Compute
AMD Draws 30X Efficiency Increase Line In The Datacenter Silicon
If you don’t measure something, you can’t manage it. And if you don’t set ambitious goals, then you can’t attain them. …
CPU
Compute
Where China’s Long Road To Datacenter Compute Independence Leads
While we are big fans of laissez faire capitalism like that of the United States and sometimes Europe — right up to the point where monopolies naturally form and therefore competition essentially stops, and thus monopolists need to be regulated in some fashion to promote the common good as well as their own profits — we also see the benefits that accrue from a command economy like that which China has built over the past four decades. …
Compute
Will AMD Get Back Into Arm Server Chips?
There was a bit of a kerfuffle this week when it looked like AMD was changing its position a little bit on whether or not it would get back into designing and selling server chips based on the Arm architecture. …
AI
Doing The Math On CPU-Native AI Inference
A number of chip companies — importantly Intel and IBM, but also the Arm collective and AMD — have come out recently with new CPU designs that feature native Artificial Intelligence (AI) and its related machine learning (ML). …
Compute
AMD Is Finally Trusted In The Datacenter Again
This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
Compute
The Prospects For An Arm Server Insurrection
If you want to break into datacenter compute in a sustainable way, it takes the patience of a glacier. …
Compute
AMD Hits Intel Below The Belt In The Datacenter Wallet
What Intel calls “cloud digestion” as the cause of the massive pullback in spending in its Data Center Group is looking more and more like a case of “Epyc indigestion” for Intel, not for the hyperscalers and cloud builders. …
Compute
Nvidia Enters The Arms Race With Homegrown “Grace” CPUs
There has been talk and cajoling and rumor for years that GPU juggernaut Nvidia would jump into the Arm server CPU chip arena once again and actually deliver a product that has unique differentiation and a compelling value proposition, particularly for hybrid CPU-GPU compute complexes. …
Compute
The Third Time Charm Of AMD’s Milan Epyc Processors
With every passing year, as AMD first talked about its plans to re-enter the server processor arena and give Intel some real, much needed, and very direct competition and then delivered again and again on its processor roadmap, it has gotten easier and easier to justify spending at least some of the server CPU budget with Intel’s archrival in the X86 computing arena. …
Compute
AMD Rides The High Performance Computing Megacycle
Server buyers have longer memories and perhaps deeper disappointment of AMD’s exit from the X86 server processor business than consumers who buy PCs, and a manufacturing constrained Intel has clearly sacrificed some Core PC chip market share to maintain some Xeon SP server market share over the past two years. …