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Nvidia Expects $100M Revenue Hit From Coronavirus
by Dylan Martin
'While the ultimate effect of the coronavirus is difficult to estimate, the company has reduced its revenue outlook for the first quarter of fiscal 2021 by $100 million to account for its potential impact,' the company says in a new statement.
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Intel Set To Debut New Xeon CPUs That Widen Speed Gap Over AMD EPYC
by Dylan Martin
'[Intel] genuinely [has] had better per-core performance over the years, and I think [the new processors] will accelerate that lead,' one Intel partner says of the new Xeon Gold processors that will push base frequencies to new highs for the second-generation Xeon Scalable server lineup.
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Xerox Still Needs To Raise Takeover Price For HP: Analyst
by Kyle Alspach
While Xerox is now offering $24 per share for HP in its hostile takeover bid, a Wells Fargo analyst thinks more will be required to accomplish the deal.
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Why VMware's Licensing Change May Be Good News For AMD EPYC
by Dylan Martin
'VMware's move to raise prices for 32 cores and above on licensing is an indication that AMD's demand is stronger than expected, and it's a bullish signal,' Rosenblatt Securities analyst Hans Mosesmann says, elaborating on a note he sent to investors today after AMD's stock price dropped.
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Intel Shortage Boosted AMD Laptop CPUs In Q4 2019: Researcher
by Dylan Martin
'AMD is a stronger consideration than it has been in the past. The question is, will they be in it for the long haul like Intel is?,' one Intel partner said of his potential plans to add AMD-based laptops to his product line.
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AMD: EPYC Is Still The Virtualization King Despite VMware Change
by Dylan Martin
'While the new VMware licensing guidelines change the economics slightly for higher core count processors, AMD remains committed to VMware as a winning virtualization solution for AMD EPYC customers,' the chipmaker says in response to VMware's move to double licensing costs for processors with more than 32 cores.
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Intel Set To Unleash ‘Cascade Lake Refresh’ In AMD EPYC Attack
by Dylan Martin
“AMD is forcing them to compete on core count. It will enable Intel to do a better job of spec matching against AMD's [processors],” one Intel partner said of the chipmaker's upcoming “Cascade Lake Refresh” processors that will be part of the second-generation Xeon Scalable product line.
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Intel Axes Nervana AI Chips In Favor Of Habana Labs
by Dylan Martin
'By moving to a single hardware architecture and software stack for data center AI acceleration, our engineering teams can join forces and focus on delivering more innovation, faster to our customers,' Intel says of its decision to move forward with Habana Labs' AI chips in place of Nervana.
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HP's Shane Wall Retires As CTO, Interim CTO Named
by Kyle Alspach
Wall, whose focus areas have included developing a vision for 3-D printing, will remain as a special adviser through the end of the year.
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AMD Wraps Up 2019 With Strong 7nm Ryzen, EPYC And Radeon Sales
by Dylan Martin
'We ended 2019 with our highest quarterly client processor unit shipments in more than six years based on strong demand for Ryzen desktop and mobile processors,' AMD CEO Lisa Su says of the chipmaker's surge in the client processor market.
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HP Calls Xerox 'A Company Of Questionable Value' After Earnings Results
by Kyle Alspach
Xerox reported that its revenue decline continued in its latest quarter, which HP termed a source of ‘meaningful risk’ in the proposed merger of the two companies.
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AMD CEO Lisa Su Joins Cisco's Board As EPYC Sales Ramp
by Dylan Martin
'If Cisco brings out more product with AMD's processors, they might find that more corporate customers are willing to adopt it,' one AMD partner says of Lisa Su's appointment to Cisco's board and what it might mean for the chipmaker in the data center space.
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HP Shareholders See 'A Lot Of Risk' In Xerox Takeover: Analyst
by Kyle Alspach
A recent revenue decline at Xerox is one of the issues HP shareholders have found troubling, according to a Morgan Stanley research note.
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Intel: Xeon Supply Is Not Constrained, Delays Can Happen
by Dylan Martin
'When demand is very strong like in [the fourth quarter of 2019], it can sometimes take a little longer to fulfill orders and support each customer’s desired product mix. However, we believe we have supply to meet market demand in [the first quarter] and the full-year,' Intel says after Hewlett Packard Enterprise warned of a Xeon Cascade Lake shortage last week.
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