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EDITOR’S COMMENT
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     News Telephone: 020 7186 1400   Server chips upstaged as AI steals show
         Editor in chief: Bryan Glick
          bglick@techtarget.com
     How the chip sector
    Managing editor (technology): Cliff Saran
     is gearing up for
          csaran@techtarget.com
     the AI revolution
      Investigations editor: Bill Goodwin   rtificial intelligence (AI) has become the new Moore’s Law. Semiconductor manufacturers may strive to double processing
        wgoodwin@techtarget.com           power every two years, but that is not what their largest customers actually need.
     How ISC2 aims
      Senior editor, EMEA: Karl Flinders
     to overcome                  A Google, Meta and Microsoft are extending the life of their servers in a bid to reduce the cost of operating cloud infrastructure.
         kflinders@techtarget.com
     cyber barriers               Meta’s chief financial officer, Susan Li, summed this up in the company’s latest quarterly earnings when she revealed Meta could see
      Senior editor, UK: Caroline Donnelly
         cdonnelly@techtarget.com  little performance gain from new server chips. Instead, the hyperscalers are focused on the next growth opportunity – AI.
     Editor’s commentx Scroxton     Nvidia has set the benchmark for AI chips, pivoting its business to provide highly parallel graphics processing units (GPUs) and a
        Security editor: Ale
         ascroxton@techtarget.com
                                  programming environment to power machine learning and artificial intelligence inference. Rival AMD is gearing up to unveil a new AI
      Networking editor: Joe O’Halloran
     Buyer’s guide                product roadmap in December. Google has its TPU, a custom-designed AI accelerator, which it claims is faster than Nvidia GPUs. And
        johalloran@techtarget.com
     to the future of             Microsoft has developed its own AI accelerator chip, Maia, designed specifically for the Azure hardware stack.
       Management editor: Lis Evenstad
     business software
         levenstad@techtarget.com   The big loser in this race to win AI workloads is Intel. The company has posted dire quarterly earnings, due, in part, to its biggest
       Storage editor: Antony Adshead   customers – the hyperscalers – scaling back on x86 server upgrades.
     Harnessing large
         aadshead@techtarget.com
     language models                The PC market is also in decline. The latest data from IDC shows that PC shipments continued to fall during the third quarter of 2023
   Business applications editor: Brian McKenna
     for education
        bmckenna@techtarget.com   as global volumes declined by 7.6% year over year with 68.2 million PCs shipped. Linn Huang, research vice-president for devices and
       Business editor:  Clare McDonald   displays at IDC, believes generative AI could be a watershed moment for the PC industry.
        cmcdonald@techtarget.com    On the server chip front, Intel is now ramping up its AI plans. It has announced work on a new supercomputer, Aurora, with Argonne
    Senior reporter:  Sebastian Klovig Skelton   National Laboratory and industry partners to create what it describes as “state-of-the-art foundational AI models for science”. Aurora
       sklovigskelton@techtarget.com
                                  uses the Intel Max Series GPU architecture. The likes of HPE are also joining the AI party. Nvidia is working with HPE’s Cray super-
      Production editor: Claire Cormack
         ccormack@techtarget.com  computer division on a family of AI-optimised supercomputers based on its Grace Hopper GH200 Superchips.
       Deputy production editor (UK):    But beyond specialist HPC hardware for AI, server shipments are expected to be relatively modest. This, as Meta’s Li suggests,
           Jaime Lee Daniels
         jdaniels@techtarget.com  shows server hardware is good enough to run existing enterprise workloads, but the product mix from the major server manufacturers
    Deputy production editor (EMEA/APAC):    is not able to meet the AI requirements of enterprise customers. Clearly, the market will shift as server manufacturers try to become
             Ryan Priest          more relevant in the age of AI workloads, with AI acceleration hardware likely to top many IT leaders’ shopping lists. n
          rpriest@techtarget.com
     Vice-president of sales, EMEA: Jat Hayer
     07557 433681  |  jhayer@techtarget.com    Cliff Saran, managing editor (technology)



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