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 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 »
ITCandor’s 2025 Predictions – profits surge in a stable market
The introduction to ITCandor's predictions and forecasts for 2025 Read more »
1. ITC net profits surge 13%, total spending level at $7.5T
The first prediction is about revenue, net profit and industry headcount Read more »
2. ITC spending will grow in Asia Pacific, but decline in the Americas and EMEA
My second prediction concerns spending growth at a regional level 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 »
4 Hardware spending will stay ahead of Software in 2025
My fourth prediction concerns spending growth by category 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 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 »
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 »