All good parties come to an end, and the one that Intel has enjoyed for an unbelievable dozen years, starting with the rollout of the “Nehalem” Xeon E5500 processors back in March 2009, is over. …
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. …
If you want to understand datacenter infrastructure and how the market for wares is changing, it helps to start with an absolute, top-down, all-encompassing view that brings together all server, storage, and switching revenues into a single bucket, eliminating the overlaps that occur when talking about these three different categories separately. …
To one way of thinking about it, this is the best of times among the worst of times for Nvidia. …
For a long time, datacenter compute has been the very picture of stability – Intel-based servers running enterprise workloads in central facilities. …
When we said thirteen weeks ago that we thought that Nvidia’s datacenter business would be its largest operating division before too long, we didn’t think it would only take a quarter to do that. …
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. …
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