Nvidia has swung from fourth to first place in an assessment of chip industry revenue published today. From a report: Taipei-based financial analyst Dan Nystedt noted that the green team took the revenue crown from contract chip-making titan TSMC as Q3 financials came into view. Those keeping an eye on the world of investing and finance will have seen our report about Nvidia's earnings explosion, evidenced by the firm's publishing of its Q3 FY23 results.

Nvidia charted an amazing performance, with a headlining $18.12 billion in revenue for the quarter, up 206% year-over-year (YoY). The firm's profits were also through the roof, and Nystedt posted a graph showing Nvidia elbowed past its chip industry rivals by this metric in Q3 2023, too. Nvidia's advance is supported by multiple highly successful operating segments, which have provided a multiplicative effect on its revenue and income. Again, we saw clear evidence of a seismic shift in revenue, with the latest set of financials shared with investors earlier this week.

This week the Microsoft Security Response Center celebrated the 20th anniversary of Patch Tuesday updates.

In a blog post they call the updates "an initiative that has become a cornerstone of the IT world's approach to cybersecurity." Originating from the Trustworthy Computing memo by Bill Gates in 2002, our unwavering commitment to protecting customers continues to this day and is reflected in Microsoft's Secure Future Initiative announced this month. Each month, we deliver security updates on the second Tuesday, underscoring our pledge to cyber defense. As we commemorate this milestone, it's worth exploring the inception of Patch Tuesday and its evolution through the years, demonstrating our adaptability to new technology and emerging cyber threats...

Before this unified approach, our security updates were sporadic, posing significant challenges for IT professionals and organizations in deploying critical patches in a timely manner. Senior leaders of the Microsoft Security Response Center (MSRC) at the time spearheaded the idea of a predictable schedule for patch releases, shifting from a "ship when ready" model to a regular weekly, and eventually, monthly cadence...

This led to a shift from a "ship when ready" model to a regular weekly, and eventually, monthly cadence. In addition to consolidating patch releases into a monthly schedule, we also organized the security update release notes into a consolidated location. Prior to this change, customers had to navigate through various Knowledge Base articles, making it difficult to find the information they needed to secure themselves. Recognizing the need for clarity and convenience, we provided a comprehensive overview of monthly releases. This change was pivotal at a time when not all updates were delivered through Windows Update, and customers needed a reliable source to find essential updates for various products.

Patch Tuesday has also influenced other vendors in the software and hardware spaces, leading to a broader industry-wide practice of synchronized security updates. This collaborative approach, especially with hardware vendors such as AMD and Intel, aims to provide a united front against vulnerabilities, enhancing the overall security posture of our ecosystems. While the volume and complexity of updates have increased, so has the collaboration with the security community. Patch Tuesday has fostered better relationships with security researchers, leading to more responsible vulnerability disclosures and quicker responses to emerging threats...

As the landscape of security threats evolves, so does our strategy, but our core mission of safeguarding our customers remains unchanged.

This week the Linux Foundation "announced the intention to form the High Performance Software Foundation.

"Through a series of technical projects, the High Performance Software Foundation aims to build, promote, and advance a portable software stack for high performance computing by increasing adoption, lowering barriers to contribution, and supporting development efforts." As use of high performance computing becomes ubiquitous in scientific computing and digital engineering, and AI use cases multiply, more and more data centers deploy GPUs and other compute accelerators. The High Performance Software Foundation intends to leverage investments made by the United States Department of Energy's Exascale Computing Project, the EuroHPC Joint Undertaking, and other international projects in accelerated high performance computing to exploit the performance of this diversifying set of architectures. As an umbrella project under the Linux Foundation, HPSF intends to provide a neutral space for pivotal projects in the high performance software ecosystem, enabling industry, academia, and government entities to collaborate together on the scientific software stack.

