The gradual trend of IT organizations spending more on dedicated or shared cloud infrastructure than they do on non-cloudy gear continues its inevitable, glacial transformation. …
One of the more interesting trends in infrastructure that we try to get a handle on every once in a while is how much of the server and storage capacity is being deployed in bare metal, standalone fashion and how much is being sold to run utility style, cloud environments. …
In an ideal world, there is a balance between compute, network, and storage that allows for the CPUs to be fed with data such that they do not waste too much of their processing capacity spinning empty clocks. …
One of the key strategic moves that AMD made when it architected its comeback in the datacenter was to beef up the compute, I/O, and memory on a single server socket while at the same time making that socket out of chiplets that were significantly cheaper to manufacture and integrate than a monolithic chip was to put into the same socket. …
For whatever reason, it takes a lot longer to case the commercial Ethernet switching and routing markets, which is dominated by datacenter and campus use cases, than it does for the server and storage markets. …
If The Next Platform is about anything, it is about chronicling the tectonic changes that affect the IT landscape. …
Businesses are judged quarter on quarter and year on year, but you have to look at the long haul and the flow of all business over time to really judge properly. …
Real growth in and recognition of the importance of high performance computing has been a long time coming. …
The server market is a multi-cylinder engine, with eight major hyperscalers and cloud builders all doing their thing almost independently of each other and of the economic conditions at large and the rest of the market being more subject to the waxing and waning of the economic tides. …
If you want to understand datacenter infrastructure and how the market for wares is changing, it helps to start with an absolute, top-down, all-encompassing view that brings together all server, storage, and switching revenues into a single bucket, eliminating the overlaps that occur when talking about these three different categories separately. …
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