A Day at DatacenterDynamics Seattle 2013

Today is one of those days I don't have to get on a plane to go to a data center conference.  DatacenterDynamics Seattle is in its 6th year.  

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Part of my duties is moderating a panel discussion.

Sustainable Power, Sustainable Operations, and Sustainable Design
Peter M. Curtis
President & CEO, Power Management Concepts LLC

Dave Ohara
President, GreenM3 LLC

Leonard Ruff
AIA Principal, Mission Critical Design, Callison, LLC

I'll be at the conference all day so no blogging for the rest of the day.

Is your Data Center where Dell's Fresh Air Cooling will work?

Here is a map of where Dell says Fresh Air Cooling will work with their hardware.

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The blog post is here.

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We are proud to announce the next iteration of the Dell Fresh Air Hot House, an ongoing project at Dell with partner Intel and customer Essor Partners LLC. The Fresh Air Hot House, located in Round Rock, Texas, showcases the extreme temperature and humidity tolerances of off-the-shelf Dell Fresh Air capable hardware while performing at high workload levels in a non-air-conditioned environment.

Dell embarked on the Fresh Air design mission after hearing from our customers. They told us they were challenged for operating expenditure and data center capacity, and they needed a solution. Based on those conversations, we set out to design a server capable of performing continuously up to 35°C (95°F) and for time-based excursion operation up to 45°C (113°F) with humidity up to 90%, covering most of the environmental ranges in the world. Through years of comprehensive research and development, we found that a fresh air cooled data center using our Dell Fresh Air capable hardware could be deployed almost anywhere.

And the video is here.

Intel launches Intel Inside brand in Amazon Web Services with Marketing $$$s, bad news for ARM vendors

Intel Inside ®  is a recognized label on your laptop.  Now Intel has announced Intel Inside in a Cloud.  Amazon Web Sevices Cloud.

·        Amazon Web Services becomes first cloud service provider to use the “Intel Inside®” brand, letting its customers know that the services it provides utilize Intel technology.

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Why did Intel negotiate with Amazon to have Intel Inside brand in the Cloud?  It looks like there is co-marketing of Intel advertising to sell the use of compute on AWS on this site http://www.powerof60.com/en/.

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Intel advertising money showing up in a Cloud to market compute scenarios is something the ARM vendors are going to have a tough time competing against.

And Another Candidate for Microsoft CEO job? Jeff Raikes

The media is all in a tizzy that Stephen Elop is the leading CEO candidate.

The point I make and still stick to is the next CEO is going to be someone Bill trusts.  How long did Bill work with Stephen Elop.  Not much.

He spent way more time with his CEO of the Gates Foundation Jeff Raikes.  And Jeff just resigned as CEO.

 

Thanks for your leadership . You've been a great partner.

 

Thanks and for the opportunity to work with you in leading the these last five years.

Geekwire doesn't think Jeff is the next Microsoft CEO.  Maybe Steve Ballmer will be the next CEO of the Gates foundation.

 Raikes was recently included on some speculative lists of potential candidates to replace Ballmer. However, based on what I’m hearing from multiple sources this morning, Raikes’ retirement is not a sign that he is going to back to Microsoft.

 

Intel defends its data center territory vs. ARM with C2000 Atom

Intel announced last week the Intel ARM C2000 at 6W

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The ARM processor was claimed to be more efficient.  And now the C2000 is 6x performance per watt

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Barrons blog has a post on the business impact of the Intel Atom.  Here are the two analyst views.

Doug Freedman of RBC Capital Markets reiterated an Outperform rating and a $29 price target on the shares, writing, “INTC’s new Atom low-power C2000, successor to S1200, is a very compelling offering in that it not only offers up to 6x performance/ watt (vs. S1200), but will enable newer markets leveraging prior SoC efforts in mobile (smartphone/tablet).

Thus INTC stands to pick-up ground in new markets with attractive ROI on more customized solutions [...] Performance vs. select S1200 parts are expected to be up to 7x faster, offering up to 6x higher performance per watt. The product is expected to be a best-in-class solution vs. competitive ARM solutions in the marketplace [...] We were encouraged to hear that the gross margin impact is expected to be “a wash”. To us, this implies that the margins are at least comparable to performance-based parts, and potentially better due to 22nm and cost efficiencies realized as a result of leveraging mobile resources.”

From the bear camp, Hans Mosesmann of Raymond James, reiterating an Underperform rating, wrote that “Intel introduced today an impressive number of Atom-based processor, switch, memory, and optical connectivity products/technologies for the datacenter in a move that highlights, in our view, Intel’s sense of urgency to defend its server processor supremacy.”

It is hard to fathom Intel making this big of a splash had ARM not released its 64-bit v8 architecture (for licensing) nearly two years ago with the subsequent strong design interest. Intel was at pains to explain that microservers, as a category, are small but the opportunity for adjacent markets is big. Translation: we are worried about the ARM threat and are willing to cannibalize existing low-end, highly profitable XEONs to make sure this does not happen.”