Tag: hardware
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Dell’s AI Server Business Now Bigger Than VMware Used To Be – Maybe private AI will really be a thing: ‘“We are still in the early innings, and our AI opportunity with tier 2 CSPs, enterprise, and emerging sovereign customers is immense,” Jeff Clarke, Dell’s chief operating officer, explained on the call with Wall Street…
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Link: Worldwide Spending on Security Solutions Forecast to Reach $91 Billion in 2018, According to a New IDC Spending Guide
“Worldwide spending on security-related hardware, software, and services is forecast to reach $91.4 billion in 2018, an increase of 10.2% over the amount spent in 2017.” Also, a breakdown of spending per industry and type of security product. Original source: Worldwide Spending on Security Solutions Forecast to Reach $91 Billion in 2018, According to a…
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Link: Google takes $1.1bn chomp out of HTC, smacks lips, burps
Google still looking to crack into hardware. Maybe getting a clutch of regular, steady performers instead of startup rock-stars will help: ‘Google has formally completed its $1.1bn (£780m) takeover of a chunk of HTC, under which some 2,000 staff will transfer to work on the chocolate factory’s Pixel phone. ‘In a blog post, Rick Osterloh,…
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Atlantis: The DSSD, data centre disk killer rising from the deep
Atlantis: The DSSD, data centre disk killer rising from the deep
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How to be a hardware analyst…?
After reading an, as ever, great, deep coverage of some new fangled piece of hardware from TPM, I got to thinking: I don’t really know how hardware analysts approach their craft. What framing and context do they use to understand, evaluate, and judge any given chunk of hardware? I’ve never been much of a hardware…
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Betting against IBM
Indeed, the numbers may back him up—cloud computing sure seems to be squeezing the vendor’s hardware business. The most recent evidence is clear: In Q3 2013, IBM’s systems revenue fell 19 percent, with its Power line falling 38 percent, System x sliding 18 percent and storage falling 11 percent. Among its hardware platforms, only System…
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