Showing posts with label Servers. Show all posts
Showing posts with label Servers. Show all posts

Tuesday, March 16, 2021

AMD sees wide partner support for new EPYC server chips

AMD unveiled its EPYC 7003 Series CPUs, claiming the highest performance benchmark for a server processor with up to 19% more instructions per clock. 

The AMD EPYC 7003 Series Processors have up to 64 “Zen 3” cores per processor and introduce new levels of per-core cache memory, while continuing to offer the PCIe 4 connectivity and class-leading memory bandwidth. 3rd Gen AMD EPYC processors also include modern security features through AMD Infinity Guard, supporting a new feature called Secure Encrypted Virtualization-Secure Nested Paging (SEV-SNP). SEV-SNP expands the existing SEV features on EPYC processors, adding strong memory integrity protection capabilities to help prevent malicious hypervisor-based attacks by creating an isolated execution environment. 

“With the launch of our 3rd Gen AMD EPYC processors, we are incredibly excited to deliver the fastest server CPU in the world. These processors extend our data center leadership and help customers solve today’s most complex IT challenges, while substantially growing our ecosystem,” said Forrest Norrod, senior vice president and general manager, Data Center and Embedded Solutions Business Group. “We not only double the performance over the competition in HPC, cloud and enterprise workloads with our newest server CPUs, but together with the AMD Instinct GPUs, we are breaking the exascale barrier in supercomputing and helping to tackle problems that have previously been beyond humanity’s reach.”

AMD also cited broad industry support, including:

  • AWS – will add the AMD EPYC 7003 series processors to its core Amazon EC2 instance families later this year.
  • Cisco – introduced new Cisco Unified Computing System (Cisco UCS) rack server models with AMD EPYC 7003 Series Processors designed to support modern hybrid cloud workloads.   
  • Dell Technologies – announced the all new PowerEdge XE8545 server with AMD EPYC 7003 series CPUs, and the company will support the new processors within its PowerEdge server portfolio.
  • Google Cloud – announced AMD EPYC 7003 series processors will power a new compute optimized VM, C2D, and an expansion of the existing general purpose N2D VM later this year. Google Cloud Confidential Computing will be available on both C2D and N2D.
  • HPE – announced it will double the lineup of AMD EPYC processor powered solutions, using the AMD EPYC 7003 series processors in new HPE ProLiant servers, HPE Apollo systems and HPE Cray EX supercomputers.
  • Lenovo – added ten Lenovo ThinkSystem Servers and ThinkAgile HCI solutions built on 3rd Gen EPYC processors, and achieved more than 25 new world records across a broad set of industry-standard benchmarks in workload areas.
  • Microsoft Azure  – announced multiple new virtual machine offerings powered by AMD EPYC 7003 series processors. Azure HBv3 virtual machines for HPC applications are generally available today, and Confidential Computing virtual machines that utilize the full security features of the new AMD EPYC 7003 series processors are in private preview.
  • Oracle Cloud Infrastructure – announced it is extending its flexible virtual machine and bare metal compute offerings with the new E4 platform based on 3rd Generation AMD EPYC Processors.
  • Supermicro – introduced the AMD EPYC 7003 series processor in its Supermicro A+ single and dual socket family of Ultra, Twin, SuperBlade, Storage and GPU Optimized Systems.
  • Tencent Cloud – announced the new Tencent Cloud SA3 server instance, powered by the 3rd Gen AMD EPYC processors.  
  • VMware – announced its latest release of VMware vSphere 7 which is optimized to take advantage of AMD EPYC processors virtualization performance, while supporting the processors’ advanced security features, including SEV-ES for both virtual machine based and containerized applications.


Saturday, March 13, 2021

IDC: Server markets grows in revenue, shrinks in shipments

Vendor revenue in the worldwide server market grew 1.5% year over year to $25.8 billion during the fourth quarter of 2020 (4Q20), however, worldwide server shipments declined 3.0% year over year to nearly 3.3 million units, according to IDC's newly updated Worldwide Quarterly Server.

"Global demand for enterprise servers was relatively flat during the fourth quarter of 2020 with the strongest increase to demand coming from China (PRC)," said Paul Maguranis, senior research analyst, Infrastructure Platforms and Technologies at IDC. "From a regional perspective, server revenue within PRC grew 22.7% year over year while the rest of the world declined 4.2%. Blade systems continued to decline, down 18.1% while rack optimized servers grew 10.3% year over year. Similar to the previous quarter, servers running AMD CPUs as well as ARM-based servers continued to grow revenue, increasing 100.9% and 345.0% year over year respectively, albeit on a small but growing base."

https://www.idc.com/getdoc.jsp?containerId=prUS47529021

Thursday, February 4, 2021

650 Group: Multi-Cloud to Drive Significant Workload Growth

The worldwide number of workloads being deployed will increase nearly 500% by 2025, according to a new report published this week by 650 Group titled Workloads and Multi-Cloud Forecast 2020-2025

Workloads continue to evolve for both search and social clouds, as well as IaaS and SaaS providers. The report discusses the impact of the changes to component suppliers, end-users, system vendors, and is targeted for system vendors, ASIC suppliers, and component suppliers in the cloud infrastructure market.

Workload definitions evolve as technology expands. Historically, the context of a workload tied it directly to the number of servers, and later, it was the number of virtual machines (VMs) or applications that spanned machines. Today, the context evolves to the number of containers or individual serverless code-snippets. The compute, storage, and networking infrastructure had to evolve to support how the application changes.

