Big Blue shelled out an incredible $34 billion to buy open source infrastructure software juggernaut Red Hat, and it is determined not to just tend and grow that business, which brought in around $3.85 billion in sales in 2019 as the deal closed and probably somewhere around $4.6 billion in 2020. …
At its heart, and until the day it dies, if a corporation ever really dies, International Business Machines will be a platform company, no matter how much it tries to bamboozle itself or Wall Street or Main Street otherwise. …
The rapid adoption by enterprises of hybrid cloud and multicloud environments along with the rise of the Internet of Things, a much more remote workforce and other trends that have contributed to the increasingly distributed nature of modern IT has put the vast amounts of data that is being generated in a precarious position. …
IBM knows how to adapt to an ever-changing enterprise tech landscape. …
No matter what kind of traditional HPC simulation and modeling system you have, no matter what kind of fancy new machine learning AI system you have, IBM has an appliance that it wants to sell you to help make these systems work better – and work better together if you are mixing HPC and AI. …
Today, the Gerstner era of International Business Machines is over, and the Krishna era is truly beginning, as Big Blue is spinning out the system outsourcing and hosting business that gave it an annuity-like revenue stream – and something of an even keel – in some rough IT infrastructure waters for two over decades. …
If you wanted to wrest control of datacenter compute as embodied mainly in the Xeon SP processor away from Intel, there are a number of approaches that you might take. …
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. …
For the past several years here at The Next Platform, as we have been pondering what IBM might do with the future Power10 processor, we have been feinting here and there with our analytical pen, trying to suss out precisely what Big Blue might be up to, particularly with the unique memory architecture that it has been working on for more than a decade. …
There isn’t really a systems business so much as a collection of them, all unique and all facing their own particular challenges. …
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