7. Generative AI – especially from large public cloud suppliers will continue to grow at tremendous rates

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 »

8. State-sponsored cyber criminals will continue to influence/interrupt/disrupt national elections in the USA and UK

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 »

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 »

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 »

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 »

The Apple king of mobile devices

How has the mobile device market changed since the pandemic? Can Apple maintain its leadership as we enter the era of consumer IoT? Read more »

Will the post-pandemic peripherals market recover?

A look at the market, regional and product landscape of the peripherals markey in 2022, with some ideas on where it's going Read more »