Updated With More MGX Specs: Whenever a compute engine maker also does motherboards as well as system designs, those companies that make motherboards (there are dozens who do) and create system designs (the original design manufacturers and the original – get a little bit nervous as well as a bit relieved. …
The advent of the Data Processing Unit or the I/O Processing Unit, or whatever you want to call it, was driven as much by economics as it was by architectural necessity. …
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. …
Databases and datastores are by far the stickiest things in the datacenter. …
Sometimes, competing for business means coming up with better products than your rivals. …
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. …
There is a fundamental disconnect between the cadence that chip makers want for their devices and what the hyperscalers and cloud builders would prefer. …
There is no question that that the combination of Nvidia and Arm Holdings would have been a powerful one in the datacenter. …
The rapid movement of data to the cloud, the sharp rise in the amount of east-west traffic and the broadening adoption of modern applications like artificial intelligence (AI) and machine learning are putting stress on traditional networking infrastructures that were designed for a different era and are struggling to meet the demands for better performance, more bandwidth and less latency. …
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