Can AMD Keep Doubling Its Datacenter Business?
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. …
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. …
High performance computing hardware is really a software game, and the software we are referring to is at a very low level where deep expertise in libraries and solvers can make the difference between a capable device performing up to its specifications and, well, not so much. …
Database acceleration using specialized co-processors is nothing new. Just to give a few examples, data warehouses running on the Netezza platform, owned by IBM for more than a decade now, uses a custom and parallelized PostgreSQL database matched to FPGA acceleration for database and storage routines. …
We made a joke – sort of – many years ago when we started this publication that the future compute engines would look more like a GPU card than they did a server as we knew it back then. …
The top brass at FPGA maker Xilinx are not hosting calls with Wall Street because of the pending $35 billion acquisition of the company by AMD, so we are left to get our own insight out of the financial report and accompanying statement that Xilinx has released for its latest quarterly results. …
The lines between a server, a SmartNIC, and a Data Processing Unit, or DPU, are getting fuzzier, and the good news is that definitions do not matter nearly as much as use cases. …
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