If you happen to believe that spending on core IT infrastructure is a leading indicator of the robustness of national economies and the global one that is stitched, somewhat piecemeal like a patchwork quilt. …
At this point in the 21st Century, a surprisingly large portion of the manufacturing, warehousing, distribution, marketing, and retailing of every good and service known to humankind is dependent on a piece of circuit board with two Xeon processors welded to it, wrapped in some bent sheet metal with a few blinky lights peeking out of the darkness. …
One of the reasons why Dell spent $60 billion on the EMC-VMware conglomerate was to become the top supplier of infrastructure in the corporate datacenter. …
Any aspirations that the Hewlett-Packard that we knew for nearly a decade and a half to build a conglomerate that resembled IBM in its own former enterprise breadth and depth of software, services, and systems is now over with the company spinning out its Enterprise Services business and focusing very tightly on its core hardware and related software businesses. …
You have no doubt heard the one about making it up in volume, a jokey phrase that people use when a business has to crank out more and more widgets to stay in the same place. …
When is the right time to get rid of servers and storage and replace them with shiny new gear? …
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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