
WTF?
Lets get this straight.
AMD shows an INCREASE in sales SEQUENTIALLY of 4-6% (x4=16-20% year to year) and a slight decrease in operating margin.
So AMD continues to grow and be profitable DURING A RECESSION and that is a bad thing?
Struggling x86 and graphics chip maker Advanced Micro Devices put out its preliminary financial results for the third quarter of fiscal 2011 after Wall Street closed today, and the numbers were not good. AMD ends its third quarter on October 1, which for all intents and purposes is nearly done, and rather than surprise …
While Intel has bagged Nvidia as a marquee customer for its next-generation Xeon Scalable processor, the x86 giant has admitted that a broader rollout of the server chip has been delayed to later this year.
Sandra Rivera, Intel's datacenter boss, confirmed the delay of the Xeon processor, code-named Sapphire Rapids, in a Tuesday panel discussion at the BofA Securities 2022 Global Technology Conference. Earlier that day at the same event, Nvidia's CEO disclosed that the GPU giant would use Sapphire Rapids, and not AMD's upcoming Genoa chip, for its flagship DGX H100 system, a reversal from its last-generation machine.
Intel has been hyping up Sapphire Rapids as a next-generation Xeon CPU that will help the chipmaker become more competitive after falling behind AMD in technology over the past few years. In fact, Intel hopes it will beat AMD's next-generation Epyc chip, Genoa, to the market with industry-first support for new technologies such as DDR5, PCIe Gen 5 and Compute Express Link.
AMD's processors have come out on top in terms of cloud CPU performance across AWS, Microsoft Azure, and Google Cloud Platform, according to a recently published study.
The multi-core x86-64 microprocessors Milan and Rome and beat Intel Cascade Lake and Ice Lake instances in tests of performance in the three most popular cloud providers, research from database company CockroachDB found.
Using the CoreMark version 1.0 benchmark – which can be limited to run on a single vCPU or execute workloads on multiple vCPUs – the researchers showed AMD's Milan processors outperformed those of Intel in many cases, and at worst statistically tied with Intel's latest-gen Ice Lake processors across both the OLTP and CPU benchmarks.
After taking serious CPU market share from Intel over the last few years, AMD has revealed larger ambitions in AI, datacenters and other areas with an expanded roadmap of CPUs, GPUs and other kinds of chips for the near future.
These ambitions were laid out at AMD's Financial Analyst Day 2022 event on Thursday, where it signaled intentions to become a tougher competitor for Intel, Nvidia and other chip companies with a renewed focus on building better and faster chips for servers and other devices, becoming a bigger player in AI, enabling applications with improved software, and making more custom silicon.
"These are where we think we can win in terms of differentiation," AMD CEO Lisa Su said in opening remarks at the event. "It's about compute technology leadership. It's about expanding datacenter leadership. It's about expanding our AI footprint. It's expanding our software capability. And then it's really bringing together a broader custom solutions effort because we think this is a growth area going forward."
Analysis In a sign of how meteoric AMD's resurgence in high performance computing has become, the latest list of the world's 500 fastest publicly known supercomputers shows the chip designer has become a darling among organizations deploying x86-based HPC clusters.
The most eye-catching bit of AMD news among the supercomputing set is that the announcement of the Frontier supercomputer at the US Department of Energy's Oak Ridge National Laboratory, which displaced Japan's Arm-based Fugaku cluster for the No. 1 spot on the Top500 list of the world's most-powerful publicly known systems.
Top500 updates its list twice a year and published its most recent update on Monday.
Patch Tuesday Microsoft claims to have finally fixed the Follina zero-day flaw in Windows as part of its June Patch Tuesday batch, which included security updates to address 55 vulnerabilities.
Follina, eventually acknowledged by Redmond in a security advisory last month, is the most significant of the bunch as it has already been exploited in the wild.
Criminals and snoops can abuse the remote code execution (RCE) bug, tracked as CVE-2022-30190, by crafting a file, such as a Word document, so that when opened it calls out to the Microsoft Windows Support Diagnostic Tool, which is then exploited to run malicious code, such spyware and ransomware. Disabling macros in, say, Word won't stop this from happening.
The global economy may be in a tenuous situation right now, but the semiconductor industry is likely to walk away from 2022 with a "healthy" boost in revenues, according to analysts at IDC. But beware oversupply, the analyst firm warns.
Semiconductor companies across the world are expected to grow collective revenues by 13.7 percent year-on-year to $661 billion, IDC said in research published Wednesday. Global semiconductor revenue last year was $582 billion.
"Overall, the semiconductor industry remains on track to deliver another healthy year of growth as the super cycle that began in 2020 continues this year," said Mario Morales, IDC group vice president of semiconductors.
Analysis After re-establishing itself in the datacenter over the past few years, AMD is now hoping to become a big player in the AI compute space with an expanded portfolio of chips that cover everything from the edge to the cloud.
It's quite an ambitious goal, given Nvidia's dominance in the space with its GPUs and the CUDA programming model, plus the increasing competition from Intel and several other companies.
But as executives laid out during AMD's Financial Analyst Day 2022 event last week, the resurgent chip designer believes it has the right silicon and software coming into place to pursue the wider AI space.
By now, you likely know the story: Intel made major manufacturing missteps over the past several years, giving rivals like AMD a major advantage, and now the x86 giant is in the midst of an ambitious five-year plan to regain its chip-making mojo.
This week, Intel is expected to detail just how it's going to make chips in the near future that are faster, less costly and more reliable from a manufacturing standpoint at the 2022 IEEE Symposium on VLSI Technology and Circuits, which begins on Monday. The Register and other media outlets were given a sneak peek in a briefing last week.
The details surround Intel 4, the manufacturing node previously known as the chipmaker's 7nm process. Intel plans to use the node for products entering the market next year, which includes the compute tiles for the Meteor Lake CPUs for PCs and the Granite Rapids server chips.
Arista Networks aims to eliminate every last ounce of excess latency from your network. And in pursuit of this goal, the company tapped an all-star cast of Broadcom, Intel, and AMD Xilinx silicon to power its latest switches.
Suffice to say, these aren’t your standard L3 switches, and you certainly aren’t going to find them in your average datacenter or network closet. The latest entries to Arista's 7130-series pack a CPU, FPGA, and switch ASIC into a single appliance that’s designed to accelerate latency-sensitive applications.
“When every meter of fiber counts for around five nanoseconds of latency, network architects have to choose carefully how to construct applications and manage traffic flows,” Martin Hull, VP of Arista’s cloud titans and platform product groups, wrote in a Wednesday blog post.
After a few years of teasing Ponte Vecchio – the powerful GPU that will go into what will become one of the fastest supercomputers in the world – Intel is sharing more details of the high-performance computing chips that will follow, and one of them will combine CPUs and GPUs in one package.
The semiconductor giant shared the details Tuesday in a roadmap update for its HPC-focused products at the International Supercomputing Conference in Hamburg, Germany.
Intel has only recently carved out a separate group of products for HPC applications because it is now developing versions of Xeon Scalable CPUs, starting with a high-bandwidth-memory (HBM) variant of the forthcoming Sapphire Rapids chips, for high-performance kit. This chip will sport up to 64GB of HBM2e memory, which will give it quick access to very large datasets.
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