
Back in December, IBM announced the first phase of its POWER9 products—its first POWER9 chip and its first POWER9-based server (read my full write-up of the announcement here). Now IBM has officially launched the second phase of its POWER9 server products. While the first phase centered around newer customers focusing on AI and ML workloads, the new phase targets current IBM customers running IBM AIX, IBM i, Linux, and SAP HANA. I am going to delve further into the new announcements, but first, some background.
IBM Power Systems play where reliability, longevity, and performance are key. I heard a great story from an “IBMer” last week about a customer being upset that they had to reboot their older POWER system after nine years. With an NPS of 65, it is clear that customers are very happy with these products (Google has an NPS of 50, for reference). This is a big part of why IBM is very well represented in the financial, healthcare, telco, and government markets. You can get a sense of how focused IBM is on verticals by looking at this. Another key to IBM’s success is that its solutions are end-to-end. IBM, like Apple, creates all the hardware and software and even some of the applications. In addition to the POWER hardware, IBM also offers as part of all POWER systems IBM AIX OS, IBM iOS (no, not the one from Apple), Linux OS, PowerVM (virtualization), PowerVC and PowerVC for SDI (cloud stack), and IBM Private Cloud (containers). IBM Power Systems are essentially designed to be one-stop shops—very appealing for customers. Building on the first phase, focused on AI and ML IBM has adopted a sort of “rolling thunder” approach for its POWER9 product releases. As I said earlier, the first phase was geared towards newer customers, focusing on AI and ML workloads. The initial release of POWER9 received prominent endorsements from both Google and the Department of Energy CORAL; while Google has yet actually to publicly deploy POWER9, CORAL is already running it and claims to be seeing significant performance improvements. AI/ML is an area where POWER9 undoubtedly excels, and it made sense for IBM to lead off here. The company wanted to make sure it got its due credit for designing the new architecture from the ground up for AI/ML specific workloads. Having accomplished this, IBM is now entering the next chapter of rollout—focusing on its installed base. The second phase of IBM’s POWER9 offerings is geared towards mission-critical data and workloads, targeting current customers already running AIX, IBM i, Linux, and SAP HANA. These new offerings are designed to run on legacy, on-prem Linux, AIX, and IBM apps, or to create new cloud and AI apps. According to IBM Market Intelligence, 61% of the Power Systems installed base claims that “cloud” is impacting their migration plans, and not just because their CIOs are breathing down their necks to “get some cloud.” That number even seems a bit low to me, but it makes sense. Power Systems in private cloud, too Speaking of cloud—every Power System comes with its virtualization software built-in, called PowerVM and a base cloud stack called PowerVC, a crafted OpenStack base software stack. These run on Linux, IBM AIX and IBM i. Customers can upgrade, for a fee, to PowerVC for SDI to get a complete SDI stack, adding SDS (software defined storage) and SDN (software defined networking) to the base PowerVC. If customers prefer containers, they can use IBM Cloud Private software.


The second group of the new POWER9 servers is those optimized for SAP HANA—the H922 and the H924. These span from a four core, 1-socket, 4TB platform in a 2U chassis to a 24 core, 2-socket, 4TB platform in a 4U chassis. All of these come with PowerVM and support AIX and Linux. It is important to note that IBM i supports only 25% of the cores per system. The big reasons for legacy customers to upgrade here are the massive 4TB memory access on 2-socket systems, increased performance, and potentially better reliability. IBM says that failures of x86 servers are often cited as reasons for delays in HANA ’go-live’ projects. Furthermore, IBM says clients are migrating from HANA on x86 to POWER are reporting at least 2X better performance. I have not had the chance to vet any of these performance claims, but I intend to. Things could get interesting here!
The last segment is straight-up Linux, add your own “everything”, even though the platform still comes with PowerVM. This segment includes one platform, the L922, and spans from 12 core, 1-socket configuration in a 2U chassis to a 24 core, 2-socket configuration in the same 2U chassis. Some potential good reasons to upgrade from the older Power Systems could be increased performance and PowerVC’s pre-built cloud capabilities.
