Marvell: Where do they fit in the world of semiconductors?
It's hard to see Marvell as an independent company five years from now
Enterprise articles
Opinion: Is anyone going to make money in AI inference?
The market for AI edge inference may not monetize well for the semiconductor vendors
As long as AMD can offer better GPUs than Intel, and better CPUs than Nvidia, they can have a seat at the table
In the market for data center processors, AMD does not need to outrun the bear
Intel's powerhouse 144-core Xeon CPU preliminary benchmarks show performance trails behind AMD's 128-core Epyc
Intel's core count soars, but AMD still holds the crown
There's no going back: The new data center is dominated by Nvidia
Can they maintain 70% share? (probably not)
Why it matters: The revenue share figures for data center processors present a clear picture. Nvidia has experienced robust growth for years and currently leads the market. The primary question now is: what is the new normal for their market share?
Nvidia launches H200 AI superchip: the first to be paired with 141GB of cutting-edge HBM3e memory
A new monster GPU lands to supercharge the next generation of generative AI
Opinion: The rapidly evolving state of Generative AI
The profound influence that GenAI is poised to exert on businesses is no longer in question
Cisco unveils new AI tools to revamp Webex experience, collaboration
From real-time media models to AI codecs
Beyond gaming, Nvidia caters to enterprise clients with new generative AI offerings
Jensen Huang shows new AI software tools at SIGGRAPH
What's next for AMD? Building momentum
Soft PC demand, a tight supply chain, uninspiring gross margins but good traction for new data center and AI products
Evolution of GenAI tools for business: Challenges remain for generative AI
Are "prompt engineers" a new job category thanks to GenAI tools?
Study uncovers surprising facts on how businesses are using generative AI
88% of US companies that participated in the survey are already employing generative AI tools
Larry Ellison says Oracle plans to spend billions on Nvidia GPUs, even more on Ampere and AMD chips
The database giant is launching a direct assault against cloud competitors
What's next for AMD?
We think there is a real opportunity for AMD in data center AI
Hewlett Packard Enterprise melds supercomputing and generative AI
A supercomputing-as-a-service solution - an interesting feat in itself
Nvidia is eyeing next-gen HBM3E memory for future AI and HPC GPUs
Products with the new technology could debut as early as next year
Marketing a CPU in a multi-polar world
There are no easy answers in this very complex, rapidly moving environment, but there is some hope
Dell and Nvidia launch Project Helix, generative AI for businesses
On-premises enterprise AI for improved security
Micron launches 30TB SSDs and high-endurance drives for data centers
Both are designed for enterprise use, but could be available for retail buyers as well
IBM unleashes new AI strategy with "watsonx"
The first version of IBM Watson was unveiled in 2011 when it competed on TV quiz show Jeopardy!
Amazon debuts Bedrock, a new cloud service for AI-generated text and images
Amazon's AI strategy focuses on choice (for developers, not consumers)
How to sell a CPU
Editor's take: Much of the focus in semiconductors is on chip performance, and so for many outside the process it can be mystifying why sometimes a "better" chip loses out to a "weaker" chip. To name just one example, Intel still sells a lot of server CPUs despite their poor comparison with the latest AMD or Arm offerings.
The computerized, cloudified 5G network is getting real
Forward-looking: One of the most famous phrases about the value of networks came from Sun Microsystems' Scott Gage in 1984 when he declared that "the network is the computer." That long-time Sun tagline referred more to the value of connecting computers together and the concept of thin clients attaching to a centralized computing infrastructure than cellular networks. Nevertheless, it remains a prescient, pithy synopsis of where the computing and telecom worlds have been headed for the last three decades.
