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?
The upcoming 3rd Gen Xeon Scalable processor will widely expand applicability of Intel SGX secure enclaves in data centers.
“The bond market is falling over itself to lend money. This is the time to do it." But “AMD has made debt reduction a core part of its strategy.”
What has to happen before its vision of an entirely new data center architecture comes to fruition?
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.
Oracle said it will launch bare-metal and VM instances on its cloud early next year.
If the record $40 billion acquisition is approved, Jensen Huang will have all he needs to build a new data center empire.
The microcontroller can run a full Linux OS and can offload workloads, even deep learning ones, from the server’s domain.