The evolution of cloud infrastructure
From the network to the far edge
Nvidia’s Q4 FY20 results
$3.1 billion in sales, $950 million profit, up 6% from last quarter
Nvidia’s Q4 FY20 results
Nvidia rides the AI wave Nvidia reported revenue from all platforms up for the quarter and beat Wall Street’s expectations. The company’s GPU business revenue was $2.7 billion, up 8% from last quarter, and up 40% from last year. The quarter was the first increase in year-over-year sales since Q3’18. “Adoption of Nvidia accelerated computing drove excellent results, … Read more
The evolution of cloud infrastructure
I had a conversation with Jacob Smith, the CMO of Packet. Packet is a company that manages the raw infrastructure in data centers and has various products that automate data center tasks. They are being acquired by Equinix, of dot com infamy, who has quietly returned to a very large presence in US data infrastructure. The fun part of it … Read more
AMD releases the 7-nm Pro W5700
The evolution of graphics processors has profoundly changed over the last 20 years. The first specialized graphics architectures were almost purely fixed-function and could only accelerate a very limited range of computation such as geometry or lighting transformations. Programmable shaders gave developers new levels of capabilities, but with allocated functionality. Unified shaders offered dynamic load balancing and advanced branching. … Read more
Nvidia’s Q3 FY20 results
Nvidia Q3: $3.01 billion in sales, $899 million profit-up61% from last quarter
Nvidia’s Q3 FY20 results
Nvidia’s got game Nvidia reported revenue from all platforms up for the quarter and beat Wall Street’s expectations. The company’s GPU business revenue was $2.6 billion, up22% from last quarter, but down 8% from last year. The quarter was the fourth consecutive decline in year-over-year sales. “Our gaming business and demand from hyperscale customers powered Q3’s results,” said Jensen Huang, … Read more
AMD reports Q3 2019 results: good news continues
AMD’s third-quarter earnings results matched Wall Street’s expectations and surprised a few others with its jump in profits. AMD reported its quarterly results for calendar Q3 2019, revenues and operating income were up year-over-year as well as its graphics and compute groups revenue. Profits and announced earnings per share were 18 cents on revenue of $1.8 billion. Analysts expected … Read more
AMD reports Q3 2019 results: good news continues
Lisa Su is not tired of winning. Revenue for the quarter was up 18% from last quarter to $1.8 billion, GAAP profit was $120 million, 243% from last quarter.
Intel Q3 2019 results
Revenue for the quarter was up 16.4% from last quarter to $19.2 billion, GAAP profit was $6 billion, up 43% from last quarter—7nm queued up
Intel Q3 2019 results
Intel beat Wall Street expectations on its third-quarter financial performance sending the company’s stock up 6.9% in morning trading Friday after the chipmaker reported late-Thursday afternoon. Intel reported its calendar Q3 2019, revenues were flat year-over-year and grew significantly quarter-to-quarter. The PC-centric business and data-centric revenue increased over 10% and 28%, respectively, over the last quarter. This was the best … Read more
Intel’s 9th gen has the data center covered
With 25 new products coming, Intel is going for breadth