Counterpoint Research’s Post

Recently published: Custom Silicon and New Interconnect Opportunities To Drive Growth at Marvell Key takeaways: - Counterpoint Research sees Marvell as well-positioned to benefit from the AI #data centre #growth. However, new revenue streams will begin towards the end of FY25, laying a strong foundation for FY26. - Custom silicon, despite high entry barriers, promises lucrative medium- and long-term prospects for Marvell. - The data centre market presents three $1 billion opportunities: AEC interconnects, PCIe Gen 6 retimers, and pluggable DCI coherent DSPs. Link to the full note is in the comments below. #AI #Marvell #revenue #research #markets #technology #markets

"Praveen Vaidyanathan, VP & GM, Compute Products Group at Micron, and Dimitrios Ziakas, VP & GM, Memory & IO Technology at Intel, discuss the MRDIMM Revolution - A New Era of Main Memory Performance as they unveil Micron #MRDIMM. AI is revolutionizing the landscape for data center operators and high-performance computing (HPC) centers. Discover how Micron and Intel’s collaboration has brought MRDIMM to the marketplace. Our new MRDIMM offers higher capacities, greater bandwidth, and lower latency to complement Intel® Xeon® 6 processors. Learn more about Micron MRDIMM: https://lnkd.in/g2uRtpeX" WATCH: https://lnkd.in/gNn245Zq

The increasing complexity of the semiconductor fabrication process is driving a surge in data processing demands for device positioning and image processing. Revolutionary AI algorithms are transforming defect detection, minimizing human input, and streamlining metrology processes. Ensuring these evolving needs are met is a major challenge. Prodrive Technologies’ industrial COM express form-factor modules, featuring 13th Gen Intel® Core™ Processors, are the tailored solutions for your challenges in edge computing. From customized interfaces to firmware revision control, we assure your systems meet industry standards and deliver optimal performance. Find out more about how exactly our solutions help tackle your next-generation computing challenges.  https://lnkd.in/dZ849eQi Intel Corporation Intel Network & Edge #semiconductor #industrialPC

There are times when you need to think differently about the way you’ve been doing things. Or in our case, engineering things. Today, Intel Corporation launched Xeon 6! We’ve never designed a family of data center processors like this before. Because our customers are running so many different types of workloads, we knew they needed more flexible compute. Xeon 6 has two types of cores: P-cores for performance, and E-cores for efficiency.  Why does this matter? Because it lets our customers choose how to optimize for what they need. If they’re running workloads like AI, P-cores are up to the challenge. If their goal is to lower their power consumption, E-cores give them exceptional core density and energy efficiency. What could you do differently if you could optimize for performance and efficiency without compromise? Read on for details: https://lnkd.in/gSuRHAnU

As use of artificial intelligence permeates all industries, we take a look at what workstation vendors (like AMD, Dell Technologies, BOXX Technologies, HP, and NVIDIA) are doing to meet increasing demand in the engineering computing space. Read more in our feature, "Rise of the AI Workstation." https://lnkd.in/g4YryhmP

At Dell Technologies World 2024, Charlie Kawwas was on stage with Jeff Clarke. It was quite the remarkable sight watching two engineers banter and enjoy their shiny “Made with Silicon” toys. But then, the two companies have also had a remarkable collaboration to bring the best of Networking to the AI Enterprise. Much in line with the Broadcom AI vision, Charlie talked about 👉 Open, scalable and power-efficient AI hardware as the world moves to a Million-strong GPU cluster. 👉 The fundamental importance of Networking in AI. 👉 Ethernet and PCIe as the standards enabling scale (up and out)! 👉 CPO as a future trend in networking that brings scale, reduces cost and power. 👉 Dell’s fantastic PowerSwitch and PowerEdge products using our Tomahawk 5 and our Thor2 400G Ethernet NIC respectively. The future is bright. The future is AI. And we are busy #enablingAI for our partners and giving them the #connectedbybroadcom advantage.

"Don't Bring Me Down"... Maximizing Data Center Uptime with Intel® In-Field Scan   Data center operators surely have a soft spot for the ELO rock classic and place big value on quality + reliability to ensure consistent operations vs. concerns about how fleet disruptions may surface. "You got me runnin', goin' out of my mind. You got me thinkin' that I'm wastin' my time. Don't bring me down! No, no, no, no, no, oh-ooh-hoo!!" Removing that anxiety & costs, while enhancing customer/user experiences are reasons why Intel developed Intel® In-Field Scan. This unique feature, available w/ 5th Gen Intel® Xeon® Scalable processors, allows for very fast CPU cores diagnostics w/o taking the node off-line. A recent publication explains this innovation, plus key considerations wrt testing frequency. https://lnkd.in/gzbtq5tV   As all business processes go digital... from transaction services to website engagement, even a brief outage can lead to substantial revenue loss. Moreover, hits to customers' trust are difficult to recover from and rebuilding damaged brand reputation is a time-consuming endeavor.   So, "I'll tell you once more before I get off the floor"... Intel In-Field Scan was developed to allow system admin to test for reliability failures for easier mitigation & minimal downtime, which keeps business operations going right... day & night! I’m proud of the Intel team, who developed this technology for customers, and your feedback is music to our ears, so please share & rock on! #IntelXeon #AI #IamIntel

Intel demonstrates fully integrated optical I/O chiplet Intel Corporation has unveiled its revolutionary fully integrated Optical Compute Interconnect (OCI) chiplet at the Optical Fiber Communication Conference 2024 where the company successfully demonstrated live data transmission. The industry's first fully integrated OCI chiplet, co-packaged with an Intel CPU could deliver significant improvements to networking performance for #AI and #HPC. Thomas Liljeberg from Intel's Integrated Photonics Solutions Group explains, "The exponential growth of data demands superior solutions. Our OCI chiplet significantly boosts bandwidth, reduces power consumption, and extends reach, revolutionising AI infrastructure." https://lnkd.in/egrr_4RU

From real-time data analytics and content delivery, to industrial automation and predictive maintenance, Axial's GPU options, including new Intel Arc and Flex units, provide the performance and flexibility you need to tackle the most demanding AI tasks at the edge. Discover how Axial's Advanced GPU options can transform your edge computing operations. Learn more 👉 https://hubs.ly/Q02P52sd0 #OnLogic #RuggedComputing #IndustrialAutomation #DigitalTransformation #Industry40

Learn more about how Intel® In-Field Scan - a unique feature available with 5th Gen Intel® Xeon® Scalable processors - allows for very fast CPU cores diagnostics without taking the node off-line. This helps data center operators minimize downtime and increase the reliability of their operations. #technology #innovation #datacenter #quality #reliability