People control the purse strings for datacenter budgets, at least for the time being until CFOs are replaced by algorithms, and that is one of the reasons why it is hard to predict precisely what enterprise, hyperscale, HPC, and cloud organizations will do in any given quarter when it comes to spending on infrastructure. …
Nearly a year ago at an analyst day event in New York, Qualcomm, the largest maker of ARM chips aimed at smartphones, told the world that it had aspirations for the big machines that feed those smartphones their data and applications and jumped into the 64-bit ARM server fray. …
It has always been our contention that recessions drive successive waves of technology transitions in the datacenter. …
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