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  • A Few More Power Systems Announcements Before Year End

    November 17, 2025 Timothy Prickett Morgan

    We don’t expect a lot of announcements from IBM at this point in the year relating to the Power Systems platform, and in fact, we don’t expect a lot of announcements from Big Blue at all. Except maybe for the usual end-of-year “workload rebalancing,” the 2025 edition of that we saw recently being reported in the Wall Street Journal with very little details.

    Here is a weird one. In announcement letter AD25-1276, IBM is reselling an AMD W6499 graphics card, which is based on its RDNA 2 architecture and which has 4 GB of GDDR6 frame buffer memory, …

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  • A Hardware Refresh Is The Perfect Time To Re-Evaluate Your HA/DR Strategy

    November 10, 2025 Ash Giddings

    For most IBM i shops, hardware refresh cycles arrive with a mix of excitement and apprehension. New generations of IBM Power Systems like the recently announced Power11 machines offer the chance to increase power, improve efficiency, and take advantage of the latest features.

    But along with the upside, upgrades also trigger some tough decisions, particularly around software licensing. High availability and disaster recovery (HA/DR) solutions are often near the top of that list. These tools are critical for helping businesses to maintain resilience and continuity, yet many customers find themselves paying significantly more for their HA/DR software after a hardware …

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  • What Price Power?

    November 3, 2025 Timothy Prickett Morgan

    One of the things that is great about the cloud is that the cost of a configured server instance with a given compute, memory, storage, and network capacity has a published list price, including volume discounts for reserving instances over relatively long periods of time. Similarly, sellers of X86 servers – mainly Dell and Hewlett Packard Enterprise, and mainly for entry and midrange X86 machines – still have online configurators that allow customers to see all of the pricing on components and to actually configure the machines they want to order, making tradeoffs for overall price and feature function and …

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  • Cloud Revenues Saved By The GenAI Boom

    November 3, 2025 Timothy Prickett Morgan

    Growth in spending by end users on the clouds was slowing and slowing even more as time went by as we expect in a mature and competitive market from the end of 2021 through the end of 2022. And based on the trends that were happening at that time, about this time growth would have probably slowed to maybe 2X to 3X of the growth in global gross domestic product, which is how you know (in my opinion) how a subset of the IT market is mature.

    IT markets tend to always grow faster than GDP, unless something weird is …

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  • Power Systems Grows Nicely In Q3, Looks To Grow For All 2025, Too

    October 27, 2025 Timothy Prickett Morgan

    Here’s a funny thing, or maybe not. In its conference call with Wall Street analysts going over the financial results for its third quarter ended in September, neither Arvind Krishna, IBM’s chairman and chief executive officer, nor James Kavanaugh, the company’s chief financial officer, said “Power” or “Power Systems” or “Power11” or anything directly relating to IBM i or AIX. Nary a peep, even though the Power11 upgrade cycle has begun in earnest and it looks like growth was pretty good in the third quarter and will be decent for all of 2025.

    For a long time now, Big Blue …

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  • Sundry IBM i And Power Stack Announcements For Your Consideration

    October 27, 2025 Timothy Prickett Morgan

    There is always a little mop up after major IBM i and Power Systems announcements, and there is usually a trickle of announcements that are not tied to the bi-annual launches of Technology Refreshes, which we generally expect in April and October. This latest cycle is no exception, and we have the mop and bucket out to finish out the current cycle.

    In announcement letter AD25-0006, IBM says that it will allow customers to mix and match shared utility capacity for latency compute and main memory activated using Power Enterprise Pools 2.0 om-site capacity on demand with pay per …

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  • Please Take The IBM i Marketplace Survey

    October 27, 2025 Timothy Prickett Morgan

    Time is running our for you to take the annual IBM i Marketplace Survey from Fortra, and we are asking you to take a few moments and give us all some insight into what is going on inside of your IT organization.

    The annual survey, which is in its 13th year, opened up on September 15. You can give back to the IBM i community and help nudge IBM and ISVs in directions that are helpful to you by taking the survey, which you can do at this link.

    The results of this survey are an invaluable resource …

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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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  • Three Things For IBM i Shops To Consider About DevSecOps

    October 13, 2025 Michel Mouchon

    Way back in the Great Recession, when money was getting tight and the technical debt was getting high, the concept of agile infrastructure evolved into DevOps, the synchronization and coordination of application development, which likes to move fast, with IT operations, which likes to have things running in a stable fashion. The idea runs counter to half of the philosophy of Facebook founder Mark Zuckerberg, who has espoused the principle to “move fast and break things.”

    DevOps wants to move fast, but it most assuredly does not want to break things, and many millions of programmers and operations staff …

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  • It Is Time To Tell Us What You Are Thinking And Doing

    October 6, 2025 Timothy Prickett Morgan

    It is the beginning of fall, or autumn if you are in Europe, and you know what that means. No, it is not the deciduous woods turning to the colors of fire. Not it is not football (or soccer for that matter), or harvest time. But it is the time when Fortra opens up its annual IBM i Marketplace Survey, which has been running for more than a decade now.

    The annual survey, which is in its 13th year, opened on September 15. You can give back to the IBM i community and help nudge IBM and ISVs in …

    Read more

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