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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. continue reading

September 23, 2024
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. continue reading

September 20, 2024
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. continue reading

September 11, 2024
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. continue reading

September 9, 2024
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. continue reading

September 5, 2024
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. continue reading

September 3, 2024

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