Storage Archives - The Next Platform

What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?

April 17, 2024 Timothy Prickett Morgan 3

We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 8, 2024 Timothy Prickett Morgan 2

We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …

The AI Wave Finally Starts Lifting Dell And HPE

March 4, 2024 Timothy Prickett Morgan 2

It is beginning to look like the Dell Technologies and Hewlett Packard Enterprose, the world’s two biggest original equipment manufacturers, are finally going to start benefitting from the generative AI wave, mainly because they are finally getting enough allocations of GPUs from Nvidia and AMD that they can start addressing the needs of customers who don’t happen to be among the hyperscalers and largest cloud builders. …

Server And Storage Spending Growth Looks Rosy Out To 2027

February 7, 2024 Timothy Prickett Morgan 0

For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …

No More Roach Motels For Data In The Clouds

January 12, 2024 Timothy Prickett Morgan 2

The central tenets of cloud computing, which really ought to be called utility computing, is that you only pay for what you use and that you can turn compute, storage, and networking off when you are not actually using, thus freeing up capacity for those who need it. …

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023 Timothy Prickett Morgan 3

It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …

The AI Boom Props Up Datacenter Infrastructure Spending

October 3, 2023 Timothy Prickett Morgan 3

If there is one thing that is absolutely immune from inflationary curbs and that is, to a certain degree, also contributing to inflationary pressures in the global economy, it is generative AI. …

The Edge Propels HPE While Datacenter Taps The Brakes

August 30, 2023 Timothy Prickett Morgan 3

Customers of Hewlett Packard Enterprise have one foot on the gas and one foot on the brakes at the same time that the company is transitioning from selling gear outright to customers to selling them subscriptions that spread the cost – and therefore HPE’s recognized revenues – out over time. …

Vast Data Intentionally Blurs The Line Between Storage And Database

August 1, 2023 Timothy Prickett Morgan 0

Depending on how you look at it, a database is a kind of sophisticated storage system or storage is a kind of a reduction of a database. …

AI To The Rescue For Server And Storage Spending In Q1

July 6, 2023 Timothy Prickett Morgan 0

Here’s a fun question and don’t cheat by asking ChatGPT. What is more valuable, an ounce of gold or an ounce of an Nvidia “Hopper” H100 GPU accelerator? …