Transitions in the datacenter take time.
It took Unix servers a decade, from 1985 through 1995, to supplant proprietary minicomputers and a lot of mainframe capacity that would have otherwise been bought. …
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
Something that we have been waiting for a decade and a half to see has just happened: The datacenter is now the biggest business at Nvidia. …
The datacenter server has been the center of gravity for compute for decades. …
There is nothing wrong with buying a compute, storage, or networking appliance where the ASICs and software both come from the same supplier. …
With the network comprising as much as a quarter of the cost of a high performance computing system and being absolutely central to the performance of applications running on parallel systems, it is fair to say that the choice of network is at least as important as the choice of compute engine and storage hierarchy. …
Any aspirations that the Hewlett-Packard that we knew for nearly a decade and a half to build a conglomerate that resembled IBM in its own former enterprise breadth and depth of software, services, and systems is now over with the company spinning out its Enterprise Services business and focusing very tightly on its core hardware and related software businesses. …
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