04 Mar RESEARCH PAPER: Vidyo Disaggregates Multipoint Control Unit (MCU) to Scale Videoconferencing

Camera sensors and video-capable displays are following Moore’s Law: declining cost and increasing quality curves. Video hardware is now ubiquitous in mobile computing devices (smartphones, tablets, and notebooks). As camera module costs continue to decline, a growing range of low-cost consumer and commercial devices will be video-enabled, including many types of Industrial Internet of Things (IIoT) […]

06 Feb Google Taps Vidyo For Enterprise Hangouts

I was one of the first users of Google+ Hangouts on launch day and still use it for personal purposes, but very infrequently for business use. Why primarily for personal use?  It’s simple- most of my advisory, research and consulting clients use voice and video conferencing systems from Avaya, Cisco Systems, Lifesize, Polycom, and Vidyo. Vidyo […]

06 Feb Can Stratus Redefine Cloud Datacenters Through Its High Availability Technology?

For years, when it came to financial transactions and other mission-critical data transfers, the idea of delivering high availability meant an exercise in hardware redundancy and came from companies like IBM and Tandem, now part of Hewlett-Packard. It was expensive, because this dates back to a time when companies did not buy multiple computers for […]

05 Feb RESEARCH PAPER: Software Defined Availability (SDA)- Critical for Managing Datacenter Scale

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Many people think about web and cloud services such as Amazon Web Services (AWS) as “always available”. However, these services have poor availability compared to the high availability (HA) and fault tolerant (FT) IT services that are deployed for processes that must not fail. An example of a process that must not fail—handled by FT […]

03 Feb Intel SDI: One Datacenter Architecture To Rule Them All?

I attended the Open Compute Summit last week in San Jose, where industry leaders in the scale-out datacenter industry gathered to discuss and attempt to get some kind of alignment on future architectures and building blocks. By architecture, I mean the building blocks, the interconnects and the rules by which future football field size datacenters […]

29 Jan RESEARCH PAPER: Software Defined Infrastructure (SDI) is Intel’s Future for the Datacenter

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Moor Insights & Strategy believes that IT is on the cusp of a major datacenter architecture transition. This transition will be driven by 24×7 global business reach, dramatically increased use and depth of business intelligence (BI) and predictive analytics (Big Data), and pushing sensors and intelligence into our physical world in the form of the […]

28 Jan Dell Opens Datacenter Networking with Cumulus Deal

Last year, T-Mobile shook up the mobile phone market by decoupling the smartphone from the plan, shining a light onto a dirty secret of the industry – a pricing and integration model was designed to lock customers and profit in. In the same way, Dell is shaking up the networking market, a stable market that loathes change […]

28 Jan Glue Networks: Cisco Systems Secret Weapon For WANs?

The networking market has been nothing, if not rigid, for the last 20 years. Now in the space of a few short quarters, it’s suddenly heating up with talk of Software Defined Networks (SDN) and now even Software Defined WANs. Businesses are becoming more global and more decentralized while at the same time workforce mobility […]

28 Jan RESEARCH PAPER: Are Software Defined WANs Ready For The Enterprise?

For too long, enterprises have been locked in a world where the advanced Wide Area Network (WAN) functionality that was required to help expand their businesses and make them more agile has been unattainable due to cost or complexity (or both). As the global business environment continues to speed up, and companies need to be […]

28 Jan POSITION PAPER: Dell Opens Datacenter Networking with Cumulus Networks

Highlights of the Dell – Cumulus Joint Announcement on 1/28/14 Dell and Cumulus Networks are partnering to enable the Cumulus Linux network operating system to be integrated on Dell Networking S4810 and S6000 switches Dell is the first major networking vendor to offer a pre-installed Cumulus solution alongside its own networking operating system – straight […]

27 Jan Is Quanta’s Server Business Out of Gas, Or Just Getting Started?

With the Open Compute Summit just around the corner, the focus will be on web giants and their datacenter infrastructure. Web Giants like Amazon, Facebook and Google have huge datacenter capacity to power their internet services. When these companies were early in growth phases, they partnered closely with the large global OEMs (Dell, Hewlett-Packard, and IBM) to supply their […]

27 Jan RESEARCH PAPER: Quanta’s Server Business: Can They Scale Beyond Hyperscale?

Large-scale social media, cloud and search engine providers have become increasing focused on optimizing the capital expenditures for their datacenters. While these hyperscale customers have historically relied on the leading global OEMs (Dell, HP, IBM-now Lenovo) for their server infrastructure, the largest of these companies (i.e. web giants like Google, Facebook and Amazon) have “eliminated […]

06 Jan INVESTOR CORNER: ARM-based Microservers are Dead; Long Live ARM-based Servers

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, January 5, 2013.  See important disclosures and disclaimers below. In the world of server processors, especially the ~$2.5bn (2013) opportunity for those x86 processors used in the cloud, the […]

12 Dec Why Web Giants Buy Dell Infrastructure

There is no Santa Claus. It’s crushing as a 7 year old to come to that realization after years of believing in the narrative. But the jolly man in a red suit isn’t the only myth being exposed these days. Also, the supply chain for some of the world’s largest cloud data centers isn’t necessarily […]

12 Dec Dell Executing Cloud Flanking Move With Red Hat

When Dell backed away from developing their own public cloud a few months back, some were thinking Dell would essentially exit the cloud services business. Today at Dell World in Austin, TX, Dell made some announcements that clearly showed it’s very much doing what it takes to become a cloud player.  What I consider to […]

12 Dec RESEARCH PAPER: Dell and Red Hat Collaborate to Deliver OpenStack for Enterprise

Highlights of the Dell – Red Hat Joint Announcement on 12/12/2013 Dell and Red Hat will expand their collaboration to co-engineer enterprise-grade OpenStack for private clouds. Dell is the first company to “OEM” Red Hat Enterprise Linux (RHEL) OpenStack Platform, containing RHEL, KVM, and OpenStack. Dell has joined the Red Hat OpenStack Cloud Infrastructure Partner […]

12 Dec RESEARCH PAPER: Dell Data Center Solutions (DCS), a Strong Alternative to DIY in Hyperscale

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Over the last decade, large search engine, social media, and cloud providers have built giant datacenter capacity to power their internet services, and they have found themselves needing a new type of server to support their massive scale. For these organizations, their IT infrastructure is the cost of goods sold for the services they provide. […]

03 Nov New Lenovo Servers Won’t Drive Significant Market Share Shift

Last month, I wrote an overview of the Lenovo Group server business outlining their opportunities, strengths, weakness, and threats. I offered recommendations for Lenovo Group to break out of their current market share position in the “other” category and make a serious play in the server market. At last week’s Lenovo’s server announcement, I was hoping to see something very different, but […]

03 Nov POSITION PAPER: Lenovo ThinkServer RD540 and RD640- Small Steps Forward

In September, 2013, Moor Insights & Strategy published an overview analysis of Lenovo’s server offering entitled, “Understanding Lenovo’s Server Position”, and stated that there was an opportunity for Lenovo to break out of their current market share position in the “other” category and make a serious play in the server market. With Lenovo’s latest server […]

14 Oct Network Virtualization Versus Next Generation Servers: Who Wins?

Virtualization on standardized hardware is a key IT trend that began in the late 1990’s with the consolidation and virtualization of storage using SAN and NAS technology.  Costs plummeted, customers had greater control and deploying/re-provisioning became a more seamless and agile process.  Then in the early 2000’s, compute became virtualized on x86-based platforms, bringing those […]