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  • Cloud Infrastructure Spending Growing, But More Slowly

    May 10, 2023 Timothy Prickett Morgan

    When you look at financials, you need to think quarterly year on year to get a sense of growth over the annual and often seasonal business cycles that drive the economy. And then you also need to think sequentially so you can see when something that is growing on its own momentum, as cloud computing has been doing for the better part of a decade, shifts to a more seasonal flow.

    With the latest market figures released from hyperscaler and cloud watcher Synergy Research, whose chief analyst and managing director is John Dinsdale, dices and slices the public view of …

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  • The Midrange Gets Pinched A Little More

    March 16, 2020 Timothy Prickett Morgan

    The X86 server market turned in its best quarter ever in the final three months of 2019, will more machinery going out the door and more money coming in than has ever happened in the history of the systems market. Even if you adjusted sales in past quarters for inflation, it is still true. It was kind of crazy, even with some soft sales among OEM suppliers, the combination of ODM sales to hyperscalers and cloud builders. X86 server shipments rose by 12.9 percent to 3.35 million machines and revenues rose by 6.3 percent to $22.44 billion, according to the …

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  • Servers Cool A Bit In Q3, But The Market Is Still Hot

    December 9, 2019 Timothy Prickett Morgan

    All temperatures are relative. While the appetite for servers cooled a bit in the third quarter, according to the latest statistics from IDC, the decline is relatively modest and the period ended up still being one of the largest in history, thanks in large part to the appetite of hyperscalers and cloud builders for zillions of X86 servers.

    The declines were much more intense for midrange and big iron systems, which is typical given the product cycles from IBM. The Power9 chip is about halfway through its product cycle, and the System z15 mainframe was only announced a few weeks …

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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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