Trends & Market Research

Never say never says Nvidia

If you are the one person who hasn’t heard the U.S. FTC may block San Jose-based Nvidia’s intention to acquire UK-based Arm from Japan-based Softbank, then let me be the one to bring you up to date. On Thursday, the Federal Trade Commission moved to block Nvidia’s planned $40 billion purchase of SoftBank’s semiconductor business Arm Ltd., saying the deal … Read more

The fight for Arm

The gunfighters are circling the corral and their fingers are twitching. In-play is the opportunity presented by Arm. As if it’s not enough that Arm owns mobile phones, automotive, consumer electronics, industrial appliances, and it has a growing role in the datacenter, Apple has proven that Arm can take over in personal computing, and even workstations. There are a lot … Read more

Autodesk buys Tangent in a push for cloud-based workflows

Autodesk’s Media and Entertainment division is rebuilding itself within the Autodesk enterprise. The company has always wanted its DCC division with its enormous wealth of creative tools to be able to serve the entire company as well as be a major force in professional entertainment content creation. We’re seeing those first steps.   Things change quickly these days. At Autodesk’s … Read more

Nvidia’s Q3 FY22 results

Nvidia's Q3’21  earnings report continues the company’s revenue gains and sets another record. For the third quarter ended October 31, 2021, the company reported sales of $7.1 billion, up 50% from a year earlier and up 9.2% from the previous quarter, with record revenue from the company’s Gaming, Data Center, and Professional Visualization platforms. The company’s Graphics business revenue was … Read more

The birth of the personal computer: everything you know is wrong

This could be an entertaining or totally aggravating, lawyer invoking party game—ask when the personal computer was invented. Someone did—ask that is. There’s a charming site located in Seattle called Blinkenlights Archeological Institute. It was established in 1997 to excavate, preserve, research, and present interesting and historically significant computing devices. The website, http://www. blinkenlights.com/pc.shtml, lists seven qualifications of what constitutes … Read more

Happy birthday Jack, and thank you

It was integrated circuits that made Moore’s observation possible. You can’t scale something unless you have the thing, and six-foot-six Jack Kilby gave us that thing—the integrated circuit. Fifty-six years ago, in a little lab on Forest Lane, Dallas Texas Kilby asked the basic question: “Why do we need the wires? If I make parts out of all of the … Read more

AMD’s Q3 2021 results

AMD reported revenue for the third quarter of 2021 of $4.3 billion, an operating income of $948 million, and a net (GAAP) profit of $923 million. “AMD had another record quarter as revenue grew 54% and operating income doubled year-over-year,” said AMD president and CEO Dr. Lisa Su. “3rd Gen EPYC processor shipments ramped significantly in the quarter as our … Read more

Intel Q3 2021 results

Intel reported its third-quarter revenue had a strong recovery in the Enterprise portion of Data Center Group (DCG) and the Internet of Things Group (IOTG), which saw higher demand amid recovery from the economic impacts of COVID-19. The Client Computing Group (CCG) was down due to lower notebook volumes due to industry-wide component shortages and lower adjacent revenue, partially offset … Read more