Intel Refocuses on Rack Scale Solutions for AI Data Center. Intel dropped its Falcon Shores GPU in favor of a 2026 successor, codenamed Jaguar Shores.
#AI #HPC #DataCenter #CSP #CloudNativeTrends #JaguarShores #FalconShores #GPU #AIaccelerator #Gaudi #Gaudi3 #Nvidia #Intel #HPC

Data Center CPU Roadmaps www.nextplatform.com/wp-content/u...
#CSP #DatacenterCompute #CPU #Cloud #CloudNativeTrends

In Elon We Trust? HPE Lands $1 Billion AI Server Order from X, finalized in late 2024. The company beat out Dell and Supermicro. GPUs are believed to account for half of an AI server's cost.
#HPE #GreenLake #DCaaS #DataCenter #CSP #Cloud #CloudCompute #CloudNativeTrends

18A On The Way: Intel is sending samples of its "lead 18A product" codenamed Panther Lake to its customers. The CPUs will be mass-produced in the second half of 2025. It will be 70% manufactured in-house
#Fab #Foundry #18A #ProcessNode #Intel #Intc #PantherLake #CPU #CloudNativeTrends

The rise of edge computing fuels the popularity of ARM processors for lightweight, decentralized data processing. ARM now representing 20% of the edge computing CPU market
#Cloudcomputing #CSP #Arm #Edgecomputing #CloudNative #CloudNativeTrends cloudnativetrends.com

Dell forecast 4Q'24 revenue below expectations, weighed down by weaker demand for its traditional PCs and competition from rival server makers.
#Dell #PC #Server #TAM #Dell #ITspending #CloudNativeTrends

The entire PC market is transitioning toward on-device AI functionality which still isn't that defined and is expected to solidify in 2025.
#AI #PC #Server #ITspending #CloudNativeTrends

x86 Reigns as Snapdragon X Elite Chips fail to gain traction. Qualcomm's PC chips powered 720,000 units—capturing just 0.8% of the entire market.
#Intel #IA #IntelArchitecture #INTC #Qualcomm #Snapdragon #Arm #Arm64 #Desktop #Client #DoTheMathARM #AIpc #PC #CloudNativeTrends