• Dell And Big Blue Call It Quits On Storage Driver Support For IBM i

  December 9, 2024 Timothy Prickett Morgan

  It looks like IBM and sometime rival Dell Technologies are having a tiff over the licensing of technology that allows disk arrays descended from the venerable Symmetrix arrays created by EMC more than three decades ago to link to descendants of the AS/400 platform and OS/400 operating systems created three and a half decades ago.

  The fallout from what we presume is that a technology licensing fee agreement between Dell and IBM is similar, we think, to the one between IBM and the company that owns Information Builders. In October 2023, out of the blue, IBM announced that it was …

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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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• Power Systems Distributor Ingram Micro Goes Public (Again)

  November 11, 2024 Timothy Prickett Morgan

  We admit it. It has been a long, long time since we paid much attention to the master distributors that IBM and other IT equipment makers use as a channel between themselves and their systems customers. We used to follow Arrow Electronics and Avnet like a hawk. But we got sidetracked and stopped thinking about them, in part because the late and great Dan Burger used to be our go-to guy for keeping in touch with the Power Systems channel distributors.

  The recent initial public offering of Ingram Micro, which is really the second time the company has gone public …

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• Gartner Raises IT Spending Forecast For 2024 Again

  November 11, 2024 Timothy Prickett Morgan

  The boom of GenAI just keeps getting louder, and the increasing spending by the hyperscalers and clouds are giving air cover to IT shops all over the world who want to weave GenAI technologies into the applications and processes of their companies and who therefore want to get more IT budget.

  IT spending forecasts are useful because they tell us where we think we are going and they also tell us how our IT shop measures up against the average of all of the IT shops in the world. The typical enterprise is definitely not spending anywhere near as much …

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• Slicing and Dicing the Future of the Cloud ERP Market

  November 6, 2024 Alex Woodie

  The cloud looms large in the world of enterprise software. Nearly all ERP vendors offer their software in the cloud, and some, such as SAP, are even planning to end support for on-prem deployments. But how big is the market for cloud ERP, who are the leading providers, and what does it all mean for IBM i customers?

  For starters, how big is the global ERP market? This is an important question, but there is no exact answer. The definition of what is enterprise resource planning software is a little bit amorphous, and amortization schedules can make assigning spending to …

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• Power10 Keeps Plugging Along As Power11 Looms For 2025

  November 4, 2024 Timothy Prickett Morgan

  Considering how late we are in the Power10 and System z16 product cycles, things went pretty well for IBM in the respective Power Systems and System z businesses in the third quarter of 2024. While customers always look forward to future price/performance enhancements that come with a product refresh, there doesn’t seem to be anything out of the ordinary when it comes to a slowdown in sales ahead of next year’s Power11 and “Telum-II” System z17 launches.

  Business seems to be going pretty well for Big Blue, all things considered, although it had to pump $2.73 billion into its pension …

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• RPG Code Assist Is The Killer App For AI-Enhanced Power Systems

  October 23, 2024 Timothy Prickett Morgan

  “I love it when a plan comes together.” – Colonel John “Hannibal” Smith, The A Team.

  Look, we take our wisdom and our joy where we can find it here at The Four Hundred, and it does indeed look like Big Blue has a plan that is coming together with regards to generative AI and the Power Systems hardware platform as it relates to the IBM i software platform.

  We told you in Monday’s issue that IBM was up to something with regard to the Power Systems line, which was revealed to partners and presumably key …

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• IBM Previews New Power Tech At TechXchange Event

  October 21, 2024 Timothy Prickett Morgan

  I wish we could tell you what was up, but we don’t know what it is. But we do know that all of the top tech brass at Big Blue related to the Power Systems platform are going to be participating in the keynote address at IBM’s TechXchange 2024 event in Las Vegas – what we used to call PartnerWorld – on Tuesday.

  Like a bad AI model with not enough parameters and not enough data broken down into tokens, we have to try to infer from first principles what IBM might be announcing and therefore what we might see …

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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 Is Running Out Of DDR4 Memory Faster Than It Thought

  September 25, 2024 Timothy Prickett Morgan

  Back in August, we told you about how Big Blue was shifting away from the DDR4 main memory chips and towards DDR5 main memory chips for Power10 systems, which were designed expressly to support both types of memory.

  This is just like Power8 servers were designed to support both DDR3 and DDR4 memory, with the latter coming halfway through the Power8 product cycle. The Power9 machines used DDR4 memory solely, and the Power10 is getting support for DDR5 a little late in its cycle, given that we expect Power11 servers next year. Presumably the Power11 servers will just support DDR5 …

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