| From: JakeStraw | 3/20/2019 3:38:26 PM | | | | | | AMD’s and Google’s Relationship Is Just Getting Started, Analyst Predicts
barrons.com
The back story. On Tuesday, AMD stock soared 11.8% as Alphabet ’s Google confirmed it is using AMD (ticker: AMD) graphics technology for its coming Stadia cloud-gaming service. The custom-made AMD graphics cards in Google’s data centers will be more powerful than Sony PlayStation 4 and Microsoft ’s (MSFT) Xbox One X consoles, Google (GOOGL) said during a presentation at the Game Developers Conference.
AMD makes processors that act as the main computing brains for PCs, servers, and graphics cards, competing with Intel (INTC) and Nvidia (NVDA).
What’s new. Cowen analyst Matthew Ramsay on Tuesday reaffirmed his Outperform rating for AMD stock, predicting Google may use the semiconductor company’s server chips in 2019.
“Perhaps more important than today’s announcement in isolation, we believe the increasing collaboration between AMD and Google points to a future partnership for 7nm Rome server CPUs later this year,” he wrote. “We believe Rome server will be the next announcement.”
AMD stock gained another 1.3% to $26.34 on Wednesday.
In December, Barron’s suggested AMD could be a big winner in the cloud-computing server-chip market in 2019 because it has a promising lineup of products scheduled for release.
Late last year, AMD unveiled its next-generation seven-nanometer (nm) server chip, called Rome, which will be launched in mid-2019. Intel’s first chips based on 10 nm technology won’t ship until the 2019 holiday season. Smaller-nanometer manufacturing processes have historically allowed semiconductor companies to create faster, more power-efficient chips. |
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| From: Tenchusatsu | 10/27/2020 12:44:20 PM | | | | | | AMD acquires Xilinx for $35B:
AnandTech - AMD in $35 Billion All-Stock Acquisition of Xilinx
WSJ - AMD Agrees to Buy Rival Chip Maker Xilinx for $35 Billion
The motivation for the acquisition is the data center market. Solutions like smartNICs, adaptive SoCs, and programmable logic is quickly becoming all the rage in servers. As AMD makes inroads into the data center thanks to Ryzen (and thanks to Intel tripping over its shoelaces), they're going to leverage their momentum and define new solutions and platforms to cater to the ever-growing appetite for data in our post-connected world.
Those of you in the know should already realize that growth in the data center is no longer defined by Moore's Law. Ever-faster CPUs, growing numbers of cores, growing cache sizes, growing memory, growing I/O interface speeds, all of that just won't be enough. The future lies in new standards for moving data around, and most of the industry, including Microsoft, Amazon (AWS), and even nVidia are working on them.
Will this acquisition be a successful one? Time will tell, of course, but to me, this is a VERY necessary move by AMD to stay relevant in the changing world of data centers. Without it, despite AMD's gains, they would have sputtered out and become a stagnant second-banana in semiconductors once again.
Tenchusatsu |
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| To: Elmer Phud who wrote (275860) | 12/21/2022 6:57:07 PM | | From: Tenchusatsu | | | | Long time no see, Elmer. Kind of funny how dead this thread is these days.
AMD releases EPYC 4, which is perhaps the strongest data-center CPU I have ever seen from them. Even better than the days of Opteron. There's a good chance that the majority of new servers sold next year are AMD-based.
Gone are the days when AMD needs Neelie the Terrible to "compete." In fact, these days it's Intel that is getting assistance from the government (though that assistance is earmarked toward manufacturing, rather than chip design).
Tenchusatsu |
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