Power Plays

Wonders of Nature – We’re all attracted by bright, shiny objects like new, sexy smartphones, tablets, watches and bracelets but without down-to-earth servers to handle, service and deliver up all the stuff they’re just … cute. The workhorse announcements by Qualcomm and Intel get overlooked too often.

Those were a nice series of bling announcements at Uplinq (Qualcomm’s bragging party), Apple’s unveilings and Intel Developer Forum (IDF).

But…

I’m not interested in a smartwatch because:

–          I tried digital and “computer” watches years ago and retired them because I wasn’t interested in the exact time but rather how early or late I was.

–          If it just tells me who’s calling, who’s texting, why not just look at my phone (the screen is bigger)?

–          Wouldn’t watch video on it (see above)

–          They’re all big and ugly but my analog watch is attractive jewelry and gives me relative time

Also not interested in using a workstation (64-bit smartphone processor) because:

–          I don’t watch movies, play games (that often) on my phone

–          It’s a struggle to multi-task on my notebook, desktop

–          Apps that take advantage of the power will be available … later. Doubt if Oracle will play nice with Google to let Android take advantage of their Java.

–          Phone has to have a lot more memory to take advantage of 64-bit – music, photos, video – because you can’t do everything in the cloud. Sometimes you need to be local.

–          Will that extra power eliminate dropped calls, keep email/texts flowing? … doubt it

–          If it makes the phone smarter, will it make the user smarter? … doubt it

Both Qualcomm and Intel highlighted small devices and wearables and both are working toward the same objective – companies, products, individuals, things being constantly connected.

Your Internet of Things – In the not too distant future, Qualcomm sees less expensive, less obtrusive small cells that support both cellular signals and WiFi to keep your growing arsenal of things in touch with the world around you. Add their wireless charging on-the-go solution and you’ll constantly be in touch. 

It will just take a couple of generations for us to accept it as normal.

Qualcomm CEO Paul Jacobs showed his newest toy, the Toq smartwatch, which he wants someone to pick up and market with their super small, super efficient chip inside.

World of Cells

It’s all part of their bigger plan to develop wireless networks – everywhere – that have 1,000x more capacity than we have today and are built on small cells (with their chips inside).

The cells integrate cellular and WiFi and cost a fraction of today’s tall eyesore towers (think 1,000s of unobtrusive cells for less than one big tower). The network of small cells will also meet telcos’ need to monetize the dramatic increase in data throughput (streaming video, music, etc.).

Data Growth – With computing intelligence all around you and all of the great stuff you and the billions of other vocal people on the planet develop – photo, video, voice, content, it won’t be long before the average household needs 4PB of storage; and datacenters everywhere will be holding more than 40ZB of stuff (2020 target date). You’ll be streaming your entertainment to the device you happen to have with you or are driving at the time.

The network will keep your smartphone, tablet, appliances, wearables and smarthub connected and in sync (hopefully).

Cool; but Qualcomm is all about the mobile value chain so they didn’t stop there.
Jacobs talked about a more ambitious, long-range plan of action that could help the electric car industry get going.

The company is demonstrating roadway wireless charging pads that can be placed on roadways to charge the cars as the zoom past.

Think about it, no more driving like hell to get to the next outlet!

The company’s Halo system taking part in the Formula E race series (sorta’ like Formula 1 only a lot quieter) next year is taking place in London, Rome and LA. Without the ear-splitting noise, the cars can do 60mph in three seconds and reach speeds of 130mph on the streets.

After the race, the pads will stay there to promote wireless charging for your electric car or any mobile device.

The tests won’t deliver any bump in sales for the short term, but forward-looking companies have to invest in tomorrow to make it happen.

Intel Goes Mobile

At IDF, Intel CEO Brian Krzanich had his formal coming out party to show the company not only hadn’t missed the mobile device market but is working on it on all fronts.

 

Itty-Bitty Powerhouse – Intel’s Brian Krzanich took the stage at IDF to show off the firm’s new chip solutions, including the industry’s first 14nm processor family that will power next- generation tablets, smartphones and wearables. The company has big plans for the chip that delivers fantastic performance and requires very little power. 

To prove the company is determined “to lead in every segment of computing,” he showed off the new ultra-small Quark and Broadwell processors that will power tomorrow’s embedded solutions, ultrabooks, sub-$100 tablets, smartphones and wearables.

For all of these devices, they’ll let manufacturers pick their poison … Android or Windows.

iOS? That’s up to Apple.

Intel’s new president, Renee James, kept the momentum of the company’s mobile/wearable theme going by showing of a portable wearable medical patch.

 

Wearables – Most of the wearables being introduced are big, bulky smartwatches that do things for you. But Intel’s Renee James showed off a prototype smartpatch that monitors all of your vitals and can send them to your other smart devices for tracking/mapping your health and performance. The information can even be sent to your doctor who would see how well (or not) you’re doing on your diet/exercise program. 

The patch she showed can monitor your EKG, blood pressure, other vitals and send it all to your doctor. But it could just as easily be sent to your smart device or computer to help you track your exercise and overall health.

Now that is a bridge wearable I would wear!

Bridge?

By 2025 or 2030, the chip will be implanted (or swallowed), everything will be monitored for you and alerts will be sent to the doctor and your always-with-you/always-on smart device. My only concerns are those damn software updates everyone sends out at the worst possible time that aren’t quite ready for primetime!

