Some patterns are very hard to break. From the very early days of the systems business as we know it, which started six decades ago, the fourth quarter of the calendar year has been the money maker for companies like IBM, and the second quarter has been a relatively big one for those who could not get their budgets together before the end of the prior year. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
It has been two and a half decades since we have seen a rapidly expanding universe of a new kind of compute that rivals the current generative AI boom. …
Four years ago, Google engineers boasted of achieving “quantum supremacy” following experiments that showed its 53-qubit Sycamore quantum system solving problems that classical supercomputers either can’t or take a very long time to accomplish. …
IBM announced its Watsonx software development stack back in May, and today it is starting to ship it to customers. …
Red Hat has once again dropped another huge boulder into the normally serene – or at least relatively calm – open source waters. …
If Big Blue is going to talk the hybrid cloud and AI talk, as it seems to do incessantly, then the company has to walk it. …
It took a long, long time to convert the old IBM PC business acquired in 2004 into the dominant supplier of client devices in the world, but Lenovo is nothing but not patient and bypassed HP Inc in 2013 and has had the largest share of the market since that time. …
You can’t turn back the hands of time, but if you are lucky enough in business, you can continue to find some modicum of relevance that outlasts your initial success and even adapt to new conditions as they inevitably and often unexpectedly change. …
Speaking in generalities across any aspect of history is always risky, but that is what the job of history is. …
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