
The Financial Longevity That Red Hat Gives IBM
It is hard to imagine, but someday, IBM may not care much about its proprietary System z and Power Systems platforms. …
It is hard to imagine, but someday, IBM may not care much about its proprietary System z and Power Systems platforms. …
Nvidia and VMware have forged a tight partnership when it comes to bringing AI to the enterprise, which stands to reason given the prevalence of VMware’s ESXi hypervisor and vSphere management tools across more than 300,000 companies worldwide. …
Creating a platform is a massive technical challenge. We have seen many technically elegant ones in recent years – Cloud Foundry, Engine Yard, the original OpenShift, Photon Platform, Mesos, OpenStack come immediately to mind – that didn’t quite make it, and importantly did not rise to the economic challenge of making enough money to sustain the continued development and support of that platform to have to reach tens of thousands, to hundreds of thousands, to millions of customers. …
In a relatively few short years, Kubernetes has become the de facto orchestration platform for managing software containers, besting a lineup that included such contenders as Docker Swarm and Mesosphere. …
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. …
Let’s get one thing straight right off the bat. If someone has been named president of International Business Machines Corporation, it means they are the heir apparent and future chief executive officer of what used to be the world’s largest IT supplier. …
The cloud and the related edge already are rapidly influencing almost every aspect of IT, from the technology that is being adapted and created to how that technology is being consumed, as illustrated by the growing numbers of established hardware vendors – including Hewlett Packard Enterprise, Dell, and Cisco Systems – that now are offering more of their portfolio as services. …
It is frustrating sometimes how IT vendors talk about themselves, particularly when it comes to public companies and those rare few who report financial results even though they are privately held. …
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. …
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