Compute

IT Spending Prognostication During The Great Infection

The Great Infection is unique among recessions in that it is essentially a self-imposed economic downturn, not the result of over-exuberance or excess optimism or greed, but by a spikey ball of fat that is not alive but is more like a self-replicating biological machine that only knows how to do one thing: Copy itself if it reaches the right sticky environment in time before it dries out and falls apart.

Compute

The Inevitable Slowdown In Server Spending

It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession.