• IBM And Inspur Power Systems Buck The Server Decline Trends

  September 9, 2019 Timothy Prickett Morgan

  For the first time in 11 quarters – in other words, since the final quarter of 2016 – the server market contracted. And not just because the hyperscalers and cloud builders were cutting back on spending as they consumed the vast amount of compute capacity that they bought in 2018. Enterprises pulled back on spending, too, and every geographic region and every category of server had declines as well, many of these due to their own independent cycles and some due to macroeconomic effects.

  As we reported back in July, the Power Systems business grew 3 percent at constant …

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• Big Power News On The Horizon, And Some Other Stuff For Now

  August 19, 2019 Timothy Prickett Morgan

  We are awaiting a bunch of things coming out of Big Blue with regard to the Power Systems line, but the engineers are always tweaking the product line to meet customer demand even after things have been shipping for a while. So it is with the “Fleetwood” Power E980 system that IBM debuted last summer using the “Cumulus” 12-core, heavy thread variant of the Power9 processor family and the Enterprise Pool CPU capacity pooling software that runs on enterprise-class Power Systems iron.

  But before we get into all of that, a reminder of what we are expecting to see from …

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• Tweaking Systems And Withdrawal Symptoms

  March 4, 2019 Timothy Prickett Morgan

  A system product line does not always come out finished and complete, all at once, and its retirement from the sales catalog and the field is not always a simple and smooth thing, either. After a certain amount of criticism from its largest customers, Big Blue last year decided that it would get a little bit more orderly about the latter, as machines are withdrawn from marketing and eventually support. As for the former, well, there are always some nips and tucks that are done here and there as parts of the system are tweaked to meet specific customer demands. …

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• Power Systems Keep Growing To Finish Off 2018

  January 28, 2019 Timothy Prickett Morgan

  The Power Systems line, buoyed by the deliver of high-end Power E980 systems for big AIX and IBM i jobs, a steady stream of IBM i system upgrades, and some traction in Power-based Linux clusters for HPC and data analytics workloads, turned in a pretty good final quarter for 2018, and capped three prior quarters of growth during 2018 to turn in a full year of growth.

  You can’t tell how much growth, of course, but in the lead story of this issue of The Four Hundred, I took my best stab at modeling the quarterly revenue stream of …

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• Goosing Big Iron Power Systems With Power9 Migrations

  December 3, 2018 Timothy Prickett Morgan

  The Power9-based servers from IBM’s Cognitive Systems division have been rolling out over the course of the past year, and the big iron has been in the field only since the late summer but has perhaps had the largest impact on the revenue and profit stream for the Power Systems line, excepting maybe the installation of the “Summit” and “Sierra” supercomputers for the U.S. Department of Energy’s Oak Ridge National Laboratory and Lawrence Livermore Laboratory.

  As has been the case since the AS/400 line debuted in 1988 and even with the combination of the System/36 (low-end and midrange) and System/38 …

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• Some Insight Into The IBM i On Power Systems Base

  December 3, 2018 Timothy Prickett Morgan

  IBM is pretty secretive about its systems business, but is really no worse than its peers in this regard. Big Blue wants to get enough information out there to keep customers comfortable about the future, keep Wall Street happy about its revenues and prospects for the immediate future (meaning one to three quarters out), and keep its competitors from getting too much insight into how it is doing in the systems racket.

  Every now and then, we get some insight into how the Power Systems business is doing, and as part of a discussion we had recently about upgrade and …

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• Systems A Bright Spot In Mixed Results For IBM

  October 22, 2018 Timothy Prickett Morgan

  It is hard to describe a company that raked in $18.76 billion in revenues and brought $2.69 billion of that to the bottom as limping along. But watching IBM, as revenues declined by 2.1 percent, after many years of gentle declines, and profits off by 1.3 percent, it sure does feel that way sometimes.

  In past years, as Big Blue crested above $100 billion in sales, its growth was limited by its total addressable market among large enterprises that can only get so large, too, as well as by the limits of its imagination for peddling wares to small and …

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• More Withdrawals For Vintage Power Gear

  August 27, 2018 Timothy Prickett Morgan

  In with the new and out with the old, as the adage goes. With the Power9 line of Power Systems machines all out and for the most part available – with the exception of the high end Power E980 that will be available in stages in September and November – it is time to start winding down more of the older stuff.

  In announcement letter 918-097, IBM started to remove more things from the product catalog. The most important one in this round will happen on October 19, and that is when companies will no longer be able to …

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• Drilling Down Into The Power E980

  August 20, 2018 Timothy Prickett Morgan

  On August 7, IBM announced the two machines that are based on the “Cumulus” scale-up versions of the Power9 processors – the Power E950 midrange box that scales up to four sockets and the Power E980 big iron machine that scales up to 16 sockets. The IBM i platform is not available on the Power E950, so IBM i customers who need more than a two-socket Power9 machine to support their workloads have to make a jump to a single-node implementation of the Power E980.

  This is the same situation that customers faced during the Power8 era, so it is …

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• IBM i Gets The Big Power9 Iron, But Not The Midrange

  August 15, 2018 Timothy Prickett Morgan

  First of all, let me apologize for not getting to this story last week, but I had a bunch of personal stuff going on and frankly, it is still going on. To eliminate the mystery, I will tell you the big part, which is that I was preparing to get married, then got married, and then tried to take a short honeymoon out in the mountains, and I did not expect for IBM to try to announce the last of the Power9 servers smack dab in the middle of all that.

  But on August 7, IBM did just that. For …

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