Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

Pondering That Rumored $30 Billion AMD Acquisition Of Xilinx

You can have a strategy, but you can’t buy one.

Nothing illustrates this principle more than the networking buying binges that both Intel and AMD went on nearly a decade ago, which did not really amount to much in the end but which made some sort of sense in the middle of it all happening.

Pondering That Rumored $30 Billion AMD Acquisition Of Xilinx was written by Timothy Prickett Morgan at The Next Platform.

IBM Jettisons Legacy Services To Focus On Hybrid Cloud

Today, the Gerstner era of International Business Machines is over, and the Krishna era is truly beginning, as Big Blue is spinning out the system outsourcing and hosting business that gave it an annuity-like revenue stream – and something of an even keel – in some rough IT infrastructure waters for two over decades.

IBM Jettisons Legacy Services To Focus On Hybrid Cloud was written by Timothy Prickett Morgan at The Next Platform.

Why The DPU Is More Important Than The CPU For Nvidia

If you are fairly new to the IT racket, you might be under the impression that the waves of integration and disaggregation in compute, networking, and storage that swept over the datacenter in recent decades were all new, that somehow the issues of complexity and cost did not plague systems of the past.

Why The DPU Is More Important Than The CPU For Nvidia was written by Timothy Prickett Morgan at The Next Platform.

Server Hunger Is Stronger Than Economic Uncertainty

The appetite for compute capacity, and presumably also for storage and networking capacity, in the datacenter of the world might be waning in some sectors of the economy, but thanks to the voracious hunger of the hyperscalers and cloud builders and more than a few large enterprises that need to do more, not less, computing in the face of the coronavirus pandemic, server sales are now consistently at the levels we saw way back in the Dot-Com Boom more than twenty years ago.

Server Hunger Is Stronger Than Economic Uncertainty was written by Timothy Prickett Morgan at The Next Platform.

The Memory Area Network At The Heart Of IBM’s Power10

It must have been something in the cosmic ether.

Apopros of nothing except the need to fill a blank page with something interesting back when we were analyzing IBM’s second quarter financials and considering the options that Big Blue has with the “Cirrus” Power10 systems it will be launching about a year from now, we did a thought experiment about what it would mean if IBM started to believe in big iron machines again.

The Memory Area Network At The Heart Of IBM’s Power10 was written by Timothy Prickett Morgan at The Next Platform.

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