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. …
From the moment the first rumors surfaced that AMD was thinking about acquiring FPGA maker Xilinx, we thought this deal was as much about software as it was about hardware. …
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. …
Imagine, if you will, that AMD could make as many Epyc CPUs and Instinct GPU accelerators as it wanted at a reasonable yield and cost. …
AMD has finished its acquisition of Xilinx, which ended up costing close to $49 billion instead of the original $35 billion projected when the deal was announced in October 2020 thanks to the rise of AMD’s shares over the past year and a half. …
As AMD is getting closer to closing its $35 billion acquisition of FPGA maker Xilinx, it is natural to think about how well that business is doing and how it is competing against its main rival, Intel – specifically, the Programmable Solutions Group, formerly known as the free-standing Altera before the latter was acquired by Intel in June 2015 for $16.7 billion. …
The “Everest” family of hybrid compute engines made by Xilinx, which have lots of programmable logic surrounded by hardened transistor blocks and which are sold under the Versal brand, have been known for so long that we sometimes forget – or can’t believe – that Versal chips are not yet available as standalone products in the datacenter or within the Alveo line of PCI-Express cards from the chip maker. …
For more than a decade, the pace of the server market was set by the rollout of Intel’s Xeon processors each year. …
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