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A new Ampere Altra Max 128-core Arm CPU is planned to sample in Q4 2020 and likely ship in 2021 bringing more cores to the Arm server market
The NVIDIA EGX A100 is the first of many products we expect as fruit from the NVIDIA acquisition of Mellanox combining fabric and GPU to a single card
We discuss the Marvell ThunderX3 disclosure of a 7nm chip with 96 cores and 384 threads per socket or 768 threads per system and its impact on 2020-21
The Ampere Altra 80-core Arm server CPU is upon us with 128 PCIe Gen4 lanes per CPU, CCIX, and dual-socket server capabilities. We assess the impact.
Arm sees a $30B silicon TAM for new infrastructure by 2025 and seems to be solidifying a strategy to attack the market with its IP licensees
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