Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
Change may be inevitable, but it is also a pain in the neck. …
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
The increasing cost of goods and services is making everyone a little crazy, and corporate IT departments are not immune from the effects of the dual concerns of rising inflation and the desire by central banks to use interest rates to curb our economic enthusiasm and slow that inflation to a much more sane level. …
We have always been convinced, and remain so, that there is no way that the largest organizations in the world will move their computing to one of the big cloud builders. …
If you follow the IT spending forecasts of IDC and Gartner, as we do with each revision, what you will notice is that spending forecasts are constantly changing as economic conditions change. …
For nearly two years the world has been coping with the coronavirus pandemic, and it has had obvious and consequential effects on the market for hardware, software, and services in the datacenter. …
The future has a nasty habit of being very hard to predict. …
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