Archive - Patrick Kennedy's Axautik Group LLC and ServeTheHome Stack

AI Will Decimate This High-Margin Networking Business

We are already seeing companies will slow-burn AI deployment as a result

Jun 28 •

Patrick Kennedy

AMD Helios and MI350 Offer Hope for the NIC, PCIe Retimer, and PCIe Switch Markets

AMD's next-gen platforms offer a ripe playground for those snubbed by NVIDIA

Jun 16 •

Patrick Kennedy

May 2025

NVIDIA Just Ended Broadcom's Chances in a Traditional AI Segment with This

$4000+ of BOM Opportunity Locked Out

May 28 •

Patrick Kennedy

The Entry Server Market is Wide Open for AMD as Intel Half-Abandons its Entry Xeon

I distinctly remember 2019.

May 20 •

Patrick Kennedy

The Future of Direct Liquid Cooling is Much More Complex

Integrated direct liquid cooling and 3D printed directed flow cooling

May 3 •

Patrick Kennedy

April 2025

The NVIDIA HGX B300 NVL16 Will Disrupt the PCIe Retimer, PCIe switch, and AI NIC Markets

NVIDIA is making a strong move here against Broadcom, Astera Labs, and Marvell. It may, however, benefit cabling companies

Apr 15 •

Patrick Kennedy

The Intel-AMD Inversion Just Happened on STH

March 2025 marked a first for AMD

Apr 7 •

Patrick Kennedy

March 2025

February 2025

How the Cloud-Native Enterprise Compute War Was Won in 2025

And how the "war" fizzled

Feb 22 •

Patrick Kennedy

Putting Our Market Share Number on AMD Server CPUs in 2025

There is a big shift happening

Feb 8 •

Patrick Kennedy

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