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AMD’s Lisa Su: Improving Supply Giving ‘Confidence’ About Growth
by Dylan Martin
Chip shortages will persist for the rest of the year, according to AMD CEO Lisa Su, but the company was able to improve supply enough to beat revenue expectations in the second quarter, where the company nearly doubled its sales from the same period last year. AMD now believes it ‘can continue to grow substantially as we go into the second half of this year and into 2022 with the supply chain,’ Su said on the company’s latest earnings call.
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Intel Promises ‘Performance Leadership’ By 2025 With New Roadmap
by Dylan Martin
The semiconductor giant is promising a return to ‘process performance leadership’ by 2025 with a new roadmap that is shaking up node naming conventions, full of new technologies and gaining the support of one major competitor.
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Intel Expects CPU Shortage To Worsen In Q3 As PC Sales Grow
by Dylan Martin
Intel CEO Pat Gelsinger says he expects shortages to ‘bottom out’ in the second half of 2021, but it will take another one to two years ‘before the industry is able to completely catch up with demand.’ Intel has decided to absorb some of the inflated costs that have been spurred by component shortages, which Gelsinger says is important for rebuilding trust with partners.
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Deal’s Off: SAS Institute Says No To Acquisition By Broadcom
by Joseph F. Kovar
SAS Institute says it is ‘not up for sale,’ and a Wall Street Journal report says that Broadcom’s potential $20 billion acquisition deal with SAS has been shelved.
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Nvidia DPUs Get Data Center Win With Palo Alto Networks’ Backing
by Dylan Martin
With the new DPU-accelerated VM-Series NGFW from Palo Alto Networks, the new solution automatically determines which portions of network traffic the firewall needs to inspect, which can significantly reduce the amount of work required by CPUs and improve throughput performance.
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Intel CEO Gelsinger Brings Back Skylake Designer Shlomit Weiss
by Dylan Martin
New Intel CEO Pat Gelsinger is bringing back several company veterans and hiring former lieutenants from VMware as part of his plan to return the company to ‘unquestioned leadership’ and push back against the growing influence of AMD, Nvidia, Arm and other companies in the semiconductor industry.
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HP Has 3 Good Reasons To Make Xerox Acquisition Bid: Analyst
by Kyle Alspach
Xerox’s reduced valuation and the need to keep HP’s business growing could be among the motives for HP to consider acquiring its print industry rival, according to analyst Toni Sacconaghi of Bernstein Research.
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Intel Delays Sapphire Rapids Xeon CPU Production To Q1 2022
by Dylan Martin
Intel says it’s delaying production of Sapphire Rapids, the 10-nanometer Xeon Scalable successor to the recently launched Ice Lake server CPUs, because of extra time needed to validate the CPU.
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AMD Quadrupled EPYC’s Top 500 Supercomputer Share In A Year
by Dylan Martin
The chipmaker’s EPYC processors are now powering 49 of the world’s top supercomputers, up from 11 a year ago. AMD’s ascendance has come at a cost to Intel, the historically dominant provider of CPUs in high-performance computing that is now planning a comeback under new CEO Pat Gelsinger that will take years to execute.
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Intel Restructuring: Navin Shenoy Out; New Software, GPU Units
by Dylan Martin
Intel CEO Pat Gelsinger announces that top data center executive Navin Shenoy is leaving as the company restructures the Data Platform Group into two business units and forms two new divisions: the Software and Advanced Technology Group and the Accelerated Computing Systems and Graphics Group.
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These 9 Top Nvidia Partners Are Driving AI Growth Across Industries
by Dylan Martin
Craig Weinstein, vice president of Nvidia’s Americas partner organization, tells CRN that the company’s top partners from 2020 are ‘building capabilities inside their own companies’ to address the growing need to solve problems in vertical industries with AI computing: ‘What we’re seeing is there’s a direct correlation to the investments and the capabilities of the [partners] that help customers move quickly and the revenue returns and the gross margin returns that they’re seeing.’
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Intel Seeks To Buy Arm Rival SiFive For $2B: Report
by Dylan Martin
The offer was reportedly made as Intel seeks to regain technology leadership through its IDM 2.0 strategy and as rival Nvidia hopes to close its $40 billion acquisition of British chip designer Arm, the latter of which has sparked concerns about the future of Arm’s open-licensing model.
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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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