Datacenter

Why Are Dell Investors Risking Their Investments With Icahn Bid?

As a technology industry analyst, I have stayed on the sidelines for the Dell DELL -3.04%-Icahn-Southeastern dealings, with the exception of a few press interviews.  We industry analysts best understand the industry and we let the financial analysts focus on those things they do best, finance.  It is now time for me to weigh in on what I consider a total debacle, …

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Dell And Oracle Strike Deeper Alliance

Dell DELL +0.19% rolled out today a dizzying array of announcements in the course of less than an hour at theirEnterprise Forum, a forum focused on Dell’s largest customers.  One of the biggest shockers o the morning was an expanded alliance that Dell has struck with Oracle ORCL +1.71%Corp.  What was characterized as a “significantly expanded strategic partnership,”  Oracle’s Mark Hurd showed up …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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