• IBM Raises The Curtain A Little On Future Power Processors

  November 13, 2024 Timothy Prickett Morgan

  We commented back in August when the Hot Chips 2024 conference was underway at Stanford University that it was odd that IBM did reveal some of the speeds and feeds of the Power11 processor that we all know is coming in 2025. And when the TechXchange 2024 partner event was held in Las Vegas a few weeks ago, we were pretty sure that IBM was working on some sort of accelerated system for GenAI applications and a week later we remembered that the obvious pairing was a Power System host with scads of IBM’s own “Spyre” AI accelerators running …

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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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• 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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• 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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• 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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• 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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• Power Systems Poised To Embiggen This Year?

  May 6, 2024 Timothy Prickett Morgan

  We were away on a hiatus and not publishing last week, and therefore we are now going to go through Big Blue’s financial results for the first quarter of 2024, and take a deep dive into its systems business and Power Systems in particular. Once again, the news is generally good, and that is comforting when this is the final third of the Power10 and System z16 product lines from IBM, with follow-on Power11 and System z17 processors expected sometime next year.

  In the March quarter, IBM reported overall revenues of $14.46 billion, up 4.1 percent year on year, with …

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• Power Systems Grows For The Second Year In A Row

  January 29, 2024 Timothy Prickett Morgan

  Here at The Four Hundred, we take good news very seriously, and so we will just cut to the chase scene and tell you that IBM’s Power Systems business has grown for the second year in a row.

  Take that in for a second. Savor it.

  Think about the dozen years of dramatic decline we saw in the RISC/Unix and IBM i parts of the Power Systems business in the wake of the Great Recession in 2009, when the X86 platform from Intel finally got enough features – as did Windows Server and Linux – to compete effectively against …

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• New GM Wants To Push IBM Power With Hybrid Cloud And AI

  November 13, 2023 Timothy Prickett Morgan

  Three months ago, the Power division within IBM’s Infrastructure group got a new general manager. This changing of the guard happens every couple of years as Big Blue moves executives around so they can get managerial experience across different lines of business, and this time around, it is Tom McPherson who has been tapped for the top job in the division that is the home of the IBM i platform.

  McPherson got his bachelor’s degree in electrical and electronics engineering from Rutgers University in 1990 and got his master’s degree in computer engineering from Syracuse University in 1994. We don’t …

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• The Plus Things Change, The Plus Things Stay The Same

  October 23, 2023 Timothy Prickett Morgan

  Like nearly all of you, I have never read the autobiographical romance novels of Jean-Baptise Alphonse Karr, or read back issues of the satirical Le Figaro newspaper that were nearly two centuries old when Karr was editor of that paper, which is today aimed at the upper middle class and which is still one of the papers of record for France.

  But like nearly all of you, I am very familiar with one of the witticisms that came out of Karr’s pen: “Plus ça change, plus c’est la même chose.” Which translates into American as something akin to: …

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