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More on Gartner's server data: Perhaps the most troubling stat for top server makers is the 390...

More on Gartner's server data: Perhaps the most troubling stat for top server makers is the 390 bps Y/Y increase in the market share of non-top 5 vendors, to 15.8%. This share gain is evidence of the threat posed by the efforts of Google, Amazon, Facebook, and others to build "scale-out" data centers that rely on home-grown commodity servers (I, II). The growing adoption of cloud services that rely on these servers intensifies this threat.
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