Can Qualcomm become the NVIDIA of the AI PC race?

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Can Qualcomm become the NVIDIA of the AI PC race?

In the world of AI, and the computing infrastructure that powers AI, there is only one king: Nvidia. The company has skyrocketed to one of the largest in the world on the back of it success leading the transition to an AI computing ecosystem. It has a dominant hold on the chips that power the data centers and servers that enable companies like Microsoft, Amazon, and Google to deliver the AI services that gather the headlines.

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New NVIDIA chip shows ability to adapt to changing AI, graphics landscape

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New NVIDIA chip shows ability to adapt to changing AI, graphics landscape

Yesterday NVIDIA formally announced its next-generation graphics architecture called Turing, named after the early 20th century computer scientist credited as the father of artificial intelligence. This new GPU does more than traditional graphics workloads, embedding accelerators for both AI tasks and a new graphics rendering technique called ray tracing.

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NVIDIA woos customers with massive AI training systems

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NVIDIA woos customers with massive AI training systems

During a presentation in front of machine learning and data scientists in Taiwan, NVIDIA CEO Jensen Huang announced on stage a new data center class system that promises to offer customers an unparalleled level of performance for artificial intelligence and HPC (high performance compute) applications.

NVIDIA’s leadership position in the world of machine learning and AI processing is a well understood topic at this point, though with continued pressure from companies like Intel and Google, the graphics giant must continue to prove to developers and investors that it is not losing a step to advancements other chip designers are making. With interest in the company’s capabilities in machine learning driving the stock up to all-time highs, every announcement and partnership is scrutinized.

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Graphics vendors could be hit by shift in crypto markets

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Graphics vendors could be hit by shift in crypto markets

A recent financial downgrade from Susquehanna Financial for AMD stock has raised questions about the viability of companies that are dependent on at least some of their revenue from cryptocurrency mining on GPUs. The obvious players in the field are AMD and NVIDIA, the two largest suppliers of graphics chips that double as compute processors for specific workloads including, AI, machine learning, and cryptocurrency mining for Bitcoin-like alt-coins. The downgrade from the firm is based on information that a company called Bitmain, that I wrote about two months ago, is close to selling a new ASIC to mine today’s most popular cryptocurrency called Ethereum.

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Cryptocurrency-based Graphics Shortage is Opportunity for HP, Dell, Lenovo

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Cryptocurrency-based Graphics Shortage is Opportunity for HP, Dell, Lenovo

There is a severe shortage of graphics cards and memory in the market thanks to the continued rise in demand for the chips to handle cryptocurrency mining. This leaves a large market of do-it-yourself consumers and PC gamers without the ability to build or upgrade computers without overpaying for these components. OEM PC builders have an advantage of priced-locked component costs that is redirecting consumers previously uninterested into the market for these pre-built machines. Vendors like HP, Dell, Lenovo, and others have an opportunity to capitalize on the product shortages with increased revenue and new customers for both notebooks and desktop PCs.

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AMD Hires Two Graphics Execs to Help Tackle NVIDIA

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AMD Hires Two Graphics Execs to Help Tackle NVIDIA

AMD announced today that it has hired two new executives to run its graphics division after the departure of Radeon Technologies Group’s previous lead. Raja Koduri left AMD in November to join Intel and launch its new Core and Visual Computing group, creating a hole in the leadership of this critical division at AMD. CEO Lisa Su filled in during Koduri’s sabbatical and subsequent exit, but the company had been searching for the right replacements since late last year.

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NVIDIA technology lead in autonomous driving gives it 2-year lead over competition

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NVIDIA technology lead in autonomous driving gives it 2-year lead over competition

At its press conference preceding the Consumer Electronics Show in Las Vegas, NVIDIA CEO Jensen Huang stood on stage and declared the company’s dominance in the exciting and growing autonomous driving market. With a flurry of new partner announcements with key players like Volkswagen and Uber, along with new details on upcoming hardware and platform changes that enable customers to integrate these solutions, NVIDIA has the appearance of an organization firing on all cylinders.

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NVIDIA keeps foot on gas of machine learning with lower cost development hardware

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NVIDIA keeps foot on gas of machine learning with lower cost development hardware

This week at the annual Neural Information Processing Systems (NIPS) conference in Long Beach, NVIDIA CEO Jensen Huang surprised attendees and media with the announcement of a new graphics card targeted at artificial intelligence and machine learning developers. The “NVIDIA TITAN V” might look like a traditional graphics card used for gaming, but under the hood this new product offers a different level and type of performance.

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Upcoming AMD Raven Ridge Ryzen APU Puts Pressure on Intel and NVIDIA for Notebooks

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Upcoming AMD Raven Ridge Ryzen APU Puts Pressure on Intel and NVIDIA for Notebooks

As the winter buying seasons ramps up, AMD is readying a major notebook processor release that will be competitive to for the first time Intel in nearly a decade. With recent leaks of upcoming configurations coming from major system builders like HP, and performance data that indicates a strong uplift compared to previous AMD offerings, the mobile AMD chip will force both Intel and NVIDIA to make adjustments to product lines and positioning.

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Intel Nervana AI Chip Takes on NVIDIA for Machine Learning

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Intel Nervana AI Chip Takes on NVIDIA for Machine Learning

In an attempt to regain relevance in the quickly growing artificial intelligence and machine learning markets, Intel has just announced a new product family called Nervana, centered on a completely unique architectural design. The Nervana Neural Network Processor, or NNP for short, is targeting data center and enterprise customers that want to accelerate AI training times while offering superior efficiency and lower power consumption.

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NVIDIA AI Hardware Launch Cements Autonomous Driving Leadership

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NVIDIA AI Hardware Launch Cements Autonomous Driving Leadership

Already a leader in mindshare around artificial intelligence and self-driving technology, NVIDIA announced at its GPU Technology Conference a new platform it promises will power fully autonomous vehicles. The Drive PX Pegasus is a high performance system that combines ARM-based processing cores with two yet-to-be-announced graphics chips offering as much as 10x better performance than the previous best offering from the company. Though sampling and shipping won’t start until the second half of 2018, NVIDIA has already announced a partnership with Deutsche Post DHL and ZF to bring delivery trucks with full autonomy to roads in 2019.

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