"Multi-Cloud and new AI /ML workloads are driving significant investment in data centers with new compute and networking infrastructures emerging to address new workloads," said Alan Weckel, Technology Analyst at 650 Group. “The time has passed for an application and its data to reside in one data center. There is a tremendous opportunity for new vendors in multi-cloud, as well as co-location, to address evolving enterprise needs.”

https://www.650group.com/

Tuesday, September 8, 2020

IDC: Worldwide server market grew 19.8% YOY in Q2

Vendor revenue in the worldwide server market grew 19.8% year over year to $24.0 billion during the second quarter of 2020 (2Q20) while worldwide server shipments grew 18.4% year over year to nearly 3.2 million units in 2Q20, according to IDC's Worldwide Quarterly Server Tracker.

"Global demand for enterprise servers was strong during the second quarter of 2020," said Paul Maguranis, senior research analyst, Infrastructure Platforms and Technologies at IDC. "We certainly see areas of reduced spending, but this was offset by investments made by large cloud builders and enterprises targeting solutions that support shifting infrastructure needs caused by the global pandemic. Investments in Asia/Pacific were also particularly strong, growing 31% year over year."

Some highlights from IDC:


  • In terms of server class, volume server revenue was up 22.1% to $18.7 billion, while midrange server revenue declined 0.4% to about $3.3 billion and high-end systems grew by 44.1% to $1.9 billion.
  • The worldwide server market ended 2Q20 with a statistical tie* between, and Dell Technologies for the number 1 position. HPE/New H3C Group finished the quarter with market share of 14.9% while Dell Technologies captured a 13.9% share of worldwide revenues. Inspur/Inspur Power Systems took third place with 10.5% share and impressive 77% year-over-year growth. Lenovo and IBM tied* for fourth with 6.1% and 6.0% share, respectively.
  • On a geographic basis, the Asia/Pacific region performed very well this quarter growing at a combined 31.%. China outperformed the competitive set, growing 39.8% year over year, followed by Japan at 24.9%, and the rest of the region (Asia/Pacific excluding Japan and China) at 13.4%. The United States also grew 25.0% year over year while Canada declined 11.2%. Latin America was able to grow 15.6% while Europe, the Middle East and Africa (EMEA) declined 5.8% year over year.
  • Revenue generated from x86 servers decreased 17.4% in 2Q20 to $21.6 billion. Non-x86 servers grew revenues 47.4% year over year to around $2.4 billion.



https://www.idc.com/getdoc.jsp?containerId=prUS46838120

Monday, May 25, 2020

Crehan: Server-class Ethernet adapter market up 30% YoY in Q1

Shipments of total server-class Ethernet adapters increased more than thirty percent year-on-year in the first quarter of 2020, according to a recent report from Crehan Research. This increase is the largest the market has had in over eight years – see accompanying figure – and resulted in record shipments. In correlation with these record shipments, server-class Ethernet adapter revenue also had a record quarter and posted an even higher growth rate.

“Data center operators added server networking capacity at record levels to ensure delivery of the digital-based services that have become so important as a result of the COVID-19 pandemic,” said Seamus Crehan, president of Crehan Research. “These services include telemedicine and food and merchandise delivery, as well as the enablement of working, schooling and entertainment from home. On top of this, data center operators had to ensure the continuity of existing bandwidth-hungry applications and initiatives in a very challenging and disrupted supply-chain environment.”

Other noteworthy results from Crehan’s Server-Class Ethernet Adapter report include:

  • The strength in the server-class Ethernet adapter market was broad-based with all speeds – from one gigabit Ethernet (GbE) up to 200GbE – experiencing shipment increases. However, 25GbE, 50GbE, and 100GbE growth was particularly strong during the quarter with combined shipments more than doubling year-over-year.
  • Intel accounted for the majority of total server-class Ethernet adapter shipment volumes and shipment growth.
  • Nvidia (Mellanox) comprised the majority share of shipment speeds of 25GbE-and-greater and drove most of the robust growth in this segment.
  • Marvell saw its 25GbE QLogic-based adapter shipments more than double year-over-year, as a result of strong blade server adoption of its FastLinQ products.
  • Vendor-built SmartNIC shipments more than tripled year-over-year but still comprised a relatively small portion of total server-class Ethernet adapter volumes. Broadcom’s Stingray product drove most of this growth.
“Given the migration to higher speed server-class Ethernet adapter connections, the bandwidth increase in the quarter was even higher than the shipment increase, which further accelerated a recent inflection in server networking bandwidth growth,” Crehan said.

Wednesday, March 25, 2020

Dell'Oro: Tier 1 Cloud Service Providers to resume spending

Cloud data center CAPEX is forecasted for higher growth despite market challenges, according to a recently published report from Dell’Oro Group. The trend is driven by Tier 1 Cloud service providers resuming spending on servers following a pause in 2019.

“Despite recent market uncertainties, we anticipate the Tier 1 Cloud service providers to increase data center capex as planned, primarily on servers, as the sector seeks to resume capacity expansion,” said Baron Fung, Research Director at Dell’Oro Group. “We project a steep decline in enterprise IT spending due to severe near-term supply and demand disruptions from COVID-19. Enterprises will seek to conserve capital during these uncertain times and resort to the Cloud to satisfy near-term demand for digital services. We expect that the Cloud service providers will need to expand their infrastructure at a measured pace to capture this incremental demand,” explained Fung.

