Archive for April, 2014

In Ethernet Summit 2014, Alan Weckel of the Dell’Oro Group showed a very interesting chart on projections for server adoption. Due to copyright issues, I’d summarize the info as follows:

In 2013, cloud and server providers account for ~20% server unit shipments, by 2018, this group of customers is forecasted to account for up to 50% of server unit shipments. If this trend continues, the there would no growth to server shipments to enterprise customers.

Since servers account for part of the data center, the implication is that both networking and storage gear would move this way as well. Cloud and SP are significantly changing the data center equipment market.

Another interest point, 2 players dominate in the cloud, Google and Amazon, while Facebook could be an up-and-comer. These players design their own data center equipment and directly work with ODMs to manufacture their own equipment. It would take some hard maneuvers for an IT equipment vendor to get into these accounts. HP is trying such as maneuver: creating low-cost entry servers in partnership in Foxconn. Time will tell whether this would work.


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Data is the New Oil



This cartoon was posted on the screen at a recent BigData Guru meetup. “Data is the new oil.” While this concept was first stated in 2006, it’s still very relevant today, especially with explosion of the internet, mobile, IoT, and the multitude of tools for people to generate content and to enable transactions of all types. IBM indicated in 2013 that 90% of the world’s data was generated in the last 2 years.

The premise is that much of data from email, tweets, IM, Facebook posts, Google searches, Amazon purchases, Ebay transactions, mobile and IoT sensor data, retail transactions could be mined for value, analogous to crude oil being processed and refined into gasoline and other ingredients to make plastic and other materials. The value of the data could result in better targeting of customers to buy the right products, in better understanding of the environment from sensor data to increase productivity, such as increasing crop production or solar energy yield. The possibilities seem endless.

All the while, both the companies extracting the value from the data and the vendors producing tools and equipment (e.g. data center servers and storage) to enable this extraction are being rewarded handsomely with $$$. Data is the new oil.

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