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. …
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. …
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
UPDATED: Intel has been talking about its “Granite Rapids” Xeon 6 processors for so long that it would be easy to forget that they have not yet been formally announced. …
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