »