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 »

ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total

It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. 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 ITC market in first quarter 2024 – moving on up

A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 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 »

9. Quantum computing will come of age, creating analytic breakthroughs in HPC

Like AI, quantum computing has promised to deliver big benefits to society over the last few years. I believe we will see substantial improvements in its use for scientific and mathematical analytics in 2024 – benefiting its developers (IBM, Google and others). I hope that its legitimate use outstrips the […] Read more »

10. War and terrorism will keep gas and oil prices high, slow the move to green energy and negatively affect ITC supply chains

The ITC market was once new, offering potential savings in automation and productivity enhancement for early adopters. By 2024 it has become an essential part of almost every product and service we purchase. The market is so large that its size and growth is bound to be tied to the […] Read more »