Based on what Intel has been saying for the past several weeks in various events, but especially the Hot Chips 2023 a few weeks ago and the more recent Intel Innovation 2023 extravaganza, the company’s foundry process roadmap and its server processor roadmaps are going to align harmoniously to make the Xeon SP family of CPUs more competitive next year. …
Different workloads need different mixes of price, performance, thermals, and longevity in the field out there on the edge and in the datacenter, and that is why server CPU makers for years have had a mix of processors that deliver on these vectors that are different from each other. …
We are still plowing through the many, many presentions from the Hot Interconnects, Hot Chips, Google Cloud Next, and Meta Networking @ Scale conferences that all happened recently and at essentially the same time. …
It takes too long to get a new compute engine in the field, and everybody complains about it. …
With a server recession underway and its latest Epyc CPUs and Instinct GPU accelerators still ramping, this was a predictably soft, but still not terrible in the scheme of things, quarter for AMD. …
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. …
The expanded lineup of AMD’s 4th generation “Genoa” Epyc server chips – built atop “Zen 4” core and some with the chip maker’s L3-boosting 3D V-Cache – unveiled at a high-profile event in San Francisco this week is quickly making its way into the cloud. …
The best defense is a good offense, and as it turns out, the best offense is also a good offense. …
Updated With More MGX Specs: Whenever a compute engine maker also does motherboards as well as system designs, those companies that make motherboards (there are dozens who do) and create system designs (the original design manufacturers and the original – get a little bit nervous as well as a bit relieved. …
Intel can talk all it wants about how it beat its own expectations or those of Wall Street, but the fact remains that the first quarter of 2023 was downright ugly for the chip designer and maker. …
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