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Ampere Ups the ARM Ante

They say there’s no such thing as “the cloud.” It’s just somebody else’s computer. That’s true, but it doesn’t mean that their computer is the same as your computer. Today, most cloud datacenter servers are x86 machines just like your desktop PC except bigger and farther away. But that doesn’t have to be the case. … ....

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AMD's Risk/Reward Looks Better Than It Has in a While

AMD s Risk/Reward Looks Better Than It Has in a While
AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.
May 13, 2021 | 10:45 AM EDT
Markets have finally sold off to a point where a slew of my favorite growth tech companies though by no means all of them are sporting intriguing valuations. Advanced Micro Devices (AMD) is a good case in point.
At Wednesday s closing price of $74.64, AMD s stock was down 19% on the year and at levels first hit last July, when the shares took off thanks to both a strong second-quarter report and news of Intel s (INTC) 7nm manufacturing process setback. That leaves the stock trading for 28 times a 2022 EPS consensus of $2.68 that I think could prove low, given that it s underpinned by expectations AMD, which guided last month for ~50% 2021 revenue growth, will only see 15% sales growth next year. ....

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A 'singular' vision

Earlier this month Nvidia’s GPU Technology Conference saw the unveiling of new products, platforms and customer news. ....

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Open Infrastructure Foundation News: Red Hat Provides $551.9 Million in Software Subscriptions to Boston University, Advancing Mission of OpenInfra Labs

Open Infrastructure Foundation News: Red Hat Provides $551.9 Million in Software Subscriptions to Boston University, Advancing Mission of OpenInfra Labs
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Red Hat’s funding will support Boston University Hariri Institute’s open research cloud initiative, the first region of OpenInfra Labs Cloud Network.
The OpenInfra Labs project will help support the development of operational knowledge and open source tools needed to operate platforms, like the Mass Open Cloud, which will help provide greater impact on open cloud research.
AUSTIN, Texas (PRWEB)
April 28, 2021
OpenInfra Foundation Platinum Member Red Hat is providing $551.9 million USD in software subscriptions and resources to the Hariri Institute’s open research cloud initiative, in addition to $20 million to support research and deepen collaboration under the Red Hat Collaboratory at Boston University. This effort is cr ....

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Arm details new data center chips, says Oracle, Alibaba will use them

TechnologyArm details new data center chips, says Oracle, Alibaba will use them
Stephen Nellis
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Simon Segars, the CEO of British chip designer Arm, poses in an undated Handout image provided to Reuters, September 14, 2020. Arm/Handout via Reuters
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Arm Ltd, the British chip technology firm being acquired by Nvidia Corp (NVDA.O) in a $40 billion deal, on Tuesday gave new details about its next generation of data center technology and said Oracle Corp (ORCL.N) and Alibaba Group Holding (9988.HK) will use the chips.
Arm creates underlying intellectual property that other firms such as Qualcomm Inc (QCOM.O) or Apple Inc (AAPL.O) then license to create their own processor chips. Arm s technology powers most mobile phones, but it is making a push into data center processors, where Intel Corp (INTC.O) and Advanced Micro Devices (AMD.O) have long dominated. ....

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