Last week ARM shot up almost 10 percent in a single-day gain, which turned on the controversial possibility that a large-scale disruption of the server market was looking more possible, notes Adam Lesser, our GigaOM Pro green IT analyst (subscription required). In the drive to produce servers based on lower-power chips that reduce operating costs and conserve energy, the $13 billion Cambridge, England–based microprocessor design company is seen as the great hope.
On Tuesday there were more details about Calxeda and Hewlett-Packard’s collaboration on an ARM-based low-power server. The EnergyCore ARM server-on-a-chip (SoC) consumes as little as 1.5 watts, and HP will make servers with EnergyCore that will consume as little as 5 watts.
Companies like Google (s GOOG) and Amazon (s AMZN) face the fact that their data centers are massive power hogs that impact both the environment and their bottom lines, and they’re searching for ways to reduce their energy use, says Adam. So as Wall Street’s excitement over ARM’s announcements settles, what will the implications be for data centers and low-power servers, as well as big players like HP and Microsoft (s MSFT)?
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