
Disrupt The Datacenter With Orchestration
Since 1965, the computer industry has relied on Moore’s Law to accelerate innovation, pushing more transistors into integrated circuits to improve computation performance. …
Since 1965, the computer industry has relied on Moore’s Law to accelerate innovation, pushing more transistors into integrated circuits to improve computation performance. …
It is hard to take on either Intel or Nvidia in their respectively dominant CPU and GPU markets, and credit is due to AMD for taking on both companies at the same time to try to carve itself a larger slice of the datacenter pie. …
Let’s face it. Given how poorly the server market was doing in the final quarter of 2018 and the first two quarters of 2019, we had no idea how well or poorly 2019 might end up for Intel’s Data Center Group and the server industry at large. …
You don’t have to be a chip designer to program an FPGA, just like you don’t have to be a C++ programmer to code in Java, but it probably helps in both cases if you want to do them well. …
The market for servers used to be a lot more predictable in the past, with a portion of the tens millions of companies worldwide buying machinery in their own cycles that more or less coincided with the global gross domestic product. …
If you want to see what real competition might look like at some point in the future of the server racket, look no further than the Ethernet switch market, where switch ASICs and the companies that build switches alike have to fight for every dollar and make it up in volume every year without pause. …
As one of the dominant hyperscalers in the world, Microsoft is out there on the cutting edge, driving efficiencies on every front it can in server, storage, switching, software, and datacenter design. …
To a certain way of looking at it, Nvidia has always been engaged in the high performance computing business and it has always been subject to the same kinds of cyclical waves that affect makers of supercomputers and enterprise systems. …
Despite the increasing competitive pressures that Intel is feeling in the datacenter and very serious issues that the company is having ramping up its 10 nanometer manufacturing processes, the datacenter business at Intel were booming in the second quarter, helping to drive a record second quarter and what is looking like will be a record full year for the chip maker. …
The combination of the excitement for new video games, the machine learning software revolution, the buildout of very large supercomputers based on hybrid CPU-GPU architectures, and the mining of cryptocurrencies like Bitcoin and Ethereum have combined into a quadruple whammy that is driving Nvidia to new heights for revenues, profits, and market capitalization. …
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