Seeking Alpha

H-P (HPQ -0.9%) unveils its first Moonshot system, the fruits of a much-hyped effort to develop...

H-P (HPQ -0.9%) unveils its first Moonshot system, the fruits of a much-hyped effort to develop the kind of densely-packed, low-power systems many Web/cloud service providers have embraced. The first Moonshot server uses Intel's (INTC) S1200 (Centerton) Atom CPU. 45 of them fit into a small enclosure containing shared power/networking/storage components, and H-P claims 1,800 servers can fit into a rack. AMD and ARM-based (ARMH) servers will arrive later. The likes of Google, Facebook, and Amazon probably won't adopt Moonshot, but some enterprises and service providers hoping to emulate those firms might.
Comments (13)
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    Good news for HPQ and ARMH - Not So Good For INTL

     

    Intel has been forced to re-engineer and sell processors at a lower price and margin relative to their high cost/high margin Xeon processors which were the defacto standard server CPU. ie we have cannibilisation. (http://bit.ly/16IV6bi)

     

    And with "ARM" products in the pipeline it will be harder for them to demand higher prices whilst for the likes of TI, Calxeda it will, eventually, be new business - at INTL's expense.

     

    Curious though, ARM/Calxeda helped make the Project Moonshot vision in the first place. I wonder how much arm twisting and greasing by Intel of HP's palm occurred. (massive discounts?)

     

    The new business for ARM (via licensing and royalties) will be additive to the ARM bottom line as it is a new market.
    8 Apr 2013, 12:54 PM Reply Like
  • Bob987654321
    , contributor
    Comments (169) | Send Message
     
    @Taalib

     

    'Curious though, ARM/Calxeda helped make the Project Moonshot vision in the first place. I wonder how much arm twisting and greasing by Intel of HP's palm occurred. (massive discounts?)'

     

    No twisting and greasing, how about the plan fact that Intel's S1200 (Centerton) Atom CPU are shipping now and that ARMy's CPU are 1-2 years away ? Simple
    8 Apr 2013, 01:46 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    @Bob,

     

    Intel availability and "ARM twising" are not mutually exclusive but I concede that the Intel chip is available today.
    8 Apr 2013, 02:07 PM Reply Like
  • markitos
    , contributor
    Comments (160) | Send Message
     
    Taalib, all your 90 comments are anti Intel and pro ARM. You have zero credibility. Get lost.
    8 Apr 2013, 01:09 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    @markitos. No they're not. Read them carefully
    8 Apr 2013, 01:58 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    @markitos, ps - I'm re-addressing the balance. There are some Intel propgandists.

     

    By the way grow up and let's debate the substantive issues or otherwise as you think. People can make their minds up by listening to BOTH sides of the debate.
    8 Apr 2013, 02:04 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    oh! I'm just watching the presentation. AppliedMicro are also pipielined for Project Moonshot. This gets even better especially bearing in mind the recent news: http://bit.ly/14RqCrf
    8 Apr 2013, 02:20 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (3188) | Send Message
     
    Taalib, nothing at your link says Applied Micro are pipelined for anything. Texas Instruments is now filling in the role of negotiating pawn that Calxeda filled before being dumped for Centerton. Once HP has secured Intel's upcoming Avoton expect to see TI fizzle as well.

     

    http://bit.ly/14mpRpE
    8 Apr 2013, 03:28 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    @cincinnatus my old friend :-)

     

    The HP Project Moonshot presentation http://bit.ly/17nlbQm has AppliedMicro listed.

     

    wrt conspiracy theories - it's not a conspiracy if is just one entity ie intel

     

    wrt - stock pumping! I'm responding with as many arguments and facts as I feel are warranted. especially against those who pump Intel or are about to.

     

    wrt - AMD - nope never pushed there shares but I do like the idea they are contriubuting ARM and the ARM ecosystem.

     

    Please feel free to respond to the issues I've raised in my original post and let the audience decide on the merits of the debate.
    8 Apr 2013, 03:44 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (3188) | Send Message
     
    Taalib, I have no idea what you're referring to. Your link just puts one at a main landing page.
    8 Apr 2013, 04:37 PM Reply Like
  • Taalib
    , contributor
    Comments (175) | Send Message
     
    See if this works. go the video gallery on that landing page. Below the main large video frame on the left hand side. I think each video below that is a separate section of the presentation with the whole presentation available at the end of the ribbon. (scroll right).

     

    There is a commentary here from The Register.
    http://bit.ly/YH49t6
    8 Apr 2013, 05:05 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (3188) | Send Message
     
    Thanks. They're also mentioned in the following article:
    "Serious question: Is it too late for HP Project Moonshot to disrupt anything?"
    http://cnnmon.ie/10MvqZp

     

    The Quanta referred to has these products:
    http://bit.ly/ZwVaxv

     

    The Facebook Prineville data center appears to be using them and their Xeon products.
    http://bit.ly/10MvqZt
    8 Apr 2013, 05:52 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (3188) | Send Message
     
    Taalib, all the black helicopter conspiracy paranoia never helped the AMD fanboys keep AMD's stock pumped up. It won't help you here either.
    8 Apr 2013, 03:22 PM Reply Like
DJIA (DIA) S&P 500 (SPY)