Compute
The Ever-Reddening Revenue Streams Of Big Blue
Speaking in generalities across any aspect of history is always risky, but that is what the job of history is. …
System z
Enterprise
Can A Leaner IBM Be Mean Enough To Grow In The Datacenter?
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. …
Compute
IBM Starts Showing A Little Hybrid Vigor
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. …
Compute
Why IBM Is Suing GlobalFoundries Over Chip Roadmap Failures
The tight linkage between chip designs and chip manufacturing processes has caused its share of havoc in the IT sector, and it is getting worse as Moore’s Law has slowed and Dennard scaling died a decade ago. …
Compute
IBM’s Systems Business Awaits The Red Hat Effect
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. …
Cloud
The Horizontal And Vertical Platforms Of Big Blue
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. …
Compute
Big Blue Should Start Believing In Big Iron Again
There isn’t really a systems business so much as a collection of them, all unique and all facing their own particular challenges. …
Compute
Playing The Long Game In Systems
The secret to the longevity of any big corporation is a nearly constant process of reinvention. …
Compute
IBM Bets On Samsung Fabs For Power10 Chips
When Globalfoundries decided to stop its development and rollout of both immersion lithography and extreme ultraviolet (EUV) lithography at the 7 nanometer process node back in August, it looked as if IBM, second only to AMD as a server chip customer for its most advanced fab in Malta, New York, would be left in a lurch with its future Power processors. …
AI
Someone Has To Pay To Push The Bleeding Edge Of Systems
When you look at IBM, it is as if you are seeing many different instantiations of Big Blue across time playing out in the present, side by side. …