What IBM’s profit warning means: Hardware is ‘eating everyone’s lunch’
THE SO WHAT
If clients are pulling spend into memory and other hardware ahead of price hikes, infra budgets are getting front-loaded and cannibalizing software line items. SaaS and platform sellers should expect more “we already committed capex this year” pushback and adjust deal timing and packaging accordingly.
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Tech & InnovationSamsung has a 16TB PCIe 6.0 SSD coming soon with read/write speeds of 28.4GBps and 21.9GBps respectively — but you won't be able to use it anyway
Storage bandwidth is now outpacing what most server and desktop architectures can practically feed — 28.4 GB/s reads are only useful if your PCIe lanes, CPUs, and workloads are ready. Infra teams planning AI and analytics clusters should be co-designing storage, interconnect, and compute, not buying each in isolation.
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Longstanding frustration with closed GPU ecosystems is resurfacing just as AI demand concentrates power in a few vendors. Infra leaders should treat portability — across hardware, drivers, and runtimes — as a strategic hedge, even if it costs you some short-term performance.
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If OnePlus exits the US and Europe, it’s another reminder that OEM availability in key markets can change on a quarterly cadence. Teams building mobile-first experiences should avoid over-optimizing for any single vendor’s ecosystem and keep a close eye on where their core user segments can actually buy devices.