Intel + AMD = Mobile Gaming (and Other) Innovations

Mobile innovation impacts IT products of every sort. That’s certainly true for consumer endpoints, but it’s also the case for a widening range of business solutions and services. However, there are a few areas where inherent design issues inhibit device OEMs from developing compelling mobile solutions. One area where this is particularly thorny is in gaming laptops where the necessary footprint for CPU and GPU components contributes to systems that average 26mm (over 1”) in height, or more than twice the 11mm to 16mm heights common in thin and light laptops. That substantial difference isn’t just an aesthetic issue—it also results in gaming systems being considerably heavier than most consumer and business laptops. That’s a problem that Intel and AMD are working together to fix. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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AMD Threadripper and Why We Need Products Built on Passion

I’ve been involved with a lot of amazing products over the years and one thing that is almost always the case with an amazing product is that it doesn’t go through the normal product development path.  More often they come from “Skunk Works” type efforts – people that go off and create something amazing because no one told them it was impossible, or where one or more people, on their own time, flesh out an idea and drive it through management, or they come from a startup that rises up to scare vendors who believed that what the startup did was impossible or stupid. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Everyone And Their Brother But Intel…

It is not often a market moves against some of the dominant players.  In a surprisingly secret and surprise move many of the most powerful companies in technology have formed a consortium to change the market dynamic for servers. In an early morning announcement (as in I’m still asleep) they surprised the market with a massive surprise move that likely shocked those that aren’t part of this consortium.  Effectively they are moving away from PCIe, the current industry standard, to something that is both more open and vastly more powerful. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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OpenCAPI Consortium… Fuel System Innovation

As my colleagues Rob Enderle and Roger Kay discuss in this Pund-IT Review, the new OpenCAPI Consortium announced last week aims to develop new interconnect solutions that will improve server performance by as much as 10X over currently available systems. That’s impressive in eye-opening ways but even more so is OpenCAPI’s roster of founding members – AMD, Dell EMC, Google, HPE, IBM, Mellanox, Micron, NVIDIA and Xilinx – many of which are forcefully direct competitors. The fact that these companies have agreed to lay down their swords, at least for a while, and contribute their plowshare energies and imaginations to the Consortium makes OpenCAPI one of the more unusual collaborations to come down the pike in some time. Rob and Roger did a great job covering the technological elements of OpenCAPI and its potential marketplace impacts, especially on Intel, which was noticeably absent from the Consortium (as was Oracle). So I’d like to look a bit further afield and consider how/where OpenCAPI fits into the larger scheme of IT industry progress, and whether it and other open standards and open development efforts offer viable alternatives to traditional methodologies. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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AMD vs. Intel…

Over the next few years we are going to see something we don’t see that often. Two companies in the same market on two very different paths. AMD will be focused like a laser on traditional PC and Server markets but adapting to the new loads and tasks that both are being tossed in. Intel, in contrast, will be expanding massively to drones, IoT and Automotive, each of which has massive, but as yet unrealized potential for firms in their class.   Now typically when AMD and Intel run at each other AMD is massively disadvantaged, but with Intel’s shift in focus they won’t be chasing Intel but a small part of the company and the part that won’t have the greatest interest. The end result is that AMD has the best shot they have had since the early part of last decade to take large chunks of share, but Intel has a shot at getting in on the ground floor of server markets which could end up being larger than PCs have ever been.   So who will win? To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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