NVIDIA (NASDAQ: NVDA) today reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company's Gaming, Data Center and Professional Visualization platforms. GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.

"NVIDIA's pioneering work in accelerated computing continues to advance graphics, scientific computing and AI," said Jensen Huang, founder and CEO of NVIDIA. "Enabled by the NVIDIA platform, developers are creating the most impactful technologies of our time - from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.

Intel today announced AWS customers can access the latest 3rd Gen Intel Xeon Scalable processors via the new Amazon Elastic Compute Cloud (Amazon EC2) M6i instances. Optimized for high-performance, general-purpose compute, the latest Intel-powered Amazon EC2 instances provide customers increased flexibility and more choices when running their Intel-powered infrastructure within the AWS cloud. Today's news is a further continuation of Intel and AWS' close collaboration, giving customers scalable compute instances in the cloud for almost 15 years.

"Our latest 3rd Gen Intel Xeon Scalable processors are our highest performance data center CPU and provide AWS customers an excellent platform to run their most critical business applications. We look forward to continuing our long-term collaboration with AWS to deploy industry-leading technologies within AWS' cloud infrastructure." -Sandra Rivera, Intel executive vice president and general manager, Datacenter and AI Group.

While the server industry transitions to the latest generation of processors based on the x86 platform, the Intel Ice Lake and AMD Milan CPUs entered mass production earlier this year and were shipped to certain customers, such as North American CSPs and telecommunication companies, at a low volume in 1Q21, according to TrendForce's latest investigations. These processors are expected to begin seeing widespread adoption in the server market in 3Q21. TrendForce believes that Ice Lake represents a step-up in computing performance from the previous generation due to its higher scalability and support for more memory channels. On the other hand, the new normal that emerged in the post-pandemic era is expected to drive clients in the server sector to partially migrate to the Ice Lake platform, whose share in the server market is expected to surpass 30% in 4Q21.

Samsung Electronics today reported financial results for the second quarter ended June 30, 2021. Total consolidated revenue was KRW 63.67 trillion, a 20% increase from the previous year and a record for the second quarter. Operating profit increased 34% from the previous quarter to KRW 12.57 trillion as market conditions improved in the memory market, operations normalized at the Austin foundry fab, and as effective global supply chain management (SCM) helped maintain solid profitability for the finished product businesses.

The Semiconductor business saw a significant improvement in earnings as memory shipments exceeded previous guidance and price increases were higher than expected, while the Company strengthened its cost competitiveness. For the Display Panel Business, a one-off gain and an increase in overall prices boosted profits.

Microsoft today announced Windows 365, a cloud service that introduces a new way to experience Windows 10 or Windows 11 (when it becomes available) to businesses of all sizes. Windows 365 takes the operating system to the Microsoft cloud, streaming the full Windows experience — apps, data and settings — to personal or corporate devices. Secure by design and built with the principles of Zero Trust, Windows 365 secures and stores information in the cloud, not on the device, providing a secure, productive experience for workers from interns and contractors to software developers and industrial designers. Windows 365 also creates a new hybrid personal computing category called Cloud PC, which uses both the power of the cloud and the capabilities of the device to provide a full, personalized Windows experience. The announcement represents a groundbreaking development as organizations around the world grapple with the best ways to facilitate hybrid work models where employees are both on-site and distributed across the globe.

The Linux Foundation, the nonprofit organization enabling mass innovation through open source, today announced an intent to form the Open 3D Foundation to accelerate developer collaboration on 3D game and simulation technology. The Open 3D Foundation will support open source projects that advance capabilities related to 3D graphics, rendering, authoring, and development. As the first project governed by the new foundation, Amazon Web Services, Inc. (AWS) is contributing an updated version of the Amazon Lumberyard game engine as the Open 3D Engine (O3DE), under the permissive Apache 2.0 license. The Open 3D Engine enables developers and content creators to build 3D experiences unencumbered by commercial terms and will provide the support and infrastructure of an open source community through forums, code repositories, and developer events. A developer preview of O3DE is available on GitHub today. For more information and/or to contribute, please visit: https://o3de.org

