UNLOCKING THE POWER OF CIRCULAR DATA CENTERS
Ali Fenn, President | ITRenew
100% CircularWe transform hyperscale technology
We catalyze global markets with breakthrough TCO
We maximize lifetime value and sustainability
We make take-use-dispose obsolete with disruptive circular economics
It’s All About the
Hardware…
to be spent on data center systems in 2023
(Gartner, Q1’20)
$215Byears – average hyperscale refresh cycle
3-4
Hyperscalers as % of total DC spend (Synergy
Research, Dec. 19)
33%Enterprise v. Cloud data center spend ($200B total) (Synergy Research, Dec ‘19)
50/50
It’s All About the Hardware…IT Hardware as % of TCO
It’s All About the Hardware…
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
Hardware Depreciation Other Costs
IT Hardware as % of TCO
IT hardware = 75%
Are Our Heads in the Clouds?
“The future of electronics may depend on deep sea mining
for minerals”(All About Circuits)
GHG of digital on track to go from 4% to 8%
(UMass)
2016 ewaste = 49m tons, growing to 57m tons in 2021
(United Nations University)
Datacenters powering AI could account for 10% of global
electricity demands by 2025(MIT)
CO2 emissions of digital increased by 450m tons since 2013 in OECD countries, while
globally, overall CO2 emissions decreased by 250 tons over the same period.
(Shift Project)
Computer Power consumption forecast to exceed global energy
production in 2040(Semiconductor Ind. Assoc., 2015)
Data Center IT Growth is ExplosiveServers Deployed, 2019-2023
65 + (14*4) = 121
Data Center IT Growth is ExplosiveServers Deployed, 2019-2023
46M servers to be “EOL’ed” between 2019 and 202365 + (14*4) = 12175
Data Center IT Growth Wasteis ExplosiveServers Deployed, 2019-2023
46M servers to be “EOL’ed” between 2019 and 2023
65 + (14*4) = 12175
START HERE
HYPERSCALE DATA CENTERS
Design and procure hardware that enables circularity
RESPONSIBLE RECYCLING
SECONDARY MARKETS
CSPIndustrialRetailTelco
GamingIoTEnergyEnterprise
…
The Circular Data Center Model
5
LIFETIME VALUE MULTIPLIERCOST AVOIDANCE VALUE RECOVERY
0% 10%
95% 30%
0% 30%
0% 30%
Biz As Usual / Circular
From the Hyperscale Perspective
TCO REDUCTION
… if it happens in 10 average hyperscale facilities
TCO gain over 10 yr
~$6.76 billion
TCO gain over 10 yr
~$67.6 billion
ASSUMPTIONS• 2020 server base of 2,000,000• Refresh cycle: 3 years• Storage included (server-to-storage ratio of 4:1);
storage devices crushed• 30% compute growth p.a.• DeltaLake Server (1x CPU, 8x DIMM chips, 1x
SSD, av. Power 400W)• Moore’s law: 12.8% CAGR for compute
efficiency over 10 year horizon• Electricity Price: 0.0678$ / kWh; 3% p.a.
escalation in energy prices• Facility costs also included
YEAR 2 YEAR 3 YEAR 4 YEAR 5
Business as usual
Circular
$77,659
$67,610
$71,874
$65,111
$75,527
$74,205
$72,511
$71,744
13.6zb
1.5T spend
Meanwhile, Markets Are Blocked
Mid-sized banks spend
less on technologythan megabanks
50%funding gap in ICT
$100B
Circular Unblocks With Disruptive TCO
$-
$.50
$1.0
$1.50
$2.0
$2.50
$3.0
$3.50
OEM Sesame
$ TC
O p
er y
ear
Mill
ions
T O T A L A N N U A L T C O
Server Depr
Power Cost(Servers)
Power Cost(Overhead)
-41%
$ 2,983,604 $ 1,748,556
Circular Unblocks With Disruptive TCOS E S A M E O E M
Cores per rack 1,152 800
Memory per rack 49,152 GB 30,720 GB
SSD storage per rack 384,000 GB 230,400 GB
Number of racks 30 43
Applied Discount on List Price 0% 60%
Capex per rack (after discounts) $ 317,664 $ 529,712
Lifetime 6 years 9 years
Electricity cost 0.0678 $ / kWh
PUE 1.15
34,560 34,400
Sesame OEM
Number of Total Cores
1,474,560 1,320,960
Sesame OEM
Total Memory (GB)
11,520,000 9,907,200
Sesame OEM
Total Storage (GB)
SSDHDD
$-
$.50
$1.0
$1.50
$2.0
$2.50
$3.0
$3.50
OEM Sesame
$ TC
O p
er y
ear
Mill
ions
T O T A L A N N U A L T C O
Server Depr
Power Cost(Servers)
Power Cost(Overhead)
-41%
$ 2,983,604 $ 1,748,556
$-
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
$8.0
$9.0
Public Cloud OEM Sesame
$ TC
O p
er y
ear
Mill
ions
