By
Debra KaufmanOctober 29, 2020
Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips
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Debra KaufmanOctober 20, 2020
IBM and others are advocating the adoption of Confidential Computing, a standard that they state will provide deeper levels of security and privacy in the cloud. With encryption that can only be unlocked by keys held by the client, Confidential Computing guarantees that the company hosting data and applications can’t access the underlying data, regardless of whether it is stored in a database or passing through an application. That prevents hackers from accessing encrypted data when it moves to the application layer. Continue reading IBM Advocates for Confidential Computing Security Standard
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Debra KaufmanSeptember 15, 2020
Nvidia agreed to pay $40 billion — $21.5 billion in stock, $12 billion in cash — for SoftBank’s Arm division, a chip designer based in the United Kingdom. Nvidia will pay $2 billion on signing, and SoftBank will also receive $5 billion in cash or stock should Arm’s performance meet specific standards. Arm employees will receive $1.5 billion in Nvidia stock. This will be the biggest semiconductor industry deal since SoftBank paid $31.4+ billion to purchase Arm in 2016. The deal will also increase competition between Nvidia and Intel. Continue reading Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks
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Debra KaufmanSeptember 8, 2020
If Nvidia acquires Arm Ltd. in the next few weeks, which many experts predict will happen, the company may be in the position to dominate the next computing ecosystem. Jefferies semiconductor analyst Mark Lipacis notes that, the computer industry goes through a “strategic inflection point” every 15 years, with research showing that dominant players in each era account for 80 percent of the profits. Different ecosystems are the result of “multi-pronged” strategy by those companies that come out on top. Continue reading Nvidia Purchase of Arm Signals Inflection Point in Computing
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Debra KaufmanJune 24, 2020
At WWDC this week, Apple officially announced its plan to move from Intel chips to ARM-based “Apple Silicon” chips. With its own chips, Apple will no longer have to rely on Intel’s update cycles. It also means that Apple will be able to bring its customized neural engines to Macs for tasks that use machine learning. Apple stated that developers will be able to create apps that run on ARM-based Macs in Xcode’s new version, which will also continue to support Intel x86 Macs. Additionally, the company announced iOS 14 (with home screen widgets), iPadOS 14 (with Scribble handwriting-to-text conversion), macOS and Safari upgrades, spatial audio for AirPods Pro, Apple TV updates, and more. Continue reading WWDC: Apple Unveils New Silicon Chips, macOS, iOS, More
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Debra KaufmanJune 24, 2020
While the United States and China compete to create the world’s most powerful computers, a Japanese supercomputer, dubbed Fugaku, took first place in Top500’s speed ranking. At the Kobe-based RIKEN Center for Computational Science, Fugaku achieved 2.8 times more calculations per second than the previous speediest system, IBM’s at Oak Ridge National Laboratory in Tennessee. Fugaku, which pushed another IBM computer at Lawrence Livermore National Laboratory in California to third place, is based on ARM chip technology. Continue reading ARM-Based Japanese Supercomputer Now No. 1 on Top500
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Debra KaufmanJune 23, 2020
At its Worldwide Developers Conference (WWDC) this week, Apple revealed that after years of development, it’s ready to replace Intel’s chips with its own custom-made ARM processors. Apple will be able to customize its circuitry for AI, 3D image rendering and other specific uses, with a focus on powerful, energy-efficient processors. The company expects its migration to silicon to take about two years, with its first ARM-based Macs shipping later this year. It will continue to ship Intel-based Macs in the short term and says it plans years of support for Macs with Intel processors. Continue reading Apple Confirms Transition From Intel Chips to Its Own Design
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Debra KaufmanJune 11, 2020
As early as June 22, at its annual developer conference WWDC, Apple may reveal its plan to replace Intel chipsets with its own internally developed ones, code-named Kalamata. Sources indicate that announcing Kalamata this time of year will give third-party developers time to shift gears before the new Macs debut in 2021. Apple’s new chips will be based on the same technology as those in iPhones and iPads, although Macs will continue to run the macOS operating system rather than iOS software of the mobile devices. Continue reading Apple Plans to Unveil Its New Chips at Developer Conference