3D engines are used to create a range of virtual experiences, including games and simulations, by providing capabilities such as 3D rendering, content authoring tools, animation, physics systems, and asset processing. Many developers are seeking ways to build their intellectual property on top of an open source engine where the roadmap is highly visible, openly governed, and collaborative to the community as a whole. More developers look to be able to create or augment their current technological foundations with highly collaborative solutions that can be used in any development environment. O3DE introduces a new ecosystem for developers and content creators to innovate, build, share, and distribute immersive 3D worlds that will inspire their users with rich experiences that bring the imaginations of their creators to life.

Microsoft has opened the floodgates, and allowed the huge PC and Apple devices market to enter the Xbox ecosystem via Cloud Gaming. Now you don't need to have a gaming PC or Xbox console. Now, you can be a part of Microsoft's ecosystem with whatever device you use - Xbox will always be there with you. This is the vision Microsoft is aiming at with the extension of Cloud Gaming to (almost) anything - with a simple browser, via its (currently Beta) xCloud for PC. Provided you subscribe to the Games Pass Ultimate subscription tier, of course. Which Microsoft is offering at $1 a month, with two extra free months, and then $12.99 a month.

However, there's a catch: if you want to be on the receiving end of Microsoft's franchises via Cloud Gaming, you have to possess a supported controller - Xbox offerings are the surest bets; however, PS4's controller is also supported). This happens because the stream is being originated in custom Xbox Series X consoles on the cloud - Microsoft's best performant hardware to date. However, it seems a way to adapt the stream from Xbox Series X's controller inputs and adapt them to the PC's native mouse and keyboard controller wasn't found. Streams will also be constrained by a less than optimal (but still very respectable) 1080p and 60 FPS limitations. Other than those caveats, if you don't have a gaming-capable PC or Microsoft's latest family of consoles, this is the way to enjoy gaming within Microsoft's franchises and all other partners through the ecosystem. Microsoft had already launched an xCloud app for Android smartphones, thus capturing most of the market in one fell swoop. The press release follows.

NVIDIA today announced it is turbocharging the NVIDIA HGX AI supercomputing platform with new technologies that fuse AI with high performance computing, making supercomputing more useful to a growing number of industries.

To accelerate the new era of industrial AI and HPC, NVIDIA has added three key technologies to its HGX platform: the NVIDIA A100 80 GB PCIe GPU, NVIDIA NDR 400G InfiniBand networking, and NVIDIA Magnum IO GPUDirect Storage software. Together, they provide the extreme performance to enable industrial HPC innovation.

AMD (NASDAQ:AMD) today announced revenue for the first quarter of 2021 of $3.45 billion, operating income of $662 million, net income of $555 million and diluted earnings per share of $0.45. On a non-GAAP* basis, operating income was $762 million, net income was $642 million and diluted earnings per share was $0.52.

"Our business continued to accelerate in the first quarter driven by the best product portfolio in our history, strong execution and robust market demand," said Dr. Lisa Su, AMD president and CEO. "We had outstanding year-over-year revenue growth across all of our businesses and data center revenue more than doubled. Our increased full-year guidance highlights the strong growth we expect across our business based on increasing adoption of our high-performance computing products and expanding customer relationships."

The demands of data center workloads and internet traffic are growing exponentially, and new solutions are needed to keep up with these demands while reducing the current and anticipated growth of power consumption. But the variety of workloads and applications being run today means the traditional one-size-fits all approach to computing is not the answer. The industry demands flexibility; design freedom to achieve the right level of compute for the right application.

As Moore's Law comes to an end, solution providers are seeking specialized processing. Enabling specialized processing has been a focal point since the inception of our Neoverse line of platforms, and we expect these latest additions to accelerate this trend.

