• More Power Systems Price Hikes, This Time They Are “Directional”

  June 22, 2026 Timothy Prickett Morgan

  As you well know by now, prices for CPUs, GPUs, main memory, and flash storage have gone completely bonkers thanks to the GenAI system buildout, with systems specially designated for AI workloads now comprising 70.2 percent of the $122.6 billion in system revenues during the first quarter. AI sales would be even larger, and so would sales of traditional systems, had it not been for component shortages that have been consequently driving prices higher. But if there was no shortages to begin with, maybe revenues would also not be so crazy, too, and shipments would be maybe 30 percent to …

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• AI Is Not Just For Developers, It Is For Everyone At Your Company

  June 22, 2026 Alan Ashley

  I’m not a developer. Let me say that upfront, because it matters when I say the things I’m about to say. I’ve always had ideas that I could put forth to somebody who can code. But now, because of AI, I can ask it to do things that I can verbally explain, and it can create what I am asking for. That’s one of the reasons I’m so excited about GenAI.

  Before the GenAI boom started a few years ago, at ARCAD we had already gone down this road with a product called Discover. We had already tied chat into …

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• Have You Tried To Buy A Server Lately?

  June 22, 2026 Timothy Prickett Morgan

  If you are trying to get new servers for you company, you better brace yourself for some very serious sticker shock. It’s crazy town out there. The GenAI boom has gone from chemical explosions to nuclear ones, and the hyperscalers, cloud builders, and now the AI model builders are ponying up huge sums for AI systems, driving the total market to an expected $330 billion this year. And all that AI server buying puts these tech titans at the front of the line for DRAM main memory, flash storage, CPUs, and GPUs.

  The radical price increases for these components is …

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• Big Blue Is Still Talking About Future Power Processors, Which Is Good

  May 18, 2026 Timothy Prickett Morgan

  The details are really thin, as usual, but IBM is still talking about the advantages that the Power10 and Power11 processors have over other server-class CPUs in the market today, as Power chief architect Bill Starke did at the most recent POWERUp conference in New Orleans. And Starke always ends his presentations with a hint or two about what Power Next or Power Future – what we would call Power12 – might look like.

  Many of the things that Starke talked about during his two presentations at POWERUp 2026 are things that we have been talking about with Starke for …

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• Power Systems Still Waiting For The GenAI Bump

  April 27, 2026 Timothy Prickett Morgan

  With the Power11 systems upgrade cycle only nine months old and with price increases that have been happening monthly since early April 1 and possibly continuing through the end of the year, we expect for the Power Systems business to be up in 2026 for the full year.

  In the first quarter of 2026 ended in March, IBM’s Infrastructure group, which includes sales of servers, storage, operating systems, and used gear, posted sales of $3.33 billion, up 15.3 percent. Gross profits rose by 24.2 percent for the Infrastructure group, to just a tad under $1.9 billion, and pre-tax income for …

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• Brace Yourself: Another Power Systems Price Hike Coming May 1

  April 20, 2026 Timothy Prickett Morgan

  A few weeks ago, when we talked about the price increases on main memory and flash for Power Systems machines as well as some other price increases, we told you that this would probably not be the end of it. The market for DRAM and flash is so crazy right now that demand is well exceeding supply and that is driving up prices almost continuously. That’s because supply cannot be increased for either.

  To that end, Sam Werner, general manager of IBM Storage, and Ivo Körner, vice president of worldwide sales for IBM Power, Cloud, and Storage, sent out a …

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• You Are Much More Than Power Systems, And So Are We

  April 13, 2026 Doug McMaster

  The AS/400 was born in the age of minicomputers, but that was also when the rise of the personal computer started and eventually led to the revolution of client/server distributed computing. Not only was computing shifted to the PCs on our desks, but also out to file servers, print servers, and application servers that ran all kinds of different platforms, including NetWare, SCO Unix, OS/2 Server, rarely a variant of Unix, what would become Windows Server, and more recently Linux.

  Eventually, Windows Server and Linux became not only Web infrastructure and application serving platforms but ran relational databases and sometimes …

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• What Can IBM Do To Make The Future Power S1112 Mini System Compelling?

  April 13, 2026 Timothy Prickett Morgan

  The Power11-based Power Systems lineup remains incomplete, with the single-socket, half-width “Bonnell” system that debuted back in May 2024 still only available with Power10 processors and not yet upgraded to Power11. We know such a machine is in the works, because Big Blue has been clear about the need to ship a machine in the IBM i P05 software tier, the lowest rung on the IBM i ladder.

  We have not heard anything precise about the Bonnell kicker, and we would have thought it would have been launched in February or March. It has not. It is reasonable to expect …

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• The Next Generation Of IBM i Talent in GenAI Action

  March 30, 2026 Laura Ubelhor

  The future of IBM i is not just being imagined – it is actively being built by the next generation of IT professionals.

  The IBM i Agentic iMPACT AI Student Project provided Pennsylvania School of Technology network and technology students with a unique opportunity to participate in a real-world, industry-sponsored innovation challenge. This hands-on initiative focuses on implementing agentic artificial intelligence (AI) within the IBM i environment, giving students exposure to cutting-edge integration and automation technologies while building valuable, real-world experience.

  The project was offered as an extracurricular component of the curriculum; the project launched its first challenge with participation …

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• No Joke: Big Memory And Flash Price Hikes Coming April 1

  March 9, 2026 Timothy Prickett Morgan

  As I told you about last week, price increases for Power Systems and Storage products have indeed come to pass. We were poo-pooing the idea that IBM would have a 25 percent across-the-board price increase, saying this would be unprecedented and unjustified. But the price increases that go into effect in three weeks (just after the first financial quarter of 2026 ends) are jaw dropping even if they are mainly for main memory and flash drives.

  We would love to show you the link to the announcement letter, but as far as we know there is no customer announcement …

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