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 software vendors), we see that the relatively flat industry revenues hide almost continuous churn. Turn back the clock slightly more than five years ago, and the market was dominated by three vendors, HP, Dell and IBM. In slightly more than five years, IBM has divested itself of highest velocity portion of its server business, Dell is no longer a public company, Lenovo is now a major player in servers, Cisco has come out of nowhere to mount a serious challenge in the x86 server segment, and HP has announced that it intends to split itself into two companies.
And it hasn’t stopped. Two recent events, the fracturing of the VCE consortium and the formerly unthinkable hook-up of IBM and Cisco illustrate the urgency with which existing players are seeking differential advantage, and reinforce our contention that the whole segment of converged and integrated infrastructure remains one of the active and profitable segments of the industry.
EMC’s recent acquisition of Cisco’s interest in VCE effectively acknowledged what most customers have been telling us for a long time – that VCE had become essentially an EMC-driven sales vehicle to sell storage, supported by VMware (owned by EMC) and Cisco as a systems platform. EMC’s purchase of Cisco’s interest also tacitly acknowledges two underlying tensions in the converged infrastructure space:
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 servers. With configurations ranging from 2 to 16 server nodes per enclosure, there is pretty much a configuration point for most mainstream applications.
A novel flexible method of mapping disks from up to three optional disk modules, each with 16 drives - the mapping, controlled by the onboard management, allows each server to appear as if the disk is locally attached DASD, so no changes are needed in any software that thinks it is accessing local storage. A very slick evolution in storage provisioning.
A set of I/O aggregators for consolidating Ethernet and FC I/O from the enclosure.
All in all, an attractive and flexible packaging scheme for infrastructure that needs to be tailored to specific combinations of server, storage and network configurations. Probably an ideal platform to support the Nutanix software suite that Dell is reselling as well. My guess is that other system design groups are thinking along these lines, but this is now a pretty unique package, and merits attention from infrastructure architects.