THE FOUR HUNDRED - Power Systems & IBM i Insights

1. More Power Systems Price Hikes, This Time They Are “Directional”

   As you well know by now, prices for CPUs, GPUs, main memory, and flash storage have gone completely bonkers thanks to the GenAI system buildout, with systems specially designated for AI workloads now comprising 70.2 percent of the $122.6 billion in system revenues during the first quarter. AI sales would be even larger, and so would sales of traditional systems, had it not been for component shortages that have been consequently driving prices higher. But if there was no shortages to begin with, maybe revenues would also not be so crazy, too, and shipments would be maybe 30 percent to …

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2. AI Is Not Just For Developers, It Is For Everyone At Your Company

   I’m not a developer. Let me say that upfront, because it matters when I say the things I’m about to say. I’ve always had ideas that I could put forth to somebody who can code. But now, because of AI, I can ask it to do things that I can verbally explain, and it can create what I am asking for. That’s one of the reasons I’m so excited about GenAI.

   Before the GenAI boom started a few years ago, at ARCAD we had already gone down this road with a product called Discover. We had already tied chat into …

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3. Guru: Finding Data In The Forest – Exploring Three-Part Naming In SQL

   Anyone who has spent time foraging for mushrooms knows that location matters. A chanterelle found in the Pacific Northwest is not the same as one discovered in the hardwood forests of the Midwest. Experienced foragers do not simply note what they found. They record exactly where they found it: the region, the forest, and the specific location. Context matters.

   The same is true in SQL. Most IBM i developers are comfortable with two-part naming. A reference like MUSHLIB.FORAGE_LOG identifies both the schema and the object. It tells SQL where to look within a single system, much like noting the forest …

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4. Former IBMer’s New Book Puts The Midrange In The Spotlight

   Over the years, there have been an untold number of books written about IBM and its computing legacy. (Our founding editor, TPM, has most of them in his library.) But very few, if any, of them focus much time on the line of midrange servers that came out of Rochester, Minnesota, including the AS/400, which turned 38 years young yesterday. That void is what drove former IBMer Bill Shaffer, who spent his entire career in the midrange, to write the book IBM & Computing.

   Shaffer spent 40 years at IBM, beginning as a programmer working out of the Miami, …

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5. Have You Tried To Buy A Server Lately?

   If you are trying to get new servers for you company, you better brace yourself for some very serious sticker shock. It’s crazy town out there. The GenAI boom has gone from chemical explosions to nuclear ones, and the hyperscalers, cloud builders, and now the AI model builders are ponying up huge sums for AI systems, driving the total market to an expected $330 billion this year. And all that AI server buying puts these tech titans at the front of the line for DRAM main memory, flash storage, CPUs, and GPUs.

   The radical price increases for these components is …

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