In case you haven’t figured it out yet, if you are not one of the hyperscalers or one of the biggest cloud builders, then you are a second class citizen, or maybe even third class, when it comes to the semiconductors that go into different part of the systems that run your organization. …
Back in 2015, when Intel was flush with cash thanks to a near-monopoly from X86 datacenter compute, it shelled out an incredible $16.7 billion to acquire FPGA maker Altera because a few hyperscalers and cloud builders were monkeying around with offloading whole chunks of CPU compute to FPGAs to create SmartNICs. …
Sometimes, competing for business means coming up with better products than your rivals. …
From the moment the first rumors surfaced that AMD was thinking about acquiring FPGA maker Xilinx, we thought this deal was as much about software as it was about hardware. …
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. …
When it comes to memory for compute engines, FPGAs – or rather what we have started calling hybrid FPGAs because they have all kinds of hard coded logic as well as the FPGA programmable logic on a single package – have the broadest selection of memory types of any kind of device out there. …
When it comes to application acceleration, having a deep understanding of the complex algorithms that underly most HPC and AI applications is perhaps the most important thing that can be brought to bear. …
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. …
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