• Picking Apart IBM’s $150 Billion In US Manufacturing And R&D

  May 21, 2025 Timothy Prickett Morgan

  Several weeks ago, we read with great interest, considering the great desire by President Donald Trump to foment a new wave of indigenous manufacturing in the United States with extreme import tariffs, that Big Blue was committing to “to invest $150 billion in America over the next five years to fuel the economy and to accelerate its role as the global leader in computing.”

  This announcement was not one, as far as we know, brokered between Arvind Krishna, IBM’s chairman, president, and chief executive officer, and Trump, which is not necessarily smart. It is perhaps best to let this commander …

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• z17 Mainframes Give IBM Time To Ramp AI-Accelerated Power11 Systems

  April 14, 2025 Timothy Prickett Morgan

  We had been expecting for the Power11 processors and their new Power Systems servers to be announced sometime around the spring to early summer of this year and to start shipping in volume in the summer, maybe in June or July, with a nice sales bump in the second half of 2025. However, now the Power11 launch will be in the second half of the year, and IBM’s Systems group will be counting on a bump first from the System z17 mainframes that were launched last week.

  This has happened before, and more than once, and it is a good …

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• The Top Ten IBM i Requests From The IBM Ideas Portal

  April 2, 2025 Alex Woodie

  Big Blue is gearing up for a major new release of the IBM i operating system. We don’t know yet what will be in the release, but we can forge some guesses by checking out what new features the IBM i community is requesting through the IBM Ideas portal, and how IBM reacts to them.

  IBM prides itself on being a customer-focused organization, and so it looks to the IBM i community for direction on what sort of features, capabilities, and fixes the IBM i community currently is looking for. That community outreach takes various forms, including the COMMON Americas …

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• IBM Switches To Build To Order For Entry Power Systems

  February 24, 2025 Timothy Prickett Morgan

  If we trust our memory, for the past several decades both high-end Power systems machines as well as all System z mainframes have been done on a build-to-order basis, and for the past decade at least, these big iron boxes were made at IBM’s factories in Poughkeepsie, New York, for the worldwide market.

  For many years, entry and midrange AS/400 line was manufactured in three plants: the main factory in Rochester, Minnesota for the market in Canada and the United States and for certain high end machines in Europe, as well as Santa Palombo outside of Milan, Italy for entry …

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• IBM Announcements: Service Price Hikes, HANA Iron As A Service, Rust for AIX And Maybe PASE, And More. . .

  February 17, 2025 Timothy Prickett Morgan

  When Big Blue makes big announcements, we break them down and analyze them uniquely. But there are often a lot of little things that happen over the course of a few weeks, and we like to lump these together and give you the rundown. That way you are informed, but you can skim it.

  So let’s take a look the things related to Power Systems and IBM i that have happened in the past few weeks since we last did this. Let’s start with a few price changes.

  In announcement letter AD25-0140, dated February 3 and effective on March …

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• IBM Boosts Prices Even Further Outside The United States

  December 9, 2024 Timothy Prickett Morgan

  Back on November 4, we told you about a price increase that IBM instituted across its Power Systems, storage hardware and storage software, and Software Maintenance services. These price increases were supposedly announced on September 3, but IBM’s system did not notify us of them until October 29, and we told you about it in the subsequent edition of this newsletter. The delay didn’t matter much because the price changes are not effective until January 1, 2025.

  And now, the rest of the world is going to get an extra taste of inflation, as you will see in announcement letter …

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• 2024: An IBM i Year In Review

  December 4, 2024 Alex Woodie

  It’s hard to believe that yet another year is coming to a close. As 2024 rolls to its merciful end, it’s time for us to take stock of the major events and announcements that impacted the IBM i community.

  January

  News broke in late January that revenue in IBM’s Power Systems business grew for the second year in a row in 2023. TPM’s model showed $1.53 billion in external Power Systems sales for the year, which was a hair above the 2022 figure, which was a hair above the 2021 figure. It’s not 2010-era numbers, when the figure was north …

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• Sundry Hardware Announcements Accompany IBM i TR Updates

  October 14, 2024 Timothy Prickett Morgan

  With high-end Power10 machines coming out in September 2021 and most of the Power10 lineup coming in July 2022, we don’t expect much in the way of substantial Power10 system announcement at this point in that processor’s lifecycle. The “Bonnell” entry Power S1012 machine from this year May is, in fact, probably the last Power10 machine to come out the door until Power11 systems come out next year some time.

  But IBM is always tweaking things here and there when it comes to hardware features and bundles, and so it is with the October IBM i platform updates. We saw …

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• Private PowerVS Pods Now Available For On-Premises Power10 Iron

  October 7, 2024 Timothy Prickett Morgan

  The number of system vendors that also run clouds, or cloud vendors that also sell systems, is very small because doing both is exceedingly capital intensive – one for research and development, and the other for acquiring gear and deploying it so its capacity can be rented to others.

  Dell and Hewlett Packard Enterprise, the two biggest server OEMs in the world, both tried to build clouds and failed, and so did VMware now that we think about it. Oracle bought its way into the systems business with its 2009 acquisition of Sun Microsystems, and while it no longer …

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• IBM Tweaks Power10 Hardware: Fatter Memory, Other Stuff

  August 19, 2024 Timothy Prickett Morgan

  We haven’t seen a lot of hardware announcements this year from Big Blue for the Power Systems platform, and you really should not expect much in the way of new hardware when Power11 systems are expected to be launched in 2025 and the Power10 machines have been in the field since late 2021 for the Power E1080 and since July 2022 for the rest of the line.

  To be fair, we did have the entry “Bonnell” Power S1012 machine come out in May this year. So it has not been a total drought. But hardware launches are not on an …

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