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Entries in hyperscalers (2)

Wednesday
Aug172022

A career in technology market analysis

John Lively reflects on a 30-year career.

It was a typical workday in 1989, sitting through a meeting announcing the restructuring of Corning's planar coupler business.

The speaker's final words were, "Lively, you'll be doing forecasting." It changed my life and set my career path for the next 30-plus years.

John Lively, principal analyst at market research firm, LightCounting.

No one grows up with a desire to be a market analyst. Indeed, I didn't ask for the job. What made it possible was an IBM PC and LOTUS 1-2-3 in my marine biology lab in the early 1980s (a story for another time).

After a stop at MIT for an MBA, this led to a job in Corning's fledgling PC support team in 1985. Then it was Corning's optical fibre business cost-modelling fibre-to-the-home networks on a PC, working with Bellcore and General Instrument engineers. From there, it was to forecast market demand for planar couplers in the FTTH market.

In the following decade, I had various market forecasting roles within Corning's optical fibre and photonics businesses.

Each time I tried to put forecasting behind me by taking a marketing or product management job, management said they needed me to return to forecasting due to some crisis or another (thank you, Bernie Ebbers).

In 1999, I had an epiphany. If Corning thinks I'm better at forecasting than anything else, perhaps I should become a professional forecaster in a company whose product is forecasts.

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Sunday
Dec202020

The compound complexity of co-packaged optics 

Part 1: The OIF’s co-packaging initiative

Large-scale data centres consume huge amounts of power; one building on a data centre campus can consume 100MW. But there is a limit as to the overall power that can be supplied.

Jeff Hutchins

The challenge facing data centre operators is that networking, used to link the equipment inside the data centre, continues to consume more and more power.

That means less power remains for the servers; the compute that does the revenue-generating work.

This is forcing a rethink regarding networking and explains the growing interest in co-packaged optics, a technique that effectively adds optical input-output (I/O) to a chip.

Two industry organisations - the OIF and The Consortium for On-Board Optics (COBO) - have each started work to identify the requirements needed for co-packaged optics adoption.

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