The old AMD – the one before Lisa Su took over – was often brilliant with its instruction set architecture and CPU designs, but sometimes perplexingly careless with its design choices and chip roadmaps. …
Sometimes, competing for business means coming up with better products than your rivals. …
In the past several decades, data processing and storage systems could be architected from best of breed components, and the market could – and did – sustain multiple suppliers of competing technologies in each of the categories of compute, networking, and storage. …
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
Lisa Su has had the datacenter in her sights since taking over as president and chief executive officer of AMD in 2014, charting a course that would allow the processor maker to once again become a factor in the global server market after a decade or so in the wilderness following its brief but high-profile breakthrough with its first Opteron processor in 2003. …
The rapid movement of data to the cloud, the sharp rise in the amount of east-west traffic and the broadening adoption of modern applications like artificial intelligence (AI) and machine learning are putting stress on traditional networking infrastructures that were designed for a different era and are struggling to meet the demands for better performance, more bandwidth and less latency. …
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