The High Performance Software Foundation already benefits from strong support across the high performance computing landscape, including leading companies and organizations like Amazon Web Services, Argonne National Laboratory, CEA, CIQ, Hewlett Packard Enterprise, Intel, Kitware, Lawrence Berkeley National Laboratory, Lawrence Livermore National Laboratory, Los Alamos National Laboratory, NVIDIA, Oak Ridge National Laboratory, Sandia National Laboratory, and the University of Oregon.
Its first open source technical projects include:

• Spack: the high performance computing package manager
• Kokkos: a performance-portable programming model for writing modern C++ applications in a hardware-agnostic way.
• AMReX: a performance-portable software framework designed to accelerate solving partial differential equations on block-structured, adaptively refined meshes.
• WarpX: a performance-portable Particle-in-Cell code with advanced algorithms that won the 2022 Gordon Bell Prize
• Trilinos: a collection of reusable scientific software libraries, known in particular for linear, non-linear, and transient solvers, as well as optimization and uncertainty quantification.
• Apptainer: a container system and image format specifically designed for secure high-performance computing.
• VTK-m: a toolkit of scientific visualization algorithms for accelerator architectures.
• HPCToolkit: performance measurement and analysis tools for computers ranging from laptops to the world's largest GPU-accelerated supercomputers.
• E4S: the Extreme-scale Scientific Software Stack
• Charliecloud: high performance computing-tailored, lightweight, fully unprivileged container implementation.

Canonical hosted an amusingly failure-filled demo of its new easy-to-install, Ubuntu-powered tool for building small-to-medium scale, on-premises high-availability clusters, Microcloud, at an event in London yesterday. From a report: The intro to the talk leaned heavily on Canonical's looming 20th anniversary, and with good reason. Ubuntu has carved out a substantial slice of the Linux market for itself on the basis of being easier to use than most of its rivals, at no cost -- something that many Linux players still seem not to fully comprehend. The presentation was as buzzword-heavy as one might expect, and it's also extensively based on Canonical's in-house tech, such as the LXD containervisor, Snap packaging, and, optionally, the Ubuntu Core snap-based immutable distro. (The only missing buzzword didn't crop up until the Q&A session, and we were pleased by its absence: it's not built on and doesn't use Kubernetes, but you can run Kubernetes on it if you wish.)

We're certain this is going to turn off or alienate a lot of the more fundamentalist Penguinistas, but we are equally sure that Canonical won't care. In the immortal words of Kevin Smith, it's not for critics. Microcloud combines several existing bits of off-the-shelf FOSS tech in order to make it easy to link from three to 50 Ubuntu machines into an in-house, private high-availability cluster, with live migration and automatic failover. It uses its own LXD containervisor to manage nodes and workloads, Ceph for distributed storage, OpenZFS for local storage, and OVN to virtualize the cluster interconnect. All the tools are packaged as snaps. It supports both x86-64 and Arm64 nodes, including Raspberry Pi kit, and clusters can mix both architectures. The event included several demonstrations using an on-stage cluster of three ODROID machines with "Intel N6005" processors, so we reckon they were ODROID H3+ units -- which we suspect the company chose because of their dual Ethernet connections.

The technology has become the standard LAN worldwide. From a report: Ethernet became commercially available in 1980 and quickly grew into the industry LAN standard. To provide computer companies with a framework for the technology, in June 1983 Ethernet was adopted as a standard by the IEEE 802 Local Area Network Standards Committee. Currently, the IEEE 802 family consists of 67 published standards, with 49 projects under development. The committee works with standards agencies worldwide to publish certain IEEE 802 standards as international guidelines.

A plaque recognizing the technology is displayed outside the PARC facility. It reads: "Ethernet wired LAN was invented at Xerox Palo Alto Research Center (PARC) in 1973, inspired by the ALOHAnet packet radio network and the ARPANET. In 1980 Xerox, DEC, and Intel published a specification for 10 Mbps Ethernet over coaxial cable that became the IEEE 802.3-1985 Standard. Later augmented for higher speeds, and twisted-pair, optical, and wireless media, Ethernet became ubiquitous in home, commercial, industrial, and academic settings worldwide."

