Vladimir Galabov

Vladimir Galabov

As a senior analyst in the cloud and data center research practice, Vlad focuses on data center compute covering disruptive trends such as the shift to cloud computing, innovations in the Ethernet adapter and server markets, the adoption of Open Compute Project (OCP) equipment and the evolving requirements for efficiency, automation and diversity in compute hardware and silicon.

Before joining IHS Markit, Vlad has held a number of analyst positions at Intel covering client computing, data center and IOT markets. Vlad played a key role in increasing the breadth and depth of Intel’s market knowledge in EMEA, introducing an in-depth PC inventory tracking model, improving the accuracy of Intel’s market and revenue forecasts, and piloting an actionable IOT market model. Vlad’s work served as a central input to Intel sales and marketing VPs when setting sales goals and defining strategy, improving the EMEA revenue plan forecast accuracy by 10%. Vlad also served as a long term coach to EMEA business management group providing expertise in supply chain models, business planning and revenue forecasting.

Vlad holds a Bachelor of Science degree in Economics and Management from Aston University. 


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Cavium (now Marvell) is the next hope for ARM-based CPUs in the data center

In 2017, Cavium, Qualcomm, and Applied Micro were all sampling ARM-based SoCs targeted at data center servers. With Applied Micro spinning off its server CPU business to newly founded Ampere Computing and Qualcomm demonstrating no tangible design wins after announcing commercial availability for its Centriq SoC in November 2017, hopes for success of an ARM-based CPU ecosystem moved to Cavium, and in 2017 Cavium kept the design wins and partnership announcements coming. In January, Atos announced Cavium’s ThunderX2 will power its HPC for the EU-funded Mont Blanc project. In March, Cavium announced a partnership with Microsoft and in November revealed designs for a Cavium-powered Project Olympus OCP server. In May, Gigabyte, Ingrasys, and Inventec announced and subsequently launched new servers based on ThunderX2. In June, Penguin announced its Open Compute server lineup will feature a ThunderX2 sku. Clients, please log in to view the full content.

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Multi-Tenant Server Software Market Tracker - Regional - Q1 2018

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Data Center Compute Analyst Conference Call - Q1 2018

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