Intel’s 20 billion matched by China
Private and national infrastructure investment shaming the US
Pat Gelsinger opens up Intel’s checkbook for IDM 2.0
$20 billion investment to take back first place
The state of the PC industry
The PC industry has been on a rollercoaster ride for the past decade or longer: up, down, up, down, up. In 2010, when Paul Otellini was Intel’s CEO, he forecasted robust growth for the PC (and Intel) over the next ten years, and spoke about the next billion units. At the time, the installed base of PCs was a billion … Read more
Painter Essentials 8 gets updated features from parent product Painter 2021
Painter Essentials 8, the latest addition to Corel’s Painter family, has arrived. Painter Essentials is essentially a slimmed-down version of Corel’s high-end painting tool Painter for digital artists which sells for $429 on the Corel site. The Painter Essentials tool is $49.99. Slimming down Painter isn’t a bad idea for artists and hobbyists who like the idea of using photos … Read more
Intel’s dGPU adventures—Xe
New tidbits about Intel’s Xe dGPU market
Intel holds its own for Q4’2020
Fourth-quarter revenue was $20.0 billion, exceeding the company’s October guidance by $2.6 billion but down 1%-year-over-year (YoY). Full-year revenue set an all-time Intel record of $77.9 billion, up 8 % YoY. The company delivered impressive fourth-quarter earnings per share (EPS) of $1.42 ($1.52 on a non-GAAP basis, exceeding its October guidance by 42 cents). In 2020, Intel generated a record … Read more
You want processors, asks Intel
Besides changing its CEO and sending automated automobiles cruising in Munich, Intel also had a lot of processor news for CES. Intel’s Executive VP Gregory Bryant kicked off the presentation of the company’s 11th gen CPUs saying, “Only Intel has the breadth of products spanning multiple architectures; the large, open ecosystem; sheer scale of manufacturing footprint; and deep technical expertise … Read more
Intel brings Pat Gelsinger back, and this time as CEO
Under some pressure from activist investment firm Third Point, Intel has announced plans to bring in Pat Gelsinger to be the company’s CEO. Gelsinger, who had successfully run EMC and then VMware, was previously at Intel as the SVP and GM of the Digital Enterprise Group. The irony that absolutely nobody has missed is that Gelsinger left Intel in 2009 … Read more
Nemetschek Brand Spacewell acquires Dexma
Spacewell, a subsidiary of the Nemetschek group based in Antwerp, Belgium has acquired Dexma, a provider of SaaS products that use AI and machine learning for energy management. Based in Barcelona, the company is working with over 4,000 customers in 30 countries enabling them to measure, monitor, and manage their energy consumption and costs. Koen Matthijs, Nemetschek’s Chief Division Officer, … Read more
A new year, a new GPU from Bolt
A start-up in Silicon-Valley has an idea for a new type of super high-performance GPU, targeted at the data-center. The group at Bolt has completed their first round of funding and is looking for savvy VC who share their view about the data explosion and the need for data accelerators. Bolt’s HPC GPU. (Source: Bolt) Bolt Graphics is building … Read more
What’s driving GPU sales—COVID, games, or Crypto?
We’ve been tracking GPU and before that graphics controller shipments for decades, and we think we have a sense of their trends and seasonal behavior. Most recently, our Market Watch report for Q3 2020 reveals unusual buying patterns for graphics boards and we naturally wondered, what’s up? Look at the following chart that shows shipments for the past 15 … Read more
Intel’s discrete GPU
(Source: Clker-Free-Vector-Images) Intel has been laying the groundwork for its new, Xe line of discrete GPUs (dGPU). The company has a long history in graphics, determined this time to avoid past mistakes. Intel has taken several runs building a discrete graphics chip to take on the market leaders. But the company has had a challenging time. They never seemed … Read more