The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring…
Wikibon strongly believes that Flash-native storage will become a fundamental component of massively decentralized computing architectures, comprising distributed data, multi-cloud, heterogenous compute and intelligent edge networks. Wikibon believes that flash-native…
By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue…
Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies…
This research examines six important storage premises around NAND flash and tape replacing HDD (Hard Disk Drives). The premises are: 1/ Wikibon projects that flash consumer SSDs become cheaper than…
Exadata Cloud Service X8M is the combination of Oracle Exadata X8M and Oracle Cloud Infrastructure (OCI). Oracle provides a global cloud network of 27 datacenters that deliver enterprise Exadata Cloud…
As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019– CIOs Report a Cautious Outlook for Q4 Tech Spending. We currently project…
The role of big data in the fight against COVID-19. We’ve been reporting weekly on CIO sentiment and the IT spending outlook in the face of coronavirus. We’re tracking a…
Data storage has always been a very lucrative market. In this week’s Breaking Analysis we look into the storage market. Storage has been soft lately, as we’ve been reporting. Spending…
IBM’s election of Arvind Krishna as its next CEO signals the company’s intent to maintain continuity of succession and hire from within, while at the same time promoting new blood…
