• To Comfort The Afflicted And Afflict The Comfortable

  July 14, 2025 Timothy Prickett Morgan

  We are still assembling the information on the new Power11 processor and the Power Systems machines that use them and working on our analysis before they start shipping on July 25. We will do the most thorough job that we can under the circumstances, as always, but we concede that pricing information is very hard to come by on Power10 systems and we suspect it will be the same with Power11 systems, too.

  But we will remind IBM that any new generation of machines always has improved bang for the buck, and given the modest improvements in performance moving from …

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• Rocket Celebrates 35th Anniversary As Private Equity Owner Ponders Sale

  April 28, 2025 Alex Woodie

  Rocket Software has come a long way since Andy Youniss and Johan Magnusson Gedda founded the company in Youniss’ Boston garage in 1990. Today the company counts more than 12,000 customers, including a large number of IBM i shops, and reportedly has a valuation of around $10 billion. Could the company’s 35th anniversary of its founding be a good time for its current majority owner, Bain Capital, to sell?

  Youniss started building what we now think of as Rocket Software in 2000, when he completed the first of what would become dozens of acquisitions. Over the years, there would be …

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• Picking Apart An Ebullient GenAI Spending Forecast

  April 2, 2025 Timothy Prickett Morgan

  In one of the big ironies of our time, companies are embedding AI acceleration functions into PCs that most consumers do not actively want while at the same time datacenter operators (be they captive or independent) are actively trying to get AI compute engines (mostly Nvidia and sometimes AMD GPUs) so they can train their GenAI and other machine learning models – and they can’t get enough of these accelerated servers.

  Because a lot of PCs are already enhanced with AI functions, more and more PCs are falling under the label of an “AI PC,” and therefore the market for …

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• Is IBM i Ready for the Agentic AI Revolution?

  March 24, 2025 Alex Woodie

  The AI world moves fast. Just when you get your head around large language models (LLMs) and the chatbots and coding co-pilots they enable, the AI world has moved onto something new. In 2025, that something new is the reasoning model, which is enabling autonomous AI agents and the world of agentic AI.

  Is IBM i ready for the revolution that’s about to unfold?

  By now you have undoubtedly read about LLMs such as OpenAI’s ChatGPT, Google’s Gemini, and Meta’s Llama. These LLMs are popular ways to power text-based generative AI applications, such as chatbots, coding co-pilots, and question-and-answer …

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• ARCAD Discover: Global Application Analysis With An AI Interface

  February 10, 2025 Michel Mouchon

  Here is a simple test to reckon the value of the applications that run your company. Walk down to the datacenter, or over to the datacloset, or SSH out to the cloud, and turn the physical or logical machine running those applications off. What happens next?

  Aside from a lot of animated conversations and possibly some cursing, not much until you turn the machine back on and the system, databases, and applications reboot. You already knew this, but now everyone else has discovered, rather suddenly, how the very existence of the business and the livelihoods of the employees is dependent …

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• IBM Power On Track To Get Above $2 Billion A Year

  February 3, 2025 Timothy Prickett Morgan

  IBM’s stock price is kissing $260 a share, and this is a level that, adjusted for stock splits, the company has not seen since before it ran up on the rocks in the early 1990s as its mainframe business and AS/400 business all shrank at the same time that RISC/Unix systems and X86 gear in the datacenter took off. What’s going on?

  Well, here is the deal: IBM has customers using its Power and z servers for mission-critical back office systems, and a lot of the customers using its IBM i, AIX, Linux, and z/OS platforms are going to be …

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• Does Your IT Budget Reflect The World At Large?

  February 3, 2025 Timothy Prickett Morgan

  Sometimes, numbers are so large they become almost meaningless. If I say $1 trillion or $5 trillion to you, do you really have a sense of it except relatively to some other number in the same order of magnitude? You can feel the change, but you can’t feel the actual magnitude of the actual number?

  It is with this in mind that we turn to the latest forecasts for IT spending from Gartner, which shows a slight acceleration in the rate of spending increase from 2024 to 2025, but ironically, shows the absolute figures for IT spending in those two …

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• 2025 IBM i Predictions, Part Three

  January 27, 2025 Alex Woodie

  What will happen this year in the little neck of the IT wood that we call the IBM i community? It’s hard to say for sure, but one thing is certain: It sure a lot of fun guessing what might happen or what could happen! And who knows? Some of these predictions may actually come true.

  After 20 years with IBM i software vendor PKS Software, Heidi Schmidt has seen a thing or two in the midrange. There have been many ups and downs over the years, and a wide array of names. But Schmidt is bullish that the …

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• Beta For RPG Coding Assistant On Track for 2Q25

  January 20, 2025 Alex Woodie

  IBM is ramping up development of the AI-based RPG Code Assist and expects to have a working prototype ready for testing by the end of the first quarter, IBM i chief technology officer Steve Will said in a webinar last month. The goal is to have a beta ready for during the second quarter and general availability hopefully in the second half of the year, he added.

  Large language models (LLMs) such as OpenAI’s GPT and Google’s Gemini have taken the world by storm, and companies are investing tens of billions of dollars in the nascent tech to gain …

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• How ERP Giants Are Building GenAI Into Their Products

  December 9, 2024 Alex Woodie

  We are still near the top of Gartner’s hype curve when it comes to generative AI. Larger companies that have discipline and money, and startups with time and ambition, are finding success with GenAI, but many organizations are still in the planning and roll-out phase. The same could be said for ERP vendors, who have started their GenAI journeys but are expected to ramp up adoption significantly in the years to come.

  Since the dawn of the mainframe age, computers have automated the work that was previously done by people. Large armies of file clerks were no longer needed once …

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