Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …
While the hyperscalers and clouds and their AI model builder customers are setting the pace in compute, networking, and storage during the GenAI revolution, that does not mean that they will necessarily provide the only systems that will be used by the largest enterprises in the world. …
We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the applications that push those applications. …
Big Blue might be a little late to the AI acceleration game, but it has a captive audience in its System z mainframe and Power Systems servers. …
By all accounts, Big Blue had a pretty good quarter ending in June, with sales of its System z16 mainframes skyrocketing upwards as they do every couple of years at the beginning of a new cycle and sales of its high-end Power10 machines also getting some traction. …
Everyone knows that machine learning inference is going to be a big deal for commercial applications in the years ahead, but no one is precisely sure how much inference is going to be needed. …
IBM may not be the biggest provider of systems in terms of the size of its customer base, but of the top 5,000 or so companies worldwide that are not hyperscalers and cloud builders in their own right, Big Blue does have a sizeable share of the system budget. …
Components make compute and storage servers, and servers with application plane, control plane, and data plane software running atop them or alongside them make systems, and workflows across systems make platforms. …
When you look at IBM, it is as if you are seeing many different instantiations of Big Blue across time playing out in the present, side by side. …
International Business Machines has gone through so many changes in its eleven decades of existence, and it is important to remember that some days. …
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