Drilling Down Into IBM’s System Group

January 23, 2017 Timothy Prickett Morgan

It is a new year, and we are all looking forward to a growing economy and some much needed competition for compute in the datacenter as there is a resurgence of interest in the Power processor and a growing probability that ARM server chip makers, particularly Qualcomm and Applied Micro, are going to see some traction this year.

It is with this in mind that we ponder IBM’s fourth quarter financial results, which were announced last Thursday, and more specifically think about what may be in the cards for the Power Systems platform in 2017 and beyond. First, let’s go …