• 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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• 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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• Stacking Up Power11 Entry Server Performance To Older Iron

  October 6, 2025 Timothy Prickett Morgan

  Here we are heading into the fall and if you have budget set aside for a new system or an upgrade, now is the time to start thinking about spending it. For customers buying mainstream P10-class and P20-class systems, the Power11 machines that have been out for a few months now and are the machines you will need to consider. And if you have older Power8 or Power9 iron, you might even be considering an upgrade to a Power10.

  With all of this in mind, we have put together the mother of all performance tables to compare the current and …

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• The Power11 Transistor Count Discrepancies Explained – Sort Of

  August 25, 2025 Timothy Prickett Morgan

  One of the perplexing things about the Power11 announcement is that we know that the differences in the logic and cache designs of the Power10 and the Power11 server chips are not huge, and yet the transistor count jumped by almost a power of two from the Power10 to the Power11.

  This didn’t make sense to us, and we said as much during the Power11 launch back in early July. (Our observations about transistor count discrepancies were made after our initial story ran and once we got our hands on the drafts for Power11 Redbooks. In those Redbooks, …

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• Price Cut On Power S1012 Mini Since Power S1112 Ain’t Coming Until 2026

  August 11, 2025 Timothy Prickett Morgan

  We told you a few weeks ago that Big Blue was not planning on putting a kicker to the Power S1012 entry server, what we call a “mini” machine due to its diminutive physical size and capacity, based on a Power11 chip into the field until sometime in early 2026. That leaves customers looking for a machine with a one or two cores and with a desire to stay in a P05 IBM i software tier a bit in a lurch.

  So, on August 5, while we are away on vacation in the woods and lakes of upper Michigan, IBM …

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• The Turning Point For Power Systems Is Here, And Now

  July 28, 2025 Timothy Prickett Morgan

  CORRECTED Considering how everyone in the IBM midrange systems market knew that Power11 processors and the next generation of Power Systems servers using them were coming some time around the middle of this year, the dip in Power Systems servers based on Power10 technology did pretty well, we think, in the first quarter and now the second quarter.

  We have to infer this, of course, because Big Blue does not provide revenue figures for sales of Power Systems iron, much less give a breakdown by sales of machines running IBM i, AIX, or Linux as their primary operating system. What …

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• Power11 Entry Machines: The Power S1124 And Power L1124

  July 21, 2025 Timothy Prickett Morgan

  For several decades, a two-socket server was the workhorse machine in most datacenters, whether they were running a database machine for transaction processing or a scale-out cluster of machines for distributed Web applications and their related back-ends. And for many OS/400 and IBM i shops, the two-socket machine was the one that provided the right balance of compute and storage expansion and density.

  But, over the years, as Power processor cores have gotten more powerful, customers have needed fewer and fewer cores to run their relatively modest (by comparison) and relatively static (they grow along with the business, but not …

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• To Comfort The Afflicted And Afflict The Comfortable

  July 14, 2025 Timothy Prickett Morgan

  We are still assembling the information on the new Power11 processor and the Power Systems machines that use them and working on our analysis before they start shipping on July 25. We will do the most thorough job that we can under the circumstances, as always, but we concede that pricing information is very hard to come by on Power10 systems and we suspect it will be the same with Power11 systems, too.

  But we will remind IBM that any new generation of machines always has improved bang for the buck, and given the modest improvements in performance moving from …

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• With Power11, Power Systems “Go To Eleven”

  July 8, 2025 Timothy Prickett Morgan

  Today is Power11 announcement day, and as sometimes happens during the debut of a new processor and a new platform to go along with it, we do not have all of the details necessary to tell you everything you need to know about the new Power11 processor and the four of the five Power Systems machines that will make use of it and start shipping on July 25.

  Here is what we generally know. First, you will hear a lot of Spinal Tap jokes, like the one in the title above, which refers to special Marshall amplifiers which go …

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