Server Budgets On The Mend As Pandemic Tries To End
Businesses are judged quarter on quarter and year on year, but you have to look at the long haul and the flow of all business over time to really judge properly. …
Businesses are judged quarter on quarter and year on year, but you have to look at the long haul and the flow of all business over time to really judge properly. …
The so-called “Magnificent 7” or “Super 8” hyperscalers and cloud builders of the world may comprise a substantial slice of worldwide sales of servers, storage, and networking, and the cloud capacity and hyperscale services they provide may in turn represent a significant – but nowhere near dominant – chunk of overall IT spending. …
Any tech startup that wants to live beyond is seed and venture funding rounds and make it to either an initial public offering or an acquisition by a company threatened by their very existence has to do two things. …
Outside of the HPC market where there are a number of companies that have delivered or are working on Arm-based server processors, Ampere Computing is the main independent supplier of Arm-based server chips with its current 80-core Altra chips and its impending 128-core Altra Max chips, which are sampling now and will start shipping in the third quarter. …
If you want to break into datacenter compute in a sustainable way, it takes the patience of a glacier. …
What Intel calls “cloud digestion” as the cause of the massive pullback in spending in its Data Center Group is looking more and more like a case of “Epyc indigestion” for Intel, not for the hyperscalers and cloud builders. …
Any time a server maker comes into the global market and bypasses Cisco Systems, Lenovo, and IBM to become the third largest seller of machines in the world, you should pay attention. …
No question about it. Intel had to get a lot of moving pieces all meshing well to deliver the “Ice Lake” Xeon SP server processors, which came out earlier this month and which have actually been shipping to a few dozen select customers since the end of 2020. …
There has been talk and cajoling and rumor for years that GPU juggernaut Nvidia would jump into the Arm server CPU chip arena once again and actually deliver a product that has unique differentiation and a compelling value proposition, particularly for hybrid CPU-GPU compute complexes. …
The past several years haven’t been easy on Intel. The world’s top processor maker stumbled on its transition from 14 nanometer to 10 nanometer manufacturing and still finds itself behind rivals like AMD and Arm, which have made the move to 7 nanometer processes and which have line of sight on 5 nanometer. …
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