The world ITC market grows 5% to reach $1.9 trillion in Q3 2024

As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »

Raw storage spending soars by 54% in Q2 2024 – the recovery continues

An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »

Cloud computing – omnes nimbi divisa sunt in partes tres

Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »

The raw storage market returns to growth… will it be ‘exponential’?

My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »

6. Spending on raw storage will begin to grow again, following two years of dramatic decline

I’m nervous to make predictions around raw storage devices following the failures I’ve made here over the last couple of years. There’s no doubt that these markets have proved highly volatile since the pandemic, when not enough of these components were made to meet demand and then were over produced. […] 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 »

IBM Storage introduces the Flash System 5045

IBM announced last updated its FS5000 series storage systems in February 2021, having launched them the year before. This week it announced the FS5045, which replaces the FS5035. Like the FS5035, the new product includes Data reduction (compression and deduplication), Scale-out clustering, IBM HyperSwap high-availability and Encryption To differentiate it […] 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 »