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  1. #1
    WHT-BR Top Member
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    Dec 2010
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    [EN] 4 Customers Account for 20 Percent of Servers Shipped

    Those four customers are Google, Microsoft, Amazon and Alibaba.

    In releasing third-quarter data for the worldwide server market last week, analysts at IDC said that investments in hyperscale datacenter capacity expansion are aggressively reshaping the core server market.

    "Over the past year, the top four customers in the server market, all of them cloud service providers, have accounted for more than 20 percent of all servers shipped worldwide, and over 10 percent of worldwide server revenue," said Kuba Stolarski, research manager for enterprise servers at IDC, in a statement.

    Those four customers are Google, Microsoft, Amazon and Alibaba, Stolarski said in an e-mail interview.

    Hyperscale cloud service providers are using rack-optimized servers about 75 percent of the time and density-optimized servers about a quarter of the time, Stolarski said.

    It's a trend that IDC doesn't expect will let up. "Public cloud demand for new servers will continue to outpace the general market over the next several years, as established enterprises and start-ups alike continue to ramp their usage of cloud services for infrastructure and application hosting," Stolarski said in the statement.
    http://rcpmag.com/blogs/scott-bekker...f-servers.aspx

    http://www.businesswire.com/news/hom...se-4.8-Quarter

  2. #2
    WHT-BR Top Member
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    Leading players prefer low cost servers

    According to Jed Scaramella, research director for enterprise servers at IDC (International Data Corporation), in the second half of 2014, Google did a massive server buildout in excess of 100,000 units. This has boosted the shipments and market share of original device manufacturers (or ODM). An ODM designs and manufactures products, which are then sold under its brand name.

    Scaramella also said that currently, almost no company is actually building its own servers. All the major hyperscale data centers are very involved in the design of their machines, but using third parties to do the majority of manufacturing.

    The above chart shows the growth expected in Hyperscale servers brought on by demand for cloud, simplicity, and flexibility that has paved the way for new opportunities. For more detail about Hyperscale servers, please read Why HP faces stiff competition from Lenovo’s server business. According to IDC, HP commands approximately 25% of the worldwide server market and server CPUs.

    Large cloud computing players like Amazon, Google, and Microsoft, expect to benefit a lot if they minimize their expenditure on server infrastructure. This is the same for Facebook , which also has huge server usage and could lead to it using generic servers over brand-name servers.

    This trend towards generic servers resulted from the advent and increased adoption of the cloud and it is a big concern for HP, as it means a market share loss for the company.
    http://marketrealist.com/2014/12/hps...enced-decline/

  3. #3
    WHT-BR Top Member
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    Scaramella also said that currently, almost no company is actually building its own servers. All the major hyperscale data centers are very involved in the design of their machines, but using third parties to do the majority of manufacturing.
    A OVH é uma dessas exceções e está realizando uma campanha de divulgação: Did you know that OVH builds their own servers? Customers are delivered only the highest quality hardware


  4. #4
    Web Hosting Master
    Data de Ingresso
    Apr 2012
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    667
    não foi a ovh que anunciou esses dias um empréstimo gigante para expandir seus datacenters?

  5. #5
    WHT-BR Top Member
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    Citação Postado originalmente por inter Ver Post
    não foi a ovh que anunciou esses dias um empréstimo gigante para expandir seus datacenters?
    A dificuldade com companhias de capital fechado é que você só tem a versão da empresa e praticamente tudo o que se publica é variação do press release.

    A OVH anteriormente já garganteou investimentos e empréstimos gigantescos que garantiram manchetes impactantes, mas nada se sabe sobre a execução. É da mesma escola dos PACs da Dilma. O anúncio recente é mais do mesmo, fazemos de tudo, tudo nas coxas.

    This is the result of mixed funding consisting of a new syndicated loan with its historical bank pool and a private bond (Euro PP). Institutions of the bank pool pledged a line of $196 million in revolving credit facility (RCF), maturing in 6 years. Euro PP bond investors have committed to $131 million over 6, 7 and 8 years. The $327 million in funds will allow the group to further its investments and allow for major worldwide development. The goal is to provide the means to become a key player in the global cloud, able to compete with the big American companies.
    .

    A última garganta do pato fanfarrão é que se prepara para abrir o capital.

    O caso da DigitalOcean é diferente. Eles passaram um perrengue para financiar o data center de Cingapura e agora obtiveram US$ 50 milhões antes de se lançarem à novas aventuras no exterior.

    [DO] has also been spending on testing new hardware “that costs many times more and allows more capacity,” the CEO said.
    The cost of equipment and the need to replace it down the line as it becomes outdated is one of the reasons for the capital-intensiveness of a business like DigitalOcean’s.

    The Fortress loan is especially helpful, as few debt providers were willing to lend money for capital expenditures in other countries, he said. It was hard, for example, to obtain financing for the company’s Singapore data center.
    Última edição por 5ms; 13-12-2014 às 15:03.

  6. #6
    WHT-BR Top Member
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    Dec 2010
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    revolving credit facility (RCF) = crédito rotativo

    Qual o sentido de gargantear 2/3 como CAPEX o que é uma simples linha de crédito OPEX? A malandragem de sempre, a empulhação de sempre.

    Faz tanto sentido quanto alguém dizer que vai construir a sede própria da empresa utilizando o cheque especial do BB ou a conta garantida do Itau.

    PS: RCF is an unsecured or secured revolving term loan used for your daily business operations and working capital requirements.
    Última edição por 5ms; 13-12-2014 às 15:27.

  7. #7
    WHT-BR Top Member
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    Dec 2010
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    Os "$196 milhões" é renovação da mesma linha de crédito comemorada há quase 2 anos.

    Pilantra não tem jeito.

    31 de março de 2013

    $190 million for a two-year investment

    On Friday, May 31st, OVH.com invited all the banks that participated in the first syndicated loan requested by the group. During this closing lunch, the hosting provider wanted to thank its banking partners for their trust and willingness to support its development. This occasion allows us to review the details of this financing campaign with Nicolas Boyer, CFO at OVH.com, who initiated the project.


    Why choose a syndicated loan?

    Historically, to support our investments, we would go with bilateral debts, which mean we had independent financing agreements with each of our banking partners. There were about ten of them already, and we would meet with them, one by one, to negotiate financing agreements case by case. Seeing the stakes and necessary funds grow with OVH.com’s development today, it was essential to rationalize our banking chart and have homogeneous financial conditions.

    What are the advantages for OVH.com?


    The idea was to secure our investments for a long period of time, instead of renegotiating every trimester or semester, depending on our needs. We therefore asked the banks to make a commitment with us for two years. This happened through what we call a “finance contract”, unique and identical for each of our partners.
    The main advantage of the operation is to insure the independence of the group and keep its 100% familial stock ownership.
    http://www.ovh.com/us/a1112.ovh-com-...llions-dollars

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