The x86 Wish List
AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for to approve the deal?
Tag Archives: AMD
AMD’s AI Day 2024
AI software is moving so quickly, investors are scouring the world looking for AI beneficiaries. The Bubble Must Eat. So when AMD comes along with ‘just’ good execution it seems to have left some investors hungry for more.
How to Build in a Server in 100 Easy Steps
A couple people recently asked us about the logic behind AMD’s proposed acquisition of ZT Systems. Yesterday we wrote about the growing complexities of installing AI clusters. Since these two […]
AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT’s manufacturing unit.
Bending Metal: The Changing Server Business
Processors only make up ~20% of the cost of a server. We take a look at the business behind the rest of the bill of materials.
How (Will) AI Reshape the Data Center?
The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider, systematic change.
Nvidia Q4 Results: More Acceleration
Nvidia now accounts for 75% of the market for data center processors. They are the most important company in the market now. How well the stock can do now is a totally different question.
The AIpocalypse we should be worried about
Some would argue that AI is a fad, the next Bubble waiting to burst. We are more upbeat than that, but it is worth thinking through what the downside case for AI semis might look like.
Wrestling with AI
Maybe AGI will emerge, or we will see some other major breakthrough in AI, but focussing too much on those risks overlooking the very real but also very mundane improvements that transformer networks are already delivering.
Is Anyone Going to Make Money in AI inference?
The market for AI Edge Inference may not monetize well for the semis vendors.