An anonymous reader quotes a report from Ars Technica: Intel on Tuesday pushed microcode updates to fix a high-severity CPU bug that has the potential to be maliciously exploited against cloud-based hosts. The flaw, affecting virtually all modern Intel CPUs, causes them to "enter a glitch state where the normal rules don't apply," Tavis Ormandy, one of several security researchers inside Google who discovered the bug, reported. Once triggered, the glitch state results in unexpected and potentially serious behavior, most notably system crashes that occur even when untrusted code is executed within a guest account of a virtual machine, which, under most cloud security models, is assumed to be safe from such faults. Escalation of privileges is also a possibility.

The bug, tracked under the common name Reptar and the designation CVE-2023-23583, is related to how affected CPUs manage prefixes, which change the behavior of instructions sent by running software. Intel x64 decoding generally allows redundant prefixes -- meaning those that don't make sense in a given context -- to be ignored without consequence. During testing in August, Ormandy noticed that the REX prefix was generating "unexpected results" when running on Intel CPUs that support a newer feature known as fast short repeat move, which was introduced in the Ice Lake architecture to fix microcoding bottlenecks. The unexpected behavior occurred when adding the redundant rex.r prefixes to the FSRM-optimized rep mov operation. [...]

Intel's official bulletin lists two classes of affected products: those that were already fixed and those that are fixed using microcode updates released Tuesday. An exhaustive list of affected CPUs is available here. As usual, the microcode updates will be available from device or motherboard manufacturers. While individuals aren't likely to face any immediate threat from this vulnerability, they should check with the manufacturer for a fix. People with expertise in x86 instruction and decoding should read Ormandy's post in its entirety. For everyone else, the most important takeaway is this: "However, we simply don't know if we can control the corruption precisely enough to achieve privilege escalation." That means it's not possible for people outside of Intel to know the true extent of the vulnerability severity. That said, anytime code running inside a virtual machine can crash the hypervisor the VM runs on, cloud providers like Google, Microsoft, Amazon, and others are going to immediately take notice.

The Top500 organization released its semi-annual list of the fastest supercomputers in the world, with the AMD-powered Frontier supercomputer retaining its spot at the top of the list with 1.194 Exaflop/s (EFlop/s) of performance, fending off a half-scale 585.34 Petaflop/s (PFlop/s) submission from the Argonne National Laboratory's Intel-powered Aurora supercomputer. From a report: Argonne's submission, which only employs half of the Aurora system, lands at the second spot on the Top500, unseating Japan's Fugaku as the second-fastest supercomputer in the world. Intel also made inroads with 20 new supercomputers based on its Sapphire Rapids CPUs entering the list, but AMD's EPYC continues to take over the Top500 as it now powers 140 systems on the list -- a 39% year-over-year increase.

Intel and Argonne are currently still working to bring Arora fully online for users in 2024. As such, the Aurora submission represented 10,624 Intel CPUs and 31,874 Intel GPUs working in concert to deliver 585.34 PFlop/s at a total of 24.69 megawatts (MW) of energy. In contrast, AMD's Frontier holds the performance title at 1.194 EFlop/s, which is more than twice the performance of Aurora, while consuming a comparably miserly 22.70 MW of energy (yes, that's less power for the full Frontier supercomputer than half of the Aurora system). Aurora did not land on the Green500, a list of the most power-efficient supercomputers, with this submission, but Frontier continues to hold eighth place on that list. However, Aurora is expected to eventually reach up to 2 EFlop/s of performance when it comes fully online. When complete, Auroroa will have 21,248 Xeon Max CPUs and 63,744 Max Series 'Ponte Vecchio' GPUs spread across 166 racks and 10,624 compute blades, making it the largest known single deployment of GPUs in the world. The system leverages HPE Cray EX â" Intel Exascale Compute Blades and uses HPE's Slingshot-11 networking interconnect.

Nvidia, the world's most valuable chipmaker, is updating its H100 artificial intelligence processor, adding more capabilities to a product that has fueled its dominance in the AI computing market. From a report: The new model, called the H200, will get the ability to use high-bandwidth memory, or HBM3e, allowing it to better cope with the large data sets needed for developing and implementing AI, Nvidia said Monday. Amazon's AWS, Alphabet's Google Cloud and Oracle's Cloud Infrastructure have all committed to using the new chip starting next year.