Following are additional highlights from the 4Q 2019 Cloud Data Center Capex Quarterly Report:

  • The Top 10 Cloud service providers spent $66 billion, in aggregate in 2019, a 3 percent annual increase.
  • Amazon Web Services maintained a 50 percent Cloud revenue share in 2019, although Microsoft Azure and Google Cloud Platform gained share.
  • Spending on servers projected to compose of 47 percent of data center capex in 2020.

Thursday, December 5, 2019

IDC: Server market dips 6.7% in 3Q 2019

Vendor revenue in the worldwide server market declined 6.7% year over year to $22.0 billion during the third quarter of 2019 (3Q19), according to IDC's Worldwide Quarterly Server Tracker.  Worldwide server shipments declined 3.0% year over year to just under 3.1 million units in 3Q19.


"While the server market did indeed decline last quarter, next-generation workloads and advanced server innovation (e.g., accelerated computing, storage class memory, next-generation I/O, etc.) keep demand for enterprise compute at near historic highs," said Paul Maguranis, senior research analyst, Infrastructure Platforms and Technologies at IDC. "In fact, 3Q19 represented the second-biggest quarter for global server unit shipments in more than 16 years, eclipsed only by 3Q18."

Some highlights:

  • Dell Technologies and the combined HPE/New H3C Group ended 3Q19 in a statistical tie* for the number one position with 17.2% and 16.8% revenue share, respectively. 
  • Revenues for Dell Technologies declined 10.8% year over year 
  • Revenues for HPE/New H3C Group was down 3.2% year over year. 
  • The third-ranking server company during the quarter was Inspur/Inspur Power Systems, which captured 9.0% market share and grew revenues 15.3% year over year. 
  • Lenovo and Cisco ended the quarter tied* for the fifth position with 5.4% and 4.9% revenue share, respectively. 
  • Lenovo saw revenue decline by 16.9% year over year and Cisco saw its revenue grow 3.1% year over year.
  • The ODM Direct group of vendors accounted for 26.4% of total revenue and declined 7.1% year over year to $5.82 billion. 
  • Dell Technologies led the worldwide server market in terms of unit shipments, accounting for 16.4% of all units shipped during the quarter.

Wednesday, September 4, 2019

IDC: Worldwide server market drops 11.6% in 2Q19

After a torrid stretch of prolonged market growth that drove the server market to historic heights, IDC has found that the global server market declined in 2Q19 for the first time since the fourth quarter of 2016. Vendor revenue in the worldwide server market declined 11.6% year over year to just over $20.0 billion during the second quarter of 2019 (2Q19).



Worldwide server shipments declined 9.3% year over year to just under 2.7 million units in 2Q19.

"The second quarter saw the server market's first contraction in nine quarters, albeit against a very difficult compare from one year ago when the server market realized unprecedented growth," said Sebastian Lagana, research manager, Infrastructure Platforms and Technologies. "Irrespective of the difficult compare, factors impacting the market include a slowdown in purchasing from cloud providers and hyperscale customers, an off-cycle in the cyclical non-x86 market, as well as a slowdown from enterprises due to existing capacity slack and macroeconomic uncertainty."

Some highlights:

  • The number one position in the worldwide server market during 2Q19 was shared* by Dell Technologies and the combined HPE/New H3C Group with revenue shares of 19.0% and 18.0% respectively. 
  • Dell Technologies declined 13.0% year over year, while HPE/New H3C Group was down 3.6% year over year. 
  • The third position went to Inspur/Inspur Power Systems, which increased its revenue by 32.3% year over year. 
  • Lenovo and IBM tied for the fourth position with revenue shares of 6.1%, and 5.9% respectively. 
  • Lenovo saw revenue decline by 21.8% year over year while IBM saw its revenue contract 27.4% year over year. 
  • The ODM Direct group of vendors accounted for 21.1% of total revenue and declined 22.9% year over year to $4.23 billion. 
  • Dell Technologies led the worldwide server market in terms of unit shipments, accounting for 17.8% of all units shipped during the quarter.

https://www.idc.com/getdoc.jsp?containerId=prUS45482519


Sunday, June 9, 2019

IDC: Server market revenue up 4% in 1Q19

The worldwide server market increased 4.4% year over year to $19.8 billion during 1Q19, according to IDC's Worldwide Quarterly Server Tracker.

Worldwide server shipments declined 5.1% year over year to just under 2.6 million units in 1Q19.

Some highlights from IDC:

  • The overall server market slowed in 1Q19 after experiencing six consecutive quarters of double-digit revenue growth although pockets of robust growth remain. 
  • Volume server revenue increased by 4.2% to $16.7 billion, while midrange server revenue grew 30.2% to $2.1 billion. 
  • High-end systems contracted steeply for a second consecutive quarter, declining 24.7% year over year to $976 million.

"Demand from both enterprise buyers and hyperscale companies purchasing through ODMs was less voracious than in previous quarters; coupled with a difficult compare period from a year ago, this impacted the pace of market growth during the first quarter," said Sebastian Lagana, research manager, Infrastructure Platforms and Technologies at IDC. "This was most evident in declining unit shipments during the quarter, although year-to-year average selling price (ASP) increases supported revenue growth for many vendors. As long as demand for richly configured servers supports further ASP growth, the market will offset slight declines in unit volume."

https://www.idc.com/getdoc.jsp?containerId=prUS45151319

Monday, March 18, 2019

IDC: Worldwide server market remains robust

Vendor revenue in the worldwide server market increased 12.6% year over year to $23.6 billion during the fourth quarter of 2018 (4Q18), according to a new report from IDC. Worldwide server shipments increased 5.0% year over year to just under 3.0 million units in 4Q18.

