GPU supply has been one of the most interesting things this year. With a huge demand for the new GPU generations like NVIDIA's Ampere and AMD's RDNA 2 "Big Navi" graphics cards, everyone is trying to grab a card for themselves. Besides the huge demand, there is also a big problem. The supply of these GPUs is just too low to satisfy the demand, driving up the prices, and increasing the scarcity of them. Companies like NVIDIA have their priorities set: all of the major production will go for the data center expansion and data center customers. However, even that plan is proving not to be good enough.

The scarcity of GPUs has now hit data centers, with NVIDIA unable to satisfy the demand for its A100 GPUs designed for high-performance computing. "It is going to take several months to catch up some of the demand," said Ian Buck, vice president of Accelerated Computing Business Unit at Nvidia. That is an indicator of just how huge the demand for these accelerators is. With the recent company announcement of A100 GPU with 80 GB memory, partners expect to have the first cards in their systems in the first half of 2021. That means that this situation and inadequate supply will hopefully resolve sometime around that timeframe.

Today, at Intel Labs Day, Intel highlighted industry-leading technological advances toward the realization of the company's long-standing vision of integrating photonics with low-cost, high-volume silicon. The advancements represent critical progress in the field of optical interconnects, which address growing challenges around the performance scaling of electrical input/output (I/O) as compute-hungry data workloads increasingly overwhelm network traffic in data centers. Intel demonstrated advances in key technology building blocks, including miniaturization, paving the way for tighter integration of optical and silicon technologies.

"We are approaching an I/O power wall and an I/O bandwidth gap that will dramatically hinder performance scaling. The rapid progress Intel is making in integrated photonics will enable the industry to fully re-imagine data center networks and architectures that are connected by light. We have now demonstrated all of the critical optical technology building blocks on one silicon platform, tightly integrated with CMOS silicon. Our research on tightly integrating photonics with CMOS silicon can systematically eliminate barriers across cost, power and size constraints to bring the transformative power of optical interconnects to server packages." -James Jaussi, senior principal engineer and director of PHY Lab, Intel Labs.

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.

Lenovo Group (HKSE: 992) (PINK SHEETS: LNVGY) today announced record Group revenue in the second quarter of US$14.5 billion, up 7% year-on-year and with all businesses showing strong growth. Profit showed even stronger growth, with record pre-tax income of US$470 million, up 52% compared to the same quarter a year earlier, while net income also increased by 53% year-on-year to a record US$310 million. In addition to record quarterly results, Lenovo's financial strength and sustainability has been further validated recently with strong inaugural investment grade ratings from Moody's, Standard & Poor's and Fitch, and a successful global notes offering. Basic earnings per share for the second quarter were 2.59 US cents or 20.08 HK cents. Lenovo's Board of Directors declared an interim dividend of 6.6 HK cents per share.

"Our record results this quarter reflect our ongoing commitment to meeting the needs of the rapidly growing work-, learn-and play-from-home economy. All of our core businesses delivered year-on-year growth, while our Software and Services revenue grew to a new record," said Yuanqing Yang, Lenovo Chairman and CEO. "As the world continues to adjust to the "new normal," we are confident in the long-term growth potential of both devices and cloud infrastructure. We will continue to leverage our core competences of operational excellence and global/local footprint, while accelerating our service-led transformation to better grasp opportunities and drive sustainable growth."

NVIDIA today announced a new kind of processor—DPUs, or data processing units—supported by DOCA, a novel data-center-infrastructure-on-a-chip architecture that enables breakthrough networking, storage and security performance.

NVIDIA founder and CEO Jensen Huang revealed the company's three-year DPU roadmap in today's GPU Technology Conference keynote. It features the new NVIDIA BlueField -2 family of DPUs and NVIDIA DOCA software development kit for building applications on DPU-accelerated data center infrastructure services.

NUVIA, a leading-edge silicon design company, today announced the close of its Series B funding round, raising $240M. The funding round was led by Mithril Capital in partnership with Sehat Sutardja and Weili Dai (founders of Marvell Technology Group), funds and accounts managed by BlackRock, Fidelity Management & Research Company LLC., and Temasek, with additional participation from Atlantic Bridge, Redline Capital, Capricorn Investment Group, Dell Technologies Capital, Mayfield, Nepenthe LLC and WRVI Capital. The closure of NUVIA's Series B round builds on a $53M Series A round, raised in November 2019. NUVIA was founded in February 2019 by John Bruno, Manu Gulati and Gerard Williams, with the vision to create the world's leading server processor.

