
AMD Finally Reaps The Fortunes It Has Sown
Sometimes, competing for business means coming up with better products than your rivals. …
Sometimes, competing for business means coming up with better products than your rivals. …
UPDATED* Until exascale supercomputers get a lot cheaper, which will allow weather forecasting models to run at a much smaller resolution – and more frequently – to deliver hyper-local weather forecasts, the actual weather forecasting is still going to be done by people. …
After its acquisitions of ATI in 2006 and the maturation of its discrete GPUs with the Instinct line from the past few years and the acquisitions of Xilinx and Pensando here in 2022, AMD is not just a second source of X86 processors. …
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
Imagine, if you will, that AMD could make as many Epyc CPUs and Instinct GPU accelerators as it wanted at a reasonable yield and cost. …
Remember when only a couple of variations of processors were available for servers in any given generation of server CPUs? …
Last fall ahead of the SC21 supercomputing conference, AMD said it was going to be the first of the major compute engine makers to add 3D vertical L3 cache to its chips, in this case to variants of the “Milan” Epyc 7003 series of processors that debuted in March 2021 called the “Milan-X” chips. …
AMD has finished its acquisition of Xilinx, which ended up costing close to $49 billion instead of the original $35 billion projected when the deal was announced in October 2020 thanks to the rise of AMD’s shares over the past year and a half. …
When this is all said and done, Intel will deserve some kind of award for keeping its 14 nanometer processes moving along enough as it gets its 10 nanometer and 7 nanometer processes knocked together to still, somehow, manage to retain dominant market share in the server space. …
Only two quarters ago, AMD’s datacenter business – meaning sales of Epyc CPUs plus Instinct GPU accelerators – broke through $1 billion. …
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