NVIDIA (NASDAQ: NVDA) today reported record revenue for the first quarter ended May 2, 2021, of $5.66 billion, up 84 percent from a year earlier and up 13 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 a record $3.03, up 106 percent from a year ago and up 31 percent from the previous quarter. Non-GAAP earnings per diluted share were $3.66, up 103 percent from a year earlier and up 18 percent from the previous quarter.

"We had a fantastic quarter, with strong demand for our products driving record revenue," said Jensen Huang, founder and CEO of NVIDIA. "Our Data Center business continues to expand, as the world's industries take up NVIDIA AI to process computer vision, conversational AI, natural language understanding and recommender systems. NVIDIA RTX has reinvented computer graphics and is driving upgrades across the gaming and design markets. Our partners are launching the largest-ever wave of NVIDIA-powered laptops. Across industries, the adoption of NVIDIA computing platforms is accelerating.

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.

In a move comparable to that of Bill Gates and Brin & Page disconnecting themselves from micro-managing the companies they co-founded; Jeff Bezos announced stepping down as CEO of Amazon. He has handed over reins of the company to Andy Jassy, who heads Amazon Web Services (AWS). He "leaves" Amazon as a corporate colossus, valued at $1.6 trillion. Bezos will remain as the Executive Chair of Amazon. He stated that he will remain "engaged in important Amazon initiatives." One of these is the Bezos Earth Fund, the aerospace company Blue Origin, and give more attention to "The Washington Post," which Amazon owns. In this regard, Bezos's retirement from the CEO's chair looks like a cross between the lives of Bill Gates and Elon Musk.

Amazon Web Services (AWS), the world's largest cloud services provider, has launched its Graviton series of custom processors some time ago. With Graviton, AWS had a plan to bring down the costs of offering some cloud services both for the customer and for the company. By doing that, the company planned to attract new customers offering greater value, and that plan seems to be working out well. When AWS launched its first-generation Graviton processor, the company took everyone by surprise and showed that it is capable of designing and operating its custom processors. The Graviton series of processors is based on the Arm Instruction Set Architecture (ISA) and the latest Graviton 2 series uses Arm Neoverse N1 cores as the base.

Today, thanks to the data from Liftr Insights, we get to see just how many total AWS instances are Graviton based. The data is showing some rather impressive numbers for the period from June 2019, to August 2020. In that timeframe, Intel with its Xeon offerings has seen its presence decrease from 88% to 70%, while AMD has grown from 11% to 20% presence. And perhaps the greatest silent winner here is the Graviton processor, which had massive growth. In the same period, AWS increased Graviton instance number from making up only 1% of all instances, to make up 10% of all instances available. This is a 10-fold increase which is not a small feat, given that data center providers are very difficult when it comes to changing platforms.

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.

AMD announced Amazon Web Services, Inc. (AWS) has expanded its AMD-based offerings with a new cloud instance for Amazon Elastic Compute Cloud (Amazon EC2): Amazon EC2 G4ad instances for graphics-optimized workloads. With this new instance, AMD now powers eight Amazon EC2 instance families across 20 global AWS Regions. AMD also announced that Amazon GameLift, a fully managed dedicated game server hosting solution, is now providing its video game hosting customers access to AMD EPYC processor-based Amazon EC2 C5a, M5a and R5a instances.

"Today we build on the strong collaboration between AMD and AWS, which started in 2017. This expansion of our cooperation is a proof point of the continued performance and capabilities that AMD provides its customers," said Forrest Norrod, senior vice president and general manager, Data Center and Embedded Solutions Group, AMD. "Amazon EC2 G4ad instances are the first powered by both AMD EPYC CPUs and Radeon Pro GPUs, and adding to the existing EPYC processor-based instances, they exemplify the ways in which AMD CPUs and GPUs provide fantastic performance and price/performance for AWS customers."