"Reduced demand from hyperscale companies created downward pressure on worldwide server market growth rates during the quarter," said Sebastian Lagana, research manager, Infrastructure Platforms and Technologies at IDC. "This was offset by increased server sales to enterprise customers and higher average selling prices (ASPs). Enterprises are buying richly configured servers to support resource intensive workloads, resulting in higher ASPs and pushing revenue growth higher than growth from unit shipments."



Highlights:

  • The overall server market continues to experience robust demand with 4Q18 marking the fifth consecutive quarter of double-digit revenue growth and its highest total revenue in a single quarter ever. 
  • Volume server revenue increased by 17.8% to $19.0 billion, while midrange server revenue grew 30.3% to $2.5 billion. High-end systems declined 28.3% to $2.1 billion.
  • Tied for the number one position in the worldwide server market during 4Q18 were Dell Inc., at 18.7% revenue share, and HPE/New H3C Group, with 17.8% revenue share, growing 20.4% and 10.5% year to year respectively. 
  • IBM was the third-ranked server supplier during the quarter capturing 8.3% of total server revenues. IBM's performance during the quarter excludes sales generated through the company's recently established partnership with Inspur Power Systems. 
  • Inspur/Inspur Power Systems and Lenovo tied for fourth with revenue shares of 6.6% and 6.2% respectively. Inspur/Inspur Power Systems increased its revenue 70.7% year over year and Lenovo increased its revenue 33.8% year over year. The ODM Direct group of vendors accounted for 20.1% of total revenue, up 11.6% year over year to $4.7 billion. This was an uncharacteristically low growth rate for this group of companies. 
  • Dell led the worldwide server market in terms of unit shipments, accounting for 19.4% of all units shipped during the quarter. 

https://www.idc.com/getdoc.jsp?containerId=prUS44905719


Wednesday, December 12, 2018

IDC: Worldwide server market revenue surged 37.7% in Q3

Vendor revenue in the worldwide server market increased 37.7%, year over year to $23.4 billion during the third quarter of 2018 (3Q18) and worldwide server shipments increased 18.3% year over year to 3.2 million units, according to IDC Worldwide Quarterly Server Tracker. 

"The worldwide server market once again generated strong revenue and unit shipment growth due to an ongoing enterprise refresh cycle and continued demand from cloud service providers," said Sebastian Lagana, research manager, Infrastructure Platforms and Technologies at IDC. "Enterprise infrastructure requirements from resource intensive next-generation applications support increasingly rich configurations, ensuring average selling prices (ASPs) remain elevated against the year-ago quarter. At the same time, hyperscalers continue to upgrade and expand their datacenter capabilities."


Some highlights from IDC:


  • Demand for x86 servers increased 41.0% in 3Q18 to $21.8 billion in revenues. Non-x86 servers grew 3.9% year over year to $1.6 billion.
  • Volume server revenue increased by 40.2% to $20.0 billion, while midrange server revenue grew 39.4% to $2.0 billion. High-end systems grew 6.9% to $1.3 billion.
  • On a geographic basis, Asia/Pacific (excluding Japan) was the fastest growing region in 3Q18 with 46.5% year-over-year revenue growth. The United States grew 43.7% in the quarter while Europe, the Middle East and Africa (EMEA) grew 24.5%, Canada grew 20.0%, Japan grew 14.0%, and Latin America grew 7.7%. China saw its 3Q18 vendor revenues grow 67.1% year over year.

https://www.idc.com/getdoc.jsp?containerId=prUS44532818

Wednesday, September 5, 2018

IDC: Server sales reach historic high - $22.5 billion in Q2

Vendor revenue in the worldwide server market increased 43.7%, year over year to $22.5 billion during Q2 2018, according to the newly updated International Data Corporation (IDC) Worldwide Quarterly Server Tracker. Worldwide server shipments increased 20.5% year over year to 2.9 million units in 2Q18. Worldwide server shipments increased 20.5% year over year to 2.9 million units in 2Q18.

Q2 Mwas the fourth consecutive quarter of double digit revenue growth and the highest total revenue ever for the server business. Volume server revenue increased by 42.7% to $18.4 billion, while midrange server revenue grew 63.0% to $2.5 billion. High-end systems grew 30.4% to $1.7 billion.

"The worldwide server market continues to flourish amid a market-wide enterprise refresh cycle and increasing demand from cloud service providers," said Sanjay Medvitz, senior research analyst, Servers and Storage at IDC. "Enterprises continue to invest in new infrastructure to support next-generation applications and achieve cloud-like benefits on premise. Hyperscalers also continue to update and expand their data center presence, benefiting ODM Direct suppliers. Server revenue growth has also been driven by increasing average selling prices (ASPs). This is due to richer configurations, DRAM prices, and new processor platforms."

Some highlights:

  • Dell achieved the number one position in the worldwide server market for the first time in 2Q18 with 18.8% revenue share and 52.9% growth. 
  • HPE/New H3C Group was the second largest supplier with 16.6% share of total vendor revenue, growing 11.7%. IBM and Lenovo were statistically tied for third position in the market with respective shares of 7.3% and 6.9%. 
  • Inspur, Cisco, and Huawei rounded out the top five, all statistically tied with 4.8%, 4.8%, and 4.3% respective shares of vendor revenue. 
  • The ODM Direct group of vendors increased its collective revenue by 55.9% (year over year) to $5.5 billion. 
  • Dell Inc. led the worldwide server market in terms of unit shipments, accounting for 19.5% of all units shipped during the quarter.


https://www.idc.com/getdoc.jsp?containerId=prUS44259518


Thursday, August 30, 2018

Dell'Oro: Server landscape shifts toward white box cloud servers

The server market is on track to surge $10 billion higher in 2018 before growth rates taper, according to a new report from Dell'Oro Group.  Vendor landscape is trending to lower-cost white box cloud servers.

