28 May Michael Dell: All Business

I had the opportunity to talk with Michael Dell earlier this month and there were two things on my mind. The first was to get some perspective and insights into the company’s upcoming conference for industry analysts.  And, secondly, to get a better understanding of the company’s level of focus during what must be a distracting time […]

24 Apr AMD SeaMicro Disaggregation: A Threat to Facebook’s OCP?

The disaggregated server concept designs floated at Open Compute Project (OCP) Summit last January are designed for datacenters built at frighteningly large scale, but don’t scale down to small installations very well.  AMD SeaMicro’s chassis was designed as a disaggregated server and it provides disaggregation benefits for small server deployments, down to 10 rack unit […]

24 Apr RESEARCH PAPER: AMD’s Disaggregated Servers

AMD SeaMicro’s disaggregated server enables large and small data center operators to optimize their hardware performance profile for specific applications. Today’s modular x86 servers are compute-centric, designed as a least common denominator to support a wide range of IT workloads. Those generic, virtualized IT workloads have much different resource optimization requirements than hyperscale and cloud […]

09 Apr HP’s New Servers Take a Page from the Smartphone Playbook

Yesterday, HP launched the Moonshot 1500 server, targeted at scale-out datacenters that drive today’s and tomorrow’s mobile applications, internet, big data and IoT. In its its first instantiation, Moonshot increases density, or the numbers of servers in a given space, by up to 8X. So for every rack of HP Proliant servers today, you could put up […]

08 Apr RESEARCH PAPER: HP Moonshot- An Accelerator for Hyperscale Workloads

Hyperscale data center customers have specialized workloads, and they are asking for specialized architectures and equipment to accelerate those workloads, with the goal of increasing data center density while decreasing power consumption and other costs.   In 2010, HP gave its Moonshot team a charter to break out of HP’s mainstream enterprise value propositions. Creating differentiation […]

08 Apr HP Moonshot: Say Goodbye to the Vanilla Server

HP launched today a game-changing line of servers called the HP Moonshot 1500. It is easily their biggest server launch sinceHP introduced the industry’s first X86-based server in 1989.   At a high level, the Moonshot 1500 is the beginning of the slow death of the vanilla, homogenous server and the rise of specialized servers for […]

05 Feb A Private Dell is a Stronger Dell

In one of the worst kept secrets out there over the last few weeks, Dell announced this morning that it will go private in a deal with Silver Lake Partners, Microsoft, Michael Dell’s investment company, and Michael Dell himself.  The question is, is this better or worse for Dell?  Based on the way Wall Street views […]

24 Jan The Threat I/O Virtualization poses to Cisco, Juniper and Brocade

As a technology (not financial) analyst, my company talks to and works with very many companies ranging from consumer handset makers to the leaders in mega datacenter cloud infrastructure.  What I am constantly looking for are those game changing technologies that can alter the competitive equation.  You know, the “disruptors”. I found an interesting disruptor […]

14 Jan WHITE PAPER: NextIO Enables Multivendor Converged Datacenters

Industry standard x86 server node performance has been improving at an increased pace as core counts and memory capacities have increased. This rapidly increasing compute density is driving a commensurate increase in the costs of implementing in-rack network architectures. The challenge is how to maintain a multivendor, best-in-class datacenter. One good solution is to consolidate […]

01 Jan RESEARCH PAPER: NextIO Enables Multivendor Converged Datacenters

Industry standard x86 server node performance has been improving at an increased pace as core counts and memory capacities have increased. This rapidly increasing compute density is driving a commensurate increase in the costs of implementing in-rack network architectures. The challenge is how to maintain a multivendor, best-in-class datacenter. One good solution is to consolidate […]

27 Dec Dell’s End-to-End Play is a Long Way from Personal Computers

As I go back analyze content from Dell’s second annual Dell World conference, one theme in particular stands out – Dell’s E2E (end to end) vision and strategy.  Dell as a CTO (configure to order) PC manufacturer is somewhat of a distantmemory now, which shines an even brighter light on their E2E capabilities.   In a nutshell, Dell […]

17 Dec Dell’s “Five Forces” Will Define its Future

Dell held its second annual Dell World conference in Austin, Texas last week.  This young and energetic conference was a refreshingly honestand candid look at Dell’s transformation from PC assembly to global services and solutions.  Where most corporate conferences focus on selling what’s in or about to enter the sales cycle, Dell World focused on telling Dell’s story for the rest […]

27 Nov Dell’s CMO Karen Quintos on Dell World 2012

Dell World, Dell‘s conference on IT thought leadership, kicks off on December 12 and is expected to draw thousands to Austin, Texas.  This is the company’s second annual Dell World and will be highlighted by luminaries such as former president Bill Clinton, Steven Levitt and Stephen Dubner, authors ofFreakonomics and SuperFreakanomics, andMichael Dell, Dell’s founder and CEO. It is a critical point […]

15 Oct Calxeda: Rack Trumps the Chip (Note)

Calxeda has designed an innovative rack-level network fabric architecture for these new IT Services datacenters.  Calxeda’s architecture today connects dozens of densely packed, independent server nodes, and will scale in the future to deliver greater operational efficiencies across these new service-oriented mega-datacenters. Moor Insights & Strategy analyzes the new Calxeda roadmap and technologies in the context […]

15 Oct What Many People Are Missing About HP

On October 3, HP held their Securities Analyst Meeting, which I attended in person at the Concourse Exhibition Center in San Francisco. This is a day, like all major public companies have, where senior management discusses their plans for the future with the major institutional investors. Based upon the reduced stock price afterwards, the message didn’t […]

01 Oct RESEARCH PAPER: Calxeda: Rack Trumps the Chip

Calxeda has designed an innovative rack-level network fabric architecture for these new IT Services datacenters.  Calxeda’s architecture today connects dozens of densely packed, independent server nodes, and will scale in the future to deliver greater operational efficiencies across these new service-oriented mega-datacenters. Moor Insights & Strategy analyzes the new Calxeda roadmap and technologies in the context […]

15 May NVIDIA VGX Technology (White Paper)

NVIDIA  launched one of the most significant initiatives in the history of the company that, if delivered as promised, could propel them into a position as a top enterprise technology player. NVIDIA launched VGX at their annual GPU Technology Conference (GTC). Moor Insights & Strategy analyzes the new NVIDIA VGX platform and you can download the […]

30 Apr HP And IBM Need To Be Very Afraid Of Dell

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I recently attended Dell‘s Annual Industry Conference (#DAAC) in beautiful Austin, Texas. I have staged and attended many conferences like this before and this was similar to those, but also different in many ways. I’ll get into later. One thing that kept repeating through my head was that Dell has all the characteristics to drive […]

02 Apr HP Reorg: Who Wins and Loses? (UPDATED)

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Ten days ago, HP rolled out a sweeping reorganization that combined the printing with the PC division and centralizedmarketing, communications, and major account sales inside the rest of HP. Initial reaction has been split, and it tends to split across the two lenses by which people look at HP; enterprise and personal computers. As in […]