The current version of the Nvidia processor -- known as an AI accelerator -- is already in famously high demand. It's a prized commodity among technology heavyweights like Larry Ellison and Elon Musk, who boast about their ability to get their hands on the chip. But the product is facing more competition: AMD is bringing its rival MI300 chip to market in the fourth quarter, and Intel claims that its Gaudi 2 model is faster than the H100. With the new product, Nvidia is trying to keep up with the size of data sets used to create AI models and services, it said. Adding the enhanced memory capability will make the H200 much faster at bombarding software with data -- a process that trains AI to perform tasks such as recognizing images and speech.

Started in 2013, "Hour of Code" is an annual tradition started by the education non-profit Code.org (which provides free coding lessons to schools). Its FAQ describes the December event for K-12 students as "a worldwide effort to celebrate computer science, starting with 1-hour coding activities," and over 100 million schoolkids have participated over the years.

This year's theme will be "Creativity With AI," and the "computer vision" lesson includes a short video (less than 7 minutes) featuring a Tesla Autopilot product manager from its computer vision team. "I build self-driving cars," they say in the video. "Any place where there can be resources used more efficiently I think is a place where technology can play a role. But of course one of the best, impactful ways of AI, I hope, is through self-driving cars." (The video then goes on to explain how lots of training data ultimately generates a statistical model, "which is just a fancy way of saying, a guessing machine.")

The 7-minute video is part of a larger lesson plan (with a total estimated time of 45 minutes) in which students tackle a fun story problem. If a sports arena's scoreboard is showing digital numbers, what series of patterns would a machine-vision system have to recognize to identify each digit. (Students are asked to collaborate in groups.) And it's just one of seven 45-minute lessons, each one accompanied by a short video. (The longest video is 7 minutes and 28 seconds, and all seven videos, if watched back-to-back, would run for about 31 minutes.)

Not all the lessons involve actual coding, but the goal seems to be familiarizing students (starting at the 6th grade level) with artificial intelligence of today, and the issues it raises. The second-to-last lesson is titled "Algorithmic Bias" — with a video including interviews with an ethicist at Open AI and professor focused on AI from both MIT and Stanford. And the last lesson — "Our AI Code of Ethics" — challenges students to assemble documents and videos on AI-related "ethical pitfalls," and then pool their discoveries into an educational resource "for AI creators and legislators everywhere."

This year's installment is being billed as "the largest learning event in history." And it's scheduled for the week of December 4 so it coincides with "Computer Science Education Week" (a CS-education event launched in 2009 by the Association for Computing Machinery, with help from partners including Intel, Microsoft, Google, and the National Science Foundation).

A a report from TechSpot says AMD has recently increased its market share in the CPU sector for desktops, laptops, and servers: According to Mercury Research (via Tom's Hardware), AMD gained 5.8% unit share in desktops, 3.8% in laptops, and 5.8% in servers. In terms of revenue share, Team Red gained 4.1% in desktops, 5.1% in laptops, and 1.7% in servers. The report does not mention competitors by name, but the global PC industry only has one other major CPU supplier, Intel, which has a major stake in all the market segments.

While Intel and AMD make x86 processors for PCs, Qualcomm offers Arm-based SoCs for Windows notebooks, but its market share is minuscule by comparison. So, while the report doesn't say anything about the market share of Intel or Qualcomm, it is fair to assume that most of AMD's gains came at Intel's expense.
Thanks to Slashdot reader jjslash for sharing the news.

Velcroman1 writes: Overclocking master Allen 'Splave' Golibersuch surfaced on Tom's Hardware to detail his work with liquid nitrogen to set a slew of new world records with Intel's Raptor Lake Refresh" CPUs. They include 15 world records with the Core i7-14700K and eight records with the Core i5-14600K, along with four records with the Core i9-14900K, spanning benchmarks from Cinebench to wPrime and H265.

