Everyone Is Chasing What NVIDIA Already Has By TPM
The Next Platform, Friday, October 13,2023
Transitions in the datacenter take time. It took Unix servers a decade, from 1985 through 1995, to supplant proprietary minicomputers and a lot of mainframe capacity that would have otherwise been bought.
And from 1996 through 2001 or so, Sun Microsystems servers set the pace and reaped the profits, although nothing like what IBM mainframes had commanded before them. And in 2001, IBM brought its Power architecture and aggressive pricing to bear - an aggression funded by its vast profits from proprietary systems where mission-critical COBOL and RPG applications and their underlying databases and middleware were extremely sticky - and over the next decade and a half wiped Hewlett Packard and Sun from the face of the Unix market. IBM rules Unix systems with its AIX-Power platform, but that business is maybe 25X smaller than it was in the Unix heyday.