Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.
How AMD’s Chiplets Revolutionized Today’s Computer Chips
Futurum analyst Todd R. Weiss looks at how AMD’s chiplets revolutionized today’s computer chips by encouraging innovative designs that carve large, old-style CPU chips into smaller pieces for flexibility and energy savings.
Intel x86 vs. Arm: The Most Important Selection Criterion – New Futurum Research Report
In this research report, Futurum Research examines why in selecting the optimal microprocessor architecture organizations must take a comprehensive approach in understanding the strategic microprocessor architecture powering their implementations. This includes understanding fully that the migration off of x86 to Arm for most companies would prove to be a significant undertaking at a point in where the diverse x86 offerings in market are market tested and trusted by enterprises to run the vast majority of enterprise applications—especially those critical in nature.
New Oracle Cloud Infrastructure E4 Dense Compute Inferences to be Powered by AMD EPYC Processors for VMware Users Running Hybrid Cloud Environments
Futurum analyst Todd R. Weiss examines Oracle’s latest plans to offer all-new Oracle Cloud Infrastructure E4 Dense Compute Inferences powered by AMD EPYC processors for hybrid cloud users as Oracle expands its use of AMD EPYC CPUs beyond Oracle’s existing E3 and E4 compute instances.
AMD’s $1.9B Acquisition of Pensando Aims to Help AMD Take Even More Workloads off CPUs for Increased Performance for Customers
Futurum analyst Todd R. Weiss explores AMD’s latest planned acquisition – the $1.9 billion purchase of Pensando Systems – and analyzes how the addition of the programmable packet processor and software specialist will also likely bolster AMD’s recent acquisition of FPGA chip maker Xilinx.
Qualcomm’s New WiFi Dual Station Solution Brings Ethernet-Like Latency via WiFi to Windows 11 PCs
Futurum Senior Analyst Olivier Blanchard explains how Qualcomm’s clever new WiFi Dual Station solution, coupled with Qualcomm FastConnect 4-stream Dual Band Simultaneous, brings ethernet-like reliability and latency to wireless gaming and video of Windows 11 PCs. Also discussed are the importance of Windows 11 native support to the solution’s broad industry adoption, as evidenced by Acer, AMD, Lenovo, Microsoft, Snapdragon Compute Platforms and Valve already moving to integrate it into their product ecosystems.
AMD Q2 2021 Earnings: The 99% Solution?
AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.
Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet
Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.
COMPUTEX 2021: AMD Shines with New Portfolio-wide Innovations
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.
Qualcomm, AMD and Gigabyte Break the PetaOperations Per Second Barrier for AI Inferencing
Qualcomm, AMD, and Gigabyte break the PetaOperations per second barrier for AI inference — which is a lot of AI muscle. With AI increasingly becoming the driving force behind the next generation of consumer experiences, this is exciting news.