Information Technology and Communications research
Artificial Intelligence (AI) has been threatening to take a lead role as a revenue generator in our industry for many years. 2023 was a year in which we saw very dramatic growth from the specialist suppliers involved. My Figure above shows Nvidia’s reported ‘datacenter’ revenues by quarter; this is where […] Read more »
Both the USA and the UK will have general elections in 2024. Politics in both countries have been badly affected by international (mainly Russian) interference in the past; I believe that the UK’s decision to leave the EU for instance would not have been taken were it not for the […] Read more »
An internal assessment of my predictions for 2023. Read more »
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 »
My 10 predictions for the ITC market worldwide in 2023. Enjoy! Read more »
Before publishing my predictions for 2023, it’s time to appraise those made for this year – which covered most of the third year of the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions Score Comment 1 The total ITC […] Read more »
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 »
I’m not surprised my predictions of 2021 were more inaccurate than in earlier years. We are living through unprecedented changes in society due to serious weather events created by global warming, an on-going pandemic with the potential for devastating viral mutation, serious territorial conflicts between Russia and the Ukraine, China […] Read more »
ITC spending in the Americas will grow the most (by 8%to $2.8 trillion) largely due to the USA’s more interconnected economy, greater wealth and an easier path to ‘building back better’ and the strength of the dollar. Read more »
Many of us forgot how dependent the just-in-time delivery of IT and communications offerings was on a successful, growing economy. Disruptions in the last few years have largely been blamed the effects of the pandemic on component manufacturing, although we should also look at increased nationalism (Trump, Putin, Brexit, etc.) […] Read more »
It’s been a long time since we were able to protect our computer environments just through purchasing and running ant-virus software. We now have safeguarding, monitoring and counter-measures to address the many threats – helping to create a preparedness to handle, isolate and recover from attacks. Cyber criminals have grown […] Read more »
Spending on ITC in 2022 will grow 4% to reach $7.5 trillion and vendors will grow their net earnings by 5% to $1.2 trillion; both of these sums will be world records. Read more »
Spending on IT services (the largest of the four categories) will grow by 5% to reach $2.6 trillion in 2022. Read more »
I’m proud to have seen the potential of cloud computing way back in 2008. Spending growth has been continuously high in every year since then; it will reach a new high of $430 billion in 2022 Read more »
American suppliers combined will increase their market share of the world market to over 50% for the first time in years in 2022. Read more »
Each generation of enterprise computing (centralized, client-server, Internet, managed services, cloud) has created disruption and inefficiencies in integration of the new with the old. Leading suppliers such as Cisco, IBM, Oracle, HPE, Huawei, Atos, Fujitsu and Hitachi will attempt to hang on to their customers’ budgets by promoting ‘as a […] Read more »
The capacity of raw storage shipped continues to grow exponentially (see my Figure above). In 2022 this growth will create 4 Zetabytes of capacity – a massive amount so large that it’s difficult to comprehend. Read more »
My final prediction is that ITC will help combat the serious challenges we face in 2022. Read more »
Before publishing my predictions for 2022, it’s time to appraise those made for this year – which was the second year badly affected by the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions Score Comment 1 The world market […] Read more »
An introduction to ITCandor's 2021 predictions Read more »