Servers - A Tale of Two Technologies

"It was the best of times, it was the worst ofmulticore activity is clearly a boon to the networking
times..."side of the house, particularly wide-band solutions like
Dickens was describing London and Paris during the10 GbE. Dell'Oro Group reports that the 10 GbE
French Revolution. But in today's world, it is an aptmarket rebounded in the first quarter, following a
description of the IT industry during the virtualdecline in the fourth quarter of 2008. The company
revolution.did not release any numbers from its Network
For the worst of times, we need look no furtherAdapters Quarterly Report, although it did say that
than the server industry, which reported anotherIntel is once again the new leader in adapter card
disastrous quarter earlier this week. According to IDC,revenue and port shipments, while Broadcom retained
worldwide shipments dropped some 26.5 percentthe spot as leader in silicon controllers.
year-over-year in the first quarter of 2009, with all ofThis all makes perfect sense, of course, because as
the major vendors showing double-digit revenuemore and more data starts to run through fewer and
drops. Overall, the industry shipped only 1.49 millionfewer hardware devices, the focus of data center
units, the largest decline in five years, with revenuesperformance shifts from raw processing power to
down nearly a quarter to $9.9 billion.network agility and speed. Going forward, as cloud
The source of all this woe is the one-two punch oftechnologies allow enterprises to shift resources on a
the recession and virtualization, which dampens theglobal scale, the question will no longer be "Do I have
demand for new hardware through higher utilizationenough power to handle all this data?", but rather
of existing machines. While this may be good for"How can I get this data quickly to my various
capital budgets, as well as the environment, it'send-points?"
proving to be a real burden for the server industry,And in this vein, there doesn't seem to be anyone
which had long counted on a steady refresh rate tointerested in slowing things down. Mellanox, for
keep its coffers full. The decline was most keenlyexample, just unveiled a 6-port, multiple-protocol 10
felt in x86 devices.GbE physical layer that lays the groundwork for a
IDC is also reporting that the picture seems to benew generation of high-density, low-power switches
the same for the second quarter so far, althoughand pass-through devices. The PhyX supports all 10
they are predicting a tepid rebound by the fourth.Gigabit Ethernet physical layer functions and can be
To their credit, many of the top server vendors arefield-upgraded to FCoE with 2, 4, and 8 Gbps Fibre
not trying to push back the tide but are activelyChannel gateway service without hardware
embracing virtualization and other advancedmodifications.
technologies designed to produce more efficientWith such precipitous changes in data center
hardware platforms. IBM, for instance, is gearing uphardware buying patterns, many wonder if things will
for a new server line that takes advantage of Intel'sever get back to normal. While sales and revenue
forthcoming Nehalem-EX architecture that featuresfigures have fluctuated over the years, the hard
up to 64 cores across eight processors. Although thenews this time is that these changes look permanent.
system is likely to be expensive, it could do the jobOnce the recession is over, server sales should pick
of multiple blade servers through its ability to handleup, but they will be nowhere near previous numbers
up to 128 individual threads. The chip itself alsobecause those low utilization rates are gone forever.
provides 16 memory slots per socket and fourThe new normal will be relatively low server activity
QuickPath interconnect links for processing largeand increasingly fast networks as enterprises position
amounts of data in tandem.themselves for the cloudy/virtual decade to come.
Now for the best of times. All of this virtual and