Granite Rapids is Intel’s third consecutive Xeon launch to have gone well, meeting expectations the company has been setting for the past two years. Closing the say-do gap is essential to restore confidence in the company. continue reading
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. continue reading
Nvidia keeps the crown, Untether shows power efficiency, and other suppliers make strides in the MLPerf 4.1 data-center inference results. continue reading
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. continue reading
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. continue reading
Altera AMD Ampere Apple Arm auto Broadcom Ceva Computex CPU data center DPU edge AI embedded Epyc FPGA Google GPU Imagination Immortalis Intel interconnect Marvell MCU MediaTek memory Meta Microchip Microsoft MLPerf NPU (AI accelerator) Nvidia NXP PC process tech Qualcomm RISC-V SambaNova Semidynamics smartphone SoftBank software Syntiant Tenstorrent Untether