Year: 2024
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Potential Intel Buyers and Their Challenges
Intel has been the subject of acquisition rumors. A Broadcom or private equity deal makes more sense than a Qualcomm acquisition, but an independent Intel is the best course.
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MLPerf Reveals Blackwell Gains, Untether’s Power Efficiency
Nvidia keeps the crown, Untether shows power efficiency, and other suppliers make strides in the MLPerf 4.1 data-center inference results.
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How Dire Are Intel’s Problems?
Criticism of Intel got louder with its 2Q24 earnings. Revisiting past decisions and the current state of the company shows some attacks to be too pointed but nonetheless shows the next six quarters or more will entail difficult changes.
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Viewed in Isolation, Intel’s 2Q24 Results Weren’t Horrible
Setting aside concerns about its outlook—especially for its manufacturing operation and data-center business—Intel’s 2Q24 financials weren’t drastically different from the previous year’s results.
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Hot Chips 2024 Roundup: Day 2 Takeaways
Last week, organizations presented their newest processor technology at Hot Chips. Below is an observation from each Day 2 presentation other than the keynotes.
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Hot Chips 2024 Roundup: Day 1 Takeaways
Last week, various organizations presented their newest processors at Hot Chips. Typical of recent years, most focused on AI processing, but several talks covered general-purpose CPUs. Below is an observation from each Day 1 presentation.