Comments on: IT Spending Projections Go Negative For 2020 https://www.nextplatform.com/2020/04/06/it-spending-projections-go-negative-for-2020/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Fri, 05 Feb 2021 20:58:26 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Mike Bruzzone https://www.nextplatform.com/2020/04/06/it-spending-projections-go-negative-for-2020/#comment-141440 Mon, 06 Apr 2020 16:58:02 +0000 http://www.nextplatform.com/?p=136253#comment-141440 Q; “What we want to know is this: How much capacity is there, how much does it cost, how much is being consumed, and how are these all changing over time?

IT (commercial) compute and mass market compute as in investment, use, displacement, replacement, supply and demand is tracked and can be estimated at the links below on data updated every week; each answer to each query can be estimated, imagined if not articulated from this base data which foretells the answer to questions 1) how much capacity, 3) how much is being consumed, 4) change over time.

Question 2, how much does it cost is known and can be estimated on CPU percent of various category system Bill of Materials; + 85% over OEM price of each CPU in said system or across infrastructure. That percent, the multiplier, must vary on the type of infrastructure, however, can be ascertained for every specific type of data processing and communications equipment and system infrastructure type. I’ll leave that to the various category experts

Pictures speak a thousand words;

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5406075-intel-x86-q4-2019-channel-inventory-report

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5400844-amd-q4-2019-channel-inventory-report

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5429911-gpu-channel-inventory-today

Mike Bruzzone, Camp Marketing

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