Here is a moment that Lisa Su, the chief executive officer who has lead the team that brought AMD back into the datacenter with the vigor the market needs, has been waiting six years for. …
If you don’t measure something, you can’t manage it. And if you don’t set ambitious goals, then you can’t attain them. …
Sponsored When it comes to compute engines and network interconnects for supercomputers, there are lots of different choices available, but ultimately the nature of the applications — and how they evolve over time — will drive the technology choices that organizations make. …
While we are big fans of laissez faire capitalism like that of the United States and sometimes Europe — right up to the point where monopolies naturally form and therefore competition essentially stops, and thus monopolists need to be regulated in some fashion to promote the common good as well as their own profits — we also see the benefits that accrue from a command economy like that which China has built over the past four decades. …
It is pretty obvious to everyone who watches the IT market that Intel needs an architectural win that leads to a product win in datacenter compute. …
It is hard to imagine how anyone could run Nvidia better than it is being run right now. …
This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
It is a relatively quiet International Supercomputing conference on the hardware front, with no new processors or switch ASICs being announced from the usual suspects. …
For a decade and a half, Nvidia has been pushed its way into the datacenter, making its presence felt with its GPU accelerators that are designed to improve the performance and power efficiency of servers in HPC and enterprise compute environments and also expanding the opportunities for running highly parallel workloads. …
It is a good thing for Nvidia that most of the hyperscalers in the world – or at least the ones that matter – also have substantial public cloud businesses. …
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