“Although we forecast a five-year compounded annual growth rate of only two percent, the growth of the server market in 2018 will be at an unprecedented level,” said Baron Fung, Senior Business Analysis Manager at Dell’Oro Group. “However, the cloud segment, which consists of a high proportion of lower-cost custom designed servers, will continue to gain unit share over the Enterprise, putting long-term revenue growth under pressure.  Furthermore, the vendor landscape will continue to shift from OEM to white box Servers as the market is shifting towards the cloud,” added Fung.

Additional highlights from the Server 5-Year Forecast Report:


  • The 2018 growth is primarily attributed to rising average selling prices, resulting from vendors passing on higher commodity prices and end-users purchasing higher-end server configurations.
  • We estimate half of all servers shipping this year go to the cloud, and foresee this share growing to two-thirds by 2022.

Sunday, August 26, 2018

Crehan: Adoption of High-Speed Ethernet server networking is accelerating

Deployments of high-speed Ethernet adapter and controller shipments are significantly increasing and posted almost 50 percent year-over-year growth for the second quarter in a row, according to the most recent Server-Class Adapter & LAN-on-Motherboard
(LOM) Report from Crehan Research Inc.

The Crehan report finds that every high-speed Ethernet technology – 10GbE, 25GbE, 40GbE, 50GbE and 100GbE – individually posted year-over-year year growth in excess of 30 percent for the second calendar quarter of 2018, and all speeds except 50GbE posted record quarterly shipments.

“In addition to the resurgence of server shipment growth, as well as more networking per server, the network adapter and controller market is in the midst of numerous concurrent upgrades,” said Seamus Crehan, president of Crehan Research. “For example, the hyper-scale cloud segment was a major driver of the 2Q18 exponential growth in 25GbE adapters, while the enterprise segment was a major driver of the continued strong growth in 10GbE. Meanwhile, the telco segment was a strong contributor to the quarter’s strength in both 40GbE and 100GbE.”

Other noteworthy results from Crehan’s Server-Class Adapter & LAN-on-Motherboard (LOM) report
include:

  • Vendor-built 25GbE shipments almost tripled in 2Q18, approaching a three-million port annualized run-rate.
  • 40GbE continued to show surprisingly strong growth despite the recent arrival, and now material volumes, of 25GbE, 50GbE and 100GbE.
  • 10GbE remains the largest high-speed Ethernet growth contributor in absolute volume, comprising over half of all the 2Q18 shipment increase. Within 10GbE, 10GBASE-T saw the strongest growth rate, with an almost 80% year-over-year increase in shipments.
  • Intel remained the market share leader for 10GbE as well as for total high-speed Ethernet adapter and controller shipments, accounting for over 60% of total 2Q18 volumes. 
  • In network adapter and controller speeds above 10GbE, Mellanox accounted for more than 70% of ports shipped. This combined segment of 25GbE, 40GbE, 50GbE and 100GbE saw shipments more than double year-over-year in 2Q18.
“The strong increase in customer deployments of high-speed Ethernet adapters is putting enormous pressure on the switches connecting servers to the data center network, which is driving a need for higher capacity switches," Crehan said. "We expect to see strong adoption of higher capacity data center Ethernet switches to meet this swell of demand.”

www.crehanresearch.com

Wednesday, May 30, 2018

IDC: Worldwide server market surges 39% yoy in Q1

Vendor revenue in the worldwide server market increased 38.6%, year over year to $18.8 billion during the first quarter of 2018 (1Q18), according to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker. Worldwide server shipments increased 20.7% year over year to 2.7 million units in 1Q18.

IDC said the growth is driven by a market-wide enterprise refresh cycle, strong demand from cloud service providers, increased use of servers as the core building blocks for software-defined infrastructure, broad demand for newer CPUs such as Intel's Purely platform, and growing deployments of next-generation workloads.

"Hyperscale growth continued to drive server volume demand in the first quarter," said Sanjay Medvitz, senior research analyst, Servers and Storage at IDC. "While various OEMs are finding success in this space, ODMs remain the primary beneficiary from the quickly growing hyperscale server demand, now accounting for roughly a quarter of overall server market revenue and shipments."

Some key findings cited by IDC:

  • Revenue in the worldwide server market increased 38.6% year over year to $18.8 billion while shipments grew 20.7% to 2.7 million units during the first quarter of 2018.
  • 1Q18 marks the third consecutive quarter of double-digit growth.
  • Average selling prices (ASPs) increased during the quarter due to richer configurations and increased component costs. The increased ASPs also contributed to revenue growth.
  • Volume server revenue increased by 40.9% to $15.9 billion, while midrange server revenue grew 34% to $1.7 billion. High-end systems grew 20.1% to $1.2 billion.
  • Dell Inc. and HPE/New H3C Group were statistically tied for first in the worldwide server market with 19.1%, and 18.6% market shares respectively in 1Q18. 
  • Dell was the fastest growing server vendor among the top 5 companies, growing revenue 50.6% year over year to $3.6 billion and gaining 1.5 points of revenue share year over year on a strong performance in all major geographic regions. 
  • HPE/New H3C Group revenue increased 22.6% year over year in 1Q18 to $3.5 billion. HPE's share and year-over-year growth rate include revenues from the H3C joint venture in China that began in May of 2016; thus, the reported HPE/New H3C Group combines server revenue for both companies globally. 
  • Lenovo, IBM, and Cisco were all statistically tied for the third position in the market with respective shares of 5.8%, 5.3%, and 5.2%. 
  • The ODM Direct group of vendors grew revenue by 57.1% (year over year) to $4.6 billion. 
  • Dell Inc. led the worldwide server market in terms of unit shipments, accounting for 20.6% of all units shipped during the quarter.


