Enterprises Spend On Systems, Hyperscalers Tap The Brakes

March 11, 2019 Timothy Prickett Morgan

For many enterprises, the current generations of processors that come from IBM, Intel, AMD, and the Arm collective are plenty good enough – and available at reasonable price/performance relative to each other and to their predecessors – that the end of 2018 was a perfectly reasonable time to buy what is on the truck. But hyperscalers and public cloud builders, who live and die by the total cost of ownership of their systems as gauged by raw compute power, space required, and power consumed, have to take a longer view. So with new processors coming from Intel and AMD on …