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  • The Big Iron Customers That The Power E1080 Is Aimed At

    September 27, 2021 Timothy Prickett Morgan

    One of the central tenets of our philosophy here at The Four Hundred is: Anything that makes Power Systems stronger helps IBM i last longer.

    For as long as we have been watching the AS/400 and IBM i market, big iron has driven a lot of revenue for machines based on IBM’s proprietary CISC processors and then PowerPC and Power RISC processors. And the big iron machines drove even more of the profits from these products. Big iron is, therefore, important. But just how much money are we talking about?

    A lot more than you probably think, as it …

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  • The Cacophony Of Many Different Server Markets

    September 13, 2021 Timothy Prickett Morgan

    Considering how skittery the global economy is, how wonky the world’s supply chains are, and how capricious spending by the big public clouds and the hyperscalers can be (and how much the top eight server buyers in the world make up of the overall market), the fact that the server market only had a 2.5 percent decline in the second quarter is not a surprise.

    It’s just the normal noise in the data, and perhaps, if IDC is right, a slight shift away from using two-socket servers with a modest number of cores to single-socket servers with a larger number …

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  • Power Systems Hit By The Pandemic In Q1 2020

    April 27, 2020 Timothy Prickett Morgan

    Thirteen weeks ago, when IBM reported its financial results for the fourth quarter of 2019, we told you that the Power9 platform was entering the long tail, that part of the cycle of the this generation of Power Systems machines where the revenue would dwindle off between that time and when the Power10 servers launch sometime in 2021. That tail perhaps just got a little longer and skinnier thanks to the coronavirus pandemic.

    IBM doesn’t talk very much about the specifics of revenues and profits for the Power Systems line any more, just like it stopped talking about the iSeries …

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  • Power Systems Keeps Growing Against A Tough Compare

    July 22, 2019 Timothy Prickett Morgan

    This time last year, Big Blue was just starting to ship Power9-based systems for the “Summit” and “Sierra” supercomputers built for the U.S. Department of Energy’s Oak Ridge National Laboratory and Lawrence Livermore National Laboratory, and that gave the Power Systems line a revenue bump through the third and fourth quarters of last year. There is no such big deal this year, although IBM has sold a baby version of these machines – if you consider the 25 petaflops “Pangea III” supercomputer small – to European oil and gas giant Total.

    That deal with Total surely helped IBM make its …

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  • Power Systems Bucks The IBM Trend And Grows

    April 24, 2019 Timothy Prickett Morgan

    The Power Systems business continues to grow, and that is good news for all IBM i shops, particularly for those of us who actively want for there to be boisterous competition in server processors and systems architecture. It comes as no surprise that we think Big Blue still has much to offer when it comes to engineering systems that provide real differentiation in the market. The ongoing growth of Power Systems – maintaining the happiness of the substantial IBM i and AIX customer bases and expanding the Linux base – is what is required for IBM to continue to make …

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