Saturday, March 3, 2018

Dell'Oro: Chinese cloud giant to overtake U.S. providers in server growth by 2022

The top three Chinese Cloud service providers – Alibaba, Tencent, and Baidu – are forecast to outpace the top four U.S. Cloud providers – Google, Amazon, Microsoft, and Facebook – in server growth by 2022, according to a new report from Dell'Oro Group.

Over the same period, Small/Medium Businesses (SMB) are accelerating their migration to Public Cloud, while large Enterprises – i.e., Fortune 1000 companies, which includes the Private Cloud – will revert to on-premises data centers.

Additional highlights from the Server 5-Year Forecast Report:

  • Server revenue is forecast to grow at a two percent five-year compound annual growth rate while server shipments are forecast to grow at four percent.
  • The top four U.S. Cloud providers are expected to continue to comprise approximately half of the server shipments over the forecast period. However, the growth rate declines as data centers increase in scale and efficiency.
  • The top three Chinese Cloud providers compose about 10 percent of the U.S. top four server shipments and we expect that portion to double by 2022.

“The Cloud providers have been rolling out new data centers at a pronounced rate, driving Cloud server shipments,” said Baron Fung, Senior Business Analysis Manager at Dell’Oro Group. “Furthermore, given the weakness in server shipments to Enterprises/Premises data center, we believe we are well on track to hit our projected crossover point as server shipments to the Cloud eclipse those to the Enterprise by the end of 2017. We expect server shipments to SMB to lead the decline as this sector embraces the Public Cloud. On the other hand, we expect shipments to large Enterprises to stabilize, and begin to grow modestly by the latter half of our forecast period,” Fung explained.

Wednesday, January 24, 2018

Cisco to acquire Skyport for ultra secure servers

Cisco announced its intent to acquire Skyport Systems, Inc., a start-up based in Mountain View, California that offers "hyper-secured" servers for delivering trusted computing and policy enforcement at the application edge.  Financial terms were not disclosed.

Skyport's SkySecure converged system brings together zero trust compute, virtualization and a full stack of security technologies. It logs all traffic at a forensically auditable level, enabling users to see where traffic originates, where it is headed, whether it was allowed or not, what policy allowed or blocked it, and when and who put that policy into action. Remote management capability allows users to secure branch infrastructure without firewalls, proxies, MPLS or other security measures.

Skyport Systems team will join Cisco's Data Center – Computing Systems Product Group, which is led by Senior Vice President and General Manager Liz Centoni and the Service Provider – Networking Group led by Senior Vice President and General Manager Jonathan Davidson.

Investors in Skyport included GV (formerly known as Google Ventures), Cisco Investments, Thomvest Ventures, Northgate Capital, InstantScale, Index Ventures, Sutter Hill Ventures and Intel Capital. The company raised at least $67 million in funding over several rounds.

In June 2016, Skyport announced interoperability between its SkySecure platform and Cisco’s Application Centric Infrastructure (ACI) solution. The goal is to provide application-layer and system-level security and policy controls needed to extend the trust boundary from a system-level root-of-trust to the network edge. Skyport said its interoperability with Cisco ACI also mobilizes security policies, enabling them to follow workloads throughout their lifecycles, and lets users deploy and maintain secure administrative workstations, jump hosts and multi-zone DMZ architectures as an integral part of an overall security framework.


  

Thursday, July 13, 2017

Intel debuts its Xeon Scalable platform - Part 2

Intel described the launch of its Xeon Scalable Platform as the biggest data centre announcement in the past 10 years. Wall Street's reaction was fairly muted, perhaps because Intel has already captured nearly the entire market for server CPUs and there was not much to suggest that any innovations in the chip architecture would significantly expand the overall market or the company's margins. However, a broad ecosystem of cloud providers, telecom carriers, server vendors, network equipment suppliers, storage specialists and systems integrators were lined-up for the big Xeon unveiling with press releases of their own. As an industry milestone, it is certain that the next wave of cloud data centre infrastructure will be built on Xeon Scalable processors.

Highlights of Intel's Xeon ecosystem momentum

Amazon Web Services

AWS has listed Intel as a strategic partner for over a decade. It is certainly a major customer. It’s been claimed that every day AWS enough servers to power a Fortune 500 enterprise. AWS launched a C5 instance family in November 2016 powered by a custom version of the Xeon Scalable Platform with hardware acceleration capability. Amazon EC2 C5 instances based on Xeon Scalable processors with AVX-512 now offer up to 72 vCPUs - twice that of previous generation compute-optimised instances - and 144 GB of memory. AWS also said it is working with Intel to optimise deep learning engines. AWS reports over a 100x boost in inference performance and is also using the new Xeon for high performance computing (HPC) clusters supporting thousands or tens of thousands of EC2 instances. AWS provided a video testimonial for the launch event.

It should also be noted that AWS is now offering NVIDIA GPU instances. Like the other cloud giants, AWS will also build its own data centre gear whenever this is the fastest or cheapest path to deployment. This includes routers based on custom Broadcom silicon and bespoke network interface cards based on an in-house Annapurna ASIC. At its scale, AWS would surely consider all silicon options for its core platform. Intel and AWS seem to be working well together.

