The hyperscalers and cloud builders of the world put a third of their installed base into the trash compactor every year because it is much less costly for them to keep upgrading machinery than it is to operate older stuff that eats space and burns power and cooling less efficiently. …
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. …
Updated: AMD’s “Rome” processors, the second generation of Epyc processors that the company will be putting into the field, are a key step for the company on its path back to the datacenter. …
AMD president and chief executive officer Lisa Su is fond of saying that the road to Rome goes through Naples as a way of reminding everyone that they can’t sit on the sidelines and wait for the second generation “Rome” Epyc processors to come to market in 2019. …
AMD is hosting its “Next Horizon” datacenter event in San Francisco this week, and archrival Intel, which is losing some market share to AMD but not feeling the pain on its books yet thanks to a massive buildout in server infrastructure at hyperscalers, cloud builders, and smaller service providers like telcos, is hitting back by divulging some of its plans for next year’s “Cascade Lake” Xeon lineup. …
IT shops are notorious when it comes to avoiding risk, and this is something that we should be grateful for because it increases the odds that this increasingly compute-dependent world keeps working. …
The fleet of servers in the enterprise datacenters of the world – distinct from hyperscalers, cloud builders, and HPC centers – are getting a bit long in the tooth. …
Making money from sand is not as easy as making money from oil, and the Emirate of Abu Dhabi, which has been assembling the GlobalFoundries chip making giant for the past decade is finding that out the hard way and as a consequence, the company is backing off on its development of 7 nanometer manufacturing techniques, which included a double whammy of traditional immersion lithography techniques as well as a move towards bleeding-edge extreme ultraviolet (EUV) technology. …
Computing is hard enough, but the sophistication and proliferation of attacks on IT infrastructure, from the firewall moat surrounding the corporate network all the way down into the guts of the operating system kernel and deep into the speculative execution units on the physical processor, make the task of computing – with confidence – doubly difficult. …
Imagine, if you will, that your two biggest rivals were Intel and Nvidia, and that you had to fight a two front war to storm the datacenter. …
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