Friday, September 24th 2010

Oracle in Market for a Major Chipmaker

Oracle corporation is on a big buying spree after this year's acquisition of Sun Microsystems, a prominent server builder. Oracle wants to strengthen its enterprise IT business with the acquisition of a major chip-maker, right now AMD, IBM (its processor division), and NVIDIA are being named by prominent analysts. “You’re going to see us buying chip companies,” Ellison, 66, said yesterday at Oracle’s annual meeting in San Francisco. Currently its subsidiary, Sun Microsystems has its own processor architecture, the SPARC. Gleacher & Co. analyst Doug Freedman predicts Oracle is chasing AMD, IBM (chip division) and NVIDIA. “You’ve got to think it’s focused on enterprise hardware, on the server,” he said. “AMD jumps off the screen.”Source: Bloomberg
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31 Comments on Oracle in Market for a Major Chipmaker

#1
bear jesus
Easy Rhino said:
all you have to do is read up on this issue to see that nvidia is the clear choice of oracle...
I have to admit i am too drunk and tiered to read up on it, i have just been geussing lol.

As long as a buy of nvidia did not disrupt their gpu releases then i would be happy as i really want amd and nvidia to battle it out with the 28nm gpu's.
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#2
Easy Rhino
Linux Advocate
bear jesus said:
I have to admit i am too drunk and tiered to read up on it, i have just been geussing lol.

As long as a buy of nvidia did not disrupt their gpu releases then i would be happy as i really want amd and nvidia to battle it out with the 28nm gpu's.
i assure you that oracle is far better run company than nvidia. a takeover would only mean amazing things for future the GPU market.
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#3
Wiselnvestor
Nice! My portfolio have gone up 6.8 percent.

AMD is the better buy IMHO, CPU, GPU, APU, x86 license all in one.

Intel may try to block this, but the Feds should have the final say.

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#4
Frick
Fishfaced Nincompoop
This should be interesting, and could be a boon for Oracle's customers.
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#5
MrMilli
Easy Rhino said:
Quote:
Originally Posted by MrMilli
That analyst must be a moron to name those companies.
If Oracle would buy anything, it would be Fujitsu's CPU division and nothing else.

uh...why do you say that?
Fujitsu supplies Sun (/Oracle) with high performance SPARC64 CPU's.
Sun actually killed their own UltraSPARC line in favor of Fujitsu's SPARC64 CPU.
So while Sun still developes many thread CPU's for highly parallel software, they use Fujitsu CPU's for normal workload. They co-develop many of their server technologies (because of the SPARC relationship).

Firstly, why on earth would Oracle want to buy IBM's CPU division? That's POWER or PowerPC. Nothing they would touch.
AMD's x86 license is, as far as I know, still not transferable.
nVidia for Tesla?? Maybe.

If you want to know more about SPARC64 CPU's, this is their latest and greatest:
http://www.hotchips.org/archives/hc21/3_tues/HC21.25.500.ComputingAccelerators-Epub/HC21.25.51A.Maruyama-Fujitsu-Octo-Core-VIIIfx.pdf
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#6
Easy Rhino
Linux Advocate
MrMilli said:
Fujitsu supplies Sun (/Oracle) with high performance SPARC64 CPU's.
Sun actually killed their own UltraSPARC line in favor of Fujitsu's SPARC64 CPU.
So while Sun still developes many thread CPU's for highly parallel software, they use Fujitsu CPU's for normal workload. They co-develop many of their server technologies (because of the SPARC relationship).

Firstly, why on earth would Oracle want to buy IBM's CPU division? That's POWER or PowerPC. Nothing they would touch.
AMD's x86 license is, as far as I know, still not transferable.
nVidia for Tesla?? Maybe.

If you want to know more about SPARC64 CPU's, this is their latest and greatest:
http://www.hotchips.org/archives/hc21/3_tues/HC21.25.500.ComputingAccelerators-Epub/HC21.25.51A.Maruyama-Fujitsu-Octo-Core-VIIIfx.pdf
this is what ive been reading and it makes the most sense...
Ellison said he wants to follow the approach of Apple Inc. CEO Steve Jobs by owning more of the intellectual property that underpins computer chips. Apple has bought semiconductor makers to help develop devices such as the iPad and iPhone. Oracle already acquired some chip knowhow from Sun, which makes servers based on its own chip design, Sparc, while also using personal- computer chips from Intel Corp. and Advanced Micro Devices Inc.
so oracle is continuing to grow and it seems they want to expand beyond what they get from their current suppliers and co-developers.

read the whole article here and enjoy.
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