• The Big Iron Customers That The Power E1080 Is Aimed At

  September 27, 2021 Timothy Prickett Morgan

  One of the central tenets of our philosophy here at The Four Hundred is: Anything that makes Power Systems stronger helps IBM i last longer.

  For as long as we have been watching the AS/400 and IBM i market, big iron has driven a lot of revenue for machines based on IBM’s proprietary CISC processors and then PowerPC and Power RISC processors. And the big iron machines drove even more of the profits from these products. Big iron is, therefore, important. But just how much money are we talking about?

  A lot more than you probably think, as it …

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• The Cacophony Of Many Different Server Markets

  September 13, 2021 Timothy Prickett Morgan

  Considering how skittery the global economy is, how wonky the world’s supply chains are, and how capricious spending by the big public clouds and the hyperscalers can be (and how much the top eight server buyers in the world make up of the overall market), the fact that the server market only had a 2.5 percent decline in the second quarter is not a surprise.

  It’s just the normal noise in the data, and perhaps, if IDC is right, a slight shift away from using two-socket servers with a modest number of cores to single-socket servers with a larger number …

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• Certified Pre-Owned Storage: More Than Just A Pretty Price

  June 9, 2021 Timothy Prickett Morgan

  People tend to think first and foremost about servers when they think of IT infrastructure, but a true system, even if it is a monolithic, standalone server with as few as one or as many as 16 sockets, always includes storage. And in distributed systems that can grow beyond the scale up limits of NUMA machines and scale out to add compute capacity, they always include storage (whether converged on the server nodes or run alongside the cluster on the network) and they also always include networking.

  No matter what, storage is a big component of every enterprise system, ranging …

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• IBM: The Elder Statesman Of Semiconductors

  May 17, 2021 Timothy Prickett Morgan

  Big Blue may be a lot smaller than it used to be, and it is going to get a lot smaller after its spins off its managed services and hosting business into a new company to be called Kyndryl, which will have about $19 billion in sales, about 4,600 customers, and about 90,000 employees. That will leave the remaining part of IBM, focused on its Power Systems and System z platforms and its whole push into hybrid cloud, artificial intelligence, and quantum computing.

  That remaining business will have about $59 billion in sales, about 260,000 employees, and something on the …

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• Crazy Idea Number 615: Variable Priced Power Systems Partitions

  April 5, 2021 Timothy Prickett Morgan

  When you stare down the blank page as much as I have in my career, you learn to not be afraid of that blank page. If you look at it long enough – usually for only a few minutes – ideas flip into existence like quantum particles spinning their curlicues. Most of them are silly, some are utterly useless, but eventually you get one that is worth following to see where it might go.

  So it is with an idea that popped into my head, which was a daydream about IBM creating variable priced partitions on the Power Systems machines. …

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• Doing The Texas Two Step From Power9 To Power10

  March 1, 2021 Timothy Prickett Morgan

  You won’t find an official IBM customer announcement letter on this deal, but we caught wind of it back in late January and we have confirmed with Big Blue that it is indeed offering customers a two-step upgrade track from Power8 and earlier iron to Power10 iron with a middle step on a Power9 machine until the Power10 machines are available starting later this year and into early next year.

  As we reported back on February 1, IBM has indeed been working on something called the “Two-Step Upgrade Program” for customers, which had a name change shift to “IBM Power …

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• 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 …

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• IBM’s Possible Designs For Power10 Systems

  August 31, 2020 Timothy Prickett Morgan

  In the past two weeks, we have been telling you about the future Power10 processor that will eventually be able to support the IBM i platform as well as AIX, Big Blue’s flavor of Unix, and Linux, the open source operating system that is commercially exemplified by IBM’s Red Hat Enterprise Linux distribution. The leap in performance with Power10 is akin to those we saw between the generations spanning from Power6 through Power9.

  This week, we want to contemplate the systems that will be using the Power10 chip and how they will be similar to and different from past and …

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• Power To The Tenth Power

  August 17, 2020 Timothy Prickett Morgan

  This is one of my favorite times of the year, with the Hot Chips symposium usually underway this week at Stanford University and all the vendors big and small trotting out their, well, hottest chippery. In this case, hot means “extremely interesting” but it often means “burning shedloads of watts” as well. But this is the time that the chip architects show off what they have been working on for four or five years and what has already been in production in recent months or will be in the coming months.

  IBM tends to jump the gun a bit …

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• Power Systems Hit By The Pandemic In Q1 2020

  April 27, 2020 Timothy Prickett Morgan

  Thirteen weeks ago, when IBM reported its financial results for the fourth quarter of 2019, we told you that the Power9 platform was entering the long tail, that part of the cycle of the this generation of Power Systems machines where the revenue would dwindle off between that time and when the Power10 servers launch sometime in 2021. That tail perhaps just got a little longer and skinnier thanks to the coronavirus pandemic.

  IBM doesn’t talk very much about the specifics of revenues and profits for the Power Systems line any more, just like it stopped talking about the iSeries …

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