Compute
TSMC Is Running Ahead Of Forecasts On AI Growth
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …
ASIC
Connect
Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads
With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …
Compute
AI Is A Modest – But Important – Slice Of TSMC’s Business
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. …
Connect
Cisco Fights The Merchant Network Chip Makers On Their Own Turf
There is nothing wrong with buying a compute, storage, or networking appliance where the ASICs and software both come from the same supplier. …
Compute
Betting On Mass Customization In A Post Moore’s Law World
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. …
Connect
Switch ASIC Thoroughbred Sprouts Wings To Attain Unicorn Status
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. …
Connect
Switch Silicon To Relieve Choke Points In Servers
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. …