07 Jun Commentary: What exactly is Cisco’s server share?

AUSTIN, Texas — I’ve spent nearly 25 years in high-tech products, marketing and strategy. So when I see claims about a major shift in market share rank, I take notice — particularly when it involves enterprise tech giants like Cisco Systems, Hewlett Packard and Dell. When I heard Cisco’s claim it is the No. 1 […]

19 May RESEARCH PAPER: Is “Scalable Blade” an Oxymoron?

Blade servers solved the problem of density for businesses, but they did so with compromises that limited their appeal for many applications. As complexity of both applications and environments grew, blade infrastructures were limited in their effectiveness for the task. Customers were relegated to lower-density rack servers for their more scalable applications. And while purpose-built […]

23 Apr IBM’s OpenPOWER and POWER8: Too Little Too Late?

IBM has long held the leadership spot in what the industry calls “engineered systems”, or big iron for large enterprises. IBM invented the mainframe and are very proud of that and the platform’s history in solving major business and eco-science problems. IBM’s Watson is huge part of IBM’s future and is a giant risk, but if IBM […]

17 Apr Lenovo’s Plans To Acquire IBM’s X86 Server Business Could Be Its Best Strategic Decision Yet

It has been a little over three months since Lenovo and IBM agreed to an acquisition of IBM’s x86 (Intel-based) server business. I’ve held back writing on this because I first wanted to talk with many of IBM’s ecosystem partners, their competitors, IBM, and of course, Lenovo. After talking with many of the key players, […]

27 Mar Nvidia And VMWare: The Biggest Cloud Announcement This Week You May Not Have Heard About

Nvidia is just now finishing up its annual ecosystem show which I attended this week. It’s called the “GPU Technology Conference”, or “GTC” for short.  Held in San Jose, thousands of developers came to learn best practices and hear new information on all things Nvidia. This year, the big themes were accelerating big data analytics, machine […]

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 […]

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 […]

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 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 […]

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 […]