Steve Berg

You are on a journey to optimize your factory, or your entire factory network. You find you are making headway, but still missing that "special sauce" that puts you in the position you want to be. It's time to start looking at your product scheduling system. Unleash the power of high-speed full factory simulation, in-line and fully integrated into your scheduling process. Make production decisions based on the future state of your factory, not just the current state. Intel® Factory Pathfinder can enable this, giving you a new power and control over your production systems like you've never thought possible.

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Watch Oracle's Kothanda Umamageswaran and Jia Shi discuss how Oracle’s next-generation Exadata Exascale cloud--the world’s only intelligent data architecture for #cloud--helps enterprises overcome challenges and economically achieve their goals. https://lnkd.in/eXM4AHeR

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With Intel’s 4th/5th Gen Xeon processor, Avalue HPC server delivers significant benefits by driving breakthrough discoveries with greater efficiency. Optimized for popular AI models and frameworks, Avalue HPC portfolio helps maximize system performance for new use cases. Key benefits include reducing time to discovery with AI-accelerated HPC, achieving exceptional performance across diverse workloads, accelerating performance and results, and simplifying implementation and scaling of deployments.

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As AI grows, so does its demand for power. NVIDIA AI's director of accelerated computing, Dion Harris, and Penn Engineering expert Benjamin Lee discuss ways to minimize AI energy demand and grid impact in the new episode of the Energy Policy Now podcast.

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The next chapter for x86 will bring groundbreaking improvements to the SW and systems ecosystems ultimately benefiting our end users with better compatibility!

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Our blog post on the Google keynote at OCP is live now: Collaborating on the compute infrastructure of the future: sustainable silicon to intelligent clouds. +Amber Huffman https://lnkd.in/gytPAz_v #googlecloud #ocp

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Power, performance, cost. Three victims of suboptimal memory management. Impact? Carbon, latency and TCO. Check out the below for a quick overview on the challenges with suboptimized memory management and performance and how ZeroPoint Technologies can resolve for these challenges. 🔻 🔻 🔻 🔻 🔻 https://lnkd.in/gP9ksMGR

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Micron’s team delivered a record revenue quarter for our fiscal Q1, which represented an 84% increase from our year-ago revenue results. Our data center revenue reached a record high, making up more than half of our revenue for the first time, with revenue growing 400% year-over-year. Our shipments of HBM — a critical product for #AI data center servers — were ahead of plan and we doubled HBM revenue from the previous quarter. Customer inventory reductions in consumer-oriented segments and seasonality are slowing near-term bit shipment estimates. That said, we expect this adjustment period to be relatively brief and anticipate customer inventories reaching healthier levels by spring, enabling stronger bit shipments in the second half of fiscal and calendar 2025. Longer term, we see particularly robust growth ahead for HBM, with the total addressable market growing from $16 billion in 2024 to greater than $100 billion in 2030 (bigger than the entire combined DRAM/HBM market today). We continue to apply our technology leadership to create leading-edge products — from high-capacity server modules to SSDs, low-power DRAM and mobile memory — that address the high-growth segments of multiple markets, putting Micron in the strongest competitive position in our 46-year history.

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On Market View today: Broadcom’s better than expected Q4 profit; Amazon donates US$1M to Trump’s inaugural fund; China’s Central Economic Work Conference; US wholesale inflation accelerates unexpectedly; Keppel DC Reit’s preferential offering 159.9% oversubscribed; South Korean equities ahead of second impeachment vote Singapore stocks slipped into the negative territory this morning, after China deepened its stimulus drive in a bid to brace itself for trade tensions with the United States. In early trade, the Straits Times Index (STI) fell 0.2 per cent to 3,803.55 points after 21.4 million securities changed hands in the broader market. In terms of counters to watch, we have Keppel DC Real Estate Investment Trust, after its manager announced yesterday that the Reit’s non-renounceable preferential offering was about 159.9 per cent subscribed. Elsewhere, from a quick look at developments out of China’s annual Central Economic Work Conference, to how Chip supplier Broadcom posted better-than-expected profit in the fourth quarter on the back of growing AI computing demand, more corporate and international headlines remain in focus. Also on deck – what to watch in the US after the country’s wholesale inflation unexpectedly accelerated in November. Plus – volatilities in South Korea as investors’ focus there turns to a second impeachment vote of President Yoon Suk Yeol planned for tomorrow. Glad to unpack the key movements of the day with Juncheong Too (涂骏祥), Assistant Dealing Manager from Moomoo SG. Catch the podcast episode on Awedio, Apple podcast and Spotify at the links below. Podcast links: https://lnkd.in/gF_5NMSt https://lnkd.in/d2cbuvcM https://lnkd.in/duppfFyN Gavin Chia #singapore #sgx #sti #stockmarket #us #inflation #tightening #cooling #federalreserve #fed #interestrates #ratecut #ppi #wholesaleprice #acceleration #producerpriceindex #broadcom #earnings #artificialintelligence #ai #amazon #donation #trump #china #centraleconomicworkconference #keppeldcreit #preferentialoffering #oversubscribed #southkorea #second #impeachment #vote

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Does your organization struggle with aligning their work processes and prioritizing tasks efficiently? Join Kim Binette at our VSM Summit in a session on Optimizing Efficiency with Value Streams. Learn how to implement Value Stream Management (VSM) to reduce noise and prioritize high-value signals, ensuring alignment and efficiency across your programs and projects. Register now to learn from Kim Binette, Brian Nathanson and other industry leaders at our VSM Summit: https://lnkd.in/dJ6gjNC2 #ValueOpsVSM #ValueStreamManagement #DigitalTransformation Broadcom's ValueOps Value Stream Management

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Don’t miss the Chiplets: Building the Future of SoCs virtual event on July 24 & 25! We’ll explore technical trends, market demand, and new application areas around chiplets concepts, challenges, technologies, and more with @EE Times and @Embedded.com. Hear from Cadence experts on the role of EDA companies in the chiplet transformation and how you can get a jumpstart in designing your own chiplets. https://ow.ly/tPUE50SBWkM

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AI Inference deployment made easy!

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On The Verge’s Decoder podcast, Arm CEO Rene Haas unpacks AI’s transformative impact on industries. He highlights the urgency of developing AI chips, the necessity of global collaboration, and the policies shaping the future. Success, he emphasizes, will require agility, innovation, and strong partnerships.

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As a heavy user of #EDA tools, Arm is always looking to maximize our performance, throughput, and cost efficiency. Tim Thornton, Director of Engineering for Arm on Arm shares an update on our use of the Defacto SoC compiler. Using #AWS #Gravtion3-based instances, we're seeing up to 30% more performance and >50% lower cost compared to current-generation x86-based instances. #Arm #Neoverse https://lnkd.in/g3dS2qAk

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Always excited to talk Intel Xeon 6, Ryan Tabrah and I had the chance to speak with insight.tech all about it. Intel Xeon 6 isn’t just a processor upgrade, it’s a must-have for #AI-driven compute infrastructure. The latest Intel Corporation Xeon processors enable businesses to scale data centers from the Cloud to the Edge more efficiently and support the performance needs of AI workloads. It’s a game changer for both partners and customers. Learn more: https://brnw.ch/21wNt4X via insight.tech

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