Compute
Intel To Set Its FPGA Unit Free To Pursue Its Own Path
Maybe Intel chief executive officer Pat Gelsinger has spent too much time at EMC and VMware. …
FPGA
Compute
AI Is A Modest – But Important – Slice Of TSMC’s Business
Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
Compute
The Beginning Of The Bottom For Intel’s Datacenter Business
Intel can talk all it wants about how it beat its own expectations or those of Wall Street, but the fact remains that the first quarter of 2023 was downright ugly for the chip designer and maker. …
Compute
Cutting To The Front Of The Server CPU Line
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. …
Compute
Intel To Broaden FPGA Lineup And Make Them At Home
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. …
Compute
AMD Finally Reaps The Fortunes It Has Sown
Sometimes, competing for business means coming up with better products than your rivals. …
Code
Now Comes The Hard Part, AMD: Software
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. …
Compute
Chip Roadmaps Unfold, Crisscrossing And Interconnecting, At AMD
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. …
Compute
AMD Roadmaps Lead To Mountains Of Money
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
Compute
Can AMD Keep Doubling Its Datacenter Business?
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. …