
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. …
Maybe Intel chief executive officer Pat Gelsinger has spent too much time at EMC and VMware. …
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. …
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. …
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. …
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