I know I promised that my next 2016 prediction would be Apple’s big acquisition, and I will publish that prediction soon as my #10, but right now I just have to say what a perilous position Intel is in. The company truly risks becoming irrelevant, which is an odd thing to say about a huge, rich outfit that would appear from the outside to pretty much dominate its industry — an industry the company created. Intel won’t go away, I just think there is a very good chance they’ll no longer matter.
Two weeks ago IBM told the IT world it was taking on Intel in the battle for server chips with new Power8 processors incorporating advanced interconnection and GPU technology from NVIDIA. This followed an announcement earlier in the year that Google was using Power8 processors in some of its homemade servers. All this bodes well for IBM’s chip unit, right?
Not so fast.
Some product announcements are more real than others. While it’s true that IBM announced the imminent availability of its first servers equipped with optional Graphical Processing Units (GPUs), most of the other products announced are up to two years in the future. The real sizzle here is the NVlink and CAPi stuff that won’t really […]
An old friend has been telling me for months that the future of personal computing was coming with new Windows tablets using the Bay Trail system-on-chip architecture built with Intel Silvermont cores. Silvermont is the first major Atom revision in years and is designed to be much faster. Bay Trail would lead to $199 8-inch Windows tablets while also fixing the limitations of Intel’s previous Clover Trail. Well Bay Trail units are finally shipping but my techie friend is sorely disappointed with his.
The lure of this platform for Intel is great. Manufacturers could use the same chassis and chipsets for everything except gaming boxes and servers. Eight inch tablets, ChromeBooks, Ultrabooks, 10-inch tablets, and netbooks, all one chassis with up […]
This is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.
At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]
In 19th century Europe (and probably in America, too) women were less likely to die in childbirth if their babies were born at home or even on the street rather than in hospitals. The reason was simple: street and home births almost always involved the doctor or midwife washing their hands, thus minimizing the risk of infection. Doctors of the time rarely bothered to wash between hospital patients. Yum. Ignaz Semmelweiss first noticed this in Austria before 1850. Then Louis Pasteur came up with his germ theory of disease in 1864. Finally Joseph Lister in England (he of Listerine fame) pioneered the use of carbolic acid (phenol) antiseptics and the fight against germs took off […]