The industry is abuzz with speculation that IBM will sell its x86 server business to Lenovo. As usual, neither party is talking publicly, but at this point I’d give it a better than even chance, since usually these kind of rumors tend to be based on leaks of real discussions as opposed to being completely delusional fantasies. Usually.
So the obvious question then becomes “Huh?”, or, slightly more eloquently stated, “Why would they do something like that?”. Aside from the possibility that this might all be fantasy, two explanations come to mind:
1. IBM is crazy.
2. IBM is not crazy.
Of the two explanations, I’ll have to lean toward the latter, although we might be dealing with a bit of the “Hey, I’m the new CEO and I’m going to do something really dramatic today” syndrome. IBM sold its PC business to Lenovo to the tune of popular disbelief and dire predictions, and it's doing very well today because it transferred its investments and focus to higher margin business, like servers and services. Lenovo makes low-end servers today that it bootstrapped with IBM licensed technology, and IBM is finding it very hard to compete with Lenovo and other low-cost providers. Maybe the margins on its commodity server business have sunk below some critical internal benchmark for return on investment, and it believes that it can get a better return on its money elsewhere.
In his 1956 dystopian sci-fi novel “The City and the Stars”, Arthur C. Clarke puts forth the fundamental design tenet for making eternal machines, “A machine shall have no moving parts”. To someone from the 1950s current computers would appear to come close to that ideal – the CPUs and memory perform silent magic and can, with some ingenuity, be passively cooled, and invisible electronic signals carry information in and out of them to networks and … oops, to rotating disks, still with us after more than five decades[i]. But, as we all know, salvation has appeared on the horizon in the form of solid-state storage, so called flash storage (actually an idea of several decades standing as well, just not affordable until recently).
The initial substitution of flash for conventional storage yields immediate gratification in the form of lower power, maybe lower cost if used effectively, and higher performance, but the ripple effect benefits of flash can be even more pervasive. However, the implementation of the major architectural changes engendered across the whole IT stack by the use of flash is a difficult conceptual challenge for users and largely addressed only piecemeal by most vendors. Enter IBM and its Flashahead initiative.
What is Happening?
On Friday, April 11, IBM announced a major initiative, to the tune of a spending commitment of $1B, to accelerate the use of flash technology by means of three major programs:
· Fundamental flash R&D
· New storage products built on flash-only memory technology
HP today announced the Moonshot 1500 server, their first official volume product in the Project Moonshot server product family (the initial Redstone, a Calxeda ARM-based server, was only available in limited quantities as a development system), and it represents both a significant product today and a major stake in the ground for future products, both from HP and eventually from competitors. It’s initial attractions – an extreme density low power x86 server platform for a variety of low-to-midrange CPU workloads – hides the fact that it is probably a blueprint for both a family of future products from HP as well as similar products from other vendors.
Geek Stuff – What was Announced
The Moonshot 1500 is a 4.3U enclosure that can contain up to 45 plug-in server cartridges, each one a complete server node with a dual-core Intel Atom 1200 CPU, up to 8 GB of memory and a single disk or SSD device, up to 1 TB, and the servers share common power supplies and cooling. But beyond the density, the real attraction of the MS1500 is its scalable fabric and CPU-agnostic architecture. Embedded in the chassis are multiple fabrics for storage, management and network giving the MS1500 (my acronym, not an official HP label) some of the advantages of a blade server without the advanced management capabilities. At initial shipment, only the network and management fabric will be enabled by the system firmware, with each chassis having up two Gb Ethernet switches (technically they can be configured with one, but nobody will do so), allowing the 45 servers to share uplinks to the enterprise network.