• Power Systems Keeps Growing Against A Tough Compare

  July 22, 2019 Timothy Prickett Morgan

  This time last year, Big Blue was just starting to ship Power9-based systems for the “Summit” and “Sierra” supercomputers built for the U.S. Department of Energy’s Oak Ridge National Laboratory and Lawrence Livermore National Laboratory, and that gave the Power Systems line a revenue bump through the third and fourth quarters of last year. There is no such big deal this year, although IBM has sold a baby version of these machines – if you consider the 25 petaflops “Pangea III” supercomputer small – to European oil and gas giant Total.

  That deal with Total surely helped IBM make its …

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• Server Buying Cools, But It’s Cool – Don’t Panic

  June 10, 2019 Timothy Prickett Morgan

  When a market is comprised of hundreds of thousands of customers, things tend to level out and are a lot more predictable than when there are relatively few customers. Before the public clouds took off a decade ago and before the hyperscalers created such large infrastructures to support billions of users running their applications, server buying was a lot smaller and it was also more predictable. Things tended to grow slowly, methodically and they also took time to slow down because not everyone felt an economic decline or a transition to a new system architecture at the same time.

  That …

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• Power Systems Bucks The IBM Trend And Grows

  April 24, 2019 Timothy Prickett Morgan

  The Power Systems business continues to grow, and that is good news for all IBM i shops, particularly for those of us who actively want for there to be boisterous competition in server processors and systems architecture. It comes as no surprise that we think Big Blue still has much to offer when it comes to engineering systems that provide real differentiation in the market. The ongoing growth of Power Systems – maintaining the happiness of the substantial IBM i and AIX customer bases and expanding the Linux base – is what is required for IBM to continue to make …

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• Power Systems Not Getting 3D XPoint Memory Anytime Soon

  April 1, 2019 Timothy Prickett Morgan

  A lot of people don’t remember this, but Intel was founded in 1968 as a maker of semiconductor main memory for mainframes, and in the early 1970s the company commanded almost as much market share in main memory as it does in datacenter compute today. But as competitors in Japan did a better job ramping up new technologies, by the early 1980s Intel’s market share dropped to somewhere between 2 percent and 3 percent, and it had no way to easily or affordably get back into the game, and by 1984 it had to wind down its memory operations. …

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• An IBM i Year In Review

  December 10, 2018 Alex Woodie

  Another year is just about wrapped up for us here at IT Jungle. That means it’s time to ease off the news pedal just a tad and enter into a retrospective mood, with the hope of gaining some perspective on where we’ve been in 2018 and perhaps how we’ll start off 2019.

  It all started off rather poorly, way back in. . .

  January

  . . . when the big news was about Spectre and Meltdown, the two vulnerabilities that brought everybody rudely back to the real world following the New Year’s celebration. Nearly all types of processors, including …

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• Some Insight Into The IBM i On Power Systems Base

  December 3, 2018 Timothy Prickett Morgan

  IBM is pretty secretive about its systems business, but is really no worse than its peers in this regard. Big Blue wants to get enough information out there to keep customers comfortable about the future, keep Wall Street happy about its revenues and prospects for the immediate future (meaning one to three quarters out), and keep its competitors from getting too much insight into how it is doing in the systems racket.

  Every now and then, we get some insight into how the Power Systems business is doing, and as part of a discussion we had recently about upgrade and …

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• Can ERP Vendors Deliver On Industry 4.0 Expectations?

  October 1, 2018 Alex Woodie

  In the IT business, innovation is king. If you fail to keep up, you run the risk of falling behind and becoming stale. There’s where ERP as a product category found itself thanks to the advent of cloud computing, and now we’re on the cusp of finding out if the ERP market can deliver on the next set of emerging capabilities — machine learning, artificial intelligence, and IoT – which industry watchers have termed Industry 4.0.

  We’re at an interesting inflection point in enterprise software at the moment, in particular how well-established players react to rapid technological innovation. In the …

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• IBM’s Own Positioning Of Power Systems Revealed

  September 24, 2018 Timothy Prickett Morgan

  We don’t get a lot of data about how the Power Systems business is doing out of Big Blue these days, and we get even less, in terms of specifics, about the markets that IBM is chasing and how well or poorly it thinks it is doing in this regard. We get a snippet here and there from the quarterly results, we get some insight from the quarterly market trackers from IDC and Gartner, but not much else.

  Digging around through some documents relating to the Power9 rollout, we stumbled across a few interesting charts that gives us at least …

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• Inside IBM’s SAP HANA On Power Playbook

  May 21, 2018 Timothy Prickett Morgan

  The Power Systems line is in transition right now, making the jump from Power8 to Power9 processors, and yet the company wants to continue selling applications without having customers wait for the newer chip to be available across the entire Power Systems portfolio. This is a particular problem when it comes to the HANA in-memory database on Power Systems, which IBM is eager to sell given the higher memory capacity and bandwidth that Power9 offers compared to the Xeon processors from Intel.

  To help business partners that are peddling SAP suites on Power, which includes the IBM i platform, in …

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• IBM Wheels And Deals To Boost Power System Sales

  May 7, 2018 Timothy Prickett Morgan

  A lot of the revenue that comes to the Power Systems division – and perhaps the bulk of it if history and the changed nature of the product line is any guide – comes from relatively big iron machines, at least by IBM i standards for what is little, middle, and big iron. And IBM needs to do something here in early 2018 to keep customers of big iron boxes investing while it prepares to ship machines with four sockets or more of the Power9 processors under a schedule that we told you about back in February and that seems …

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