AT&T

The guest of honour at the Xeon launch event was John Donovan, AT&T's chief strategy officer and group president, technology and operations. ‎AT&T has been running the new Xeon processors for several months in its production network. Donovan reported a 25% boost in performance - good but maybe not overwhelmingly so. Still, AT&T is moving all its network functions into a cloud based on X86. AT&T said it has a strong collaborative relationship with Intel. Total cost of ownership for the entire network improves with each generation of Xeons.

Google

The first public cloud to deploy the new Xeon Scalable Platform processors is Google. End customers are reporting consistent performance improvements, in some cases of 30 to 50%. When the applications are tuned for the AVX-512 instructions, customers are reporting more than a 100% performance improvement.

Microsoft

The new Intel Xeon Scalable Platform processors will be the base for Microsoft Azure. Earlier this year at the Open Compute Project (OCP) Summit in San Jose, Microsoft announced Project Olympus, a next generation hyperscale cloud hardware design and a new model for open source hardware development with the OCP community. Rather than contributing a fully-completed design to OCP, with this new approach Microsoft will contribute its next generation cloud hardware designs when they are approximately 50% complete. The building blocks that Project Olympus will contribute consist of a new universal motherboard, high-availability power supply with included batteries, 1U/2U server chassis, high-density storage expansion, a new universal rack power distribution unit (PDU) for global data centre interoperability, and a standards compliant rack management card.

Although some saw this announcement as a potential opening for ARM processors in Azure, in a customer testimonial video this week Microsoft confirmed that Project Olympus is based on Xeon Scalable Platform processors and Intel FPGAs. Microsoft said this combination of Xeon processors, FPGAs and high-performance storage will be a powerful solution for AI. In fact, Azure anticipates the world's largest deployment of FPGAs to power the largest neural network to date.

Telefónica

In Spain, Intel has been collaborating with Telefónica since 2008. One big focus of development is network functions virtualisation (NFV) to simplify its network. Telefonica expects the Intel Xeon Scalable Platform processors will play a key role in its 5G network. This means that Telefónica is fully committed to x86 for the basis of its infrastructure. The new processors, which are currently in Telefónica’s labs, have been delivering a performance boost of approximately 67% over the previous Xeon E5 2600 chips.

6WIND

6WIND reports that its software running on Xeon Scalable Processors delivers a significant boost for IPsec. Specifically, 6WIND Turbo IPsec performance tests on Xeon Platinum servers demonstrate a 50% increase in processing power for common applications such as multi-site VPNs and backhaul security gateways.

Accton

Accton announced a combination server-switch hardware appliance based on dual-socket Intel Xeon Scalable processors, supporting up to 28 cores (56 threads) per socket. The switch system includes 48 SFP28 (25 GbE) and 6 QSFP28 (100 GbE) network ports, all contained within a single 1RU chassis form-factor. Accton said its Intel Xeon Purley platform increases CPU capacity and performance for virtual machine consolidation and density, as well as boosting memory bandwidth (six channels).

Advantech

Advantech has introduced two new platforms: a 2U dual socket network appliance and a single socket, short depth 1U server, both based on the new Intel Xeon Scalable Processors. The scalability of the dual socket appliance increases significantly, with up to 12 more cores per CPU than on the previous generation appliance. The company noted performance advances in the throughput of encrypted packets using the latest Intel QuickAssist Technology, now available in the chipset, to perform IPsec encryption and decryption. During tests at Intel Labs, a server configured with an Intel Xeon Platinum Processor 8160 showed an increase of up to 1.32 times higher performance, demonstrating what both platforms will be able to deliver to help meet demands for higher encrypted data throughput and VPN density while freeing up slots for more I/O and offload.

Cisco

Cisco launched a new generation of servers and software based on Intel's latest Xeon Scalable Platform processors and a unique Cisco system-level vision for the future of IT. The Cisco Unified Computing System (Cisco UCS) M5 generation seeks to extend the power and simplicity of unified computing for data-intensive workloads, applications at the edge, and the next generation of distributed application architectures. The latest UCS Director 6.5 management software allows data centre professionals to complete 80% of operational tasks from a single console. A Workload Optimization Manager, powered by Turbonomic and which is deeply integrated into the UCS hardware, uses intent-based analytics to continuously match workload demand to infrastructure supply across on premise and multi-cloud environments. The company says the Cisco UCS can reduce administration and management costs by up to 63% while accelerating the delivery of new application services by up to 83%.

Dell EMC

Dell EMC launched the 14th generation of its PowerEdge servers featuring the new processors and a cyber-resilient architecture with a deep root of trust, including cryptographically trusted booting.

Ericsson

Highlighting the new Intel Xeon Scalable processors, Ericsson published a whitepaper 'Industrialising Network Functions Virtualisation with Software-Defined Infrastructure'. Topics discussed include Data Plane Development Kit (DPDK), which is a set of software libraries for accelerating packet processing workloads on commodity off-the-shelf hardware platforms.

The Fast Data Project

FD.io or Fido, a collaborative open source project that aims to establish a high-performance IO services framework for dynamic computing environments, announced significant performance gains reaching terabit levels at multimillion route scale. Architectural improvement increases in latest Xeon Scalable processors - such as increased PCIe bandwidth - allow FD.io to double its performance at scale without modification to the software. FD.io said it is the only vSwitch for which performance scaling is IO bound rather than CPU bound.

