Hardware

Inphi makes semiconductor components and optical subsystems for data center and telco networking equipment.

The firm says its new storage cluster can enable AWS EBS-like scale-out cloud storage in smaller providers’ data centers.

“We’ve built a very strong execution capability... This is about what’s the next step for AMD.”

Platform building is a well-known path, but is being part of AMD’s platform better for Xilinx than fleshing out its own already promising one?

A combination with Xilinx would give AMD more of the pieces needed to break Intel’s stranglehold on the data center market.

Amazon’s end game appears to be different from Microsoft’s or Google’s, which bears long-term implications for colocation providers and their customers.

Its Data Processing Unit is designed to offload all the virtual data center management work from the CPU.