Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
There is nothing wrong with buying a compute, storage, or networking appliance where the ASICs and software both come from the same supplier. …
If you wanted to wrest control of datacenter compute as embodied mainly in the Xeon SP processor away from Intel, there are a number of approaches that you might take. …
It takes money to make money, and if you want to break into the switch ASIC business in the datacenter, even if you are a low-cost designer of such chips, you had better have some rich friends to help the business take off. …
Say what you will about the ruthless dominance of hyperscale companies, but they are managing to propel information technology at a rate, and in ways, that the enterprise and high performance computing markets can only dream of. …
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