Stony Stevenson writes "Sun Microsystems' CTO, Greg Papadopoulos has come out with a Red Shift Theory for IT which posits that an elite group of companies are consuming inordinate amounts of IT infrastructure, well beyond most other businesses, and that their demand is growing exponentially. This trend, Papadopoulos maintains, has implications not just for IT's most insatiable consumers, but for the structure of the computing industry itself. It's not just about how many CPU cycles a company uses. Papadopoulos argues that red-shift companies will enjoy exponential business growth in the coming years. Blue-shift companies — those whose processing needs aren't exploding — will grow at about the same rate as GDP, he says.
He uses red shift to describe the rapidly expanding universe of computing demand as data processing requirements — not only from Web companies like Google, YouTube, MySpace, and Salesforce.com, but also from large conventional users of high-performance computing like pharmaceutical, financial, and energy companies — exceed the ability of Moore's Law to keep up.
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