AMD Finally Reaps The Fortunes It Has Sown
Sometimes, competing for business means coming up with better products than your rivals. …
Sometimes, competing for business means coming up with better products than your rivals. …
This day always comes. It is the nature of monopoly and hubris. …
If you are an HPC center in Europe, and particularly one that is funded by public funds, you are thinking about Arm-based CPUs in your supercomputers. …
From the moment the first rumors surfaced that AMD was thinking about acquiring FPGA maker Xilinx, we thought this deal was as much about software as it was about hardware. …
After its acquisitions of ATI in 2006 and the maturation of its discrete GPUs with the Instinct line from the past few years and the acquisitions of Xilinx and Pensando here in 2022, AMD is not just a second source of X86 processors. …
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
There are many interpretations of the word venado, which means deer or stag in Spanish, and this week it gets another one: A supercomputer based on future Nvidia CPU and GPU compute engines, and quite possibly if Los Alamos National Laboratory can convince Hewlett Packard Enterprise to support InfiniBand interconnects in its capability class “Shasta” Cray EX machines, Nvidia’s interconnect as well. …
Imagine, if you will, that AMD could make as many Epyc CPUs and Instinct GPU accelerators as it wanted at a reasonable yield and cost. …
There is a likelihood that we could see both British chip designer Arm Holdings and one of its server-focused startup adherents, Ampere Computing, go public this year, as indicated by recent rumors of the first and news from Ampere itself this morning that it has confidentially filed for an initial public offering. …
Within a year or so, with the launch of the “Grace” Arm server CPUs, it will not be heresy for anyone at Nvidia to believe, or to say out loud, that not every workload in the datacenter needs to have GPU acceleration. …
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