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Server Watch: Istanbul, G34, C32, Itanium and Nehalem-EX

May 29, 2009
Istanbul is launching in June, 2009 and will be a precursor to the G34 and C32 platforms to come in Q1/2010. To that end, AMD will be providing an overview of its next generation of Direct Connect Architecture, or DCA 2.0, which which separates Socket-F systems from G34/C32. This overview will be available as a live webcast on June 1, 2009 at 11:00AM Central Time. In advance of the announcement, AMD has (silently) reduced prices for its Opteron processors across the board. This move will place additional pressure on Intel’s Nehalem-EP systems already weakened (virtualization) price-performance.

We expect to hear more news about Istanbul’s availability in keeping with Tyan’s upcoming announcement next week. Based on current technology and economic trends, Istanbul and G34 could offer AMD a solid one-two punch to counter Intel’s relentless “tick-tock” pace. With Nehalem servers sales weak despite early expectations and compounding economic pressures, market timing may be more ideally suited for AMD’s products than Intel’s for a change. As Gartner puts it, “the timing of Nehalem is a bit off, and it probably won’t make much of an impact this year.”

In the meantime, Phil Hughes at AMD has a posted a personal reflection on Opteron’s initial launch, starting with the IBM e325 in 2003, and ending with Opteron’s impact on the Intel Itanium market by year-end (while resisting a reference to “the sinking of the Itanic“). Phil acknowledges Sun’s influence on Opteron and links to some news articles from 2003. See his full post, “The Sun Also Rises,” here… As 64-bit processors go, 2003 was much more the year of the Opteron rather than “the year of the Itanium” (as predicted by Intel’s Paul Otellini.)

Speaking of Itanium, TechWorld has an article outlining how Intel’s upcoming Nehalem-EX – with the addition of MCA technology derived from Itanium – could bring an end to the beleagered proprietary platform. TechWorld cites Insight 64 analyst Nathan Brookwood as saying the new Xeon will finally break Intel’s policy of artificially crippling of the x86 processor which has prevented Xeon from being competitive with Itanium. The 8-core, SMT-enabled EX processor was being demonstrated by IBM in an 8-socket configuration.
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