The second 5 percent chunk of server shipment market share for chip maker AMD is probably going to come easier than the first 5 percent share, which was attained as AMD exited the fourth quarter and, significantly, was a stake in the ground that chief executive officer Lisa Su drove into the ground in late 2016 as the “Naples” Epyc ramp got under way. …
AMD president and chief executive officer Lisa Su is fond of saying that the road to Rome goes through Naples as a way of reminding everyone that they can’t sit on the sidelines and wait for the second generation “Rome” Epyc processors to come to market in 2019. …
AMD is hosting its “Next Horizon” datacenter event in San Francisco this week, and archrival Intel, which is losing some market share to AMD but not feeling the pain on its books yet thanks to a massive buildout in server infrastructure at hyperscalers, cloud builders, and smaller service providers like telcos, is hitting back by divulging some of its plans for next year’s “Cascade Lake” Xeon lineup. …
IT shops are notorious when it comes to avoiding risk, and this is something that we should be grateful for because it increases the odds that this increasingly compute-dependent world keeps working. …
The fleet of servers in the enterprise datacenters of the world – distinct from hyperscalers, cloud builders, and HPC centers – are getting a bit long in the tooth. …
Computing is hard enough, but the sophistication and proliferation of attacks on IT infrastructure, from the firewall moat surrounding the corporate network all the way down into the guts of the operating system kernel and deep into the speculative execution units on the physical processor, make the task of computing – with confidence – doubly difficult. …
Imagine, if you will, that your two biggest rivals were Intel and Nvidia, and that you had to fight a two front war to storm the datacenter. …
There are so many ironies in the hardware business that it is amazing that we aren’t covered in rust. …
The server market has been spoiling for a fight for so long that it is hard to remember a time when there was intense competition across multiple processor vendors and architectures. …
With Intel having significant difficulties in ramping up its 10 nanometer manufacturing processes and not really talking much about its plans for 7 nanometers, there has never been a better time for its few remaining rivals in chip manufacturing to give their respective CPU and GPU customers and edge to carve out some market share in the datacenter and on the desktop, which helps cover the cost of being in the datacenter because it helps ramp advanced processes. …
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