To get ahead of the CES announcement wave, AMD announced today two new parts for the automotive market. The Versal AI Edge XA, which is a 7nm part designed to provide AI functionality in automotive applications, and the Ryzen Embedded […]
AMD Makes Serious Critical Move to Help Automotive Market: Expect More at CES 2024 Read More »
AMD had a massive AI launch this week that showcased its three traditional market advantages and one new one. AMD has been a market darling of late, which is kind of amazing since AMD was traditionally viewed as more of
AMD Launches New AI Products Showcasing Three Huge Market Advantages Read More »
Mercury Research published its Q3 x86 processor market share that showcases AMD has grown share across the board in servers, desktops, and laptops. On PCs, AMD has nearly 20% market share in volume and 17% in revenue, which suggests it
AMD’s Market Share and Performance Update Read More »
AMD, Intel and Qualcomm are building NPUs (neural processing units) into their smartphone and PC solutions. Microsoft has already created an NPU, and OpenAI is talking about creating its own NPU, as well. NPUs are Neural Processing Units that are
Do NPUs Mean the Death of GPUs for AI? Read More »
This week AMD launched its fourth generation Epyc processors. Intel has been comparing its latest generation parts to AMD’s 3rd Generation and claiming parity, but AMD’s latest should continue to outperform Intel’s significantly across a wide range of workloads. According
AMD’s Amazing Epyc Server Processors Read More »
We started out November with a bang when AMD launched a new line of graphics cards, the Radeon 7900 XTX and XT, that anticipate a coming wave of 8K monitors from companies like Samsung. 8K monitors are so scarce even
AMD Builds Graphics Card for the Future Read More »
Over the last decade, and partially as the result of a prior Intel CEO underfunding processor development while AMD remained focused, AMD has arguably passed Intel as the performance king in the segment. Ironically, given Intel’s dominance, they did this
AMD’s Latest Ryzen Processors Outperform Intel’s 12th Generation Significantly Read More »
(Disclosure: all the companies mentioned are clients of the author) Behind Lenovo’s very successful quarter (17% revenue and net income growth of 62% year-over-year), there was one interesting statistic which was that the Lenovo ThinkStation P620 has reached 60% market
The Amazing Success of the Lenovo ThinkStation P620 AMD Threadripper Pro Workstation Read More »
What makes the difference? AMD had a stunning quarter and year with huge upside surprises and near-legendary performance levels. Facebook (Meta), a far larger and more powerful company, got pounded for excessive costs, enormous material screw-ups, and what appears to
AMD vs. Facebook (Meta) Financials: The Powerful Difference of Competent Leadership Read More »
There were two interesting mergers in play this year with semiconductor companies. The big one was the proposed NVIDIA ARM merger, but also interesting was the AMD Xilinx merger. The NVIDIA ARM merger had no chance of being successful because
AMD vs. NVIDIA and the Advantage of Not Being Considered Big Tech Read More »
