Series of products in 2020
Last week Qualcomm announced a Cloud AI 100 data accelerator targeting future AI loads in big data centers. Facebook and Microsoft seem to be interested as they presented at the Qualcomm AI events in San Francisco.
Things to get better
Xilinx is a company that makes great products and technology but in the past didn’t manage to penetrate the mainstream IT media’s due to the complexity of its products. That is all changing now, the company with its Datacenter, AI, 5G and Automotive aspirations managed to grab a lot of attention and score 34 percent year on year growth.
Financial community got it wrong
After Intel announced that it had to delay its 10nm production to 2019, financial analysts around the world reacted with negative stock comments and valuation. Most of them got things wrong. Intel with its $17 billion highest ever revenue showed magnificent growth in the data center and it made that $17 billion without 10nm.
No notebooks and slim EPYC
AMD got mostly positive comments on its financial performance in Q2 18, and it did a great job having the highest quarter in five years. The logic behind this data is that AMD had more than five years of very weak product portfolio to sell especially in desktop/data center and since early 2017 they finally have Ryzen on desktop and EPYC on the data center side.
Accelerate data center and intelligent edge
Xilinx is getting big on intelligence and adaptive computing and the company just announced that it acquired DeePhi Technology Co., Ltd (DeePhi Tech) company specializes in machine learning, deep compression pruning, and system-level optimization for neural networks. Let’s just sum this up and say that it is good at AI and ML.
Intel’s first female CEO?
Ex-CEO Brian Krzanich was escorted out of Intel and this bombastic announcement made us try to find out on June 22nd who might be next in line to become Intel’s CEO. We suggested that Diane Bryant who went to Google as a COO could and she announce her departure a day ago.
Low volume 10nm this year
Intel announced its Q1 2018 results where the company claimed it did rather well, increasing its revenue by13 percent to $16.1 billion. It expects 10 percent better in the second quarter compared to the same quarter last year.
The Zen 2-based, Zen 3 will be called Milan
AMD has presented a long-term 7nm roadmap and the new codenames for the server products have an Italian theme.
Huge chip showcased
Lisa Su, AMD’s CEO, has showed the first Naples chip and, trust us, it looks good.