"My top speeds were 7,730.11 MHz on all cores on the 14900K, 7,859.05 MHz on the 14600K and 7,600 MHz on the 14700K," writes Splave. "All of these achieved in Cinebench R23 while using Liquid Nitrogen cooling." "At the end of a week of playing around, I broke the 8-core Cinebench record at a crazy 7.73 GHz on all cores," concludes Splave. "Overall, these CPUs potentially OC better than their predecessors and cost the same. It was a rather refreshing refresh, I would say."

According to the Wall Street Journal, Intel may receive billions in U.S. government funding to build secret facilities that produce microchips for the military. SiliconANGLE reports: The facilities, which have not yet been disclosed, would be designated as a "secure enclave" to reduce the military's dependence on chips imported from East Asia, particularly Taiwan, which is at risk of a future invasion from China. The funding for the new facilities would come from the $52.7 billion allocated under the Chips Act, signed into law by President Biden in August 2022. The Chips Act, which had bipartisan support, promotes chipmaking and scientific research through funding and tax credits. The law is aimed at encouraging domestic manufacturing of semiconductors and helping U.S. companies compete with China in developing cutting-edge technologies.

The new Intel facilities, presuming they go ahead, could reside partly at Intel's Arizona factory complex, according to sources referenced in the Journal report. The exact amount of funding that will be made available is not yet known, but "people familiar with the situation" tell the Journal that they could cost about $3 billion to $4 billion, which would come from the $39 billion set aside in the Chips Act for manufacturing grants. Officials from the Commerce Department, the Office of the Director of National Intelligence and the Defense Department are said to be negotiating the project with Intel but have not yet made a final decision.

The first manufacturing grants under the Chip Act are expected to be announced in the coming weeks. The program was reported to have had more than 500 entities express interest and more than 130 have submitted applications or pre-applications for funding.

U.S. chip group Intel is on track to deliver five upgrades to its advanced manufacturing process in four years, CEO Pat Gelsinger said on Tuesday as the company faces pressure to reassure PC and server-making clients that its technology will remain competitive. From a report: Speaking at Intel Innovation Day in Taipei, Gelsinger said the company's most advanced chip design, the 18A, will move into the test production phase by the first quarter of 2024. "For 18A, we have many test wafers coming out at this moment," the CEO said. "The invention phase of the 18A is now complete, and now we're racing to production."

This production node represents Intel's big bet to reclaim semiconductor manufacturing leadership by 2025. The company also announced it will use this production technology to make chips for outside customers such as Ericsson, instead of using it only for its own products. Its two biggest rivals, Samsung of South Korea and Taiwan Semiconductor Manufacturing Co., are racing to put their own most advanced chips into production in 2025. These 2-nanometer chips are seen as being at a similar level as Intel's 18A. Gelsinger said his company has been aggressively pursuing its "five nodes in four years" plan since he returned to the company in 2021. It usually takes at least two years for a chipmaker to move forward to a new production node.

Apple will not be making an Apple Silicon version of the 27-inch iMac to replace the Intel-equipped model that it discontinued in 2022. From a report: The company is instead focusing the iMac line around the 24-inch model that was first released in early 2021 and just updated with the new M3 processor this fall. Apple PR representative Starlayne Meza confirmed the company's plans to The Verge. The company encourages those who have been holding out hope for a larger iMac to consider the Studio Display and Mac Studio or Mac Mini, which pair a 27-inch 5K screen with a separate computer, compared to the all-in-one design of the iMac. For many years, the 27-inch iMac was Apple's flagship consumer desktop computer, and its reach spread far beyond the typical living room or home office into the studios and edit bays of many media companies.

It happened a quarter of a century ago. The New York Times wrote that "An internal memorandum reflecting the views of some of Microsoft's top executives and software development managers reveals deep concern about the threat of free software and proposes a number of strategies for competing against free programs that have recently been gaining in popularity." The memo warns that the quality of free software can meet or exceed that of commercial programs and describes it as a potentially serious threat to Microsoft. The document was sent anonymously last week to Eric Raymond, a key figure in a loosely knit group of software developers who collaboratively create and distribute free programs ranging from operating systems to Web browsers. Microsoft executives acknowledged that the document was authentic...

