My look at the foundation of the AI Alliance Read more »
The AI Alliance – values, nationalities and absentees
Cisco to acquire Splunk for $28 billion
Analyis of Cisco's porposed acquisition of Splunk for c. $28b Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The gaming market – a cloudy future?
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 Read more »
Cloud computing grows up – $413 billion and counting…
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Networking – converged, converging or eternally independent?
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
Storage systems – sales steady, but uncoupled from raw storage growth
A look at the size, growth and major suppliers of storage systems in 2022. Read more »
Dell heads the slowly evolving server market in 2022
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
The Apple king of mobile devices
How has the mobile device market changed since the pandemic? Can Apple maintain its leadership as we enter the era of consumer IoT? Read more »
Will the post-pandemic peripherals market recover?
A look at the market, regional and product landscape of the peripherals markey in 2022, with some ideas on where it's going Read more »
Dire times ahead for the PC market
ITCandor's look-back at the PC market in 2022 with some dire warnings about 2023 Read more »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
My 360° insight into the $7.3 trillion post-pandemic ITC market
A multi-dimensional look at the worldwide IT and communications market Read more »
IBM Storage announces Spectrum Sentinel – protection and fast recovery for Epic Healthcare workloads
A look at IBM Storage's Spectrum Sentinel and how it helps to secure Epic medical records Read more »
Mobile devices – the battle between East and West for a $545 billion market
The mobile device market is massive – in 2021 there were 1.7 billion shipments worth $545 billion and an installed base of 3.7 billion. Growth in the year was 25% in spending and 8% in shipments, although the installed base didn’t grow. The number of non-Internet enabled basic phones and […] Read more »
The PC market booms, despite supply chain and government challenges
a summary of the worldwide and regional PC market in 2021 Read more »
The $207b network market – still haunted by issues of trust
A long term view of the enterprise and servic provider network markets with market data and analysis Read more »
Storage systems 2021 – stable spending in a sea of change
The worldwide storage systems hardware market grew by just 2% in 2021 to reach $34.8 billion, which proved yet again that the success of these products has become increasingly unconnected with that of raw storage, which grew by 19% growth in the year. My Figure above shows total spending by […] Read more »
Raw storage in 2021 reaches 3.6ZB capacity, $182B spending, 1B shipments
A look at the raw storage market for HDD, NAND and DRAM in 2021 Read more »