Thanks to their flexible pricing schemes and diverse service offerings, CSPs have been a direct, major driver of enterprise demand for cloud services, according to TrendForce's latest investigations. As such, the rise of CSPs have in turn brought about a gradual shift in the prevailing business model of server supply chains from sales of traditional branded servers (that is, server OEMs) to ODM Direct sales instead. Incidentally, the global public cloud market operates as an oligopoly dominated by North American companies including Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform (GCP), which collectively possess an above-50% share in this market. More specifically, GCP and AWS are the most aggressive in their data center build-outs. Each of these two companies is expected to increase its server procurement by 25-30% YoY this year, followed closely by Azure.

NVIDIA today introduced a new class of NVIDIA-Certified Systems, bringing AI within reach for organizations that run their applications on industry-standard enterprise data center infrastructure. These include high-volume enterprise servers from top manufacturers, which were announced in January and are now certified to run the NVIDIA AI Enterprise software suite—which is exclusively certified for VMware vSphere 7, the world's most widely used compute virtualization platform.

Further expanding the NVIDIA-Certified servers ecosystem is a new wave of systems featuring the NVIDIA A30 GPU for mainstream AI and data analytics and the NVIDIA A10 GPU for AI-enabled graphics, virtual workstations and mixed compute and graphics workloads, also announced today.

NVIDIA today announced the NVIDIA BlueField -3 DPU, its next-generation data processing unit, to deliver the most powerful software-defined networking, storage and cybersecurity acceleration capabilities available for data centers.

The first DPU built for AI and accelerated computing, BlueField-3 lets every enterprise deliver applications at any scale with industry-leading performance and data center security. It is optimized for multi-tenant, cloud-native environments, offering software-defined, hardware-accelerated networking, storage, security and management services at data-center scale.

Seagate Technology, plc, a world leader in data storage infrastructure solutions, today launched Lyve Data Transfer Services with its fleet of Lyve Mobile data shuttles, arrays, and services, enabling businesses to move mass data quickly, securely, and simply from edge to private, public, or hybrid clouds. The new Lyve Data Transfer Services on-demand, web-based purchasing model enables customers to pay only for what they need, when they need it.

Businesses are generating massive amounts of data. Seagate's Rethink Data report notes that enterprise data is expected to grow at an average annual rate of 42.2% over the next two years. And a new Seagate-commissioned IDC survey found that enterprises frequently move this data among different storage locations, including endpoints, edge, and cloud. In over a thousand businesses surveyed, more than half move data between storage locations daily, weekly, or monthly, and their average total of physical data transferred is 473 TB. The faster they can move this data from edge to core to cloud, the more quickly they can unlock insights and derive value from their data.

NVIDIA today announced NVIDIA AI Enterprise, a comprehensive software suite of enterprise-grade AI tools and frameworks optimized, certified and supported by NVIDIA, exclusively with VMware vSphere 7 Update 2, separately announced today.

Through a first-of-its-kind industry collaboration to develop an AI-Ready Enterprise platform, NVIDIA teamed with VMware to virtualize AI workloads on VMware vSphere with NVIDIA AI Enterprise. The offering gives enterprises the software required to develop a broad range of AI solutions, such as advanced diagnostics in healthcare, smart factories for manufacturing, and fraud detection in financial services.

Seagate Technology plc, a world leader in data storage and management solutions, today introduced LyveTM Cloud storage-as-a-service platform, an S3-compatible storage-only cloud. Lyve Cloud enables always-on mass capacity data storage and activation. It is designed as a simple, trusted, and efficient service allowing enterprises to unlock the value of their massive unstructured datasets. Seagate is collaborating with Equinix, the world's digital infrastructure company, to make Lyve Cloud accessible to more customers. This collaboration will provide extensive interconnect opportunities for additional cloud services and geographical expansion.