Fujitsu

Fujitsu launched a multi-node server that combines the density of blade-like servers with the simplicity of rack-based systems. The newly-refreshed range of dual- and quad-socket PRIMERGY servers and octo-socket PRIMEQUEST business critical server systems are designed for the new Xeon Scalable processors. Technical features include enhanced DDR4 memory modules and up to 6 TB capacity in quad socket PRIMERGY server. Fujitsu said its PRIMEQUEST server pushes the performance envelope of SAP HANA up to 12 TB of the in-memory database.

Nokia

Nokia introduced a refreshed AirFrame Data Center solution based on the Xeon Scalable Processors. Nokia said it has worked closely with Intel over the past year during the Intel Xeon Scalable processor development process and has just completed its own benchmarking of the new design. The results show a performance improvement over the previous generation Intel Xeon processor E5-26xxv4, with an average gain of 40% in processor rate performance.

Radisys

Radisys announced support for the new Xeon Scalable processors in its DCEngine, which helps communication service providers to transform their central offices into hyperscale SDN-enabled virtualised data centres. Radisys said its DCEngine’s management software suite, delivered with Intel Rack Scale Design, simplifies data centre resource management by enabling an open management framework with dynamic resource allocation, intelligent policy profiling and real-time, granular insight into compute, storage and network resources. The company estimates that CSPs leveraging DCEngine in data centres can expect significant improvements in total cost of ownership through reduced real estate footprint by 55%, which can result in up to 35% cost savings over a period of three years, as well as substantial reduction in costs associated with power consumption, hardware and software support.

ZTE

ZTE has launched a 2-socket cloud application rack server R5300 G4, 4-socket high-reliability rack server R8500 G4, hyperconverged blade server E9000 and software-defined storage KS10000.

Wednesday, July 12, 2017

Cisco Launches its Latest Unified Computing System

Cisco launched a new generation of servers and software based on Intel's latest Xeon Scalable Platform processors and a unique Cisco system-level vision for the future of IT.

The Cisco Unified Computing System (Cisco UCS) M5 generation seeks to extend the power and simplicity of unified computing for data-intensive workloads, applications at the edge, and the next generation of distributed application architectures. The latest UCS Director 6.5 management software allows data center professionals to complete 80% of operational tasks from a single console. A Workload Optimization Manager, which is powered by Turbonomic and which is deeply integrated into the UCS hardware, uses intent-based analytics to continuously match workload demand to infrastructure supply across on premise and multi-cloud environments. The company says the Cisco UCS can reduce administration and management costs by up to 63 percent while accelerating the delivery of new application services by up to 83 percent.

Leveraging the new Intel Xeon Scalable processors, UCS M5 servers supports up to double the memory capacity of previous systems. Cisco said its lab testing reveals that UCS M5 servers deliver up to 86% higher performance over the previous generation of UCS.

The M5 generation of servers include:


  • Cisco UCS B200 M5 Blade Server: a half-width blade form factor for traditional multi-tier or distributed applications. It supports two GPUs.
  • Cisco UCS B480 M5 Blade Server: for workloads ranging from memory-intensive, mission-critical enterprise applications to distributed database virtualized workloads.
  • Cisco UCS C220 M5 Rack Server: aa high-density 2-socket rack server that delivers performance and efficiency for a wide range of workloads, including virtualization, collaboration, and bare-metal applications.
  • Cisco UCS C240 M5 Rack Server: a storage and I/O optimized enterprise-class rack server for big data analytics, software-defined storage and bare metal applications.
  • Cisco UCS C480 M5 Rack Server: featuring a modular architecture for flexible technology refreshes, the C480 delivers scale-up extensibility for in-memory databases, big data analytics, virtualization, VDI and bare metal applications. GPU support has tripled—with up to six supported—as has disk capacity, which now supports 32 drives.

“As organizations strive to become more competitive through real-time analytics and faster decision-making, new thinking around data center infrastructure is required,” said Liz Centoni, senior vice president and general manager, Cisco Computing Systems Product Group. “Our unique, unified system architecture delivers the agility our customers need to create a cloud experience on-prem, so that our new line of servers simply means faster applications with fewer complications.”

http://www.cisco.com

Tuesday, July 11, 2017

Huawei details Boundless Computing server strategy and solutions

Huawei announced in Beijing the launch of its Boundless Computing server strategy and series solutions, which focuses on industry requirements for digital transformation and outlines the company's 5-year innovation roadmap for computing.

During the launch event, Huawei delivered an overview of the server strategy and its business positioning, and also launched its V5 series solutions, which include the all-flash SAP HANA appliance solution, a big data application acceleration solution, edge computing for smart video analytics solution, and the G series heterogeneous computing platform.

Huawei's Boundless Computing vision encompasses optimising computing for applications and bringing computing power closer to data sources to help realise the potential of computing. It also includes progressing beyond servers and enabling data centre-level resource pooling and on-demand provisioning to improve the computing efficiency of data centres.

The strategy also involves going beyond the limits the of data centre to enable smart access, and expanding computing into the data sources to enhance the intelligence of data at the remote end.

At the release ceremony, Huawei, together with customers and partners including Industrial and Commercial Bank of China, Tencent, SAP and Microsoft, discussed the challenges to computing development and how they can be addresses. Huawei also released the FusionServer V5 delivering five key smart features.

Describing the strategy, Qiu Long, president, IT server product line at Huawei, said, "A fully connected world is unfolding and computing will be the pivotal force behind everything… the Boundless Computing strategy is about rethinking the road to a fully connected world, that includes unlocking the potential of computing, going beyond the boundary of servers, and extending further beyond the boundary of data centres".