• IBM: The Elder Statesman Of Semiconductors

  May 17, 2021 Timothy Prickett Morgan

  Big Blue may be a lot smaller than it used to be, and it is going to get a lot smaller after its spins off its managed services and hosting business into a new company to be called Kyndryl, which will have about $19 billion in sales, about 4,600 customers, and about 90,000 employees. That will leave the remaining part of IBM, focused on its Power Systems and System z platforms and its whole push into hybrid cloud, artificial intelligence, and quantum computing.

  That remaining business will have about $59 billion in sales, about 260,000 employees, and something on the …

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• Talk Is Cheap, Action Is Costly

  February 1, 2021 Timothy Prickett Morgan

  Companies pick the platforms for their mission critical systems so they can run them for decades. And it is a very, very big deal when they decide to change those platforms. And, furthermore, it is a hell of a lot harder to change these platforms than many people think, and that is because most of the value of those platforms is locked up in the applications and databases that run atop the servers, operating systems, and middleware.

  It is with this in mind that we always take any survey data that asks IT executives if and when they are going …

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• To 2032 . . . And Beyond!

  December 7, 2020 Timothy Prickett Morgan

  As you sit here in 2020, can you even imagine 2032? Can you imagine beyond that? Oddly enough, I can imagine three or four decades out from here a lot more easily than I can do a dozen years, even though I know the error bars get longer and the probabilistic clouds get fuzzier the further into the future you wander with your mind. So what does it mean, really, when Big Blue commits to support the IBM i platform at least until 2032, a mere dozen years away in a platform that, depending on how you want to …

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• IBM Reveals Power10 Rollout Plan, Begins Power11

  November 23, 2020 Timothy Prickett Morgan

  We have been following the development of the Power10 processor with great interest over the past few years, and have been trying to figure out precisely when – and how – Big Blue will put its future processor inside of Power Systems machines. At the Common Europe Online vCEC 2020 event last week, Steve Sibley, vice president and offering manager for the Cognitive Systems division at IBM, talked about IBM’s plan and put some rough dates on it.

  When we talked to Sibley back in May, all he could tell us was that the impact of the coronavirus pandemic …

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• Max Thread Room

  September 28, 2020 Timothy Prickett Morgan

  For a lot of organizations that buy servers and create systems out of them, the overall throughput of each single machine is the most important performance metric they care about. But for a lot of IBM i shops and indeed even System z mainframe shops, the performance of a single core is the most important metric because most IBM i customers do not have very many cores at all. Some have only one, others have two, three, or four, and most do not have more than that although there are some very large Power Systems running IBM i. But that …

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• IBM’s Possible Designs For Power10 Systems

  August 31, 2020 Timothy Prickett Morgan

  In the past two weeks, we have been telling you about the future Power10 processor that will eventually be able to support the IBM i platform as well as AIX, Big Blue’s flavor of Unix, and Linux, the open source operating system that is commercially exemplified by IBM’s Red Hat Enterprise Linux distribution. The leap in performance with Power10 is akin to those we saw between the generations spanning from Power6 through Power9.

  This week, we want to contemplate the systems that will be using the Power10 chip and how they will be similar to and different from past and …

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• The Path Truly Opens To Alternate Power CPUs, But Is It Enough?

  July 14, 2020 Timothy Prickett Morgan

  If you have a few tens of millions of dollars to spare and you want to set up a foundry partnership with either Globalfoundries for 14 nanometer chip making technologies or with Samsung for 7 nanometer technologies and then create your own Power processor, things just got a little bit easier. Big Blue has open sourced one of its Power cores through the OpenPower foundation and now anybody and everybody can grab it and design a new central processing unit around that core.

  Don’t get too excited, but get a little excited. Let me explain.

  We still believe in the …

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• What The New Top Brass At Big Blue Means For IBM i

  February 3, 2020 Timothy Prickett Morgan

  We have been expecting such an announcement for many years, but now all of the pieces are in place and Ginni Rometty can retire to chairman of the board and let other executives steer International Business Machines for the next decade or so.

  Sam Palmisano, who was an assistant to former IBM president, chief executive officer, and chairman Louis Gerstner, without question saved IBM from disaster in the early 1990s, tapped Rometty to be president back in October 2011. It is the tradition that IBM’s president becomes the next CEO and eventually chairman, so succession is not a question …

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• After Seven Quarters Of Growth, Power Systems Declines

  October 21, 2019 Timothy Prickett Morgan

  The tough compares have hit home on IBM’s Power Systems business, but the good news is that this has happened after seven consecutive quarters of growth for the Power-based server business that Big Blue owns lock, stock, and barrel. Even with this decline, which was quite steep because of the triple whammy of tough compares (more on that in a moment), there is still a healthy underlying Power Systems business that is much better off than the last time it was hit by similar declines.

  Let’s take a look at the numbers for IBM’s Power Systems division and then work …

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• What Open Sourcing Power’s ISA Means For IBM i Shops

  August 26, 2019 Timothy Prickett Morgan

  Due to a conflict with a prior engagement at the Hot Chips conference, where IBM unveiled some of the aspects of the impending Power9′ processor that will prototype some ideas about memory subsystems that will appear in the future Power10 chips, we were not able to attend the OpenPower Foundation’s developer summit in San Diego last week. But IBM kept us in the loop, and we were intrigued to learn that Big Blue was open sourcing the instruction set architecture, or ISA, of the Power processors.

  This step is perhaps an inevitable one, given Big Blue’s desire to make the …

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