谁给讲讲NVDA和INTC的关系# Stock
C*s
1 楼
他俩到底是竞争还是依存？还有一个问题，我觉得半导体技术差不了太多，NVDA能做得
，INTC应该也能做的七七八八吧，INTC有可能进军GPU芯片么。
看市值，NVDA快到INTC的三分之一了。
，INTC应该也能做的七七八八吧，INTC有可能进军GPU芯片么。
看市值，NVDA快到INTC的三分之一了。
C*5
2 楼
关键不在硬件。NVDA的cudnn是deep learning事实上的国际标准库。要用cudnn必须要
NVDA的GPU。
【在 C****s 的大作中提到】
: 他俩到底是竞争还是依存？还有一个问题，我觉得半导体技术差不了太多，NVDA能做得
: ，INTC应该也能做的七七八八吧，INTC有可能进军GPU芯片么。
: 看市值，NVDA快到INTC的三分之一了。
NVDA的GPU。
【在 C****s 的大作中提到】
: 他俩到底是竞争还是依存？还有一个问题，我觉得半导体技术差不了太多，NVDA能做得
: ，INTC应该也能做的七七八八吧，INTC有可能进军GPU芯片么。
: 看市值，NVDA快到INTC的三分之一了。
C*s
3 楼
那也就是说INTC没得玩了？
【在 C*****5 的大作中提到】
: 关键不在硬件。NVDA的cudnn是deep learning事实上的国际标准库。要用cudnn必须要
: NVDA的GPU。
W*n
4 楼
a WS posteroby vs WS nobody
z*i
5 楼
1. Intel still has better Silicon process. NVidia depends on TSMC on
manufacturing.
2. Intel missed and behind Nvidia AI several years. Right now is doing catch
up.
* buy Nervana @about 400m.
* buy Movidius.
* change Xeon Phi roadmap to include deep learning specific instruction.
* buy Altera @16.7B, trying co-processing concept.
* All the other AI investment through intel capital.
3. Nvidia is way ahead of Intel on AI eco-system. Cuda, cudnn lib on lower
level. All exiting AI software library, theano, torch, tensorflow, caffe,
mxnet..., application layer like language translation, image reorganization
and tagging, self driving car/truck, automatic drone (Jetson), robot ....
Very good relationship with internet company like Baidu, Alibaba, AWS,
Google...
=================
My personal think on critical point for Intel/Nvidia.
* Whether Intel can release Xeon Phi on 2017 as Intel promised. And in
hardware raw performance level, and in price level can compete with Nvidia
GPU offering.
* Whether Intel can and has the deep pocket to move the huge software
community to port existing AI software to Intel platform.
* Whether Nvidia can release its Volta platform on 2017 to widen its gap
with Intel.
* Nvidia needs to solve the PCIE bottom neck to scale up its GPU offering.
There is a hugh conflict of interests here. NVLINK vs new CPU co-processing
interface. Intel is not supporting NVLINK, IBM power 9 will be released in
2017, and support both.... Nvidia cannot count on Power 9, since more than
90% data center market is still Intel.
* Whether the whole AI is a hype bubble, or it is something real this time.
* 2017 will be a critical year.
manufacturing.
2. Intel missed and behind Nvidia AI several years. Right now is doing catch
up.
* buy Nervana @about 400m.
* buy Movidius.
* change Xeon Phi roadmap to include deep learning specific instruction.
* buy Altera @16.7B, trying co-processing concept.
* All the other AI investment through intel capital.
3. Nvidia is way ahead of Intel on AI eco-system. Cuda, cudnn lib on lower
level. All exiting AI software library, theano, torch, tensorflow, caffe,
mxnet..., application layer like language translation, image reorganization
and tagging, self driving car/truck, automatic drone (Jetson), robot ....
Very good relationship with internet company like Baidu, Alibaba, AWS,
Google...
=================
My personal think on critical point for Intel/Nvidia.
* Whether Intel can release Xeon Phi on 2017 as Intel promised. And in
hardware raw performance level, and in price level can compete with Nvidia
GPU offering.
* Whether Intel can and has the deep pocket to move the huge software
community to port existing AI software to Intel platform.
* Whether Nvidia can release its Volta platform on 2017 to widen its gap
with Intel.
* Nvidia needs to solve the PCIE bottom neck to scale up its GPU offering.
There is a hugh conflict of interests here. NVLINK vs new CPU co-processing
interface. Intel is not supporting NVLINK, IBM power 9 will be released in
2017, and support both.... Nvidia cannot count on Power 9, since more than
90% data center market is still Intel.
* Whether the whole AI is a hype bubble, or it is something real this time.
* 2017 will be a critical year.
W*n
6 楼
good comments
another cent:
intel is more diversified than nvda
its a cash machine too
WS 'll wake up some days
another cent:
intel is more diversified than nvda
its a cash machine too
WS 'll wake up some days
C*5
7 楼
总结的非常好！受教了。
catch
【在 z******i 的大作中提到】
: 1. