Posts Tagged ‘Intel’

Last week EMC launched its eagerly awaited VSPEX architecture. VSPEX is a turnkey reference architecture made up of best-of-breed partners to deliver an end-to-end cloud solution. The solution, while led by EMC, also involved collaboration from such partners as Brocade, Cisco, Intel, Microsoft and VMware. VSPEX is another option for customers who do not want to build their own from scratch nor want a converged solution like VCE. It’s a proven solution that’s been validated by EMC.

One of the main points that I think was missed by much of the press around this announcement is that it can bring a solution to the mid-market. For all the hype and media attention VCE has received, it’s really not that appealing to mid-market companies. It may work, but it certainly has a premium price tag attached to it. Since VSPEX has various different configurations (14 in total), there are a number of lower-cost options that use infrastructure like Brocades ICX switches. So while there are many expensive cloud offerings out there for large enterprises to buy directly, VSPEX is an affordable channel play. Channel partners can customize it for different customers and even put their own brand on it if they want.

AMD’s $334 million purchase of microserver vendor SeaMicro threatens to disrupt the status quo in the server market. Look for AMD to be aggressive with microservers as it tries to upset Intel’s near-monopolistic apple cart.

Late last week, Advanced Micro Devices (AMD) announced its intent to purchase leading microserver start-up SeaMicro for $334 million, about $280 million of which will be cash. This acquisition is the first big move for AMD’s new CEO, Rory Read, and it’s a good one as it makes AMD a bona fide provider of data center and cloud computing servers. I like the move because it provides a strong platform to help AMD compete as the server market transitions into its next generation.

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