When Arm began its pursuit of the datacenter a decade ago, the idea behind offering a low-power architecture as an alternative to Intel and is Xeon product line made sense. …
Companies with high stock valuations are a bit like the central banks of major countries. …
The appetite for compute capacity, and presumably also for storage and networking capacity, in the datacenter of the world might be waning in some sectors of the economy, but thanks to the voracious hunger of the hyperscalers and cloud builders and more than a few large enterprises that need to do more, not less, computing in the face of the coronavirus pandemic, server sales are now consistently at the levels we saw way back in the Dot-Com Boom more than twenty years ago. …
It must have been something in the cosmic ether.
Apopros of nothing except the need to fill a blank page with something interesting back when we were analyzing IBM’s second quarter financials and considering the options that Big Blue has with the “Cirrus” Power10 systems it will be launching about a year from now, we did a thought experiment about what it would mean if IBM started to believe in big iron machines again. …
Whenever enterprise server buyers are shopping, they are not just comparing the possible options on the market today against each other. …
For about a decade, Intel has sold GPUs, in recent years with its integrated CPU-GPU devices used in client and entry servers. …
When we said thirteen weeks ago that we thought that Nvidia’s datacenter business would be its largest operating division before too long, we didn’t think it would only take a quarter to do that. …
It was just over a year ago that the RISC-V Foundation, the group shepherding the chip architecture in what over the past decade has become an active and crowded processor market, ratified the base instruction set architecture (ISA) and related specifications. …
Say what you will, but among the many vendors that have tried to break into the datacenter with Arm server chips, Marvell, by virtue of the hard work done by Cavium, which it acquired, and Broadcom, which sold its “Vulcan” design to Cavium when it exited the business, has been the most successful in terms of shipments and ecosystem. …
Raja Koduri has been in the thick of the past two eras of computing, which were marked by – among other things – the ability to architect systems and software that helped to get more performance into the hands into increasing numbers of people. …
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