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  • 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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  • IBM Finally Shows Some Growth In Sales And Profits

    August 1, 2022 Timothy Prickett Morgan

    We got so excited about our coverage of the new Power10 entry and midrange servers in the past few weeks that we didn’t go into Big Blue’s financial results for the second quarter ended in June. Considering the past several years, and all off the bad news on the financial front from bug players like Intel, Amazon, Microsoft, and Google, it is probably a good thing that our IBM analysis is coming a week later because we now have a better perspective of how IBM is doing relative to its peers.

    It is a refreshing change to see IBM doing …

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  • The Other IBM Big Iron That Is On The Horizon

    August 23, 2021 Timothy Prickett Morgan

    The Hot Chips conference is underway this week, historically at Stanford University but this year as was the case last year, is being done virtually thanks to the coronavirus pandemic. There are a lot of new chips that are being discussed in detail, and one of them is not the forthcoming Power10 chip from IBM, which is expected to make its debut sometime in September and which was one of the hot items at last year’s Hot Chips event.

    The one processor that IBM is talking about, however, is the “Telum” z16 processor for System z mainframes, and unlike …

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  • Chipping Away At X86 Hegemony In the Datacenter

    December 14, 2020 Timothy Prickett Morgan

    Here at The Four Hundred, we have a saying: Anything that makes Power Systems stronger makes IBM i last longer. And part of making IBM i stronger, oddly enough, means just getting behind the idea of diversity of compute in the datacenter and that specifically means countering the notion that the X86 processor (and specifically the Intel Xeon SP implementation of it, but not exclusively because we now have AMD Epyc processors that are viable) is necessarily the only processor in the future of the datacenter.

    We have always held this opinion, as you well know, and have …

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