John Abbott is a principal research analyst in the Applied Infrastructure & DevOps channel of 451 Research, a technology research group within S&P Global Market Intelligence. He covers semiconductor, systems and software infrastructure. This includes new cloud and datacenter system architectures (scale-up and scale-out), accelerated computing and AI infrastructure, semiconductor ecosystem and supply chain issues, and legacy-to-modernization platform evolution. John arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research. He was a cofounder of The 451 Group in 2000, running analyst operations from the San Francisco office until 2007. He has been the principal author of many special reports on areas such as storage virtualization, blade servers, software- defined infrastructure and virtual desktop infrastructure. John began covering the technology industry in 1984, building on work as a user of mainframes, early PCs and Unix machines, and then becoming a technical author. As a freelancer in the 1980s, he contributed to BBC World Service, Computing, Computer Weekly, the Financial Times and the Times. He worked on the pioneering daily IT news service Computergram International and became its editor in 1997. John holds music and English degrees from Keele University and a master’s degree in modern English literature from the University of London.
The pure "GPU for AI" cloud provider is moving down the stack by reaching for Core Scientific — one of the largest bitcoin miners in the US — to enhance its operational efficiency, financial flexibility, expansion-at-scale optionality and employee expertise. Will it be enough?
As the buyer reenters the datacenter space with its AI processors, the addition of Alphawave should help it scale up AI infrastructure at higher levels of energy efficiency. Alphawave has developed connectivity and compute intellectual protocol for use in custom silicon and chiplets.
Enterprises utilizing Java have faced challenges from Oracle's evolving licensing policies, which can significantly add to the costs of Java deployment. Azul's new JVM Inventory features help reduce this risk by providing runtime visibility, which is intended to simplify the process of migrating from Oracle Java.
The 45-year-old electronic manufacturer is paying $2.55 billion plus a potential $450 million earnout to expand into cloud rack- and cluster-scale systems for artificial intelligence, obtaining ZT's existing hyperscale customers and extending AI into key verticals.
More than 70% (by value) of the world's transactions still run through IBM mainframes. The latest generation will enable users to train and deploy their own models entirely within the mainframe.
NVIDIA's annual conference celebrated its first Quantum Day in 2025. While the event was seen as a positive step forward for the nascent industry, it also provided an opportunity to walk back some offhand comments about quantum made earlier in the year, which led to a sharp drop in quantum share prices and rattled the space.
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