Cloud

Building 100G Momentum To Lift Mellanox Further

With its research and development costs for its latest generations of 100 Gb/sec InfiniBand and Ethernet adapters and switches largely behind it and product sales ramping, switch maker Mellanox Technologies is significantly bolstering its top and bottom lines and positioning itself to make acquisitions to broaden and deepen its product lines.

Cloud

A Deep Dive Into IBM’s Real Systems Business

Make of this what you will: IBM’s server business is up and has grown for four quarters in a row, but as best as we can figure, its real systems business – the collection of hardware, software, and services that it peddles on its own iron – has not grown because its software sales are flagging.