With Gelsinger Gone, Who Benefits From An Intel Break Up?
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
All trends with AI point up and to the right, and usually pretty sharply. …
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
Intel recently demonstrated a new type of DIMM memory technology called Multiplexer Combined Rank (MCR), also referred to as MRDIMMs, that provides up to 2.3X better performance for HPC workloads and up to a 2X better on AI inference workloads in comparison to 5th Gen Intel Xeon processors, based on internal Intel analysis. …
UPDATED: Intel has been talking about its “Granite Rapids” Xeon 6 processors for so long that it would be easy to forget that they have not yet been formally announced. …
UPDATED With its Graviton 4 homegrown Graviton 4 Arm server processors, Amazon Web Services has put into the field a CPU that can compete with all but the toppest of bin parts from AMD for X86 CPUs and Ampere Computing and Nvidia for Arm CPUs, and it is driving price/performance that will in turn drive their adoption for Amazon’s various business units and for its IT infrastructure rental customers on AWS. …
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