Compute

Pandemic Compute Needs Drive Intel’s Data Center Group

The first half of last year was relatively weak for Intel’s Data Center Group last year, but despite the coronavirus pandemic – and in some cases, we think because of it – the world’s largest datacenter chip manufacturer is looking to not only have a good first quarter, as it just turned in, but could see growth across its various data-centric businesses well into the second half of the year.

Compute

The Next IBM Platform, Revisited

When IBM announced that it was acquiring Red Hat for $34 billion eighteen months ago, one of the things we said that Big Blue needed most and would get from taking over – but not messing with – the world’s largest commercial open source software company was a coherent story that it could tell to its customers about how IBM, which more than any other company helped define data processing, was still relevant to the future.