Details:

• The contract between the DOE and Cray is valued at $600 million.
• The system, known as Frontier, is planned to debut in 2021 and is expected to be the world’s most powerful computer, with a performance of greater than 1.5 exaflops. (An exaflop is a quintillion, or a billion billion, calculations per second.)
• Frontier will be housed at Oak Ridge National Laboratory in eastern Tennessee. It will use more than 90 miles of cable and occupy 7,300 square feet.

What they're saying:

"The biggest battle used to be between vendors, but the new high-performance computing bragging rights are between countries, specifically China versus the U.S."

"China came out of nowhere to get to the top of the high-performance rankings, but the U.S. has reacted swiftly with its exascale commitments."

Frontier is also a big deal for both AMD and Oak Ridge.

• AMD has been seeking to boost its presence in the data center.
• "This significantly improves AMD's standing," Moorhead says. "This specific supercomputer won't be operational until 2021, so this choice wasn’t based on what is in market today, but in 2021."
• This, he adds, shows that AMD should be competitive in high-end computing for the next couple of years.
• Meanwhile, Oak Ridge has worked hard to be home to the world's most powerful supercomputers, having done so three times previously since 2005 (with its Jaguar, Titan and Summit machines).

The big picture: The other wrinkle in the supercomputer battle is the challenge that the big, pricey computers themselves face as Amazon's AWS, Microsoft's Azure and Google's Cloud offer much of the same performance.

• In some cases, they even offer some of the security benefits without the upfront cost of building your own supercomputer.
• "Traditional supercomputers are still very important for reduced latency, but AWS and Azure are starting to offer these capabilities," Moorhead says.
• Meanwhile, both Amazon and Microsoft have shown a willingness to build government-only data centers if there's enough significant business.

Go deeper:

• CEO Lisa Su on building the new AMD
• AMD's bid for the data center
• China's misunderstood edge

Intel, which currently supplies all the modems for the iPhone XS and XR, said it will "continue to meet current customer commitments for its existing 4G smartphone modem product line," but is assessing its options for the modem business and no longer plans to release a 5G modem next year as it had planned.

Apple had been expected to be the main, if not the only significant, customer for that modem chip. However, the deal with Qualcomm made it clear that the modem business opportunity with Apple was likely to shrink, if not go away entirely.

Intel says it will now explore whether there is enough of a business opportunity in selling 4G and 5G modems for computers and Internet-of-things devices while continuing to invest in making components for 5G network infrastructure.

What they're saying: “We are very excited about the opportunity in 5G and the ‘cloudification’ of the network, but in the smartphone modem business it has become apparent that there is no clear path to profitability and positive returns,” said Intel CEO Bob Swan. “5G continues to be a strategic priority across Intel, and our team has developed a valuable portfolio of wireless products and intellectual property. We are assessing our options to realize the value we have created, including the opportunities in a wide variety of data-centric platforms and devices in a 5G world.”

What's next: Intel said it would have more to say when it reports earnings April 25.