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AMD: Enterprise Server Sales Will Catch Up With Overall EPYC Growth
by Dylan Martin
Dan McNamara, head of AMD’s EPYC business, says he expects server CPU sales to enterprise customers will soon reach the same growth rate of the chipmaker’s overall EPYC business, which doubled in size last year. He also says the company’s EPYC business with the ‘internal properties’ of hyperscalers is much larger than the EPYC-powered cloud instances available now — which one partner says is helping increase confidence with enterprises.
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Intel CEO Cheers U.S. Senate Passage Of $52B In Semiconductor Funding
by Dylan Martin
Pat Gelsinger and other industry officials have pushed for the U.S. to approve a massive multi-billion-dollar spending package to boost domestic semiconductor manufacturing. But the bill that includes the funding now awaits approval in the House of Representatives, where it faces some opposition. Two channel executives say the funding would help improve supply chains, but there are questions about whether the U.S. needs to focus on other areas of production.
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Intel Reorganizes Groups, Names New Leaders Key To IDM 2.0 Strategy: Memos
by Dylan Martin
Two memos seen by CRN show that the semiconductor giant is laying the groundwork to execute on its IDM 2.0 strategy, which includes hiring Hong Hao (pictured), the former head of Samsung’s North American foundry business, to lead business development for Intel Foundry Services. The company is also consolidating its manufacturing, operations and supply chain groups to ‘drive world class execution and support to partner organizations.’
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AMD Says 3rd-Gen EPYC Bests Intel’s Latest Xeons, Launches New APUs
by Dylan Martin
The chipmaker brought several announcements to Computex 2021, including new performance claims for its third-generation EPYC CPUs against Intel’s latest Xeon Scalable processors, new Ryzen APUs for desktops, new Radeon graphics for gaming laptops and the new AMD Advantage design framework initiative for OEMs, the latter of which promises to deliver a premium laptop experience for gamers.
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Lenovo PC Sales Soar 46 Percent, Annual Revenue Hits $60B
by Mark Haranas
Fueled by the shift to remote working and learning, Lenovo hit a new revenue high of $60.7 billion in its fiscal year that ended March 31, led by soaring PC sales.
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Intel Brings 5G To Laptops, 5GHz CPU To Ultra-Thin Models
by Dylan Martin
Revealed at Computex 2021, the chipmaker says the new Intel 5G Solution 5000 modem will be available in laptops from Acer, ASUS and HP later this year and in more than 30 laptop designs by 2022. Intel is also expanding its Tiger Lake lineup for ultra-thin laptops with a CPU that goes up to 5GHz.
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Nvidia CEO: ‘The Next Major Wave Of AI’ Is In The Enterprise
by Dylan Martin
Jensen Huang says the chipmaker’s channel partners are integral to Nvidia’s new sales push with enterprise customers, which includes the new Nvidia AI Enterprise software suite that enables GPU-accelerated computing on VMware’s vSphere platform. He made the remarks as the company reported new records for quarterly revenue as well as data center and gaming sales for its first quarter.
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Intel Shareholders Reject Executive Pay Plan
by Dylan Martin
The nonbinding vote at Intel’s annual stockholder meeting shows that shareholders are ‘unhappy that Intel has not been able to convince investors and the market that they are taking the right steps to preserve the cash machine that Intel has always been,’ one Intel partner tells CRN. ‘That does not mean stockholders are right, but the reality is that Intel is severely undervalued, and that has not been addressed.’
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IBM’s Acquisition Spree Continues With Salesforce Star Waeg
by Mark Haranas
IBM’s planned acquisition of Waeg will mark the company’s sixth purchase over the past several months in strategic moves to boost its Salesforce, hybrid cloud and AI capabilities.
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Taiwan Power Outage Posed Risk To Semiconductor Output
by Joseph F. Kovar
Taiwan accounts for well over half the world’s semiconductor foundry capacity and is regularly hit by natural disasters including typhoons and earthquakes, and so a power outage in the island has the potential to disrupt the world’s already-stretched semiconductor production, particularly at TSMC, the world’s largest semiconductor foundry.
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How Nvidia Is Helping Partners ‘Democratize AI’ For Enterprises
by Dylan Martin
The chipmaker is making a major push for GPU-accelerated computing in enterprises this year, and it’s taking notes from VMware to simplify the experience for partners and customers. Nvidia’s head of enterprise computing, Manuvir Das, talks to CRN about how the company’s new software and hardware enterprise solutions will create new opportunities for channel partners.
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AWS, HPE, Other IT Vendors Back $50B Call For U.S. Chip Production
by Dylan Martin
The call to subsidize domestic semiconductor manufacturing and research with $50 billion in funding comes from a new coalition of companies that includes Amazon Web Services, Apple, Cisco, Google, Hewlett Packard Enterprise and Microsoft. It’s also backed by IT distributors Avnet and Arrow Electronics. In addition, telecom giants AT&T and Verizon back the funding that was previously authorized — but not appropriated — by Congress.
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Intel Launches 11th-Gen Core, Xeon vPro CPUs For Mobile Workstations
by Dylan Martin
The chipmaker’s new 10-nanometer CPUs for high-end laptops, code-named Tiger Lake H, go up to 5GHz and eight cores for demanding content creation and business applications, and Intel says they can best rival AMD across multiple applications. ‘If performance improves productivity, these new CPUs will drive productivity increases,’ an Intel rep says.
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PaperCut Targets Cloud Print Management As ‘Huge Opportunity’ For Partners
by Kyle Alspach
The company’s new serverless offering, Hive, is aimed at appealing to SMBs as well as larger businesses seeking a cloud-native solution.
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