A Look at IDC's Growing Server Market Numbers

In this podcast, the Radio Free HPC team looks at the latest server market numbers from IDC. The takeaway? The Server industry up 43 percent year over year. Component prices have gone up, so there may be multiple contributing factors implying richer configurations are being deployed. Dan thinks IDC might be adjusting their model, but we can't be sure from here. He doesn't see how a company like Inspur can jack their business by 112 percent in a single year. This is simply unprecedented growth. Welcome to the Server Business in the Age of Cloud.

Rich notes that Intel's terrific earnings recently were a bellwether for this "bullish" server market. As an interesting data point, something like 50 percent of all Intel chips made worldwide today are custom chips going to the hyperscale cloud market. Apparently, the Googles of the World don't want the off-the-shelf parts. And since they buy in such high volume, Intel is reaping big rewards.

After that, we do our Catch of the Week.

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