Microsoft has announced it considers the result of its underwater data center initiative, named Project Natick, a success. This announcement comes after Microsoft recovered its data center capsule from the seafloor alongside the Orkney Islands after a two-year-long deployment. The self-contained server pod (made up of 12 racks and 864 servers) was filled with nitrogen, and achieved a much lower failure rate - component-wise - compared to traditional onshore data centers. In fact, its failure rate was one-eight that of traditional servers. The absence of oxygen and lower humidity levels (no need to keep air comfortable and breathable for human technicians) may have been deciding factors in this failure rate.

There are some obvious advantages from such an offshore server deployment. For one, all that cold water really helps in cooling down the components inside - there's no need for added expense in cooling solutions. There is also no need for land acquisition or infrastructure development that's typically associated with onshore server sites. The fact that Project Natick was fully powered by renewable energy sources, courtesy of the Orkneys' grid - supplied 100 percent by wind, solar, and experimental green technologies under development at the European Marine Energy Centre. considering its success, it can certainly be expected that Microsoft - and other companies - double down on this type of server deployment.

Thanks to the latest reportings from DigiTimes, we have obtained information that Apple has been working on expanding its data centers. According to Taiwan's server upstream supply chain, Apple has increased orders for its data centers, which have been growing starting from the second quarter of 2020. For the full year 2020, the orders are expected to be doubled, and the growth in purchasing is going to continue well into 2021. This purchasing decision from Apple comes after strong demand for its services like iCloud, Apple Music, Apple TV, App Store, etc., all of which have millions of users. Being that Apple is expanding its data centers, that must represent a sign that Apple's user base is continuing to grow strongly.

Phison Electronics , the industry's leader in NAND flash controllers and storage solutions, announces availability of the world's first 15.36 TB QLC customizable Enterprise SSD solution based on Phison's S12DC controller. Phison provides its customers with industry leading SSDs that are customized to their needs by leveraging Phison's firmware, controller, PCBA design, and manufacturing. The S12DC QLC SSD is an ideal storage solution by delivering higher performance, lower power consumption, and greater rack storage density for read intensive storage applications that currently source hard disk drives.

NVIDIA on Wednesday posted its Q2 Fiscal Year 2021 financial results, and the most startling result has been a breakdown of the company's $3.86 billion quarterly revenue among its various businesses. Turns out, that Data Center, and not Gaming, is NVIDIA's largest revenue generator for the quarter. Growing 54 percent over the previous quarter, this division contributed $1.74 billion, as opposed to $1.65 billion from Gaming (up 24 percent QoQ). The Gaming business includes NVIDIA's GeForce line of discrete graphics solutions and the GeForce NOW cloud gaming service.

Much of the growth in revenues for the Data Center business is attributable to the addition of revenues by Mellanox - a network infrastructure company NVIDIA acquired, and adoption of NVIDIA's new A100 Tensor Core GPUs by several new supercomputer projects focused on AI. NVIDIA's scalar processors now power 2/3rds of the supercomputers on the TOP500 list.

GIGABYTE Technology, an industry leader in high-performance servers and workstations, today is announcing a partnership with German based Northern Data AG, one of the world's largest providers of High-Performance Computing (HPC) solutions, to develop distributed computing in Northern Data's data centers. These data centers with GIGABYTE built HPC servers will be located in the Nordics and managed by Northern Data.

GIGABYTE has more than 30 years of engineering expertise and success stories in the development and production of server solutions that cover a myriad of uses from AI servers to GPU dense servers to scientific computing servers and more. The success that GIGABYTE's servers and workstations have had attributes to the quality and resiliency inherent in the development of manufacturing processes, while also listening to customer needs to produce best-fit solutions.

Chenbro has launched the RB13804, a 1U rackmount server barebone designed for mission-critical, storage-focused applications for mixed deployments (Hyper-Converged Infrastructure) in Data Center and HPC Enterprise, that may either require maximum density of compute-to-storage capability or are limited by available rack space. The RB13804 is pre-integrated with an Intel Server Board S2600WFTR that supports up to two 2nd Generation Intel Xeon Scalable 'Cascade Lake' Processors, allowing cost and build flexibility in deployment.

