Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
Change may be inevitable, but it is also a pain in the neck. …
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
The central bankers of the world want to curb inflation by putting a serious crimp in demand, and it looks like they may get what they want – sort of – in 2023 when it comes to datacenter infrastructure. …
The increasing cost of goods and services is making everyone a little crazy, and corporate IT departments are not immune from the effects of the dual concerns of rising inflation and the desire by central banks to use interest rates to curb our economic enthusiasm and slow that inflation to a much more sane level. …
There are so many annual rites in the IT sector that it almost has the feel of a religion sometimes. …
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