To a certain way of looking at it, Nvidia has always been engaged in the high performance computing business and it has always been subject to the same kinds of cyclical waves that affect makers of supercomputers and enterprise systems. …
Earlier in this decade, when the hyperscalers and the academics that run with them were building machine learning frameworks to transpose all kinds of data from one format to another – speech to text, text to speech, image to text, video to text, and so on – they were doing so not just for scientific curiosity. …
If you look at the very long history of Cray, the company has done a remarkable job expanding its market, not just participating in it. …
IBM, which arguably has the largest remaining big iron server business in the world, is one step closer to making systems based on its own Power processors peers to the Xeon-based machinery that utterly dominates its IBM Cloud public cloud. …
Applications do not need to use all elements of a system all the time, and usually not all at the same time for that matter. …
History and economics – as if you could separate the two – are burgeoning with examples of products being developed for one task and then being used, perhaps after some tweaking, for an entirely new and usually unexpected task. …
While there is no question that Amazon Web Services is the largest and most profitable public cloud on planet earth, and that it provides the best subsidy imaginable for a cut-throat online retail business that is its parent company, AWS has not taken over the entire IT world any more than Amazon has become the sole place to buy stuff. …
There hardly seems to be a month that doesn’t go by without a different IT supplier being rumored to want to acquire network device provider Mellanox Technologies, which has an intense focus on the high end, scale out, low latency segment of the datacenter switching market. …
The second 5 percent chunk of server shipment market share for chip maker AMD is probably going to come easier than the first 5 percent share, which was attained as AMD exited the fourth quarter and, significantly, was a stake in the ground that chief executive officer Lisa Su drove into the ground in late 2016 as the “Naples” Epyc ramp got under way. …
For the first time in a very long time, and even including the Great Recession, chip maker Intel booked less revenue in the fourth quarter of the year than it did in the third quarter of that same year. …
All Content Copyright The Next Platform