 

Internet of Things

Both Qualcomm and Intel are getting ready (and getting us ready) for the Internet of “things.”

Internet of Things – Everyone talks about the speed that computing has changed from mainframes to networks/PCs to mobile devices and soon billions of things. The lower-priced, more powerful processors are quickly being designed into everything to the point that most of the data sent/used will between devices, not humans. But don’t worry, it’s all good … they say. 

For the past few years, IDC has been advancing the “Internet of Things” concept whereby items will be connected to the Internet to send/receive/use information. It includes M2M (machine to machine), all of your devices, your home, your car, everything.

While IDC forecasts that the market will be a staggering 80B “talking” devices by 2020, I have a feeling that number is remarkably low.

Just look at the cars of today and the ones that are being developed for tomorrow (including the driverless cars).

Thinking, Talking Parts – It’s what you don’t see today that has the potential to enable all of your devices to talk to each other and give you information on the world around you. There are thousands of parts that go into the car you drive and millions of bones in your body that today’s/tomorrow’s chips will monitor for you. The information can warn you, assist you, protect you and do almost everything except prevent you from making a fool of yourself. 

Ford has said that already 60 percent of the car’s cost is in computerization and every manufacturer is working on even more “communications.”

Cripes, Nissan wants you to buy a smartwatch with your new car so the two of you can talk more!

Planes, trains, cars, energy, the food industry, stores, clothes, your home, your healthcare system, you name it will give you (and someone) all of the information you want/need/don’t even care about!

All of that stuff is going to go to a datacenter somewhere.

Server Tower – Large data centers around the globe rely on high-performance servers to process, handle, distribute and store all of the really important content and stuff you create and share. New York’s 32-Story Data Fortress is just one example of the rapid build-out of data centers around the globe that is taking place to keep pace with our growing demand.  

And while Intel is serious about playing in the mobile space, Krzanich was very convincing that the company wasn’t going to give anyone a chance to sneak into the space they invented, they dominated … the datacenter.

Datacenter, Cloud

To prove it was still the “only the paranoid survive” company, Krzanich introduced their Zeon processors that will deliver 50 percent more performance to meet the data traffic demands and reduced power consumption lower-cost datacenter owners/managers required.

Meanwhile, with the PC marketplace in the process of reinventing itself, Amazon’s Ariel Kelman was on-stage at IDF to show “Intel Inside” is alive, well and will appear on your Amazon Web service screen.

That’s not just a marketing coup by Intel because most of the servers the cloud giant uses are Intel chip-powered. 

High-performance servers in the cloud – public, private, hybrid datacenters – or in a specific company’s datacenter are a huge and growing market.  IDC reported worldwide revenue grew to $2.6B in the second quarter, compared to $2.4B in the same quarter last year.

Computing Backbone, Nerves – Datacenter investment isn’t sexy – unless you’re folks like Amazon; but for company, social media and cloud service IT management, they’re vital to move goods, information and produce profits. With data traffic projected to increase 1,000-fold in the next few years, the infrastructure build-out will remain strong and profitable. 

Because more things are generating/communicating more data to datacenters, IDC found:

• 76.9 percent of HPC systems were using co-processors and accelerators, up from 28.2 percent in 2011.
• Intel Xeon Phi and Nvidia GPUs are running for the lead in HPC systems
• Co-processor systems are used primarily for exploratory uses
• 30 percent of available computing cycles were devoted to big data work
• Storage is the fastest growing technology at HPC sites
• Cloud computing is increasingly used for HPC workloads with 23.5 percent of sites using public or private clouds to crunch data. That tally is up from 13.8 percent in 2011. The upshot with that finding is that cloud computing–helped along by companies such as Cycle Computing–are democratizing HPC systems

We’re talking about hyperscale datacenters to process, make sense out of and use all the stuff you, the other 7B plus folks and billions of things send, process, use, communicate.

Intel dominates the server and morphing PC spaces and Krzanich and James made it known Intel plans to use its engineering, architectural, manufacturing strengths to lead in everything from datacenters to ultra-mobile devices – tablets, phones and wearables, computers – and things. 

Eyes on Tomorrow

As Intel’s James said, “We got mired down in the here and now with this fixation on phones and devices. We needed to step back and say there is a broader transformation going on.”

Both Qualcomm and Intel have their collective eyes on moving and making stuff available to you on the device you have on you when you want it and in the form you want it.

In case you didn’t notice, that’s a whale of a lot of data sitting somewhere or somewheres.

 

Need a Bigger Boat – According to IDC, we’ll produce over 40ZB of data in the next few years with our various computing devices. Most of it will be noise (useless garbage) but a lot of it will be important for today’s and tomorrow’s decisions, actions, breakthroughs. If we knew what data was worthless, we could simply let it disappear from our storage devices. Since we don’t the industry can’t simply archive content. It also has to use storage technology that will preserve the information for 20, 30, 50+ years. 

Simply throwing it on solid-state drives or HDs and hoping it will be available isn’t good enough.

The keepers of the stuff – yours, mine, theirs – have to make certain it’s preserved because none of us know when bits and pieces may produce the aahh hhaa breakthrough.

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G.A. “Andy” Marken

President

Marken Communications, Inc.

Andy@markencom.com