In addition to acknowledging that free programs can compete with commercial software in terms of quality, the memorandum calls the free software movement a "long-term credible" threat and warns that employing a traditional Microsoft marketing strategy known as "FUD," an acronym for "fear, uncertainty and doubt," will not succeed against the developers of free software. The memorandum also voices concern that Linux is rapidly becoming the dominant version of Unix for computers powered by Intel microprocessors.

The competitive issues, the note warns, go beyond the fact that the software is free. It is also part of the open-source software, or O.S.S., movement, which encourages widespread, rapid development efforts by making the source code — that is, the original lines of code written by programmers — readily available to anyone. This enables programmers the world over to continually write or suggest improvements or to warn of bugs that need to be fixed. The memorandum notes that open software presents a threat because of its ability to mobilize thousands of programmers. "The ability of the O.S.S. process to collect and harness the collective I.Q. of thousands of individuals across the Internet is simply amazing," the memo states. "More importantly, O.S.S. evangelization scales with the size of the Internet much faster than our own evangelization efforts appear to scale."
Back in 1998, Slashdot's CmdrTaco covered the whole brouhaha — including this CNN article: A second internal Microsoft memo on the threat Linux poses to Windows NT calls the operating system "a best-of-breed Unix" and wonders aloud if the open-source operating system's momentum could be slowed in the courts.

As with the first "Halloween Document," the memo — written by product manager Vinod Valloppillil and another Microsoft employee, Josh Cohen — was obtained by Linux developer Eric Raymond and posted on the Internet. In it, Cohen and Valloppillil, who also authored the first "Halloween Document," appear to suggest that Microsoft could slow the open-source development of Linux with legal battles. "The effect of patents and copyright in combating Linux remains to be investigated," the duo wrote.
Microsoft's slogain in 1998 was "Where do you want to go today?" So Eric Raymond published the documents on his web site under the headline "Where will Microsoft try to drag you today? Do you really want to go there?"

25 years later, and it's all still up there and preserved for posterity on Raymond's web page — a collection of leaked Microsoft documents and related materials known collectively as "the Halloween documents." And Raymond made a point of thanking the writers of the documents, "for authoring such remarkable and effective testimonials to the excellence of Linux and open-source software in general."

Thanks to long-time Slashdot reader mtaht for remembering the documents' 25th anniversary...

Officially, Intel's Itanium chips and their IA-64 architecture died back in 2021, when the company shipped its last processors. But failed technology often dies a million little deaths. From a report: To name just a few: Itanium also died in 2013, when Intel effectively decided to stop improving it; in 2017, when the last new Itanium CPUs shipped; in 2020, when the last Itanium-compatible version of Windows Server stopped getting updates; and in 2003, when AMD introduced a 64-bit processor lineup that didn't break compatibility with existing 32-bit x86 operating systems and applications.

Itanium is dying another death in the next version of the Linux kernel. According to Phoronix, all code related to Itanium support is being removed from the kernel in the upcoming 6.7 release after several months of deliberation. Linus Torvalds removed some 65,219 lines of Itanium-supporting code in a commit earlier this week, giving the architecture a "well-earned retirement as planned."

An anonymous reader quotes a report from TorrentFreak: The head of the Russian department responsible for identifying threats to the "stability, security and integrity" of the internet, has revealed the extent of the Kremlin's VPN crackdown. Former FSO officer Sergei Khutortsev, a central figure in Russia's 'sovereign internet' project, confirmed that 167 VPN services are now blocked along with over 200 email services. Russia is also reported as stepping up measures against protocols such as OpenVPN, IKEv2 and WireGuard. [...]

An in-depth report published by TheIns.ru has details of the monitoring/blocking system reportedly deployed in Russia, how much it costs (4.3 billion rubles/$43 million in 2020, 24.7 billion rubles/$247 million for 2022-2024), and the names of the companies supplying the components. The publication also obtained original documents that apparently show some of the protocols Russia initially intended to block. They include older VPN protocols IPSec, L2TP, and PPTP, plus the BitTorrent protocol still widely used today. The full report on the system, which reveals the use of Intel chips/chipsets in 965 servers manufactured by Huawei and already purchased by Russia, plus another 2400+ servers for 2023/24, is available here.

