Compute
The Interplay Of GDP, Inflation, And IT Spending
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
systems
Compute
IBM Starts Walking The Hybrid Cloud And AI Talking
If Big Blue is going to talk the hybrid cloud and AI talk, as it seems to do incessantly, then the company has to walk it. …
Compute
Datacenter System Makers Leary But Not Weary
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
Compute
The Next IBM Platform, Revisited
When IBM announced that it was acquiring Red Hat for $34 billion eighteen months ago, one of the things we said that Big Blue needed most and would get from taking over – but not messing with – the world’s largest commercial open source software company was a coherent story that it could tell to its customers about how IBM, which more than any other company helped define data processing, was still relevant to the future. …
Compute
The Potential Of Red Hat Plus Power Is Larger Than Exascale
Red Hat is coming onto IBM’s books at just the right time, and to be honest, it might have been better for Big Blue if the deal to acquire the world’s largest supplier of support and packaging services for open source software had closed maybe one or two quarters ago. …
Compute
Playing The Long Game In Systems
The secret to the longevity of any big corporation is a nearly constant process of reinvention. …
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. …
AI
The IBM Transformation Can Gather Steam Now
For the past five and a half years, which is not quite an eternity in the IT business but is something akin to a half of a generation or so, IBM’s revenues have been declining, quarter in and quarter out. …