My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
The raw storage market returns to growth… will it be ‘exponential’?
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 »
StorPool adds erasure-coding to its software-defined storage
A quick look at StorPool - a fascinating European Soware Define Storage (SDS) supplier Read more »
HPE to acquire Juniper Neworks for $14b
A look at HPE's proposed acquisition of Juniper Networks 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 »
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 »
Storage capacity shipments fall – the end of exponential growth?
Poor performance in the sales of raw data storage devices is contributing to the softness of the current ITC market; does this represent a temporary or permanent change in the storage market? Read more »
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 »
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 »
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 »
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 »