While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations. …
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. …
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. …
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. …
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. …
All of the commercial platform creators in the world, since the dawn of time, which arguably started in the enterprise in April 1964 with the advent of the System/360 mainframe, wants the same things. …
The company was named International Business Machines for a reason, and over the several decades that IBM concentrated on peddling managed services and consulting services to the largest corporations on Earth, with its Global Services behemoth representing two-thirds of its revenues, the company lost touch with, and took for granted, the machine part of its rich and long heritage. …
Starting way back in the late 1980s, when Sun Microsystems was on the rise in the datacenter and Hewlett Packard was its main rival in Unix-based systems, market forces compelled IBM to finally and forcefully field its own open systems machines to combat Sun, HP, and others behind the Unix movement. …
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. …
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