Jon Peddie

Nvidia’s Q4 FY22 Results Drive Ahead

Nvidia reported a terrific revenue gain of $7.64 billion for the fourth quarter ending January 30, 2022, which was up 53 percent from a year ago and up 8 percent from the previous quarter. Gaming, Data Center, and Professional Visualization market platforms each achieved record revenue for the quarter and year. For fiscal 2022, revenue was $26.91 billion, up 61 … Read more

Gelsinger’s grand strategy—leave no socket behind

I suspect Pat Gelsinger has thought about what Intel should (and shouldn’t) do since he left in ‘09. He’s had the benefit of being inside for 30 years, and then 12 years on the outside watching the company. No one could have a better perspective and understanding from the transistor level to the macroeconomics of the 80 billion global company. … Read more

AMDlinx—and now they are one

In October 2020 at the height of the Covid pandemic, AMD surprised the computer industry by announcing it would acquire FPGA inventor and maker Xilinx for $35 billion in stock.

AMDlinx—and now they are one

In October 2020 at the height of the Covid pandemic, AMD surprised the computer industry by announcing it would acquire FPGA inventor and maker Xilinx for $35 billion in stock. Xilinx was founded one year after Altera. In 2015, Intel acquired Altera for $16.8 billion, and its revenue at the time was $1.9 billion; Xilinx’s revenue was $2.4 billion. At … Read more

Varjo streams VR from AWS

The idea of virtual presence in a mission-critical design review or development process sounds like science fiction. It was. It was until Helsinki-based Varjo brought cloud streaming to its Reality Cloud platform and moved the company toward its vision of real-life collaboration into the metaverse. “Being able to achieve the same quality experience through Varjo Reality Cloud with less powerful … Read more

AMD’s Q4 2021 results

AMD reported record quarterly revenue of $4.8 billion up 49% year-over-year and record full-year revenue of $16.4 billion up 68%. Gross margin expanded and operating income more than doubled from the prior year. “2021 was an outstanding year for AMD with record annual revenue and profitability,” said AMD President and CEO Dr. Lisa Su. “Each of our businesses performed extremely … Read more

Intel launches Project Circuit Breaker

Bizz, zap, boing, poof, pop, BANG! “I think we found the back door Chad.” “Cool, let’s go.” All complex (non-biological) systems have them. A secret way to get inside and fix things. But once inside, things can be fixed for good or evil depending upon one’s morals and self-respect. The trick then is to find viabilities, and patch them before … Read more