• 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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• An Update On Power From POWERUp 2023

  April 26, 2023 Timothy Prickett Morgan

  After so many years of not normal, it is comforting to do something to feel normal, like travel to what used to be the COMMON spring user conference and what is now called POWERUp, and in particular POWERUp 2023. (I am only using the official capitalization there because Jenny will change it during edit if I don’t.) I don’t want to leave the hill I live on, especially after so many years of traveling many times a month, but I must say that I enjoyed myself and had my share of boisterous conversations, beer, and food.

  And work, of course. …

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• It’s A Good Thing For IBM That Samsung Makes Chips And Also Runs A Foundry

  October 10, 2022 Timothy Prickett Morgan

  Over the decades, Big Blue has invested an enormous sum of money – easily equal to hundreds of billions of dollars in inflation adjusted 2022 dollars – to figure out clever ways to etch transistors on silicon wafers and to package them up into chips that it and other companies used in commercial and consumer products. It was a great business right up to the minute it wasn’t, mostly because IBM’s chip volumes were getting smaller and smaller at the same time the cost of creating successively smaller transistors was getting larger and larger.

  And so, back in 2014, IBM …

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• The Power10 Machines That Will Take IBM i To 2025

  July 12, 2022 Timothy Prickett Morgan

  IBM i shops that have been waiting for an upgrade path that will take them to the other half of this decade do not have to wait any longer. Finally, after a change of foundry (to Samsung) and process technology (from 10 nanometers down to 7 nanometers) as well as a new implementation of the Power instruction set packed with all kinds of vector and matrix math goodies that are perfect for embedding AI into commercial applications, Big Blue is ready to start shipping the entry and midrange Power Systems machines based on the Power10 processor.

  We made it, despite …

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• The Pivotal Year Ahead For Big Blue And IBM i Shops

  January 10, 2022 Timothy Prickett Morgan

  When we look back on it many years from now, this year, 2022, will be a pivotal year in the history of the Power Systems platform from Big Blue, which was commercially significant starting in February 1990 when the RS/6000 was launched but which obviously traces its roots through the IBM i and OS/400 branches of the Power Systems family tree all the way back to the System/3 launched in July 1969 just 10 days after humans first landed on the moon.

  There are different kinds of pivot points in the history of the IBM midrange platforms, including the launch …

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• IBM And Samsung Go Vertical To Push Transistor Density On Chips

  January 10, 2022 Timothy Prickett Morgan

  Big Blue might have sold off its IBM Microelectronics chip fabrication operation to GlobalFoundries many years ago, but that does not mean that the company does not still do a reasonably large amount of fundamental research into chip maker techniques and tricks. Transistor, chip, and packaging research and development is a big portion of the patent portfolio at IBM and continues to be so because Big Blue still has some of the smartest chipheads on the planet working for it because IBM wants to ensure there is a roadmap for future Power and System z processors and because it can …

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• IBM Versus GlobalFoundries: A Lawsuit Instead Of The Power Chips Planned

  June 14, 2021 Timothy Prickett Morgan

  Last week, IBM took its former foundry partner, GlobalFoundries, to court in a lawsuit that alleges, in essence, that the company promised to deliver Power9 processors based on 14 nanometer technologies and Power10 processors based on 10 nanometer technologies and had some issues with the former and never delivered on the latter.

  Not only that, IBM’s lawsuit says that it never released GlobalFoundries from its from its promise to deliver a 10 nanometer chip, and when the company promised to shift to 7 nanometer technologies, IBM in good faith worked on developing Power10 chips for these processes and spent at …

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