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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AMD partners with HPE and Dell EMC, turns up the heat on Intel

In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs utilizing the large number of memory channels and high I/O bandwidth available with EPYC. OEMs like Supermicro, Sugon, and Asus and white box server vendors like Wiwynn, Inventec, Gigabyte, and Tyan quickly backed EPYC, introducing over a dozen server models based on AMD’s SoC in 2H17. CSPs (cloud service providers) also embraced EPYC with Microsoft, Baidu, Tencent and JD.com all adopting EPYC-based servers. Baidu in particular boosted EPYC’s credibility in the market as it implemented a new 1-socket server design that utilizes EPYC’s memory channels and I/O bandwidth. Clients, please log in to view the full content.

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Enterprise & IT Mobile & Telecom Power & Energy Technology
Moore’s law still alive in the data center, but is it enough?

When Gordon Moore made the observation that the number of transistors in an integrated circuit doubles every two years, known as Moore’s law, he also predicted technological limitations would eventually lead to the end of this era, with successive generations either seeing less than 2x growth in transistor count or taking longer than two years. An argument that we have already reached these limitations is currently supported by the lag between Intel’s 14 nm and 10 nm PC CPU introduction. Additionally, silicon manufacturers have questioned the investment required to maintain Moore’s law, with Samsung reporting Moore’s law affordability challenges in 2016 and TSMC’s quarterly earnings showing wafer revenue from advanced process technology dropping between 2008 and 2016. Clients, please log in to view the full content.

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Enterprise & IT Mobile & Telecom
Data Center Compute Market Database - Regional - Q4 2017

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Enterprise & IT
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