"The high-performance capabilities of the AMD EPYC CPUs and Radeon Pro GPUs are enabling AWS to create a new graphics-focused instance that help us keep our leadership price/performance offerings that our customers expect," said David Brown, Vice President, Amazon EC2, Amazon Web Services, Inc. "We're delighted to continue this great collaboration with AMD, enabling the Amazon EC2 G4ad instances to provide the industry's best price performance for graphics-intensive applications."

AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2020 of $1.93 billion, operating income of $173 million, net income of $157 million and diluted earnings per share of $0.13. On a non-GAAP basis, operating income was $233 million, net income was $216 million and diluted earnings per share was $0.18. "We delivered strong second quarter results, led by record notebook and server processor sales as Ryzen and EPYC revenue more than doubled from a year ago," said Dr. Lisa Su, AMD president and CEO. "Despite some macroeconomic uncertainty, we are raising our full-year revenue outlook as we enter our next phase of growth driven by the acceleration of our business in multiple markets."

AMD today announced that 2nd Gen AMD EPYC processor powered Amazon Elastic Compute Cloud (EC2) C5a instances are now generally available in the AWS U.S. East, AWS U.S. West, AWS Europe and AWS Asia Pacific regions.

Powered by a 2nd Gen AMD EPYC processor running at frequencies up to 3.3Ghz, the Amazon EC2 C5a instances are the sixth instance family at AWS powered by AMD EPYC processors. By using the 2nd Gen AMD EPYC processor, the C5a instance delivers leadership x86 price-performance for a broad set of compute-intensive workloads including batch processing, distributed analytics, data transformations, log analytics and web applications.

Amazon Web Services, a part of Amazon that is in charge of all things cloud, has announced plans to release 32 core CPU based on Arm Neoverse N1 microarchitecture that is designed to handle a diverse workload that today's cloud infrastructure needs. This new CPU should be the second iteration of AWS'es custom CPU based on the Arm architecture. First-generation AWS CPU was a processor called Graviton, which Amazon offered on-demand in the cloud.

The still-unnamed second-gen CPU will utilize a 7 nm manufacturing process if the Neoverce N1 core at its base is to be believed. Additionally, everything from the Neoverse line should translate to this next-gen CPU as well, meaning that there will be features like high frequency and high single-threaded performance, cache coherency, and interconnect fabric designed to connect special-purpose accelerators to the CPU complex. For reference, Arm's design of Neoverce N1 has a TDP of 105 W for the whole SoC and its packs 64 cores running at 3.1 GHz, delivering amazing power efficiency and high core count.

NVIDIA today reported revenue for the first quarter ended April 28, 2019, of $2.22 billion compared with $3.21 billion a year earlier and $2.21 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $0.64, compared with $1.98 a year ago and $0.92 in the previous quarter. Non-GAAP earnings per diluted share were $0.88 compared with $2.05 a year earlier and $0.80 in the previous quarter.

"NVIDIA is back on an upward trajectory," said Jensen Huang, founder and CEO of NVIDIA. "We've returned to growth in gaming, with nearly 100 new GeForce Max-Q laptops shipping. And NVIDIA RTX has gained broad industry support, making ray tracing the standard for next-generation gaming.

AMD today announced revenue for the first quarter of 2019 of $1.27 billion, operating income of $38 million, net income of $16 million and diluted
earnings per share of $0.01. On a non-GAAP(*) basis, operating income was $84 million, net income was $62 million and diluted earnings per share was $0.06.

"We delivered solid first quarter results with significant gross margin expansion as Ryzen and EPYC processor and datacenter GPU revenue more than doubled year-over-year," said Dr. Lisa Su, AMD president and CEO. "We look forward to the upcoming launches of our next-generation 7nm PC, gaming
and datacenter products which we expect to drive further market share gains and financial growth."

Global industrial and IoT hardware manufacturer Logic Supply has combined the latest vision processing, security protocols, wireless communication technologies, and proven cloud architectures to create the Karbon 300 rugged fanless computer. The system has been engineered to help innovators overcome the limitations of deploying reliable computer hardware in challenging environments.

