Pressure on Big Iron?
With a massive performance at a low $$/IOPS, these accelerator appliances will have a large impact on both block and file/NAS markets.
Mainly, we'll see a downsizing of array HDD requirements by as much as 5x on spindle count, with a ripple-though on the array controllers, racks and frames, etc. This is a revenue risk for the Big 3, but may remove the mystique of needing Big Iron at all, and open up a wave of opportunity for Dell, Huawei and others to sell both the accelerator appliances and storage.
When we add in Openstack and its Linux-like implications for being hostable on x86 COTS boxes, we have the Object Storage space also vulnerable to an accelerator approach, though I suspect this will be on the drive, rather than user, side of the array appliance.
Life in storage is about to get interesting!