It is hard to remember sometimes way back when, in 2008, as Nvidia first took a stab at GPU compute in the datacenter with the original Tesla GPU accelerators and a very rudimentary CUDA programming environment for offloading parallel algorithms from CPUs to GPUs. …
The first half of last year was relatively weak for Intel’s Data Center Group last year, but despite the coronavirus pandemic – and in some cases, we think because of it – the world’s largest datacenter chip manufacturer is looking to not only have a good first quarter, as it just turned in, but could see growth across its various data-centric businesses well into the second half of the year. …
Since 1965, the computer industry has relied on Moore’s Law to accelerate innovation, pushing more transistors into integrated circuits to improve computation performance. …
It is hard to take on either Intel or Nvidia in their respectively dominant CPU and GPU markets, and credit is due to AMD for taking on both companies at the same time to try to carve itself a larger slice of the datacenter pie. …
Let’s face it. Given how poorly the server market was doing in the final quarter of 2018 and the first two quarters of 2019, we had no idea how well or poorly 2019 might end up for Intel’s Data Center Group and the server industry at large. …
You don’t have to be a chip designer to program an FPGA, just like you don’t have to be a C++ programmer to code in Java, but it probably helps in both cases if you want to do them well. …
The market for servers used to be a lot more predictable in the past, with a portion of the tens millions of companies worldwide buying machinery in their own cycles that more or less coincided with the global gross domestic product. …
If you want to see what real competition might look like at some point in the future of the server racket, look no further than the Ethernet switch market, where switch ASICs and the companies that build switches alike have to fight for every dollar and make it up in volume every year without pause. …
As one of the dominant hyperscalers in the world, Microsoft is out there on the cutting edge, driving efficiencies on every front it can in server, storage, switching, software, and datacenter design. …
To a certain way of looking at it, Nvidia has always been engaged in the high performance computing business and it has always been subject to the same kinds of cyclical waves that affect makers of supercomputers and enterprise systems. …
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