"Computing at the edge is increasingly at the core of today's Industry 4.0 and Industrial IoT solutions," says Logic Supply VP of Products Murat Erdogan. "These devices are being deployed in environments that would quickly destroy traditional computer hardware. The builders and creators we work with require a careful combination of connectivity, processing and environmental protections. With Karbon 300, we're providing the ideal mix of capabilities to help make the next generation of industry-shaping innovation a reality, and enable innovators to truly challenge what's possible."

Super Micro Computer, Inc. (SMCI), a global leader in enterprise computing, storage, networking solutions and green computing technology, strongly refutes reports that servers it sold to customers contained malicious microchips in the motherboards of those systems. In an article today, it is alleged that Supermicro motherboards sold to certain customers contained malicious chips on its motherboards in 2015. Supermicro has never found any malicious chips, nor been informed by any customer that such chips have been found.

Each company mentioned in the article (Supermicro, Apple, Amazon and Elemental) has issued strong statements denying the claims:
Apple stated on CNBC, "We are deeply disappointed that in their dealings with us, Bloomberg's reporters have not been open to the possibility that they or their sources might be wrong or misinformed. Our best guess is that they are confusing their story with a previously reported 2016 incident in which we discovered an infected driver on a single Supermicro server in one of our labs. That one-time event was determined to be accidental and not a targeted attack against Apple."

In a development that underlines the national security necessity of moving electronics manufacturing out of China, server motherboards made by Supermicro in China, have been found to carry a "spy chip." This startling development is the result of a secret 2015 US Government investigation unearthed by Bloomberg. The Chinese government has allegedly been using hardware-based spyware in Supermicro motherboards that are manufactured in China; to spy on major American enterprises, including (but not limited to) Amazon Web Services and Apple, among others, who use Supermicro motherboards in their data-centers. The level of surveillance includes attempts to steal trade-secrets and intellectual property.

Fearing loss in business, affected cloud-computing providers, including AWS and Apple, have each posted strong denials that their hardware infrastructure is vulnerable to foreign government surveillance. Apple stated: "We are deeply disappointed that in their dealings with us, Bloomberg's reporters have not been open to the possibility that they or their sources might be wrong or misinformed. Our best guess is that they are confusing their story with a previously reported 2016 incident in which we discovered an infected driver on a single Super Micro server in one of our labs. That one-time event was determined to be accidental and not a targeted attack against Apple."

NVIDIA HGX-2 , the first unified computing platform for both artificial intelligence and high performance computing. The HGX-2 cloud server platform, with multi-precision computing capabilities, provides unique flexibility to support the future of computing. It allows high-precision calculations using FP64 and FP32 for scientific computing and simulations, while also enabling FP16 and Int8 for AI training and inference. This unprecedented versatility meets the requirements of the growing number of applications that combine HPC with AI.

A number of leading computer makers today shared plans to bring to market systems based on the NVIDIA HGX-2 platform. "The world of computing has changed," said Jensen Huang, founder and chief executive officer of NVIDIA, speaking at the GPU Technology Conference Taiwan, which kicked off today. "CPU scaling has slowed at a time when computing demand is skyrocketing. NVIDIA's HGX-2 with Tensor Core GPUs gives the industry a powerful, versatile computing platform that fuses HPC and AI to solve the world's grand challenges."

Today, Amazon Web Services announced DeepLens, its first fully programmable, deep learning-enabled wireless video camera designed for developers. It was revealed during AWS CEO Andy Jassy's keynote at its annual re:Invent conference in Las Vegas. AWS and Intel collaborated on the DeepLens camera to provide builders of all skill levels with the optimal tools needed to design and create artificial intelligence (AI) and machine learning products.

AI and machine learning are poised to power a new generation of smart industries, including smart homes, smart retail, smart industrial and many others, making lives easier through intelligent interactions with devices. This collaboration reinforces Intel's commitment to providing developers with tools to create AI and machine learning products, and follows the recent introduction of the Intel Speech Enabling Developer Kit, which provides a complete audio front-end solution for far-field voice control and makes it easier for third-party developers to accelerate the design of consumer products integrating Alexa Voice Service.