
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
People are impatient for Intel to get fixed, and have been for many years. …
Hewlett Packard Enterprise last summer introduced the first of its Gen12 ProLiant systems, packed with Nvidia’s latest GPU accelerators and aimed squarely at the rapidly expanding AI space that in less than two years went from prompt-and-respond chatbots to AI agents that can reason, plan, and collaborate on their own. …
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes. …
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …
There has been a lot more churn on the November Top500 supercomputer rankings that is the talk of the SC24 conference in Atlanta this week than there was in the list that came out in June at the ISC24 conference in Hamburg, Germany back in May, and there are some interesting developments in the new machinery that is being installed. …
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