Intel, despite a popular tendency to associate a dominant market position with indifference to competitive threats, has not been sitting still waiting for the ARM server phenomenon to engulf them in a wave of ultra-low-power servers. Intel is fiercely competitive, and it would be silly for any new entrants to assume that Intel will ignore a threat to the heart of a high-growth segment.
In 2009, Intel released a microserver specification for compact low-power servers, and along with competitor AMD, it has been aggressive in driving down the power envelope of its mainstream multicore x86 server products. Recent momentum behind ARM-based servers has heated this potential competition up, however, and Intel has taken the fight deeper into the low-power realm with the recent introduction of the N570, a an existing embedded low-power processor, as a server CPU aimed squarely at emerging ultra-low-power and dense servers. The N570, a dual-core Atom processor, is being currently used by a single server partner, ultra-dense server manufacturer SeaMicro (see Little Servers For Big Applications At Intel Developer Forum), and will allow them to deliver their current 512 Atom cores with half the number of CPU components and some power savings.
Technically, the N570 is a dual-core Atom CPU with 64 bit arithmetic, a differentiator against ARM, and the same 32-bit (4 GB) physical memory limitations as current ARM designs, and it should have a power dissipation of between 8 and 10 watts.
Every day we read about technology vendors making acquisitions and merging with their competitors. Some recent examples: Verizon acquired Terremark for $1.4B to take a leadership role in IaaS, NetApp acquired Akorri to move up the virtualization stack, and the highly popularized "storage shoot out" in late 2010 between Dell and HP for 3PAR (ending with HP’s winning bid of $2.4B). Since there is no evidence to suggest a decrease in the pace of these acquisitions, it’s important for infrastructure and operations (I&O) professionals to keep a keen eye on these proceedings.