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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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It’s Harder To Hear The Pulse In The Server Market

March 22, 2021 Timothy Prickett Morgan

More than any other piece of equipment that does into the datacenter, the server is an indicator of health and wealth. Over the more than three decades that The Four Hundred has been published, we have spent a lot of effort and time to understand how the world is investing in what kinds of servers, including Big Blue’s midrange systems running OS/400 and IBM i, and how the trends change over time. And we are committed to doing that going forward, even though it has just gotten a little bit more difficult.

For the past several decades – I honestly …
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Taking The Full Measure Of Power Servers

January 25, 2021 Timothy Prickett Morgan

Imagine, for a moment, that there was not a drive by the Chinese government to have more of its state-owned enterprises, which are among the largest companies in the country, adopt homegrown IT gear for their data processing needs, an effort that started in 2015 but really built up steam two years later when a trade war erupted between the United States and China. Imagine that trade war didn’t happen, either.

What, pray tell, would have happened to IBM’s Power Systems business over the past several years? Our best guess is plenty. At the very least, perhaps the Power Systems …
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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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IBM And Inspur Power Systems Buck The Server Decline Trends

September 9, 2019 Timothy Prickett Morgan

For the first time in 11 quarters – in other words, since the final quarter of 2016 – the server market contracted. And not just because the hyperscalers and cloud builders were cutting back on spending as they consumed the vast amount of compute capacity that they bought in 2018. Enterprises pulled back on spending, too, and every geographic region and every category of server had declines as well, many of these due to their own independent cycles and some due to macroeconomic effects.

As we reported back in July, the Power Systems business grew 3 percent at constant …
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Power Systems Not Getting 3D XPoint Memory Anytime Soon

April 1, 2019 Timothy Prickett Morgan

A lot of people don’t remember this, but Intel was founded in 1968 as a maker of semiconductor main memory for mainframes, and in the early 1970s the company commanded almost as much market share in main memory as it does in datacenter compute today. But as competitors in Japan did a better job ramping up new technologies, by the early 1980s Intel’s market share dropped to somewhere between 2 percent and 3 percent, and it had no way to easily or affordably get back into the game, and by 1984 it had to wind down its memory operations. …
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Gartner Shaves 2018 And 2019 IT Spending Projections

November 26, 2018 Timothy Prickett Morgan

There are a lot of different pressures in the 185 countries that comprise most of the economic activity on Earth, and there is no shortage of uncertainty out there. But two things are always constant here in the late 20th century and the early 21st century. The first is that uncertainty is always there, even though it gets more or less volatile from time to time. And the other is that companies will continue to invest in hardware, software, services, and telecom services.

They have no choice, living in the future as we do.

The prognosticators at Gartner have taken …
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The Cacophony Of Many Different Server Markets

It’s Harder To Hear The Pulse In The Server Market

Taking The Full Measure Of Power Servers

The Midrange Gets Pinched A Little More

IBM And Inspur Power Systems Buck The Server Decline Trends

Power Systems Not Getting 3D XPoint Memory Anytime Soon

Gartner Shaves 2018 And 2019 IT Spending Projections

Content archive

Recent Posts

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