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Compute

Intel Puts The Process Horse Back In Front Of The Foundry Cart

July 25, 2025 Timothy Prickett Morgan 9

It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …

HPC

With Money And Rhea1 Tapeout, SiPearl Gets Real About HPC CPUs

July 9, 2025 Timothy Prickett Morgan 3

The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this point. …

AI

Broadcom At The Crossroads Between Merchant And Custom Silicon

June 9, 2025 Timothy Prickett Morgan 1

After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …

Compute

Armv9 Architecture Helps Lift Arm To New Financial Heights

May 12, 2025 Timothy Prickett Morgan 0

The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty fee than prior Armv7 and Armv8 architectures. …

Compute

“No Quick Fixes” As Intel Losses And Restructurings Continue

April 25, 2025 Timothy Prickett Morgan 6

Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …

Compute

Google Woos HPC Centers With Fast CPUs And Networks

April 13, 2025 Timothy Prickett Morgan 2

The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. …

Compute

Broadcom And Marvell Ride The Compute Engine Independence Wave

March 7, 2025 Timothy Prickett Morgan 2

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …

Compute

Sizing Up Compute Engines For HPC Work At 64-Bit Precision

February 20, 2025 Timothy Prickett Morgan 12

If you want a CPU that has the floating point performance of a GPU, all you have to do is wait six or so years and the CPU roadmaps can catch up. …

Compute

Intel Datacenter Chief Departs To Run Nokia – Now What?

February 10, 2025 Timothy Prickett Morgan 3

After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …

Compute

How Much Money Does Arm Make In The Datacenter?

February 6, 2025 Timothy Prickett Morgan 3

As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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