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TrendForce: Enterprise SSD Contract Prices Likely to Increase by 15% QoQ for 3Q21 Due to High SSD Demand and Short Supply of Upstream IC Components

The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers' enterprise SSD purchases, according to TrendForce's latest investigations. In China, procurement activities by domestic hyperscalers Alibaba and ByteDance are expected to increase on a quarterly basis as well. With the labor force gradually returning to physical offices, enterprises are now placing an increasing number of IT equipment orders, including servers, compared to 1H21. Hence, global enterprise SSD procurement capacity is expected to increase by 7% QoQ in 3Q21. Ongoing shortages in foundry capacities, however, have led to the supply of SSD components lagging behind demand. At the same time, enterprise SSD suppliers are aggressively raising the share of large-density products in their offerings in an attempt to optimize their product lines' profitability. Taking account of these factors, TrendForce expects contract prices of enterprise SSDs to undergo a staggering 15% QoQ increase for 3Q21.

Arm Announces Neoverse N2 and V1 Server Platforms

The demands of data center workloads and internet traffic are growing exponentially, and new solutions are needed to keep up with these demands while reducing the current and anticipated growth of power consumption. But the variety of workloads and applications being run today means the traditional one-size-fits all approach to computing is not the answer. The industry demands flexibility; design freedom to achieve the right level of compute for the right application.

As Moore's Law comes to an end, solution providers are seeking specialized processing. Enabling specialized processing has been a focal point since the inception of our Neoverse line of platforms, and we expect these latest additions to accelerate this trend.

Global Server Shipment for 2021 Projected to Grow by More than 5% YoY, Says TrendForce

Enterprise demand for cloud services has been rising steady in the past two years owing to the rapidly changing global markets and uncertainties brought about by the COVID-19 pandemic. TrendForce's investigations find that most enterprises have been prioritizing cloud service adoption across applications ranging from AI to other emerging technologies as cloud services have relatively flexible costs. Case in point, demand from clients in the hyperscale data center segment constituted more than 40% of total demand for servers in 4Q20, while this figure may potentially approach 45% for 2021. For 2021, TrendForce expects global server shipment to increase by more than 5% YoY and ODM Direct server shipment to increase by more than 15% YoY.

Hot Chips 2020 Program Announced

Today the Hot Chips program committee officially announced the August conference line-up, posted to hotchips.org. For this first-ever live-streamed Hot Chips Symposium, the program is better than ever!

In a session on deep learning training for data centers, we have a mix of talks from the internet giant Google showcasing their TPUv2 and TPUv3, and a talk from startup Cerebras on their 2nd gen wafer-scale AI solution, as well as ETH Zurich's 4096-core RISC-V based AI chip. And in deep learning inference, we have talks from several of China's biggest AI infrastructure companies: Baidu, Alibaba, and SenseTime. We also have some new startups that will showcase their interesting solutions—LightMatter talking about its optical computing solution, and TensTorrent giving a first-look at its new architecture for AI.
Hot Chips

Compute Express Link Consortium (CXL) Officially Incorporates

Today, Alibaba, Cisco, Dell EMC, Facebook, Google, Hewlett Packard Enterprise, Huawei, Intel Corporation and Microsoft announce the incorporation of the Compute Express Link (CXL) Consortium, and unveiled the names of its newly-elected members to its Board of Directors. The core group of key industry partners announced their intent to incorporate in March 2019, and remain dedicated to advancing the CXL standard, a new high-speed CPU-to-Device and CPU-to-Memory interconnect which accelerates next-generation data center performance.

The five new CXL board members are as follows: Steve Fields, Fellow and Chief Engineer of Power Systems, IBM; Gaurav Singh, Corporate Vice President, Xilinx; Dong Wei, Standards Architect and Fellow at ARM Holdings; Nathan Kalyanasundharam, Senior Fellow at AMD Semiconductor; and Larrie Carr, Fellow, Technical Strategy and Architecture, Data Center Solutions, Microchip Technology Inc.

NVIDIA Announces Financial Results for First Quarter Fiscal 2020

NVIDIA today reported revenue for the first quarter ended April 28, 2019, of $2.22 billion compared with $3.21 billion a year earlier and $2.21 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $0.64, compared with $1.98 a year ago and $0.92 in the previous quarter. Non-GAAP earnings per diluted share were $0.88 compared with $2.05 a year earlier and $0.80 in the previous quarter.

"NVIDIA is back on an upward trajectory," said Jensen Huang, founder and CEO of NVIDIA. "We've returned to growth in gaming, with nearly 100 new GeForce Max-Q laptops shipping. And NVIDIA RTX has gained broad industry support, making ray tracing the standard for next-generation gaming.

Worldwide Markets Feel Jolt of Tencent's Epic $143 Billion Stock Crash

Tencent Holdings, China's second most valuable tech firm after Alibaba, was mauled at the markets Tuesday (31/07), with its share value dropping 25 percent from its January peak. This translates to a stunning USD $143 billion (yes, billion) in investor wealth being wiped out. The crash has had a domino effect on tech stocks worldwide, as FANG block member Facebook lost an equally stunning $136 billion in market value, over the past three trading sessions. Apparently, buzzwords of the season such as AI and big-data aren't proving enough to keep investors interested in tech stocks as many are beginning to question the stability of the tech industry. All eyes are now on Tencent's August 15 release of its Q2-2018 financial results.

