My first analysis of Lenovo's announcement to acquire Infinidat Read more »
Lenovo to acquire Infinidat – a better storage strategy at a politically challenging time
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 »
IBM introduces Power Virtual Server as an on-premise pod cloud option
A first look at IBM's on-premise Power Virtual Server pod products and strategy 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 »
IBM’s new Power10 S1012 server – the beginnings of AI at the edge
My assessment of IBM's Power10 S1012 server Read more »
Server market 2023 – a virtualized, x86, Windows driven world
Have a look at how the server market is evolving and is likely to change in years to come 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 »
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
IBM Launches the LinuxONE 4 Express – a powerful entry-level mainframe
My look at IBM's LinuxONE 4 Express, launched in 2024 Read more »
IBM Storage Ceph at 20 – a storage platform of choice for AI
Ceph is 20 years old. Reda about its opportunities as a storage platform of choice for AI Read more »
Nexsan – a UK hardware storage systems vendor
A look at Nexsan - a growing storage systems supplier Read more »
HPE to acquire Juniper Neworks for $14b
A look at HPE's proposed acquisition of Juniper Networks Read more »
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance Read more »
Infinidat strengthens its modern enterprise storage system solutions
A look at the offerings and strategy of Infinidat - an exciting new storage systems vendor 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 »
IBM’s new single-frame z16 includes its first rack-mount mainframe offering
A look at IBM's new mid-range z16 servers, including its first rack-mounted mainframe 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 »