Lyve Cloud is a natural extension of Seagate's leadership in mass data solutions, combining our mass capacity HDD innovation with deep storage industry knowledge to help customers activate more of their valuable data," said Ravi Naik, executive vice president, storage services, and chief information officer at Seagate. "According to Seagate's Rethink Data report, as much as 68% of data available to enterprises goes unused. By providing a reliable and cost-efficient cloud storage solution at the metro edge, closer to where their data is generated, Lyve Cloud lets enterprises store and activate their data at scale, securely and efficiently."

Addressing the demands of the modern data center, Xilinx, Inc. (NASDAQ: XLNX) today announced a range of new data center products and solutions, including a new family of Alveo SmartNICs, smart world AI video analytics applications, an accelerated algorithmic trading reference design for sub-microsecond trading, and the Xilinx App Store.

Today's most demanding and complex applications, from networking and AI analytics to financial trading, require low-latency and real-time performance. Achieving this level of performance has been limited to expensive and lengthy hardware development. With these new products and solutions, Xilinx is eliminating the barriers for software developers to quickly create and deploy software-defined, hardware accelerated applications on Alveo accelerator cards.

LG Electronics (LG) announces a planned partnership with Google to bring Stadia to its latest webOS smart TVs in the second half of this year. After Stadia comes to Google TV, LG will be the first TV manufacturer to natively support Stadia gameplay via webOS.

LG is demonstrating its commitment to supporting premium gaming on its state-of-the-art displays, made even more compelling with support for 4k and 5.1 surround sound for Stadia Pro users. Stadia on LG TVs will allow customers to instantly play hit Stadia games such as Cyberpunk 2077, NBA 2K21, Assassin's Creed: Valhalla and Watch Dogs: Legion with just a Stadia controller and no additional hardware or game downloads required.

Today, Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company, announced that Arm, a global leader in semiconductor design and silicon intellectual property development and licensing, will leverage AWS for its cloud use, including the vast majority of its electronic design automation (EDA) workloads. Arm is migrating EDA workloads to AWS, leveraging AWS Graviton2-based instances (powered by Arm Neoverse cores), and leading the way for transformation of the semiconductor industry, which has traditionally used on-premises data centers for the computationally intensive work of verifying semiconductor designs.

To carry out verification more efficiently, Arm uses the cloud to run simulations of real-world compute scenarios, taking advantage of AWS's virtually unlimited storage and high-performance computing infrastructure to scale the number of simulations it can run in parallel. Since beginning its AWS cloud migration, Arm has realized a 6x improvement in performance time for EDA workflows on AWS. In addition, by running telemetry (the collection and integration of data from remote sources) and analysis on AWS, Arm is generating more powerful engineering, business, and operational insights that help increase workflow efficiency and optimize costs and resources across the company. Arm ultimately plans to reduce its global datacenter footprint by at least 45% and its on-premises compute by 80% as it completes its migration to AWS.

Today at AWS re:Invent 2020, AWS CEO Andy Jassy announced EC2 instances that will leverage up to eight Habana Gaudi accelerators and deliver up to 40% better price performance than current graphics processing unit-based EC2 instances for machine learning workloads. Gaudi accelerators are specifically designed for training deep learning models for workloads that include natural language processing, object detection and machine learning training, classification, recommendation and personalization.

"We are proud that AWS has chosen Habana Gaudi processors for its forthcoming EC2 training instances. The Habana team looks forward to our continued collaboration with AWS to deliver on a roadmap that will provide customers with continuity and advances over time." -David Dahan, chief executive officer at Habana Labs, an Intel Company.

Intel and Argonne National Laboratory are collaborating on the co-design and validation of exascale-class applications using graphics processing units (GPUs) based on Intel Xe-HP microarchitecture and Intel oneAPI toolkits. Developers at Argonne are tapping into Intel's latest programming environments for heterogeneous computing to ensure scientific applications are ready for the scale and architecture of the Aurora supercomputer at deployment.

"Our close collaboration with Argonne is enabling us to make tremendous progress on Aurora, as we seek to bring exascale leadership to the United States. Providing developers early access to hardware and software environments will help us jumpstart the path toward exascale so that researchers can quickly start taking advantage of the system's massive computational resources." -Trish Damkroger, Intel vice president and general manager of High Performance Computing.

