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  • A Bit More Insight Into IBM’s “Spyre” AI Accelerator For Power

    October 20, 2025 Timothy Prickett Morgan

    If anything is clear right now, it is that Nvidia does not need to get any richer in the GenAI revolution, and neither does its foundry partner, Taiwan Semiconductor Manufacturing Co. But everyone else, including IBM and specifically its Power Systems business, desperately needs to do something to catch the GenAI wave and make some money in this once-in-a-millennia opportunity.

    Our thesis, as you well know, is that for IBM i shops, code assistants that can help document, update, modernize, or port RPG and COBOL application code to newer languages and modular programming techniques is the killer app for GenAI, …

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  • IBM Alleges Micro Focus Stole CICS Code

    November 28, 2022 Alex Woodie

    IBM last week sued Micro Focus over the alleged theft and reverse-engineering of its CICS software that runs on IBM’s mainframe systems. Micro Focus denied the claim, stating it believes it is “without merit.”

    In IBM’s suit, which was filed November 21 in U.S. District Court in New York, Big Blue alleges that Micro Focus illegally copied its IBM CICS Transaction Server for z/OS software and reverse engineered it to create the Micro Focus Enterprise Server and Micro Focus Enterprise Developer products.

    In its lawsuit, which you can read here, IBM says Micro Focus took advantage of a …

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  • Power Systems Revenues Look To Grow In 2022

    October 24, 2022 Timothy Prickett Morgan

    It was a pretty good third quarter for Big Blue on many fronts if you overlook a $5.76 billion writedown as it has transferred some of its pension obligations for retired employees to a third party to get them off its books forever. This is the second straight quarter that, ignoring this massive hit to the books, which was actually offset by some tax benefits IBM cashed in at the same time, the company has shown both revenue and profit growth.

    This may not be the IBM of our salad days, but it is a far cry better from the …

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  • New System z15 Mainframe Takes The Heat Off Power Systems

    September 16, 2019 Timothy Prickett Morgan

    I don’t know if many of you work this way, but sometimes I have to say things out loud and follow that train of thought before I decide it is a good, bad, or neutral idea – or any of the different gradations in there and beyond these from absolutely wonderful on one end to improbable or worse yet impossible on the other end. It is a kind of branch prediction, and like modern processors for the past two decades, it is subject to Meltdown speculative execution vulnerabilities.

    (That right there was a nerd joke. I think. Maybe. . …

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