Compute
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
Intel
Connect
Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …
Compute
With Gelsinger Gone, Who Benefits From An Intel Break Up?
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …
HPC
HPE Upgrades Supercomputer Lineup Top To Bottom In 2025
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
HPC
AMD Now Has More Compute On The Top500 Than Nvidia
There has been a lot more churn on the November Top500 supercomputer rankings that is the talk of the SC24 conference in Atlanta this week than there was in the list that came out in June at the ISC24 conference in Hamburg, Germany back in May, and there are some interesting developments in the new machinery that is being installed. …
Compute
The Server Recession Ends, And Both Intel And AMD Won
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
Compute
Intel Takes The Big Restructuring Hits As It Looks Ahead
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
Compute
Intel And AMD Make X Less Of A Variable For X86 Processors
One of the oldest ideas in humanity – and one that may have predated language as we know it – is that the enemy of my enemy is my friend. …
Compute
AMD Turns The Screws With “Turin” Server CPUs
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
Compute
How MCR Memory Can More Than Double HPC And AI Performance
Intel recently demonstrated a new type of DIMM memory technology called Multiplexer Combined Rank (MCR), also referred to as MRDIMMs, that provides up to 2.3X better performance for HPC workloads and up to a 2X better on AI inference workloads in comparison to 5th Gen Intel Xeon processors, based on internal Intel analysis. …