Intel is still a formidable force

It is easy to kick someone who is down. Bad news have stronger ripple effects than the good ones. Intel® is going through a rough patch, and perhaps the worst one so far. They delayed their 7nm manufacturing process, one which could have given Intel® the breathing room in the CPU war with rival AMD. And this delay has been pushed back to 2021, possibly 2022.

Intel Apple Collaboration and Partnership started in 2005

Their association with Apple® is coming to an end after 15 years, and more security flaws surfaced after the Spectre and Meltdown debacle. Extremetech probably said it best (or worst) last month:

If we look deeper (and I am sure you have), all these negative news were related to their processors. Intel® is much, much more than that.

Their Optane™ storage prowess

I have years of association with the folks at Intel® here in Malaysia dating back 20 years. And I hardly see Intel® beating it own drums when it comes to storage technologies but they are beginning to. The Optane™ revolution in storage, has been a game changer. Optane™ enables the implementation of persistent memory or storage class memory, a performance tier that sits between DRAM and the SSD. The speed and more notable the latency of Optane™ are several times faster than the Enterprise SSDs.

Intel pyramid of tiers of storage medium

If you want to know more about Optane™’s latency and speed, here is a very geeky article from Intel®:

The list of storage vendors who have embedded Intel® Optane™ into their gears is long. Vast Data, StorOne™, NetApp® MAX Data, Pure Storage® DirectMemory Modules, HPE 3PAR and Nimble Storage, Dell Technologies PowerMax, PowerScale, PowerScale and many more, cement Intel® storage prowess with Optane™.

3D Xpoint, the Phase Change Memory technology behind Optane™ was from the joint venture between Intel® and Micron®. That partnership was dissolved in 2019, but it has not diminished the momentum of next generation Optane™. Alder Stream and Barlow Pass are going to be Gen-2 SSD and Persistent Memory DC DIMM respectively. A screenshot of the Optane™ roadmap appeared in Blocks & Files last week.

Intel next generation Optane roadmap

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Whither HPC, HPE?

HPE is acquiring Cray Inc. Almost 3 years ago, HPE acquired SGI. Back in 2017, HPE partnered WekaIO, and invested big in the latest Series C funding of WekaIO just weeks ago.

Cray, SGI and WekaIO are all strong HPC technology companies. Given the strong uptick in the HPC market, especially commercial HPC, we cannot deny HPE’s ambition to become the top SuperComputing and HPC vendor in the industry. Continue reading