IT organizations are funny creatures, indeed. On the one paw, they are eternally optimistic about the prospects for new technologies, and on the other paw, they are extremely resistant to change because of the economic and technical risks that change requires. …
Many of the technologists at AMD who are driving the Epyc CPU and Instinct GPU roadmaps as well as the $35 billion acquisition of FPGA maker Xilinx have long and deep experience in the high performance computing market that is characterized by the old school definition of simulation and modeling workloads running on federated or clustered systems. …
It is hard enough to chase one competitor. Imagine how hard it is to chase two different ones in different but complementary markets while at the same time those two competitors are thinking about fighting each other in those two different markets and thus bringing even more intense competitive pressure on both fronts. …
The rumors were right, and AMD president and chief executive officer Lisa Su is indeed printing out a tower of stock to acquire FPGA maker Xilinx for what amounts to about $35 billion and, as it turns out, she is relinquishing her position as president to Victor Peng, chief executive at Xilinx, to close the deal. …
Success in any endeavor is not just about having the right idea, but having that idea at the right time and then executing well against that plan. …
Speaking very generally, investment in capability-class supercomputers by national governments tends to scale with gross domestic product. …
You can have a strategy, but you can’t buy one.
Nothing illustrates this principle more than the networking buying binges that both Intel and AMD went on nearly a decade ago, which did not really amount to much in the end but which made some sort of sense in the middle of it all happening. …
“Times were simpler not so long ago” is an understatement these days, but when it comes to supercomputing, this has yet another meaning. …
Whenever enterprise server buyers are shopping, they are not just comparing the possible options on the market today against each other. …
The hardest job at any chip designer that doesn’t actually own its own foundry – and maybe even those that do – is figuring out what wafer start commitment level to make for a new compute engine in the datacenter. …
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