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Intel's and Cloud Companies' CXL InterconnectThis is an important part of the article: << Lastly, there are the all-important memory buffers.>> And that's probably what Luc (Rambus' CEO) is talking about toward the end of the Jefferies conference - the custom memory buffers could add to the TAM above and beyond the $600 million that's growing 10% annually: And these could be the cloud companies that Luc was referring to above: <<Dong Wei, standards architect at ARM Holdings and Nathan Kalyanasundharam, senior fellow at AMD, being four of the five members of the board of the new CXL Consortium, which was launched this week. Alibaba, Cisco Systems, Dell EMC, Facebook, Google, Hewlett Packard Enterprise, Huawei Technology, and Microsoft all jumped on the CXL bandwagon early, and together, these companies represent a big portion of the systems ecosystem when gaged by capacity sold or bought. Significantly, Nvidia has also joined up even though it does not have a seat on the CXL board.>> |
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Msg # | Subject | Author | Recs | Date Posted |
791726 | Re: Intel's and Cloud Companies' CXL Interconnect | twobytebus | 2 | 7/10/2020 7:09:40 PM |