THE FOUR HUNDRED - Power Systems & IBM i Insights

1. Power Systems Still Waiting For The GenAI Bump

   With the Power11 systems upgrade cycle only nine months old and with price increases that have been happening monthly since early April 1 and possibly continuing through the end of the year, we expect for the Power Systems business to be up in 2026 for the full year.

   In the first quarter of 2026 ended in March, IBM’s Infrastructure group, which includes sales of servers, storage, operating systems, and used gear, posted sales of $3.33 billion, up 15.3 percent. Gross profits rose by 24.2 percent for the Infrastructure group, to just a tad under $1.9 billion, and pre-tax income for …

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2. The IBM i and the Hybrid Cloud World: Things To Keep In Mind

   As hybrid IT becomes the default operating model, the IBM i platform is increasingly positioned not as a legacy “system in the corner,” but as a high-value, mission-critical core surrounded by modern integration layers and cloud-connected services.

   In The IBM i And The Hybrid Cloud World: Things To Keep In Mind, a fast-paced conversation explores what IBM i leaders – and the partners who advise them – should prioritize when aligning IBM i with today’s hybrid cloud expectations.

   For this video interview, Gregg Rohaly as CloudSAFE’s business development manager, joined Ron Venzin, a CloudSAFE founder and chief development officer, …

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3. CData Adds Db2 for i Support to CDC Tool

   IBM i shops that need to quickly move data from their database to other systems for AI, analytics, or operational uses may be interested in recent news out of CData. The company announced that it’s now supporting Db2 for i with Sync, its real-time change data capture (CDC) product.

   CData Software is a Cherry Hill, North Carolina-based company that has been building data integration software since it was founded in 2010. In addition to database drivers (ODBC, JDBC, OLE DB), database connectors, and embedded solutions, the company develops a data integration platform dubbed Sync that provides a range of CDC, …

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4. As I See It: The Cost of Having Ethics

   It sounds like something out of a grade B sci-fi movie. Fleets of surveillance drones, functioning as airborne behavior monitors, trailing behind people like malevolent balloons. Phone conversations and internet activity evaluated for any hint of non-compliance, location tracked. The possibility of such a dystopian future should be confined to bad sci-fi features, but it is not. At least according to Dario Amodei, co-founder of Anthropic and its controversial AI spawn Claude.

   “It might be frighteningly plausible,” Amodei writes “to simply generate a complete list of anyone who disagrees with the government on any number of issues, even if such …

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5. Brace Yourself: Another Power Systems Price Hike Coming May 1

   A few weeks ago, when we talked about the price increases on main memory and flash for Power Systems machines as well as some other price increases, we told you that this would probably not be the end of it. The market for DRAM and flash is so crazy right now that demand is well exceeding supply and that is driving up prices almost continuously. That’s because supply cannot be increased for either.

   To that end, Sam Werner, general manager of IBM Storage, and Ivo Körner, vice president of worldwide sales for IBM Power, Cloud, and Storage, sent out a …

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