Semiconductor News by Dylan Martin
@DylanOnChips
News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to dmartin@thechannelco.com or dylanljmartin.81 on Signal.
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With Softcat acquiring GDT for an “enterprise value” of $1.05 billion, the U.K. solution provider giant is gaining a U.S. systems integration business that has tapped into the rich vein of neocloud activity fueled in part by Nvidia’s investments.
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Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.
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That's a little more than what Nvidia made last quarter alone! I try to unpack what that says about AI mania in my CRN article, particularly for the solution providers who sell on behalf of Nvidia and OEM partners.
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Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.
Show more
That's a little more than what Nvidia made last quarter alone! I try to unpack what that says about AI mania in my CRN article, particularly for the solution providers who sell on behalf of Nvidia and OEM partners.
Show more
Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.
Show more
Analysis: Nvidia is once again showing that demand for AI infrastructure is continuing at a breakneck pace, but it has indicated that production capacity for its chips and systems could fall short of what customers need by roughly $100 billion next year.
Show more
Great cover story by my colleague @KyleAlspach:
Security-focused solution providers are helping customers navigate two once-in-a-generation technology shifts that are converging to create unprecedented cybersecurity risks: the arrival of AI and the impending impact of quantum computing.
If solution providers can be adaptable and nimble enough to complete the preparations before the clock runs out and the full force of AI and quantum threats have arrived, it could be the channel’s defining moment.
@CRN cybersecurity reporter and Senior Editor @KyleAlspach spoke with the following solution provider, managed service provider (MSP), managed security service provider (MSSP) and vendor executives for their insights and perspective on the convergence of these shifts for our September cover story:
- @cjkonrad, vice president of global cyber, @wwt_inc
- Rob Gregory, CISO, @Optiv
- Kathryn Hall, senior vice president of services, Optiv
- Zack Finstad, vice president of cybersecurity, Logically
- Troy Saunders, CISO, @LogicalisUS
- Phillip Tobolski, director of cybersecurity, Logicalis U.S.
- Ryan Whelan, managing director and global head of cyber intelligence, Accenture
- Gary Brickhouse, CISO, GuidePoint Security
- Chris Schueler, CEO, @Cyderes
- @donmonistere, president and CEO, General Informatics
- Chesley Choudhury, founder and chairman, TanChes Global Management
- Timothy Hollebeek, industry technology strategist, digital certificate authority @digicert
- Jason Soroko, veteran cryptography specialist and senior fellow, @SectigoHQ
- Daniel Bernard, chief business officer, @CrowdStrike
- John Ackerly, co-founder and CEO, @virtruprivacy
- Michael DePalma, vice president of business development, @OpenTextSec, @OpenText
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Lenovo is seeking to help channel partners navigate virtualization modernization issues for customers with a new set of infrastructure solutions and services—regardless of whether they are moving on from VMware due to fallout from its sale to Broadcom.
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Intel spin-off Cornelis Networks is opening a new front in its challenge to @nvidia with its entry into scale-up networking, which is meant to give companies building rack-scale AI computing platforms an open alternative to the latter company’s proprietary NVLink interconnect.
The startup announced today that its scale-up move has the potential backing of Qualcomm and that it has also raised $205 million in new funding from investors.
While Cornelis didn’t share any details about what it called a “collaboration” with Qualcomm, leaders from both companies signaled the potential to integrate their technologies together.
@DylanOnChips has the details, including what Cornelis CEO @LisaSpelman shared in an interview, here:
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Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here:
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Intel spin-off Cornelis Networks is expanding beyond its traditional business to challenge Nvidia in scale-up networking with the potential backing of Qualcomm and $205 million in new funding. And yes, it will support UALink. Interview with CEO here:
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In this video with @KyleAlspach, I talk about what could be holding @Qualcomm, @nvidia and @AMD back from bringing new data center products like the Dragonfly CPU, Groq LPX 3 rack and Instinct GPU to a wider set of customers through the channel.
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Exclusive: Netherlands-based AI chip startup @AxeleraAI has more than quadrupled its partner roster to over 60 partners since launching its global partner program in June of last year to generate demand for its energy-efficient AI accelerator chips.
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In this video with @KyleAlspach, I talk about what could be holding @Qualcomm, @nvidia and @AMD back from bringing new data center products like the Dragonfly CPU, Groq LPX 3 rack and Instinct GPU to a wider set of customers through the channel.
Show more
Exclusive: Netherlands-based AI chip startup @AxeleraAI has more than quadrupled its partner roster to over 60 partners since launching its global partner program in June of last year to generate demand for its energy-efficient AI accelerator chips.
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While Qualcomm has focused on big deals with hyperscalers like Meta and Amazon, the growing need for enterprises to rein in the high costs of cloud-based frontier AI models will likely push the vendor to build a channel for its data center products, veteran tech analyst Bob O'Donnell told @DylanOnChips.
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A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel.
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A new deal with Amazon Web Services is giving credence to Qualcomm’s ambition to become a major chip player in the data center market, but it may take some time for the vendor to challenge Intel, AMD and Nvidia in the server channel.
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In an interview with @DylanOnChips, @Lenovo North America President @RTMcCurdy said the vendor’s data center business is winning over a wider constituency of customers that includes multinationals, large corporations, SMBs and public sector firms.
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