The RB13804 is an easy-to-use barebones server solution that pre-integrates a 2-socket Intel Server Board to ensure a flexible, scalable design with mission-critical reliability. Notably, the RB13804 offers tri-mode storage with interchangeable backplane that enables universal drive bays that can switch between SAS, SATA and NVMe storage types, allowing a single server to upgrade according to the growing needs of the business.

Chenbro has launched the RB23708, a Level 6, 2U rackmount server barebone designed for mission-critical, storage-focused applications in Data Center and HPC Enterprise. The RB23708 is pre-integrated with an Intel Server Board S2600WFTR that supports up to two 2nd Generation Intel Xeon Scalable "Cascade Lake" Processors.

The RB23708 is an easy-to-use barebones server solution that pre-integrates a 2-socket Intel Server Board to ensure a flexible, scalable design with mission-critical reliability. Notably, it offers Apache Pass, IPMI 2.0 & Redfish compliance, and includes Intel RSTe/Intel VROC options, providing an ideal solution for hosting Video, IMS, SaaS and similar storage-focused applications.

Kioxia Corporation has developed and started shipment of engineering samples of next generation Enterprise & Datacenter SSD Form Factor (EDSFF) E3.S which is being standardized by the SNIA SFF TA Technical Work Group. E3.S is a new form factor standard for NVMe SSDs in Cloud and enterprise data centers, especially targeting PCIe 5.0 and beyond. The E3.S will contribute to the design and development of next generation systems, such as cloud, hyper-converged and general-purpose servers and All Flash Array (AFA) systems in cloud and enterprise data centers.

The E3.S specification allows for size, power and capacity options, all with a common connector. Designed for future PCIe generations that offer higher power budgets, EDSFF E3.S delivers improved performance, cooling and flexibility over other form factors. Kioxia's E3.S engineering samples, based on Kioxia's CM6 Series PCIe 4.0 NVMe 1.4 SSD in a 2.5-inch form factor, demonstrated approximately 35% greater performance with the same controller and BiCS FLASH 3D TLC flash memory in the EDSFF E3.S form factor with x4 lanes and 28 W (+40%) of power.

NVIDIA today unveiled the NVIDIA Mellanox UFM Cyber-AI platform, which minimizes downtime in InfiniBand data centers by harnessing AI-powered analytics to detect security threats and operational issues, as well as predict network failures.

This extension of the UFM platform product portfolio — which has managed InfiniBand systems for nearly a decade — applies AI to learn a data center's operational cadence and network workload patterns, drawing on both real-time and historic telemetry and workload data. Against this baseline, it tracks the system's health and network modifications, and detects performance degradations, usage and profile changes.

Xilinx, Inc., the leader in adaptive and intelligent computing, today introduced two real-time computing video appliances for easy-to-scale, ultra-high-density video transcoding applications. Based on the new Xilinx Real-Time (RT) Server reference architecture, these new appliances will enable service providers delivering applications such as eSports and game streaming platforms, social and video conferencing, live distance learning, telemedicine and live broadcast video to optimize video quality and bitrate at the lowest cost per channel for significant TCO savings over both software-based and fixed-architecture approaches.

Designed for edge and on-premise compute-intensive workloads where video channel density, throughput and latency are critical requirements, the new Xilinx Real-Time Video Appliances feature optimized hardware architectures and software to deliver the industry's highest channel density and lowest latency performance. The appliances are available in two pre-configured options integrating Xilinx Alveo data center accelerator cards - the High Channel Density Video Appliance and the Ultra-Low Bitrate Video Appliance.

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.

Samsung Electronics, the world leader in advanced memory technology, today announced plans to expand its NAND flash production capacity in Pyeongtaek, Korea, reinforcing the company's ability to meet demands from emerging technologies. Construction, which began this May, will pave the way for mass production of Samsung's cutting-edge V-NAND memory in the second half of 2021.

"The new investment reaffirms our commitment to sustain undisputed leadership in memory technologies, even in uncertain times," said Cheol Choi, executive vice president of Memory Global Sales & Marketing at Samsung Electronics. "We will continue to serve the market with the most optimized solutions available, while contributing to growth of the overall IT industry and the economy in general."

