The hardest job at any chip designer that doesn’t actually own its own foundry – and maybe even those that do – is figuring out what wafer start commitment level to make for a new compute engine in the datacenter. …
We have said more than once in recent weeks that recessions accelerate technology transitions but they do not cause them. …
There is an equally virtuous and vicious cycle that propels all computing: Innovation requires competition to propel it, and competition requires innovation to meet it; repeat or fade. …
As the steward of the nuclear weapon arsenal for the United States government, it is probably not an overstatement to say that Lawrence Livermore National Laboratory, one of the main supercomputer and scientific research facilities operated by the Department of Energy, is keenly interested in bang for the buck. …
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. …
At some point, when the Epyc server CPU and Radeon Instinct GPU accelerator businesses are more substantial, AMD will probably be a lot less opaque about how its datacenter business is doing. …
The good news about having a diverse product line, as chip maker AMD increasingly does, is that the company operates like a multi-cylinder engine and that not all of the lines need to be firing full bore for the business to accelerate down its roadmap. …
The competition for the compute engines in hybrid HPC and AI supercomputer systems is heating up, and it is beginning to look a bit like back to the future with Cray on the rise and AMD also revitalized. …
The second 5 percent chunk of server shipment market share for chip maker AMD is probably going to come easier than the first 5 percent share, which was attained as AMD exited the fourth quarter and, significantly, was a stake in the ground that chief executive officer Lisa Su drove into the ground in late 2016 as the “Naples” Epyc ramp got under way. …
Updated: AMD’s “Rome” processors, the second generation of Epyc processors that the company will be putting into the field, are a key step for the company on its path back to the datacenter. …
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