I had a conversation with Jacob Smith, the CMO of Packet. Packet is a company that manages the raw infrastructure in data centers and has various products that automate data center tasks. They are being acquired by Equinix, of dot com infamy, who has quietly returned to a very large presence in US data infrastructure. The fun part of it … Read more
The evolution of graphics processors has profoundly changed over the last 20 years. The first specialized graphics architectures were almost purely fixed-function and could only accelerate a very limited range of computation such as geometry or lighting transformations. Programmable shaders gave developers new levels of capabilities, but with allocated functionality. Unified shaders offered dynamic load balancing and advanced branching. … Read more
Nvidia Q3: $3.01 billion in sales, $899 million profit-up61% from last quarter
Nvidia’s got game Nvidia reported revenue from all platforms up for the quarter and beat Wall Street’s expectations. The company’s GPU business revenue was $2.6 billion, up22% from last quarter, but down 8% from last year. The quarter was the fourth consecutive decline in year-over-year sales. “Our gaming business and demand from hyperscale customers powered Q3’s results,” said Jensen Huang, … Read more
AMD’s third-quarter earnings results matched Wall Street’s expectations and surprised a few others with its jump in profits. AMD reported its quarterly results for calendar Q3 2019, revenues and operating income were up year-over-year as well as its graphics and compute groups revenue. Profits and announced earnings per share were 18 cents on revenue of $1.8 billion. Analysts expected … Read more
Lisa Su is not tired of winning. Revenue for the quarter was up 18% from last quarter to $1.8 billion, GAAP profit was $120 million, 243% from last quarter.
Revenue for the quarter was up 16.4% from last quarter to $19.2 billion, GAAP profit was $6 billion, up 43% from last quarter—7nm queued up
Intel beat Wall Street expectations on its third-quarter financial performance sending the company’s stock up 6.9% in morning trading Friday after the chipmaker reported late-Thursday afternoon. Intel reported its calendar Q3 2019, revenues were flat year-over-year and grew significantly quarter-to-quarter. The PC-centric business and data-centric revenue increased over 10% and 28%, respectively, over the last quarter. This was the best … Read more
With 25 new products coming, Intel is going for breadth
Intel used an announcement about its new Cascade Lake-based Xeon 9200 Platinum to show off all the stuff they are bringing to the data center, which introduces many multiple SKUs and a range of supporting products with the intent of giving customers the ability to build custom server applications covering HPC, AI, edge, memory, and super-sized particle chasing servers. Intel … Read more
Nvidia reported revenue from most platforms—Gaming, Datacenter, Professional Visualization, and Automotive saw a decline. The company’s GPU business revenue was $1.98 billion, down 19.5% from a year earlier and down 28.6% sequentially. Revenue was down 24% year over year and down 31% sequentially, driven primarily by a decline in Gaming. Full-year revenue was up 21%, reflecting growth in each of … Read more
If Las Vegas placed odds on what news AMD would break in San Francisco at its Next Horizon, the heavy favorites would have been clear: the official announcements of both Zen 2 processor technology and the first 7 nm device based on Zen 2, an abundantly-core’d Epyc CPU for server and workstation applications. Both have been on corporate roadmaps and … Read more
