Broadcom boosts its software business with $61B VMware buy
John Abbott covers systems, storage and software infrastructure topics for 451 Research, a part of S&P Global Market Intelligence. Over a career that spans more than 30 years, he has pioneered specialist technology coverage in such areas as Unix, supercomputing, system architecture, software development and storage.
As one of the co-founders of The 451 Group in October 1999, John ran analyst operations from the company's San Francisco office. He has been a principal author on many 451 Research Special Reports, including those on storage virtualization and blade servers – the first comprehensive surveys of either subject to be published. More recently John has focused on topics such as converged infrastructure, new systems architectures, AI and deep learning accelerators. He helped establish 4SIGHT, the 451 Research framework for the forward-looking, long-term coverage of emerging technologies.
John began covering the technology sector in 1984, building on his previous experience as a technical author and direct involvement using mainframes, early PCs and Unix workstations. As a freelance journalist, he contributed to publications including Computing, Computer Weekly, The Financial Times and The Times. In 1987, he was appointed editor of ComputerWire's weekly Unix newsletter, Unigram.X, and later became editor of the company's daily Computergram International service, first in London and subsequently in San Francisco. He established the 451 Research office in San Francisco and lived there for over a decade.
John studied music at the University of Keele and has an MA in modern English literature from the University of London.
Mainframes are approaching 60 years of age, but the latest model from IBM includes a new processor with an embedded AI accelerator, enabling AI inferencing to be applied in real time to huge volumes of transactions. IBM is also pushing 'quantum safe' cryptography and further developments in running mainframes as part of a hybrid cloud deployment.
The target, founded by former Cisco execs, has landed some significant contracts, raising over $300 million in funding along the way. Its Distributed Services Card should further strengthen AMD's networking, cloud and edge capabilities following the completion of its Xilinx pickup
The four-year-old target has built an AI-driven, low-level optimization layer for Linux-based x86 servers that doesn't require application code changes. Reaching for Granulate should help Intel build out its small but growing software business, and boost its already extensive investments in Israel.
The acquisition of Poly, an audio and videoconferencing peripheral supplier formed from the purchase of Polycom by Plantronics in 2018, should help HP expand its portfolio and position itself as a provider of hybrid workplace offerings. This in turn should support its near- and long-term growth goals.
The company's AI accelerator chip is only part of the story. To lower barriers to entry, SambaNova is offering prebuilt, optimized large language AI models to banks, speeding up deployment times and boosting performance and scalability.
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