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"Consistent execution by our sales teams and partners drove a strong start to the fiscal year with Microsoft Cloud revenue of $31.8 billion, up 24% (up 23% in constant currency) year-over-year," said Amy Hood, executive vice president and chief financial officer of Microsoft.
Company release
Google has reached a key milestone in designing server processors aimed at reducing the cost of operating its data centers and keeping up with cloud business rival Amazon, according to one person with direct knowledge of the project and one person who was briefed about it. The progress means Google could start using the new chips by 2025, one of these people said.
The Information
Texas Instruments (TI) has announced its gallium nitride (GaN) technology and C2000 real-time microcontrollers (MCUs) are being combined with Delta Electronics' high-efficiency power electronics expertise in the design of an enterprise server power-supply unit (PSU) for datacenter applications.
Company release
Advanced Micro Devices gave a bullish third-quarter sales forecast, indicating it's gaining market share from Intel in the lucrative market for server chips.
Bloomberg
Exclusive: License to bypass ban brightens outlook for delayed IPO
Nikkei Asian Review
A lifeline for the beleaguered facility
The Verge
The latest version of Nvidia's flagship A100 server GPU packs twice as much high-speed memory as its predecessor.
The Street
SK Hynix, the world's No.2 memory chip maker, said it expected inventory build-up by Huawei's competitors in China to boost mobile demand in the current quarter, but its mainstay server demand would remain week.
Reuters
Ship the chips
Tom's Hardware Guide
Intel has stopped supplying its products to Inspur, China's largest maker of computer servers.
Caixin
PureLocker ransomware appears to have links to some of the most prolific cyber-criminal operations active in the world today.
ZDNet
Advanced Micro Devices on Wednesday released the second generation of its processor chip for data centers and said that it had landed Google and Twitter as customers.
Reuters
Huawei will invest 3 billion yuan (about 436 million U.S. dollars) in the next 5 years to develop an ecosystem for its ARM-based server chips and complementary products, China Daily reported Wednesday.
Xinhuanet
A joint venture between Qualcomm and the government of a rural Chinese province to make server chips will wind down by the end of April, according to 10 employees at the venture.
The Information
Chinese giant spruiks higher performance with lower power consumption in its own tests.
ZDNet
Amazon's cloud business is coming out with cheaper computing options, thanks to server chips that use the energy-efficient Arm processing architecture.
CNBC
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure a crucial order from IBM for premium server chips, validating the company as a serious challenger to global chipmaker Intel in the high-value data center market.
Nikkei Asian Review
There are so many ironies in the hardware business that it is amazing that we aren't covered in rust. One irony is that after decades of socket compression in the datacenter, the time of the single socket server may have returned. And if it does, it will be largely AMD's doing with the Epyc line of X86 chips, which were created to give no-holds-barred performance sufficient to knock out a slew of two socket Xeon machinery in the datacenter.
Next Platform
Thanks to a licensing deal with AMD and a complex joint-venture arrangement, the Chinese chip producer Chengdu Haiguang IC Design (Hygon) is now producing x86-based server processors that are largely indistinguishable from AMD's EPYC processors - so close in design that Linux kernel developers had to do little in the way of patching to support the new processor family, called "Dhyana." The server chips are being manufactured for domestic use only - part of an effort to break China's dependence on foreign technology companies.
Ars Technica
Qualcomm is preparing to give up its push to develop processors for data-center servers, an effort that sought to break Intel's hold on the lucrative market, according to a person familiar with the company's plans.
Bloomberg
Globalfoundries is now delivering in volume its 14nm High Performance (HP) technology that will enable IBM's next-generation of processors for server systems.
Company release
10 Mar 2017
Microsoft is committing to use chips based on ARM Holdings technology in the machines that run its cloud services, potentially imperiling Intel's longtime dominance in the profitable market for data-center processors.
Bloomberg
The agreement covers the use of Rambus patented memory solutions, including server DIMM chipsets, for Winbond products through 2021.
EETimes Asia
After more than half a decade in the making, ARM server chips should have struck gold by now, but they haven't. ARM servers were projected to be approaching a double-digit server market share, but they still are virtually non-existent.
PC World
The chip, called Piton, would "substantially increase processing speed while slashing energy usage."
Electronics Weekly
Few companies enjoy the kind of dominance Intel does in chips for the computers found in data centers. But competitors keep trying to pry open its server stronghold, with IBM the latest to brandish a new tool.
Wall Street Journal
Qualcomm's second-quarter results show the chipmaker is overcoming hurdles in China, while rival Intel faces fresh headwinds in servers -- the key to its profit.
Bloomberg
I don't expect Intel to roll out server chips built on the company's 10nm technology to roll out in 2017; Intel is expected to introduce its second-generation 14nm server chip family in early to mid-2017. However, if Intel can get the process ramped at high yields during the second half of 2017 with PC-targeted products, it should bode well for a launch of 10nm server processors in the first half of 2018.
Motley Fool
Qualcomm is poised to get a crucial stamp of approval for its fledgling push into server chips, a market dominated by Intel.
Bloomberg
Qualcomm has revealed its plans to enter the server CPU market with a custom processor based on a design from UK chip company ARM.
PC World
25 Aug 201510 Aug 2015
Seeking Alpha
Applied Micro Circuits recently appointed hedge fund manager Christopher Zepf as one of its board of directors, which has led many to believe that perhaps the company might soon present itself for sale.
Bidness ETC
In the data center, where Intel has handily trounced AMD in sales of server microprocessors, there is still a need for x86-compatible chips, of which AMD holds the only cards outside Intel. That could make AMD a target in the data center for Xilinx or for Chinese state-owned investment vehicles.
Barron's
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