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Nvidia Says Mellanox Slowdown Expected To End Data Center Rally
by Dylan Martin
‘I fully expect future cloud data centers, all future data centers are going to be connected with high-speed networking inside,’ Nvidia CEO Jensen Huang says as the chipmaker projects that a slowdown in sales for Mellanox products will cause data center revenue to decline sequentially for the first time in more than a year and a half.
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New Microsoft Security Chip Will Go Inside Intel, AMD CPUs
by Dylan Martin
‘Rather than asking customers to bolt on security processors as you would with a [Trusted Platform Module], we‘re building right into the DNA of the processor a security co-processor that’s going to store all of your encryption keys,’ Microsoft’s David Weston says of the new Pluton security chip, which will also go inside future Qualcomm CPUs.
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AMD Chips Away At Intel In World’s Top 500 Supercomputers As GPU War Looms
by Dylan Martin
AMD’s CPU share of the world’s top 500 supercomputers nearly doubles to 21 while Intel loses share. At the same time, both chipmakers are plotting new challenges to Nvidia’s data center GPUs that are becoming more prevalent in high-performance computing systems.
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Intel Launches Iris Xe Max Discrete GPU With New ‘Deep Link’ Feature
by Dylan Martin
With its first Xe discrete graphics product, Intel is introducing a new software framework called Deep Link that aggregates CPU and GPUs to accelerate performance. ‘I think all these companies are going to try to leverage the CPU-GPU advantages as much as possible,’ one Intel partner says.
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Intel: Rocket Lake Will Mix Ice Lake CPU Architecture, Tiger Lake Graphics
by Dylan Martin
The new core architecture for the upcoming 11th-generation Intel Core desktop processors is called Cypress Cove, and it combines a version of Intel’s Ice Lake core architecture that has been ported to a 14-nanometer process with the company’s graphics architecture used in the company’s new Tiger Lake laptop processors.
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How Intel Is Making Optane Memory Easier For Partners To Sell
by Dylan Martin
‘We‘re going to help with providing the solutions, the training or even offering programs or incentives for them to become champions, so that they become educated on the product and how to use it. And we’re really starting to see a lot of traction,’ Intel’s Kristie Mann says of Optane Persistent Memory for data centers.
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Lisa Su: Xilinx Will Make AMD ‘Stronger Force’ For Data Centers
by Dylan Martin
‘We’re not doing M&A for M&A’s sake. I mean, this is such a unique opportunity. There actually is no better match in the industry for us than Xilinx,’ AMD CEO Lisa Su said during the company’s third-quarter earnings call, explaining how the Xilinx acquisition will make the companies a ‘stronger strategic force’ for next-generation data centers.
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AMD Confirms $35B Xilinx Acquisition To Become HPC ‘Leader’
by Dylan Martin
‘By combining our world-class engineering teams and deep domain expertise, we will create an industry leader with the vision, talent and scale to define the future of high-performance computing,’ says AMD CEO Lisa Su of the company’s plan to acquire FPGA maker Xilinx.
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How Intel’s Tiger Lake CPUs Are Designed For A ‘Spectrum Of Needs’
by Dylan Martin
Top Intel engineer Boyd Phelps explains how Intel’s new 11th-generation Core processors use new components like AI accelerators to offload workloads like background blurring from the CPU and reduce power draw. ‘AI is not just one engine. It’s really about how do you actually meet the needs of the different workloads,’ he says.
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Intel Is Changing The Way It Forecasts PC Growth To Meet Demand
by Dylan Martin
Intel exec Steve Long says as the PC resurgence continues, the chipmaker is looking at different metrics, like stimulus funds, to forecast future growth: ‘What we’re changing from a segment-first modeling approach is that we think this is a new inflection point on the client category curve, and as an industry and whole ecosystem, we need to get ahead of it.’
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Intel Enterprise Server Sales Nosedive As Ice Lake Slips, 10nm Ramps
by Dylan Martin
The chipmaker says it now expects Ice Lake server processors to start shipping in the first quarter of 2021. At the same time, Intel is ramping up 10-nanometer production volume, which is expected to be 30 percent higher than previously anticipated. Intel also provided updates on its discrete graphics and AI products as well as its 7nm process.
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‘Small But Mighty’ Intel Team Is Helping Partners Win With vPro
by Dylan Martin
Intel’s nascent vPro ecosystem enablement team is helping partners identify new ways to monetize the vPro platform while leading integration efforts with MSP vendors like Datto. ‘We recognized over the years that we need to lean in more and we need to understand how we help the channel sell,’ Intel’s Carla Rodriguez says.
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How Intel Is Working With Partners To Bring Some Normalcy To Life
by Dylan Martin
‘The idea of the solutions that we’re partnering with customers on is really trying to think about it from a protection and preventative measure [perspective],’ Intel’s Gina Merjanian says of the ways the company is working with partners to return some sense of normalcy to the world and reduce disruptions caused by the pandemic.
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Intel Deal To Sell NAND Memory Biz To SK Hynix Reportedly Imminent
by Dylan Martin
In its most recent quarter, Intel’s Nonvolatile Solutions Group, which includes the chipmaker’s SSD products and Intel Optane memory modules, grew 76 percent to $1.7 billion.
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