Intel has a message for its doubters: Time, in terms of a rush to build more big computing centers, is on its side.
Speaking at the Web 2.0 Conference in San Francisco on Monday, Kirk Skaugen, an Intel vice president, said that the computer server market, which has more than doubled in the last 10 years to include some 16 million chips, will double again in the next five.
Source: IDC WW Server Tracker (1995-2004 systems data) and internal analysis; 2005-2010 Intel shipments; 2011-2015 DCG forecast.A slide from Kirk Skaugen’s presentation shows that the computer server market will double in the next five years.
This is a big deal for Intel, not just because of the good demand it represents, but for what it means to the companys rising competition from low-power, commodity-priced servers. Executives coming out of the mobile business think that the kind of low-power chips they make will eventually end up in servers. Privately, executives at some computer companies say the same.
But if Mr. Skaugen is right, and the big build is upon us this quickly, there simply will not be time for a new model of server, using non-Intel chips, to reach broad acceptance.
Mr. Skaugen displayed a series of eye-popping charts about the growth in data demand, the kind of thing that will justify building all those data centers. Even if you pay attention to the increasing amount of things connected to the Internet, and all the data being loaded aboard it, these were goodies. There were 345 quintillion bytes of data zipping around the Internet in 2010, more than all that has gone before. The average car will soon have 300 microcontrollers and 12 cameras, and will be connected to the Web. There are all the phones, sensors and emerging computing devices that will also be connected.
Today were talking 4 billion connected devices, 15 billion by 2015, and 50 billion by 2020,� Mr. Skaugen said. Our vision is very simple: if it consumes electricity, its going to end up computing, and if its computing it will be connected to the Internet.�
Many of those devices may have Intel chips, but they will probably be of the lower-margin variety. The good money is still in Intels higher-end processors, those that go into personal computers and servers. Hence the need for those data center chips.
Intel turned in technology great earnings Tuesday, with sales up 28 percent in the third quarter from the 2010 period, to $14.2 billion, and net income of $3.5 billion, up 17 percent over a year earlier. Nearly $12 billion of the revenue came from demand for personal computers, up 22 percent, and data center chips, up 15 percent.
Intel did not break out numbers for some emerging architectures that are also headed into the data center, displacing traditional networking chips, but these will also contribute more to company profits if Mr. Skaugens slides are accurate.
Speaking at the Web 2.0 Conference in San Francisco on Monday, Kirk Skaugen, an Intel vice president, said that the computer server market, which has more than doubled in the last 10 years to include some 16 million chips, will double again in the next five.
Source: IDC WW Server Tracker (1995-2004 systems data) and internal analysis; 2005-2010 Intel shipments; 2011-2015 DCG forecast.A slide from Kirk Skaugen’s presentation shows that the computer server market will double in the next five years.This is a big deal for Intel, not just because of the good demand it represents, but for what it means to the companys rising competition from low-power, commodity-priced servers. Executives coming out of the mobile business think that the kind of low-power chips they make will eventually end up in servers. Privately, executives at some computer companies say the same.
But if Mr. Skaugen is right, and the big build is upon us this quickly, there simply will not be time for a new model of server, using non-Intel chips, to reach broad acceptance.
Mr. Skaugen displayed a series of eye-popping charts about the growth in data demand, the kind of thing that will justify building all those data centers. Even if you pay attention to the increasing amount of things connected to the Internet, and all the data being loaded aboard it, these were goodies. There were 345 quintillion bytes of data zipping around the Internet in 2010, more than all that has gone before. The average car will soon have 300 microcontrollers and 12 cameras, and will be connected to the Web. There are all the phones, sensors and emerging computing devices that will also be connected.
Today were talking 4 billion connected devices, 15 billion by 2015, and 50 billion by 2020,� Mr. Skaugen said. Our vision is very simple: if it consumes electricity, its going to end up computing, and if its computing it will be connected to the Internet.�
Many of those devices may have Intel chips, but they will probably be of the lower-margin variety. The good money is still in Intels higher-end processors, those that go into personal computers and servers. Hence the need for those data center chips.
Intel turned in technology great earnings Tuesday, with sales up 28 percent in the third quarter from the 2010 period, to $14.2 billion, and net income of $3.5 billion, up 17 percent over a year earlier. Nearly $12 billion of the revenue came from demand for personal computers, up 22 percent, and data center chips, up 15 percent.
Intel did not break out numbers for some emerging architectures that are also headed into the data center, displacing traditional networking chips, but these will also contribute more to company profits if Mr. Skaugens slides are accurate.
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