Richard Fichera
Vice President, Principal Analyst
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HPE Acquires Simplivity – Strong Tactical Move with Strategic Ramifications for the HCI Landscape
Rumors had been flying for some time about SimpliVity needing additional funding, and that HPE had made an offer that was unacceptably low at $650 Million. Clearly, these were more than casually well-informed rumors, since HPE announced on January 17 that it would be acquiring SimpliVity for $650 Million in cash. Was this a fair […]
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Linux vs. Unix Hot Patching – Have We Reached The Tipping Point?
The Background — Linux as a Fast Follower and the Need for Hot Patching No doubt about it, Linux has made impressive strides in the last 15 years, gaining many features previously associated with high-end proprietary Unix as it made the transition from small system plaything to core enterprise processing resource and the engine of […]
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Big Iron Lives — Huawei Shows Off KunLun 32S x86 Server
I was recently at an event that Huawei hosted in Latin America for its telecom carrier community, in which Huawei was showing off an impressive range of carrier-related technology, including distributed data center management, advanced analytics and a heavy emphasis on compute and storage in addition to their traditionally strong core carrier technology. Interestingly they […]
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Azure Stack Preview – Microsoft-s End-Game for On-Premise IT?
What’s Happening? In 2014 I wrote about Microsoft and Dell’s joint Cloud Platform System offering, Microsoft’s initial foray into an “Azure-Like” experience in the enterprise data center. While not a complete or totally transparent Azure experience, it was a definite stake in the ground around Microsoft’s intentions to provide enterprise Azure with hybrid on-premise and […]
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HPE Transforms Infrastructure Management with Synergy Composable Infrastructure Announcement
Background I’ve written and commented in the past about the inevitability of a new class of infrastructure called “composable”, i.e. integrated server, storage and network infrastructure that allowed its users to “compose”, that is to say configure, a physical server out of a collection of pooled server nodes, storage devices and shared network connections.[i] The […]
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Oracle Delivers “Software on Silicon” – Doubles Down on Optimizing its Own Software with Latest Hardware
What’s new? Looking at Oracle’s latest iteration of its SPARC processor technology, the new M7 CPU, it is at first blush an excellent implementation of SPARC, with 32 cores with 8 threads each implemented in an aggressive 20 nm process and promising a well-deserved performance bump for legacy SPARC/Solaris users. But the impact of the […]
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Sea Changes in the Industry – A New HP and a New Dell Face Off
The acquisition of EMC by Dell has is generating an immense amount of hype and prose, much of it looking forward at how the merged entity will try and compete in cloud, integrate and rationalize its new product line, and how Dell will pay for it (see Forrester report “Quick Take: Dell Buys EMC, Creating […]
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New Announcements Foreshadow Fundamental Changes in Server and Storage Architectures
My colleague Henry Baltazar and I have been watching the development of new systems and storage technology for years now, and each of us has been trumpeting in our own way the future potential of new non-volatile memory technology (NVM) to not only provide a major leap for current flash-based storage technology but to trigger […]
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IBM Pushes Chip Technology with Stunning 7 nm Chip Demonstration
In the world of CMOS semiconductor process, the fundamental heartbeat that drives the continuing evolution of all the devices and computers we use and governs at a fundamantal level hte services we can layer on top of them is the continual shrinkage of the transistors we build upon, and we are used to the regular […]
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Red Hat Summit – Can you say OpenStack and Containers?
In a world where OS and low-level platform software is considered unfashionable, it was refreshing to see the Linux glitterati and cognoscenti descended on Boston for the last three days, 5000 strong and genuinely passionate about Linux. I spent a day there mingling with the crowds in the eshibit halls, attending some sessions and meeting […]
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Thoughts on Huawei 2015 – The Juggernaut Continues to Build
In late April I once again attended Huawei’s annual analyst meeting in Shenzen, China. As with my last trip to this event, I approached it with a mix of dread and curiosity – dread because it is a long tiring trip and doing business in China if you are dependent on Google services is at […]
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Facebook and HP Show Different Visions for Web-scale
Recently we’ve had a chance to look again at two very conflicting views from HP and Facebook on how to do web-scale and cloud computing, both announced at the recent OCP annual event in California. From HP come its new CloudLine systems, the public face of their joint venture with Foxcon. Early details released by […]
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Intel Announces Xeon SOC – Seriously Raising the Bar for AMD and ARM Competition
Intel has made no secret of its development of the Xeon D, an SOC product designed to take Xeon processing close to power levels and product niches currently occupied by its lower-power and lower performance Atom line, and where emerging competition from ARM is more viable. The new Xeon D-1500 is clear evidence that Intel […]
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Rack-Scale Architectures get Real with Intel RSA Introduction
What Is It? We have been watching many variants on efficient packaging of servers for highly scalable workloads for years, including blades, modular servers, and dense HPC rack offerings from multiple vendors, most of the highly effective, and all highly proprietary. With the advent of Facebook’s Open Compute Project, the table was set for a […]
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Rethinking Analytics Infrastructure
Last year I published a reasonably well-received research document on Hadoop infrastructure, “Building the Foundations for Customer Insight: Hadoop Infrastructure Architecture”. Now, less than a year later it’s looking obsolete, not so much because it was wrong for traditional (and yes, it does seem funny to use a word like “traditional” to describe a technology […]
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IBM Amps up the Mainframe and Aggressively Targets Mobile Workloads with new z13 Announcement
On one level, IBM’s new z13, announced last Wednesday in New York, is exactly what the mainframe world has been expecting for the last two and a half years – more capacity (a big boost this time around – triple the main memory, more and faster cores, more I/O ports, etc.), a modest boost in […]
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Mainframe Futures – Reading the Tea Leaves for Future Investments
I’ve been getting a steady trickle of inquires this year about the future of the mainframe from our enterprise clients. Most of them are more or less in the form of “I have a lot of stuff running on mainframes. Is this a viable platform for the next decade or is IBM going to abandon […]
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Bare Metal Clouds – Performance and Isolation Drive Consideration
I’ve been talking to a number of users and providers of bare-metal cloud services, and am finding the common threads among the high-profile use cases both interesting individually and starting to connect some dots in terms of common use cases for these service providers who provide the ability to provision and use dedicated physical servers […]
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Shifting Sands – Changing Alliances Underscore the Dynamism of the Infrastructure Systems Market
There is always a tendency to regard the major players in large markets as being a static background against which the froth of smaller companies and the rapid dance of customer innovation plays out. But if we turn our lens toward the major server vendors (who are now also storage and networking as well as […]
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Dell Introduces FX system – the Shape of Infrastructure to Come?
Dell today announced its new FX system architecture, and I am decidedly impressed. Dell FX is a 2U flexible infrastructure building block that allows infrastructure architects to compose an application-appropriate server and storage infrastructure out of the following set of resources: Multiple choices of server nodes, ranging from multi-core Atom to new Xeon E5 V3 […]
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