Amazon, AMD, and others are beginning to offer credible alternatives to Nvidia's AI chips, especially for inferencing, which is becoming increasingly important
Don Clark / New York Times :
Charles Sporck, an early champion of globalization who moved some of Fairchild's chip assembly operations from the US to Hong Kong in the 1960s, died at 96
James R. Hagerty / Wall Street Journal : X: @donal888 X: Don Clark / @donal888 : I'm sorry to belatedly learn that chip pioneer Charlie Sporck has died, though I think shifting assembly jobs to Asia ...
AMD President Victor Peng, who rejoined the chipmaker in 2022 following its acquisition of Xilinx, where he served as CEO, plans to retire on August 30, 2024
SVP of AI group Vamsi Boppana will lead AMD's AI business Paul Lilly / HotHardware : AMD President, AI Strategy Leader And Former Xilinx CEO Victor Peng Is Retiring Dylan Martin / CRN : AMD President,...
The Biden administration plans to direct up to $1.6B in CHIPS Act funding towards R&D to accelerate domestic capacity for advanced chip packaging
Don Clark / New York Times :
Oxide Computer, which aims to provide on-premise cloud computers including to clients like the Idaho National Laboratory, raised a $44M Series A led by Eclipse
Today we are announcing the general availability of the world's … Shubham Sharma / VentureBeat : Cloud vs. on-prem? Oxide wants to bring together the best of both worlds Intel Capital : Investing in O...
A look at the challenges facing Arm, expected to start trading on September 14 at a $52B valuation, including a huge array of clients and geopolitical tensions
Don Clark / New York Times :
Chipmaking machine giant Applied Materials plans to invest up to $4B in a Sunnyvale, California, research center over seven years to improve chip collaboration
Don Clark / New York Times :
Intel co-founder Gordon Moore, the author of Moore's Law, dies at 94
and the world it created Bloomberg : Gordon Moore, Intel Co-Founder Who Coined Chip Rule, Dies at 94 Aman Gupta / Livemint : Who was Gordon Moore? 10 things to know about the Intel co-founder Paul Alc...
Intel reports Q2 revenue down 22% YoY to $15.32B, vs. $17.92B est., a $454M net loss, and Datacenter and AI revenue down 16% YoY to $4.6B; stock drops 10%+
that Intel cut fab spending to pay dividends while lobbying for tax credits with the CHIPS+ Act — is worth a read. https://twitter.com/... Davos Bro Balding / @baldingsworld : Just to recap, Intel lis...
AMD Q1: revenue grew 71% YoY to $5.89B, including $2.8B from Computing and Graphics, up 33% YoY, and $2.5B from Enterprise, Embedded and Semi-Custom, up 88% YoY
Hey Global Investor! Steve Dent / Engadget : AMD teases new ‘Dragon Range’ CPUs for high-end gaming laptops Dylan Martin / The Register : AMD to offer CPUs with Xilinx AI engine in 2023 Wallace Witkow...