Compute
“No Quick Fixes” As Intel Losses And Restructurings Continue
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
Intel
Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
Compute
Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business?
Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. …
Compute
Dell Tackles AI Infrastructure With Disaggregated Servers And Storage
It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
AI
A Deep Dive Into Datacenter And Server Spending Forecasts
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
Compute
The Team That Will Implement Intel’s New Vision
Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform substrate on which to build hyperscale infrastructure. …
Compute
Lip-Bu Tan: Intel’s New – And Maybe Last – CEO
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …
Compute
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …
Compute
Intel Rounds Out “Granite Rapids” Xeon 6 With A Slew Of Chips
It is no secret that chip maker Intel is having a tough time these days on a number of fronts, but it is important to remember that nearly two out of every three processors sold into the datacenter are Intel Inside. …
Compute
Sizing Up Compute Engines For HPC Work At 64-Bit Precision
If you want a CPU that has the floating point performance of a GPU, all you have to do is wait six or so years and the CPU roadmaps can catch up. …