The State Of Systems In The Second Quarter
September 18, 2017 Timothy Prickett Morgan
The server refresh cycle that we have all been expecting in 2017 is well under way, and in fact, it looks like it is better than expected by some measures.
The box counters at IDC said in releasing their server shipment and revenue numbers for the second quarter of 2017 that they had been undercounting the number of machines made by original design manufacturers (ODMs) and sold directly to the big hyperscalers and cloud builders to the tune of an average of $1 billion per quarter since 2013. Looking back a year, to the second quarter of 2016, the amount …
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