• More Price Hikes From IBM, Now For High End Storage

  May 16, 2022 Timothy Prickett Morgan

  The price increases at IBM just keep coming as the company passes on higher component costs, and very likely higher manufacturing and support costs, that it is experiencing thanks to the coronavirus pandemic on to customers. Now we are seeing higher prices on high-end external storage.

  We have covered a number of IBM’s recent price hikes in the past several weeks, which you can see in the Related Stories section at the end of this report. But to characterize them briefly to put the new price increases into context, we have seen inflation in the prices for certain Power9 and …

  Read more

• The Pivotal Year Ahead For Big Blue And IBM i Shops

  January 10, 2022 Timothy Prickett Morgan

  When we look back on it many years from now, this year, 2022, will be a pivotal year in the history of the Power Systems platform from Big Blue, which was commercially significant starting in February 1990 when the RS/6000 was launched but which obviously traces its roots through the IBM i and OS/400 branches of the Power Systems family tree all the way back to the System/3 launched in July 1969 just 10 days after humans first landed on the moon.

  There are different kinds of pivot points in the history of the IBM midrange platforms, including the launch …

  Read more

• Awaiting The Power10 Rollout And The New Sales Cycle

  July 26, 2021 Timothy Prickett Morgan

  It is difficult to be patient but before too long IBM will begin shipping Power10-based systems and the product line, which has been bumping along at the tail end of the Power9 cycle, will start growing again. With IBM having a new microarchitecture as well as a new foundry partner, Samsung Electronics, which is making its very first server chip with the Power10 and implementing its first large-scale chip with a 7 nanometer process, the stakes are high and IBM is being a little extra cautious in getting the Power10 chip out the door.

  Enterprise customers are risk averse, and …

  Read more

• Time To Design – And Deliver – The Application System/360

  July 19, 2021 Timothy Prickett Morgan

  The stupidest thing IBM ever did was create a system other than the System/360. It had the perfect name and it had the right idea of creating a compatible line of small, medium, and large enterprise systems that ran a widening variety of operating systems and workloads, often concurrent on the same machine. The AS/400 really should have been the third generation of System/360 machines, and the systems today would be somewhere around the sixth of seventh or even tenth generation, however you want to think about it.

  Every decade or so in IBM’s history, it has tried to converge …

  Read more

• IBM Reveals Power10 Rollout Plan, Begins Power11

  November 23, 2020 Timothy Prickett Morgan

  We have been following the development of the Power10 processor with great interest over the past few years, and have been trying to figure out precisely when – and how – Big Blue will put its future processor inside of Power Systems machines. At the Common Europe Online vCEC 2020 event last week, Steve Sibley, vice president and offering manager for the Cognitive Systems division at IBM, talked about IBM’s plan and put some rough dates on it.

  When we talked to Sibley back in May, all he could tell us was that the impact of the coronavirus pandemic …

  Read more

• What Open Sourcing Power’s ISA Means For IBM i Shops

  August 26, 2019 Timothy Prickett Morgan

  Due to a conflict with a prior engagement at the Hot Chips conference, where IBM unveiled some of the aspects of the impending Power9′ processor that will prototype some ideas about memory subsystems that will appear in the future Power10 chips, we were not able to attend the OpenPower Foundation’s developer summit in San Diego last week. But IBM kept us in the loop, and we were intrigued to learn that Big Blue was open sourcing the instruction set architecture, or ISA, of the Power processors.

  This step is perhaps an inevitable one, given Big Blue’s desire to make the …

  Read more

• 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 …

  Read more

• 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 …

  Read more

• Power Systems Keep Growing To Finish Off 2018

  January 28, 2019 Timothy Prickett Morgan

  The Power Systems line, buoyed by the deliver of high-end Power E980 systems for big AIX and IBM i jobs, a steady stream of IBM i system upgrades, and some traction in Power-based Linux clusters for HPC and data analytics workloads, turned in a pretty good final quarter for 2018, and capped three prior quarters of growth during 2018 to turn in a full year of growth.

  You can’t tell how much growth, of course, but in the lead story of this issue of The Four Hundred, I took my best stab at modeling the quarterly revenue stream of …

  Read more

• IBM’s Plan For Etching Power10 And Later Chips

  January 7, 2019 Timothy Prickett Morgan

  Last summer, GlobalFoundries, the chip making conglomerate comprised of the foundry businesses of AMD and IBM plus Chartered Semiconductor Manufacturing, put the kibosh on its planned aggressive ramp of 7 nanometer chip making technologies. AMD and IBM, who both depended on GlobalFoundries for their server chip manufacturing, obviously knew well before this announcement that GlobalFoundries was going to be halting development and production ramp for 7 nanometers, so they were not left in as much of a lurch as it might seem.

  Lucky for both companies, there is more than one foundry that was trying to stay on the bleeding …

  Read more

Previous Articles