Why Intel quarrel with NVIDIA on the AI application chip?

Date: 2016-08-21
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Release date: 2016-08-21
Views: 15


NVIDIA earlier refers to the current global AI (Artificial Intelligence) server using GPU chip has become the mainstream, then Intel executives wrote back home it refers to the Xeon chip is the absolute leadership of the global AI server market, why the two companies have slobber war in this area?

Intel increasingly dependent on server chip business

Intel's main business is PC and server chips, but with the rapid growth of the mobile market led to the PC market downturn. PC market decline since the beginning of 2012, when Apple launched the iPad tablet computer this hot market, leading to netbooks such cheap PC products and death, tablet computer commonly used ARM chip architecture. Last year, PC market shipments fell 8%, IDC recently estimated this year and next year shipments of this market will continue to decline, down from year to year respectively, 7.2%, 2.1%.

But it is interesting that the rapid development of the mobile market led to the surge of data, data center has the momentum of rapid growth, while in the field of Intel is dominant, it holds the server chip share is as high as 97%, which is the Intel NVIDIA executives said counterattack occupy AI server market share.

Because of the overall PC market downturn in 2015 accounted for PC chip business income Intel 58.1% of overall revenue fell 8%; benefit from global growth in the server market, the server chip business income over the same period accounted for 28.9% of overall revenue but an increase of 11%, of course, more important is the latter offered more than half of the profits Intel tribute.

In this case, Intel is more important than ever server chip business, last year will be engaged in FPGA business tycoon Altera Intel's income, which is so far the largest acquisition, hoping to consolidate its monopoly in the server chip market position.

Artificial intelligence is regarded as a new round of computing revolution, Intel acquisition Altera is also in order to layout in this field, in addition to the recent acquisition of the field of startups Nervana Systems. Nervana Systems from Android father Andy Rubin founded Playground Global's project, according to the news that its chip processor speed is 10 times GPU, visible Intel emphasis on artificial intelligence.

NVIDIA's success in the field of AI threat Intel

Although Intel means that it occupies absolute leadership in the AI server market, but in fact in the field of artificial intelligence NVIDIA GPU undoubtedly occupy the mainstream position.

NVIDIA is the world's graphics and digital media technology industry leader, occupy the dominant position in the graphics card market, the early years was the Intel processor to provide integrated motherboard chip's own GPU won a good market share, causing both on the X86 authorization war result NVIDIA basic out of the market to the threat of Intel, it is now is to provide the motherboard chip for the AMD processor, but the AMD PC processor market share accounted for only less than 20%, the market space is relatively limited. After NVIDIA began to seek other areas of development, the field of artificial intelligence is regarded as one of them.

GPU compared to CPU in parallel computing is more efficient, more floating-point operations and therefore more suitable for artificial intelligence, NVIDIA founder and CEO that began in the field of deep learning into their 5 years ago, and developed the corresponding software optimization of GPU in this field, which makes most enterprises with its GPU in the field of artificial intelligence AMD, is a strong GPU market but in the field of artificial intelligence behind NVIDIA.

NVIDIA earlier this year for deep learning launched Tesla P100 GPU, GPU launched the single box deep learning super computer NVIDIA based on DGX-1, the middle of this month announced the delivery of the products to the artificial intelligence project Tesla founder and CEO musk founded OpenAI, the server is equivalent to 250 units of traditional Intel chip with the server level in the propaganda.

NVIDIA based on the advantages of GPU in the field of artificial intelligence, Microsoft, IBM, Facebook and other technology giants are beginning to cooperate with it, no doubt this threat to the status of Intel in the server field.

Other challenges to Intel

In addition to the progress of NVIDIA, Google, Baidu, Amazon and other large data center companies actively develop their own customized chips also give Intel challenges in the server chip monopoly. Google launched its own custom chip TPU (Tensor Processing Unit), compared to Intel and NVIDIA from the GPU it can be more efficient run Google's deep learning software engineering TensorFlow CPU. TPU success let doubts about future server chips Google may launch more customized chips to replace the data center in Intel, the server chip of Google's annual purchases accounted for Intel shipments of 5%.

Baidu is the world's first use of ARM chip architecture to build large data center of the enterprise, it claimed that since 2012 began to create artificial intelligence custom chip with FPGA, and the chip set up Baidu brain, will become the world's most early scale application of FPGA in the field of artificial intelligence enterprise.

Amazon is considered as early as 2014 began to develop ARM architecture server, when it was just off the ARM architecture server chip development company Calxeda dug a lot of R & D engineers.

These large Internet companies to develop their own customized chips in addition to enhance the computing capability of specific aspects, but also because the Intel server chip price is too high, in the past few years has risen to more than 50%, which is also reflected in the performance of Intel server chip profit rising. ARM architecture is valued by Internet companies, because it is a mature and open architecture, and lower power consumption, with large data center Internet


 

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