• Competition Returns To X86 Servers In Epyc Fashion

    June 20, 2017

    AMD has been absent from the X86 server market for so long that many of us have gotten into the habit of only speaking about the Xeon server space and how it relates to the relatively modest (in terms of market share, not in terms of architecture and capability) competition that Intel has faced in the past eight years.

    Those days are over now that AMD has successfully got its first X86 server chip out the door with the launch of the “Naples” chip, the first in a line of processors that will carry the Epyc brand and, if all …

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  • One Hyperscaler Gets The Jump On Skylake, Everyone Else Sidelined

    June 7, 2017

    Well, it could have been a lot worse. About 5.6 percent worse, if you do the math.

    As we here at The Next Platform have been anticipating for quite some time, with so many stars aligning here in 2017 and a slew of server processor and GPU coprocessor announcements and deliveries expected starting in the summer and rolling into the fall, there is indeed a slowdown in the server market and one that savvy customers might be able to take advantage of. But we thought those on the bleeding edge of performance were going to wait to see what Intel, …

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  • When No One Can Make Money In Systems

    June 6, 2017

    Making money in the information technology market has always been a challenge, but it keeps getting increasingly difficult as the tumultuous change in how companies consume compute, storage, and networking rips through all aspects of this $3 trillion market.

    It is tough to know exactly what do to, and we see companies chasing the hot new things, doing acquisitions to bolster their positions, and selling off legacy businesses to generate the cash to do the deals and to keep Wall Street at bay. Companies like IBM, Dell, HPE, and Lenovo have sold things off and bought other things to try …

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  • ARM And AMD X86 Server Chips Get Mainstream Lift From Microsoft

    March 8, 2017

    If you want real competition among vendors who supply stuff to you, then sometimes you have to make it happen by yourself. The hyperscalers and big cloud builders of the world can do that, and increasingly they are taking the initiative and fostering such competition for compute.

    With its first generation of Open Cloud Servers, which were conceptualized in 2012, put into production for its Azure public cloud in early 2013, and open sourced through the Open Compute Project in January 2014, Microsoft decided to leverage the power of the open source hardware community to make its own server …

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  • How AMD’s Naples X86 Server Chip Stacks Up To Intel’s Xeons

    March 8, 2017

    Ever so slowly, and not so fast as to give competitor Intel too much information about what it is up to, but just fast enough to build interest in the years of engineering smarts that has gone into its forthcoming “Naples” X86 server processor, AMD is lifting the veil on the product that will bring it back into the datacenter and that will bring direct competition to the Xeon platform that dominates modern computing infrastructure.

    It has been a bit of a rolling thunder revelation of information about the Zen core used in the “Naples” server chip, the brand of …

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  • Naples Opterons Give AMD A Second Chance In Servers

    March 7, 2017

    There are not a lot of second chances in the IT racket. AMD wants one, and we think, has earned one.

    Such second chances are hard to come by, and we can rattle off a few of them because they are so rare. Intel pivoted from a memory maker to a processor maker in the mid-1980s, and has come to dominate compute in everything but handheld devices. In the mid-1990s, IBM failed to understand the RISC/Unix and X86 server waves swamping the datacenter and nearly went bankrupt and salvaged itself as software and services provider to glass houses. A decade …

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  • Mixed Signals From Server Land

    February 28, 2017

    With a new generation of Xeon processors coming out later this year from Intel and AMD trying to get back in the game with its own X86 server chips – they probably will not be called Opterons – it is not a surprise to us that server makers are having a bit of trouble making their numbers in recent months. But we are beginning to wonder if something else might be going on here than the usual pause before a big set of processor announcements.

    In many ways, server spending is a leading indicator because when companies are willing to …

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  • Is This A Server Slowdown, Or Increasing Efficiency?

    December 2, 2016

    If you happen to believe that spending on core IT infrastructure is a leading indicator of the robustness of national economies and the global one that is stitched, somewhat piecemeal like a patchwork quilt. From them, then the third quarter sales and shipments of servers is probably sounding a note of caution for you.

    It certainly does for us here at The Next Platform. But it is important, particularly if we have in fact hit the peak of the X86 server market as we mused about three months ago, to not get carried away. A slowdown in spending …

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  • As The Server Goes, So Goes The World

    November 26, 2016

    At this point in the 21st Century, a surprisingly large portion of the manufacturing, warehousing, distribution, marketing, and retailing of every good and service known to humankind is dependent on a piece of circuit board with two Xeon processors welded to it, wrapped in some bent sheet metal with a few blinky lights peeking out of the darkness.

    Back in 1885, as the United States was beginning its rise to power, Reverend Josiah Strong declared in his populist book, Our Country: “As America goes, so goes the world.” National borders and national interests still exist, but networks cross boundaries …

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  • The Server At Peak X86

    September 15, 2016

    One of the reasons why Dell spent $60 billion on the EMC-VMware conglomerate was to become the top supplier of infrastructure in the corporate datacenter. But even before the deal closed, Dell was on its way – somewhat surprisingly to many – to toppling Hewlett Packard Enterprise as the dominant supplier of X86 systems in the world.

    But that computing world is set to change, we think. And perhaps more quickly – some might say jarringly — than any of the server incumbents are prepared to absorb.

    After Intel, with the help of a push from AMD a decade ago, …

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