Pat Gelsinger’s First Big Bet

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...
Competitive Landscape Excerpt: AMD

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...
AMD Launches 3rd Generation EPYC

AMD Launches 3rd Generation EPYC

While Gigabyte builds EPYC Server with Qualcomm AI Chips! Honestly, I struggled to decide which of these two announcements deserves headline status. Both are pretty exciting. One extends AMD’s leadership over Intel for server CPUs, and the other combines these fast...