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. …
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
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. …
UPDATED: Intel has been talking about its “Granite Rapids” Xeon 6 processors for so long that it would be easy to forget that they have not yet been formally announced. …
UPDATED With its Graviton 4 homegrown Graviton 4 Arm server processors, Amazon Web Services has put into the field a CPU that can compete with all but the toppest of bin parts from AMD for X86 CPUs and Ampere Computing and Nvidia for Arm CPUs, and it is driving price/performance that will in turn drive their adoption for Amazon’s various business units and for its IT infrastructure rental customers on AWS. …
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. …
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