Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been highly publicized despite assertions by Broadcom and VMware executives that such reports are little than FUD – short for fear, uncertainty, and doubt. …
The AI era has a much different vibe than prior eras in the IT industry. …
Big Blue has reported its financial results for the third quarter of 2024, and the thing that stands out most is not the System z16 mainframes and Power10 midrange and big iron are getting a little long in the tooth ahead of new product cycles expected to start in 2025. …
Big Blue might be a little late to the AI acceleration game, but it has a captive audience in its System z mainframe and Power Systems servers. …
When you are International Business Machines and you do corporate IT deals in 185 countries around the world, political and economic uncertainty is always a problem. …
A theme snaking its way through conversations these days about generative AI is the need for open source models, open platforms, and industry standards as ways to make the emerging technology more accessible and widely adopted by enterprises. …
It has been quite a week for Hashi Corp, the company behind the open source Hashi Stack of systems software for creating and running modern, distributed applications. …
Some patterns are very hard to break. From the very early days of the systems business as we know it, which started six decades ago, the fourth quarter of the calendar year has been the money maker for companies like IBM, and the second quarter has been a relatively big one for those who could not get their budgets together before the end of the prior year. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
It has been two and a half decades since we have seen a rapidly expanding universe of a new kind of compute that rivals the current generative AI boom. …
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