AMD to acquire Xilinx for $35 billion
What happens if you cross an FPGA with a GPU or CPU?
The Genesis of Hyper-Converged Infrastructure
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
The Genesis of Hyper-Converged Infrastructure
In the beginning, there were punch cards and god said, that’s not good
Nvidia’s Q2 FY21 results
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
AMD Q2 2020 results
AMD’s first quarter was up from Q1 and year-to-year in sales. Revenue was $1.93 billion, up 26% year-over-year primarily driven by higher Computing and Graphics segment revenue. Net profit was down 7.8% quarter-over-quarter due to lower revenue in both segments and up 349% year-to-year. “We delivered strong second-quarter results, led by record notebook and server processor sales as Ryzen and … Read more
AMD Q1 2020 results
AMD turned 50 in May 2019 AMD’s first quarter was down from Q4, but up year to year in sales and profits. Revenue was $1.79 billion, up 40% year-over-year primarily driven by higher Computing and Graphics segment revenue. Revenue was down 16% quarter-over-quarter due to lower revenue in both segments. “We executed well in the first quarter, navigating the … Read more
The evolution of cloud infrastructure
From the network to the far edge
Nvidia’s Q4 FY20 results
$3.1 billion in sales, $950 million profit, up 6% from last quarter
Nvidia’s Q4 FY20 results
Nvidia rides the AI wave Nvidia reported revenue from all platforms up for the quarter and beat Wall Street’s expectations. The company’s GPU business revenue was $2.7 billion, up 8% from last quarter, and up 40% from last year. The quarter was the first increase in year-over-year sales since Q3’18. “Adoption of Nvidia accelerated computing drove excellent results, … Read more
The evolution of cloud infrastructure
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
AMD releases the 7-nm Pro W5700
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’s Q3 FY20 results
Nvidia Q3: $3.01 billion in sales, $899 million profit-up61% from last quarter