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. …
Incoming chief executive officer and long-time Intel employee Pat Gelsinger is talking the helm of a chip company that has plenty of issues to sort out, but there is some good news as Intel reports its financial results for the fourth quarter of 2020 and Gelsinger gets ready to take over. …
A little more than a week ago, Intel announced that Pat Gelsinger, its former chief technology officer and former manager of the predecessor of its Data Center Group as well as the current chief executive officer at server virtualization juggernaut VMware, would be returning to the world’s biggest chip maker to be its CEO and to take on the task of rescuing the company from itself and its competition. …
What a strange server CPU world we live in. The dozen or so biggest customers in the world command something on the order of 45 percent of the server CPU shipments, but significantly lower share of the revenue because of the volume discounts they can command, and they not only shape the product rollouts, their opinions can kill off processor SKUs long before we even know about them on announcement day. …
Hot on the heels of our overview of the state of the Arm server CPU landscape yesterday, chip maker Qualcomm, which dabbled in Arm server chips a few years back, announced that it was acquiring startup Nuvia for its Arm chips and design team. …
IT organizations are funny creatures, indeed. On the one paw, they are eternally optimistic about the prospects for new technologies, and on the other paw, they are extremely resistant to change because of the economic and technical risks that change requires. …
Many of the technologists at AMD who are driving the Epyc CPU and Instinct GPU roadmaps as well as the $35 billion acquisition of FPGA maker Xilinx have long and deep experience in the high performance computing market that is characterized by the old school definition of simulation and modeling workloads running on federated or clustered systems. …
The rumors were right, and AMD president and chief executive officer Lisa Su is indeed printing out a tower of stock to acquire FPGA maker Xilinx for what amounts to about $35 billion and, as it turns out, she is relinquishing her position as president to Victor Peng, chief executive at Xilinx, to close the deal. …
Success in any endeavor is not just about having the right idea, but having that idea at the right time and then executing well against that plan. …
While a lot of ideas are ancient, some are relatively new and can come from only a modern context. …
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