NVIDIA to Host World's Top AI Experts at 2018 GTC

NVIDIA will host thousands of the world's leading AI experts at its ninth annual GPU Technology Conference (GTC) on March 26-29 at the San Jose McEnery Convention Center. NVIDIA founder and CEO Jensen Huang will deliver a keynote address on Tuesday, March 27, at 9 a.m. Pacific time to an expected 8,000 attendees representing the diverse, rapidly expanding AI and GPU computing community.

"GTC is where the world's leading researchers and business leaders learn how to harness the power of AI," said Greg Estes, vice president of Developer Programs at NVIDIA. "As GPU computing continues to drive the AI revolution, GTC is where you'll see the future take shape."

Spire Intros SP-ATX-2000W-BTC ETH PSU for Mining Rigs

Spire rolled out the SP-ATX-2000W-BTC/ETH, an ATX/PS2 power-supply for GPU-based crypto-currency mining rigs. With 2000W power on tap, the PSU bears a no-frills design to keep costs low. The design focus is not just on the number of PCIe power connectors, but also the length of the PCIe power cables, so you can have a multitude of graphics cards popping out through risers. The PSU comes with a total of eighteen PCIe power connectors, of which ten are 6-pin, and eight 6+2 pin. You also get a surprisingly high thirteen SATA power connectors, a 4+4 pin EPS, and a 24-pin ATX.

Under the hood, the Spire SP-ATX-2000W-BTC/ETH features a single +12V rail design with so-called "85 Plus Gold" efficiency; APFC, common electrical protection mechanisms against over/under-voltage, overload, short-circuit, and overheat. Two 80 mm fans (one on each end) are used to keep the unit cool. Taking into account its target audience, Spire is rating its life-expectancy at 100,000 hours, and is backing it with a 2-year warranty. It is priced at USD $219.99 a piece Stateside, or 199.95€ a piece in the EU. Currently, the company is only selling it on B2B platforms such as Alibaba, in 200-unit minimum orders.

Intel Warned China of Meltdown and Spectre Before the US Government

It's no surprise that leading Chinese tech companies have close associations with the Chinese Government and the PLA. Intel has waded into controversial waters as reports point to the chipmaker sharing information about its products' vulnerability to Meltdown and Spectre with Chinese tech companies before warning the United States Government, potentially giving the Chinese government either a head-start into securing its IT infrastructure, or exploiting that of a foreign government.

Lenovo and Alibaba were among the first big tech companies to be informed about Meltdown and Spectre; Lenovo is Intel's biggest PC OEM customer, while Alibaba is the world's largest e-commerce platform and cloud-computing service provider. Both companies are known to have close associations with the Chinese government. The United States Government was not part of the first group of companies informed about the deadly vulnerabilities.

Dear Intel, If a Glaring Exploit Affects Intel CPUs and Not AMD, It's a Flaw

Intel tried desperately in a press note late Wednesday to brush aside allegations that the recent hardware security-vulnerability are a "bug" or a "flaw," and that the media is exaggerating the issue, notwithstanding the facts that the vulnerability only affects Intel x86 processors and not AMD x86 processors (despite the attempt to make it appear in the press-release as if the vulnerability is widespread among other CPU vendors such as AMD and ARM by simply throwing their brand names into the text); notwithstanding the fact that Intel, Linux kernel lead developers with questionable intentions, and other OS vendors such as Microsoft are keeping their correspondence under embargoes and their Linux kernel update mechanism is less than transparent; notwithstanding the fact that Intel shares are on a slump at the expense of AMD and NVIDIA shares, and CEO Brian Kraznich sold a lot of Intel stock while Intel was secretly firefighting this issue.

The exploits, titled "Meltdown," is rather glaring to be a simple vulnerability, and is described by the people who discovered it, as a bug. Apparently, it lets software running on one virtual machine (VM) access data of another VM, which hits at the very foundations of cloud-computing (integrity and security of virtual machines), and keeps customers wanting cost-effective cloud services at bay. It critically affects the very business models of Amazon, Google, Microsoft, and Alibaba, some of the world's largest cloud computing providers; and strikes at the economics of choosing Intel processors over AMD, in cloud-computing data centers, since the software patches that mitigate the vulnerability, if implemented ethically, significantly reduce performance of machines running Intel processors and not machines running AMD processors (that don't require the patch in the first place). You can read Intel's goalpost-shifting masterpiece after the break.

AMD to Supply Cloud Server Chips to China's Alibaba

In another business-deal-gone-right for Advanced Micro Devices Inc. in chinese soil, the company is now going to provide China's Alibaba giant with server chips with which to power the company's cloud vision. Whilst Alibaba is most commonly known due to its e-commerce activities (through the Aliexpress and Taobao brands), the chinese company is diversifying, even going so far as entering the entertainment space. Now, Alibaba is bidding to carve itself an even larger piece of the cloud market from the likes of Microsoft's Azure and Amazon's Web Services.

The deal was announced this Friday at the Alibaba Computing Conference by Lisa Su (AMD's CEO) and Simon Hu (president of Alibaba Cloud, the chinese giant's cloud computing arm). Through it, AMD will see its Radeon Pro chips supporting and expanding upon the increasingly-in-demand cloud computing capabilities of the chinese company, which already powers around 35% of China's websites.
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