AV1 -- a next-generation, royalty-free video codec developed by the Alliance for Open Media, a consortium including tech giants like Google, Mozilla, Cisco, Microsoft, Netflix, Amazon, Intel, and Apple -- is finally making inroads. From a report: We are finally seeing more hardware support for this codec. The new M3 chips from Apple support AV1 decode. The iPhone 15 Pro and iPhone 15 Pro Max also feature an AV1 hardware decoder. The official Android 14 Compatibility Definition makes support for AV1 mandatory. The Snapdragon 8 Gen 2 chipset, widely used by Android phones released in 2023, supports AV1. With the exception of Microsoft Edge, all browsers support AV1.

VentureBeat reports: Thursday San Francisco-based Oxide, a startup founded by computing experts from Joyent and Dell, launched what it calls the world's first "commercial cloud computer," a rack-scale system that enterprises can own to reap the benefits and flexibility of cloud computing on-premises, right within their data center. The company believes the new offering can finally put an end to the "cloud vs on-prem" dilemma enterprises face while setting up their infrastructure...

It also announced $44 million in a series A round of funding, led by Eclipse VC with participation from Intel Capital, Riot Ventures, Counterpart Ventures and Rally Ventures. Oxide plans to use this money to accelerate the adoption of its cloud computer, giving teams a new, better option to serve their customers... The round brings Oxide's total financing raised to date to $78 million.
Since 2019 Oxide has thrown a team of 60 technologists at the problem — and Thursday, Oxide also revealed an impressive list of current customers: There's the U.S. Department of Energy — specifically its Idaho National Laboratory (which has historically been involved in nuclear research) — as well as "a well-known financial services firm". Oxide also announced that within just a few months, there'll be additional installments at multiple Fortune 1000 companies. And beyond that, Oxide is also boasting that they now have "a long wait list of customers ready to install once production catches up with demand...."

Will Coffield, a partner at Riot Ventures, quipped that Oxide had "essentially wrapped all the hopes and dreams of a software engineer, IT manager, and a CFO into a single box...." Steve Tuck, CEO and co-founder of Oxide, pointed out that cloud computing "remains restricted to a centralized, rental-only model." There are many reasons why an enteprise might want to own their infrastructure — security, reliability, cost, and response time/latency issues — and as Tuck sees it, "the rental-only model has denied them modern cloud capabilities for these use cases.

"We are changing that."
Earlier this year on the Software Engineering Daily podcast, CTO/co-founder Bryan Cantrill remembered that when doing their compliance testing, "The folks at the compliance lab — they see a lot of servers — and they're like, 'Are you sure it's on?' Because it's so quiet!" (This June article notes that later on the podcast Cantrill argued that the acoustics of today's data centers are "almost like an odor. It is this visceral reminder that this domain has suffered for lack of real systemic holistic thinking...")

Oxide's press packet lays out other advantages for their servers. "Power usage is 2x efficient, takes up half the space, and can be up and running in just four hours instead of three months."

Intel CEO Pat Gelsinger has downplayed the threat of rival chipmakers creating processors based on the Arm architecture for PCs. From a report: "Arm and Windows client alternatives, generally they've been relegated to pretty insignificant roles in the PC business," he told analysts during the x86 giant's Q3 earnings call Thursday. "We take all our competition seriously, but I think history is our guide here. We don't see these as potentially being all that significant overall," he added, a sentiment somewhat at odds with Microsoft which last week cited analyst research predicting Arm's PC market share will grow from its curernt 14 percent to 25 percent by 2027.

Which seems far from "pretty insignificant." Gelsinger's words also contrast markedly with past Intel CEO Andy Grove, who penned a book titled "Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company." While Gelsinger doesn't see Arm as a threat, he said Intel Foundry Services is more than happy to work with chipmakers to build chips based on the architecture. "When you're thinking about other alternative architectures like Arm, we also say, 'Wow, what a great opportunity for our foundry'," he said. To that end, the in April 2023 the chipmaker announced a strategic partnership with Arm to make it easier to produce chips on the architecture in Intel foundries.