The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
It took a long, long time to convert the old IBM PC business acquired in 2004 into the dominant supplier of client devices in the world, but Lenovo is nothing but not patient and bypassed HP Inc in 2013 and has had the largest share of the market since that time. …
Supermicro has always been an interesting IT supplier for the datacenter, and it is getting more interesting by the year as it continues to grow very fast and has set itself a goal of break $10 billion in annual sales, which would put Supermicro behind only Dell and Hewlett Packard Enterprise, on par with Inspur, and ahead of
Since the advent of the X86 server market thirty years ago, Supermicro has been unique among its server making peers in a number of ways. …
When it comes to operating systems and now CPU instruction sets, there is proprietary, there is licensable and modifiable with a standard base of functionality with room for some originality, and there is true open source. …
Imagine, if you will, how troublesome AMD’s chip business would be at the end of 2022 had it not decided way back in 2015 to re-enter the datacenter with its Epyc processors. …
You can’t turn back the hands of time, but if you are lucky enough in business, you can continue to find some modicum of relevance that outlasts your initial success and even adapt to new conditions as they inevitably and often unexpectedly change. …
Everybody expected that Intel was going to turn in a pretty bad final quarter in 2022, and even before it posted its numbers yesterday after the market closed, there were plenty of signals that it was going to be worse. …
No matter what, and without any excuses about Moore’s Law slowing down, those buying compute, storage, and networking expect at least one thing in any generational leap in a device: That the cost per unit of capacity goes down. …
Pat Gelsinger returned to Intel as CEO in early 2021, the same year that the company was supposed to launch is much-touted fourth-generation Xeon SP processor, dubbed “Sapphire Rapids.” …
If you are thinking that you are having flashbacks as Intel is launching the “Sapphire Rapids” server CPUs – the company’s fourth generation in the Xeon SP family of server processors – you are not alone. …
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