Server Depr
Power Cost (Servers)
Power Cost (Overhead)
Colo Rent
Facility Depr
Staff
Other
Egress
Compute Instances
And for Certain Workloads, Public Cloud Just Doesn’t Pencil OutTotal Annual Cost
On demand instances @ 10% utilization
25% discount off list
Location: US West
Facility
• Facility size: 1MW• DC construction cost: $5 million• DC lifetime: 15 years
Staff
• Cost per staff: $ 60,000• DC ops staff per MW: 1• HW ops staff: 1 per 200 racks
A S S U M P T I O N S
Turns Out, This Stuff Matters
POST-USE PHASE
2%PRE-USE
PHASE
76%OPERATIONAL
PHASE
22%
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
What If We Could Enable a 2nd “Life”?BAU SCENARIO
Cum
ulat
ive
CO2e
Pre-useUse
OPERATIONAL
EMBODIED
68% of BAU use phase CO2
N E T C O 2 eS A V I N G S
24%of BAU total
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
What If We Could Enable a 2nd “Life”?CE SCENARIO
Cum
ulat
ive
CO2e Pre-use
Use
20%OPERATIONAL INCREASES
52%EMBODIED DECREASES
TCO Impact of the Same System... Also Better
Moore’s law = 13%Depreciation 60/30/10$/ kwh: .0752Busy/ average power ratio: 58%Busy watts/ server: 465 (270 avg)
-
5,000
10,000
15,000
20,000
BAU CE
System TCO
Repairs
Deprec
Power
-24%S A M E A S S U M P T I O N ST H R O U G H O U T :
So what does it take to deliver the circular IT hardware opportunity?
Orchestrating The New Global IT Hardware Market:
For ALL
Open source hardware and firmware to enable support
Global operations and logistics footprint –time to market is critical
Automation and machine learning to fuel both customization and efficiency at hyperscale
Market-making scale and diversity of
downstream channels
Design, engineering and product expertise, rigorous commitment
to quality
Orchestrating The New Global IT Hardware Market:
For ALL
Open source software stack to enable support
Global operations and logistics footprint –time to market is critical
Automation and machine learning to fuel both customization and efficiency at hyperscale
Market-making scale and diversity of
downstream channels
Design, engineering and product expertise, rigorous commitment
to quality
Services and Products
+a changed mindset and shared ethos
across the ecosystem
PROVEN HYPERSCALE TECHNOLOGY
CONSISTENT PRODUCTDEPENDABLE SUPPLY
BETTER-THAN-EVER TCO
• Best of the best, fully tested
• Post burn-in, stable phase
• 3-year warranty, 6-year optional
• Purpose-built configurations, flexible capacity
• Architecturally consistent nodes for multi-year rollout
• Ready supply, millions of nodes available per year
• Global spare parts for full lifecycle
• Save on deployment
• Optimize operations with high density, efficient power/cooling
• Simplified maintenance
• Value capture at end of life
by
R A C K S C A L E S O L U T I O N S B U I L T O N O P E N A R C H I T E C T U R E
Optimized for Your Workload. Ready to Deploy.
SESAME FOR OPEN SYSTEMS
Massive scale, cross-rack switching interconnects up to 20 racks; 750+ nodes in a single cluster, network domain
Prevalidated with Kubernetes software and infrastructure stacks
Linux-ready with scalable OpenBMC management
NO GUESSWORK. NO ASSEMBLY. JUST PLUG THEM IN.
SESAME FOR AI/ML
High bandwidth, low latency platform to optimize learning
Powerful application processing on large and small accelerated compute nodes
InfiniBand connectivity for top throughput
SESAME FOR CONVERGED
Simplicity of design with standardized converged nodes
Compute, storage and network capability scalable in lockstep as needed
Fully open configuration and manageability tools, qualified and optimized for Linux
Soz
Circularity is the opportunity and the imperative
Key Takeaways
ITRenew is ready to bring your business to the circular economy
Sesame is the answer to TCO-smashing, sustainable hyperscale for all
The time for 100% Circular is now!
Download at itrenew.com
DATA CENTER IMPACT REPORT:
THE FINANCIAL & SUSTAINABILITY CASE FOR CIRCULARITY
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