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AMD Rides The High Performance Computing Megacycle

Server buyers have longer memories and perhaps deeper disappointment of AMD’s exit from the X86 server processor business than consumers who buy PCs, and a manufacturing constrained Intel has clearly sacrificed some Core PC chip market share to maintain some Xeon SP server market share over the past two years.

AMD Rides The High Performance Computing Megacycle was written by Timothy Prickett Morgan at The Next Platform.

Intel’s Datacenter Decline Not As Bad As Expected

Incoming chief executive officer and long-time Intel employee Pat Gelsinger is talking the helm of a chip company that has plenty of issues to sort out, but there is some good news as Intel reports its financial results for the fourth quarter of 2020 and Gelsinger gets ready to take over.

Intel’s Datacenter Decline Not As Bad As Expected was written by Timothy Prickett Morgan at The Next Platform.

What Gelsinger Can Do To Unscrew Intel

A little more than a week ago, Intel announced that Pat Gelsinger, its former chief technology officer and former manager of the predecessor of its Data Center Group as well as the current chief executive officer at server virtualization juggernaut VMware, would be returning to the world’s biggest chip maker to be its CEO and to take on the task of rescuing the company from itself and its competition.

What Gelsinger Can Do To Unscrew Intel was written by Timothy Prickett Morgan at The Next Platform.

The Impending AMD Milan Versus Intel Ice Lake Server Showdown

What a strange server CPU world we live in. The dozen or so biggest customers in the world command something on the order of 45 percent of the server CPU shipments, but significantly lower share of the revenue because of the volume discounts they can command, and they not only shape the product rollouts, their opinions can kill off processor SKUs long before we even know about them on announcement day.

The Impending AMD Milan Versus Intel Ice Lake Server Showdown was written by Timothy Prickett Morgan at The Next Platform.

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