Compute

The Team That Will Implement Intel’s New Vision

Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform

Compute

Nvidia Says It Will Be An Accelerator Of Quantum Computing

The way that Nvidia co-founder and chief executive officer Jensen Huang sees it, his company’s role in the ever-emerging quantum computing field is no different than that in other industries where AI and accelerated computing play roles. Nvidia is an enabler and facilitator. It makes things happen. “Nvidia doesn’t make

AI

AI Reshapes The Ethernet Datacenter Switch Market

Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. The amazing thing, as far as we are concerned,

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More Analysis

AI

HBM Can Keep Micron Out Of The Next Memory Bust Cycle

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. In

AI

Why Did SoftBank Just Buy Ampere Computing?

The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its

AI

Nvidia Turns Its AI Eye To The Enterprise

If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. During his keynote address at Nvidia’s GPU

Compute

Nvidia Draws GPU System Roadmap Out To 2028

High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to

Compute

Lip-Bu Tan: Intel’s New – And Maybe Last – CEO

In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” And that is a good thing because cleaning up the chip maker and chip designer is indeed a Herculean challenge. Ironically, Tan