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Debra KaufmanApril 27, 2020
Two years ago, Apple stated plans to sell Mac computers with its own chips, and now announced it will roll them out in 2021. The company is developing three Mac-specific chips using the 5-nanometer process it will debut this year. The chips, which are expected to be faster than those found in the iPhone and iPad, won’t be able to initially surpass Intel’s performance for Apple’s high-end MacBook Pros, iMacs and Mac Pro. For that reason, Apple will likely first debut a laptop. Apple has used Intel chips since 2005. Continue reading Apple Planning Mac Computers with Own ‘Kalamata’ Chips
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Debra KaufmanMarch 5, 2020
Ampere introduced the industry’s first-ever 80-core ARM-based 64-bit server processor — the Ampere Altra processor — for use in cloud and edge computing data centers. The move puts the company in direct competition with Intel and Advanced Micro Devices. Intel currently has 95.5 percent of the server chip market, with AMD taking the rest. The Ampere Altra, which runs on 210 watts, is aimed at artificial intelligence, cloud-native applications, data analytics, database, edge computing, storage, telco stacks and web hosting. Continue reading Ampere Debuts High-Performance 80-Core ARM-Based Chip
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Debra KaufmanJanuary 24, 2020
Although many observers would name Microsoft’s Xbox as the tech company’s biggest hardware business, chief executive Satya Nadella instead points to the company’s cloud. In fact, Microsoft is building an entire cloud infrastructure from data centers to servers and network stack. Nadella said that he doesn’t want the company to be defined “by what we achieved.” He pointed to the Internet of Things about to emerge. “We look at if there’s going to be 50 billion endpoints,” he said. “Let’s go … and define a strategy for that.” Continue reading Microsoft Bets on Internet of Things, Ends Xbox TV Feature
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Debra KaufmanAugust 12, 2019
Huawei Technologies unveiled its anticipated in-house software it hopes will replace Google’s Android. The new Harmony operating system (formerly code-named “Ark,” Chinese name “Hongmeng”) is evidence of Huawei’s move towards self-reliance in the face of U.S. sanctions against the sale of U.S. components to the company and the escalating trade war between the two countries. In fact, Huawei’s new emphasis on autonomy is similar to that of Apple, which bought Intel’s modem manufacturing unit and also attempts to bulletproof its pipeline in an uncertain economic environment. Continue reading How Apple and Huawei Compare in Manufacturing Devices
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Debra KaufmanAugust 1, 2019
After launching an experimental version of the OpenXR specification several months ago, the Khronos Group consortium debuted the official version of the standard aimed at enabling cross-platform AR and VR applications. The Group said it will continue to improve the spec and maintain “full backwards compatibility.” Microsoft quickly embraced OpenXR, releasing it in its store before the official version was introduced. Any user of Windows Mixed Reality or HoloLens can install it to run any OpenXR-based app. Continue reading Companies Support the Khronos Group’s OpenXR Standard
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Debra KaufmanJune 27, 2019
MLPerf, a consortium of 40 technology companies including Google and Facebook, just released benchmarks for evaluating artificial intelligence-enabled tools, including image recognition, object detection and voice translation. MLPerf general chair Peter Mattson, a Google engineer, reported, “for CIOs, metrics make for better products and services they can then incorporate into their organization.” Thus far, organizations have been slow to adopt AI technologies, in part due to the plethora of tools and services available. Continue reading Consortium Releases New Measurement Benchmarks for AI
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Debra KaufmanJune 7, 2019
British startup Graphcore has developed an AI chip for computers that attempts to mimic the neurons and synapses of the human brain, so that it can “ponder” questions rather than analyze data. Up until now, said Graphcore co-founder and chief executive Nigel Toon, GPUs and CPUs have excelled at precision, using vast amounts of energy to achieve small steps. Toon and Graphcore co-founder and CTO Simon Knowles dub their less precise chips as “intelligence processing units” (IPUs), that excel at aggregating approximate data points. Continue reading Graphcore Builds Intelligence Processing Units For Better AI