Kingston Digital, Inc., the Flash memory affiliate of Kingston Technology Company, Inc., a world leader in memory products and technology solutions, today began shipping the 7.68 TB model of the Data Center 500R (DC500R) and 450R (DC450R) SATA SSDs. The DC1000M 7.68 TB U.2 NVMe ships in June. The SSDs provide additional storage and implement strict QoS ensuring predictable IO and low latency for data centers using both NVMe and/or SATA.

The three SSDs join the DC1000B NVMe boot drive, DC500M (for mixed workloads) SATA SSD and Server Premier DRAM to form the most complete range of superior enterprise-class data center storage solutions in the market. "Higher capacity options for data centers enables organizations to increase storage space in their current footprint as Cloud computing continues to grow at unprecedented levels," said Tony Hollingsbee, SSD business manager, Kingston EMEA. "Our evolving line of data center storage solutions serve enterprise customers of all levels from hyperscalers on down and are a key component for organizations to keep the total cost of ownership down."

From introducing game-changing new technologies to being the first to deliver PCIe 4.0 U.3 SSDs, KIOXIA America, Inc. (formerly Toshiba Memory America, Inc.), continues to demonstrate its commitment to delivering cutting-edge flash solutions. This dedication will be on full display at this week's Open Compute Project (OCP) Virtual Summit and Future Technologies Symposium, where KIOXIA will showcase its data center and enterprise solid state drive (SSD) portfolio.

At the Summit, KIOXIA will highlight its CM6 and CD6 Series PCIe 4.0 NVMe enterprise and data center SSDs, KumoScale storage software based on NVM Express over Fabrics (NVMe-oF ) and a new Software-Enabled Flash (SEF) technology that redefines digital storage. KIOXIA has the broadest portfolio of SSDs in the market, including SSDs for client PCs, data center, hyperscale, high-end servers and storage systems.

Today, Microsoft Azure DCsv2-Series featuring a hardware-based trusted execution environment (TEE) built on Intel Software Guard Extensions (Intel SGX) was released for general availability. Built on Intel's trusted foundation, the Azure DCsv2-Series makes confidential computing broadly available to enterprise customers who want to leverage cloud computing while helping to keep sensitive workloads protected.

"Customers demand the capability to reduce the attack surface and help protect sensitive data in the cloud by encrypting data in use. Our collaboration with Microsoft brings enterprise-ready confidential computing solutions to market and enables customers to take greater advantage of the benefits of cloud and multiparty compute paradigms using Intel SGX technology," said Anil Rao, Intel vice president, Data Center Security and Systems Architecture.

Micron Technology, Inc., today announced new Micron 5210 ION enterprise SATA SSD capacity and features, solidifying Micron's leadership in QLC technology volume production. The world's first QLC solid-state drive (SSD), the Micron 5210 is based on the company's advanced QLC NAND technology and quickly replacing legacy hard disk drives (HDDs).

From SQL and NoSQL databases to big data and analytics, object stores and vSAN capacity tiers, customers are now reaping the benefits of NAND flash on performance-sensitive workloads that used to live on HDDs. Rapidly supplanting 10K HDDs, the Micron 5210 delivers 175 times faster random reads, 30 times faster random writes, two times more sequential throughput, and three times more energy efficiency than the largest 10K RPM HDDs - all at a compelling price point.

AMD Financial Analyst Day presents an opportunity for AMD to talk straight with the finance industry about the company's current financial health, and a taste of what's to come. Guidance and product teasers made during this time are usually very accurate due to the nature of the audience. In this live blog, we will post information from the Financial Analyst Day 2020 as it unfolds.20:59 UTC: The event has started as of 1 PM PST. CEO Dr Lisa Su takes stage.

Western Digital is enabling small and medium-sized enterprises (SMEs) to easily transition to NVMe storage and dramatically improve application performance with a new addition to its portfolio of data center NVMe SSDs: the first enterprise-class NVMe SSD in the WD Gold family. Industry analyst firm IDC expects NVMe unit shipments to reach more than 79 percent of the market by 2023. With advancements in multi-core, multi-threaded CPUs, legacy storage technology has become a bottleneck to maximum application performance.

Shipping in early cQ2 2020, the new WD Gold NVMe SSDs will be available in four capacities to channel partners and end customers. The WD Gold NVMe SSD is designed to be the primary storage in servers delivering superior response times, higher throughput and greater scale than existing SATA devices for enterprise applications. WD Gold NVMe SSDs complement recently launched WD Gold HDDs by providing a high-performance storage tier for applications and data sets that requires low latency or high throughput.