Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …
Both the global economy and spending on information technology are so vast that it is hard to really grasp the numbers sometimes. …
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
While Amazon Web Services has first mover advantage when it comes to building a compute and storage cloud, it would be a mistake to believe that the division of the world’s largest online retailer can rest on its laurels. …
Some patterns are very hard to break. From the very early days of the systems business as we know it, which started six decades ago, the fourth quarter of the calendar year has been the money maker for companies like IBM, and the second quarter has been a relatively big one for those who could not get their budgets together before the end of the prior year. …
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. …
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. …
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. …
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. …
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. …
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