First-quarter revenue exceeded Intel’s January guidance by $1.1 billion, said the company, led by continued strong PC demand. PC unit volumes were up 38% YoY, and notebook volumes set a new Intel record. The company also saw an initial recovery of Enterprise and Government sales in the Data Center Group (DCG). Intel also achieved better-than-expected revenue in their Internet of Things … Read more
Arm showed its first new architecture in a decade at its recent one-day virtual conference. Arm introduces their v9 design and provided their macro view of future semiconductor development. As it turns out, from Arm’s perspective, Arm devices will control the world. All data will either be generated, processed, or transferred through and by an Arm device. Arm says it … Read more
Nvidia reported record revenue for the fourth quarter ended 31 Jan 2021, of $5 billion, up 61% from $3.1 billion a year earlier, and up 6% from $4.7 billion in the previous quarter. The company’s Graphics business revenue was $3 billion, up 10% from last quarter and up 47% from last year. “Q4 was another record quarter, capping a breakout … Read more
Fourth-quarter revenue was $20.0 billion, exceeding the company’s October guidance by $2.6 billion but down 1%-year-over-year (YoY). Full-year revenue set an all-time Intel record of $77.9 billion, up 8 % YoY. The company delivered impressive fourth-quarter earnings per share (EPS) of $1.42 ($1.52 on a non-GAAP basis, exceeding its October guidance by 42 cents). In 2020, Intel generated a record … Read more
Under some pressure from activist investment firm Third Point, Intel has announced plans to bring in Pat Gelsinger to be the company’s CEO. Gelsinger, who had successfully run EMC and then VMware, was previously at Intel as the SVP and GM of the Digital Enterprise Group. The irony that absolutely nobody has missed is that Gelsinger left Intel in 2009 … Read more
Nvidia may have started out serving the gaming community with a graphics chip, but the company has always been more than a gaming company. Nvidia is a computer company with strong interests in gaming, but its future is computing. CPU computing, GPU computing, and network computing. Maybe Nvidia should make a change to its name to reflect its broad interests. How about Nvidia Computer, or Nvidia Computing.
A start-up in Silicon-Valley has an idea for a new type of super high-performance GPU, targeted at the data-center. The group at Bolt has completed their first round of funding and is looking for savvy VC who share their view about the data explosion and the need for data accelerators. Bolt’s HPC GPU. (Source: Bolt) Bolt Graphics is building … Read more
Nvidia reported record revenue for the third quarter ended 31 Oct 2020, of $4.7 billion, up 57 percent from $3 billion a year earlier, and up 22 percent from $3.9 billion in the previous quarter. The company’s Graphics business revenue was $2.8 billion, up 34% from last quarter and up 25% from last year. “Nvidia is firing on all cylinders, … Read more
What happens if you cross an FPGA with a GPU or CPU?
In the first decade, the technology gods separated the data and the code and invented the mainframe. It was expensive to install, complicated to operate and did not have much software. Then the technology gods created an IT department to feed and care for the mainframe. Corporate management thought it was too expensive, but the IT department solved more problems … Read more
In the beginning, there were punch cards and god said, that’s not good
Nvidia reported revenue, for the second quarter ended July 26, 2020, of $3.87 billion, up 50% from $2.58 billion a year earlier, and up 26% from $3.08 billion in the previous quarter. Nvidia closed its acquisition of Mellanox Technologies Ltd. on April 27, 2020. The company’s graphics business revenue was $1.9 billion, down 9% from last quarter, yet enjoyed a … Read more
