Compute

Server Hunger Is Stronger Than Economic Uncertainty

The appetite for compute capacity, and presumably also for storage and networking capacity, in the datacenter of the world might be waning in some sectors of the economy, but thanks to the voracious hunger of the hyperscalers and cloud builders and more than a few large enterprises that need to do more, not less, computing in the face of the coronavirus pandemic, server sales are now consistently at the levels we saw way back in the Dot-Com Boom more than twenty years ago.

Compute

The Memory Area Network At The Heart Of IBM’s Power10

It must have been something in the cosmic ether.

Apopros of nothing except the need to fill a blank page with something interesting back when we were analyzing IBM’s second quarter financials and considering the options that Big Blue has with the “Cirrus” Power10 systems it will be launching about a year from now, we did a thought experiment about what it would mean if IBM started to believe in big iron machines again.