If you are wondering why Intel chief executive officer Pat Gelsinger has been working so hard to get the company’s foundry business not only back on track but utterly transformed into a merchant foundry that, by 2030 or so can take away some business from archrival Taiwan Semiconductor Manufacturing Co, the reason is simple. The handful of companies that have grown to represent more than half of server CPU shipments and nearly half of revenues are all going to make their own compute engines.At the Google Cloud Next 2024 show in Las Vegas – Alphabet chief executive officer called in a “show” in his recorded keynote address, not a conference, and the labeling is accurate considering the lack of details in many of its announcements – Google just entered the Arm server CPU fray with its own Neoverse V2 design, which will be talked and rented about under the brand name Axion.
GOOGLE JOINS THE HOMEGROWN ARM SERVER CPU CLUB
Published On - April 10, 2024
