SNS: The Server Market
 
 
SNS Subscriber Edition • Volume 22, Issue 27 • Week of July 31, 2017

 THE STRATEGIC NEWS SERVICE ©
GLOBAL REPORT ON
TECHNOLOGY AND
THE ECONOMY

The Server Market


 


 
 
 
 
 

SNS: The Server Market

 

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Followed by:

"What Happens Next?
Root Causes and Predicted
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Week of 7/31/2017    Vol. 22 Issue 26

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Recommended Reading

This recent piece in Seattle Business on the SNS Carbon Trifecta initiative includes new products made of graphene, as well as showing the difficulty of getting minds turned around on using a new business model and new chemistry to turn global  warming from a threat into a business opportunity. Although some of the experts interviewed are a bit critical of graphene's adoption timelines, a look at the new uses and discoveries at the bottom of this story are perhaps the most important, and most positive, pieces of content on the page. - mra.

http://www.seattlebusinessmag.com/sites/seattlebusinessmag.com/files/styles/225x400/public/field/image/graphene_iStock-542811870.jpg?itok=mnt2B6XUThe Graphene Gambit

By M. Sharon Baker

When it comes to taking on global warming, few ideas are as audacious as the one put forward by Mark Anderson, the Friday Harbor-based CEO of Strategic News Service who has a knack for identifying technology trends.

See full article here.

______

And, from longtime SNS member John K. Thompson, the new book Analytics: How to Win with Intelligence. From his book announcement:

Analytics: How to Win with Intelligence by [Thompson , John , Rogers, Shawn ]"The book is intended to provide non-technical executives with a high-level overview of what analytics is and what can be done. The book also discusses past successes and failures and describes how to build and manage successful analytics teams.

"This book is a culmination of 30+ years of consulting with clients around the world, building world class BI, data mining and analytics software and solutions and driving innovation for ensuring that analytics is a collaborative rather than a solitary process.

"When searching for Analytics on Amazon, the book comes up as #1 out of 35K+ titles. Currently, the title is #1 in Analytics, #5 in Data Mining and #14 in Big Data. The book can be ordered on Amazon at: https://lnkd.in/evpeU6p"

 

The Server Market

Today, the tech world seems to be focused on two things: Cloud Computing and Artificial Intelligence, or AI (and its semantic variants). Pretty simple, eh? Amazon, Microsoft, Google, Oracle, Salesforce, and many other companies are having wonderful earnings reports due mostly, and sometimes entirely, to the new popularity of cloud computing.

Cloud happens in data centers, and the hottest use of them today is for AI. Data centers are built with many (thousands, usually) servers, increasingly running two kinds of chips: standard central processing units (CPUs), and graphic processing units (GPUs).

So it wouldn't take a rocket scientist to decide that: a) servers are the most important piece of hardware being sold today; or b) that their sales must be on an explosive growth curve. One could go even further, on the international stage, and suggest that, since the US invented all of this, US companies must be riding a fantastic Sales Tsunami. Right?

Wrong.

In this week's discussion, we'll look at the arcane, slow-moving, very conservative market for servers, and at the chips that drive them, to find out what's really going on, who's making the money, why they aren't making more, and what disruptions are under way or just around the corner.