• 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 …

  Read more

• 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, …

  Read more

• 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 …

  Read more

• The Power And Storage Price Wiggling Continues – Again

  September 8, 2025 Timothy Prickett Morgan

  Here we go again . . . again. The people in charge of setting global prices for Power Systems and Storage products are rejiggering prices. In announcement letter AD25-1477, dated September 1 and effective on October 1, prices are changing in global markets due to changes in the foreign exchange rates between the United States and those countries.

  To be specific, the following countries are seeing the following price changes:

  • Japan, 3.5 percent
  • India, 2.1 percent
  • Philippines, 1.4 percent
  • Hong Kong, 1.2 percent
  • New Zealand, 0.6 percent

  The interesting bit is that back in early July, IBM had cut prices …

  Read more

• The Price Tweaking Continues For Power Systems

  August 18, 2025 Timothy Prickett Morgan

  I have said it before and I will say it again: If you think you can keep track of IBM’s pricing for hardware, software, and services given all the ups and downs with pricing, you have a better encyclopedic mind and spreadsheet than we do.

  In recent weeks, Big Blue has been at it again with the red grease pencil, making changes in the Power Systems and Storage hardware product lines. Both of the price changes we report on today actually were announced in early July and took effect immediately. They were buried in our torrent of email and I …

  Read more

• 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 …

  Read more

• 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 …

  Read more

• 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 …

  Read more

• Now, IBM Is Jacking Up Hardware Maintenance Prices

  June 16, 2025 Timothy Prickett Morgan

  The first stirrings of hardware maintenance price increases that will affect IBM Power Systems shops have hit, starting in China for Power8 and Power9 machines and for Storage Expert Care support everywhere around the world except in Japan.

  To be quite honest, when we read the hardware maintenance price increase in announcement letter AD25-1195, we did not at first see that it was restricted to the People’s Republic Of China and assumed that it was for the United States and quite possibly for the entire planet. But, alas and good for everyone outside of China, the 10 percent price …

  Read more

• Big Blue Raises IBM i License Transfer Fees, Other Prices

  June 9, 2025 Timothy Prickett Morgan

  The price increases that may or may not be happening to cover increasing costs at IBM continue apace. Some of the price increases we have seen over the past several months might be driven by increasing costs or the expectation of increasing costs, and others might be initiated to drive services and software revenues higher to push the profit level of the overall Power Systems business.

  It is hard to say for sure.

  But what we can say for certain is that last week, in announcement letter AD25-1142 dated June 2, Big Blue once again increased prices on various Power …

  Read more

Previous Articles