Marvell today unveiled the industry's first 112G 5 nm SerDes solution that has been validated in hardware. The DSP-based SerDes boasts industry-leading performance, power and area, helping to propel 112G as the interconnect of choice for next generation 5G, enterprise, and cloud data center infrastructure. Marvell has recently secured a new custom ASIC design win customer that will embed this new IP to build next generation top-of-rack (ToR) and spine switches for leading hyperscale data centers around the world. The Marvell 5 nm SerDes solution doubles the bandwidth of current systems based on 56G while enabling the deployment of 112G I/Os in many exciting new applications, including network and data center switching, network traffic management, machine learning training and inference, and application-specific accelerators.

Today's news, which comes on the heels of the company's announcement with TSMC of its 5 nm portfolio, further strengthens Marvell's leading data infrastructure offerings in the industry's most advanced process geometry. The 112G 5 nm SerDes solution is part of Marvell's industry-leading IP portfolio that addresses the full spectrum of infrastructure requirements and includes processor subsystems, encryption engines, system-on-chip fabrics, chip-to-chip interconnects, and a variety of physical layer interfaces.

KIOXIA America, Inc. (formerly Toshiba Memory America, Inc.) announced another significant technological contribution to cloud data center infrastructures. Today, the company expanded its broad portfolio of client, enterprise and data center SSDs with the addition of the XD6 Series. KIOXIA's E1.S form factor XD6 SSDs are the first Enterprise and Datacenter SSD Form Factor (EDSFF) E1.S SSDs to address the specific requirements of hyperscale applications, including the performance, power and thermal requirements of the Open Compute Platform (OCP) NVMe Cloud SSD Specification.

Designed to maximize system density, efficiency and simplicity, KIOXIA's EDSFF E1.x SSDs represent the future of flash storage for servers in cloud and hyperscale data centers. As defined by the EDSFF consortium and leveraging the OCP NVMe Cloud SSD Specification, the flexible, efficient, small form factor E1.S replaces the M.2 form factor and delivers greater density, performance, reliability, and thermal management. E1.S is also designed to be hot pluggable for increased serviceability, which is another benefit over M.2.

Facebook has recently announced that their gaming platform has launched several cloud-streamed games playable in the Android Facebook app and through the web browser on PC. The service has been in a limited beta for some time with over 200,000 people trying it in limited regions. Facebook makes it clear that the new offering is not intended to compete with more enthusiast options and will instead focus on low-power games on mobile and web. Facebook intends to target the 380 million people who play games through Facebook every month with native integration of cloud games alongside HTML5 games.

The service is launching with several latency-tolerant games including Asphalt 9: Legends, Mobile Legends: Adventure, PGA TOUR Golf Shootout, Solitaire: Arthur's Tale, and WWE SuperCard. Facebook won't be launching cloud games on iOS due to the uncertainty around the feature with Apple's current policies and the issues Microsoft has encountered trying to bring xCloud to Apple devices. Facebook Gaming cloud games are now available to try for customers across select US regions on the Facebook app for Android and on the web.

TerraMaster, a professional brand that specializes in providing innovative storage products including network-attached storage (NAS) devices, launches the F4-210 1 GB version, the same 4-bay NAS for personal cloud storage at a more affordable price. The TerraMaster F4-210 is just a portion of the price of an Intel-based NAS device. The F4-210 supports up to 108 TB of storage and supports 3.5" SATA hard drives and 2.5" SATA hard drives and solid-state drives.

The TerraMaster F4-210 is perfect for users that are looking for a powerful personal cloud storage solution without a hefty investment. Costing just half the price of an equivalent Intel x86 quad-core processor-based NAS storage, the F4-210 can deliver modest read/write speeds of up to 124 MB/s with two WD Red 4 TB hard drives in RAID 0. The F4-210 supports various private cloud services including Google Drive, Dropbox, and OneDrive.