Thread regarding IBM layoffs

Can anyone speculate on what this means for IBM technology going forward

https://seekingalpha.com/news/4636198-ibm-unveils-first-dual-architecture-mainframe-processor-with-arm-tech


by
| 44 views | | 11 replies (last 3 days ago) | Reply
Post ID: @OP+1m0tnnjjd

11 replies (most recent on top)

The play here seems to be to build a machine that gets online transactions checked for fraud (using AI to do that) faster.

First, no customer should jump on this. They are already handcuffed to the platform. Jumping on this will add extra chains.

Clearly supporting Linux One (Linux on Z) is purely for a few existing customers. Given this new architecture, no new customer would touch Linux One when they could run a much more sensible Linux.

It's also a recognition that IBM's AI and its use is fraud detection is not what customers want. Customers do this off platform and this new box is intended to speed up the process.

by
| | Reply
Post ID: @q0+1m0tnnjjd

Nothing. IBM isn’t innovative or technically relevant.

by
| | Reply
Post ID: @h6+1m0tnnjjd

@fg IBM, as a whole, is run by incompetent amateurs. They have no understanding of science and technology. This proposal is a proof of their mediocrity. When, the leader is the slimy Indian, you cannot expect better.

by
| | Reply
Post ID: @fh+1m0tnnjjd

Sh-t like this confirms that Arvind (and execs) are floundering and is out of ideas.

Potential customer set is a subset of already tiny and quickly shrinking mainframe users.

Given such a small demand, all fab would likely tell IBM to go away and stop wasting their time.

IBM boards needs to find a CEO from outside and clean house.

by
| | Reply
Post ID: @fg+1m0tnnjjd

@en no it is gibberish. IBM’s own product chief explicitly said customers weren’t asking for that specific technology; they were asking IBM to help them get surrounding/adjacent workloads running faster and with less porting effort.

by
| | Reply
Post ID: @eq+1m0tnnjjd

@ee What it mean, IBM is trying to find a "cheaper " way to make more money. Nothing new here. Pure gibberish

by
| | Reply
Post ID: @en+1m0tnnjjd

This may answer some of the questions.

https://www.thestreet.com/technology/ibm-arm-mainframe-chip-ai

by
| | Reply
Post ID: @ee+1m0tnnjjd

@d6 yea this is a weird odd chimera of a build that not one customer will want or is even asking for

by
| | Reply
Post ID: @da+1m0tnnjjd

Are customers clamoring to run ARM applications on Z? I'd be surprised. ARM typically competes with X86 for the lower cost workloads that don't really require X86. Z is at the opposite end of the spectrum.

by
| | Reply
Post ID: @d6+1m0tnnjjd

Nothing they don’t have a fab to make it. Did they just show layout schematics

by
| | Reply
Post ID: @a5+1m0tnnjjd

Pure gibberish

by
| | Reply
Post ID: @a1+1m0tnnjjd

Post a reply

: