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 »
AMD just got an impressive win for the Polaris Supercomputer, designed to create a testing prototype for the coming Intel-based Aurora supercomputer. This Aurora supercomputer will be doing critical work on cancer research, creating more ecologically friendly biofuels, and expanding …
Could the HPE Polaris Supercomputer Lead to More Intel/AMD/NVIDIA Collaboration? Read More »
As we drift toward the holiday weekend, one of the more exciting pieces of news is that Tesla is going to put an entire AMD gaming rig in as an option for Tesla cars. This gaming option will be another …
AMD Turns Teslas into the Most Expensive Gaming Rigs on the Planet Read More »
Both AMD and NVIDIA have released upscaling technology, DLSS for NVIDIA and FidelityFX Super Resolution or FSR for AMD, for games that should reduce the hardware requirements for playing in the high resolution—providing more 4K experiences without buying the highest-end …
Global Foundries was primarily created around what once was AMD’s and IBM’s microprocessor manufacturing capability. It was formed with the fundamental belief that a company focused on manufacturing, with their overhead, could be more cost-effective at building parts because it …
IBM vs. Global Foundries: Is This the End of Outsourcing Manufacturing? Read More »
AMD had a busy week last week, launching three significant new offerings across their ecosystem. First, they released their new EPYC enterprise-class of processors, which appear to more than double performance in some implementations. They refreshed their Mobile Ryzen line …
Great News for AMD and ARM, and IBM’s Secret Weapon This week the new top 500 Supercomputer list came out, and both ARM—which took the lead spot—and AMD (who upped their presence significantly) have reasons to be excited. Now, you’d …
