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IBM Announces Strategic Collaboration with Arm

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Re: IBM Announces Strategic Collaboration with Arm

#23

This is a serious question. What does IBM, in fact, do? I'm surprised they are still around and apparently relevant. Are they more or less a services and consulting company now?

I was surprised to find out they still have hardware repair technicians (extremely expensive but reliable: ~$400 per computer around 2022 iirc)

But yes they’re mostly enterprise/services/mainframes not anything overly consumer

Re: IBM Announces Strategic Collaboration with Arm

#24
I think the #1 use case here is allowing AI/cloud workloads the ability to execute against the mainframe's data without ever leaving the secure bubble. I.e., bring the applications to the data rather than the data to the applications.

IBM could put an entire 1k core ARM mini-cloud inside a Z series configuration and it could easily be missed upon visual inspection. Imagine being able to run banking apps with direct synchronous SQL access to core and callbacks for things like real-time fraud detection. Today, you'd have to do this with networked access into another machine or a partner's cloud which kills a lot of use cases.

If I were IBM, I would set up some kind of platform/framework/marketplace where B2B vendors publish ARM-based apps that can run on Z. Apple has already demonstrated that we can make this sort of thing work quite well with regard to security and how locked down everything can be.

Re: IBM Announces Strategic Collaboration with Arm

#25

This is a serious question. What does IBM, in fact, do? I'm surprised they are still around and apparently relevant. Are they more or less a services and consulting company now?

I work for a big international corp. We pay IBM a blankest sum annually because it’s that hard to quantify just how much we rely on their services and licensing costs.

Licensing of course just being typical rent seeking behaviour but their services are valuable given the financial impact if one of their solutions goes down on us (which is very rarely)

Re: IBM Announces Strategic Collaboration with Arm

#26

> dual‑architecture hardware that helps enterprises run future AI and data intensive workloads with greater flexibility, reliability, and security I think we can ignore the "AI" word here as its presence is only because everything currently has to be AI. So why would IBM add ARM? > As enterprises scale AI and modernize their infrastructure, the breadth of the Arm software ecosystem is enabling these workloads to run…

Im thinking maybe as a compliment to x86 offerings and eventual displacement as a primary offering , i do not see them ditching POWER. The architecture might be non-standard and not very widespread however for what it does and workloads that are suited to it. I dont think any ARM design comes close , maybe Fujitsu's A64FX.

Marketingwise I think it is difficult for IBM to sell x86 systems as it is too easy for customers to compare performance to a standard Wintel server.

Sun had the same problem after 2001 dotcom when standard PC servers became reliable enough to run web servers on.

It's easier to sell "our special sauce" when building using a custom ARM platform. Then you have no easy comparison with standard servers.

Re: IBM Announces Strategic Collaboration with Arm

#27

This is a serious question. What does IBM, in fact, do? I'm surprised they are still around and apparently relevant. Are they more or less a services and consulting company now?

When you’re that large and established it’s very hard to die. I expect IBM to exist in some form pretty much forever

Re: IBM Announces Strategic Collaboration with Arm

#28

This is a serious question. What does IBM, in fact, do? I'm surprised they are still around and apparently relevant. Are they more or less a services and consulting company now?

They design and build not one but two CPU architectures, s390/Z and POWER.

Both have been around for many years, but neither is obsolete, they're just not designed for consumer applications.

They still generate $10-15 billion per year in revenue.

Re: IBM Announces Strategic Collaboration with Arm

#29

This is a serious question. What does IBM, in fact, do? I'm surprised they are still around and apparently relevant. Are they more or less a services and consulting company now?

They design their own CPUs, and they sold $15b of hardware last year. Tellum ii in the z17 mainframe is a Samsung 5nm part.

What I don't get however is who'd use their custom accelerators for AI inference.

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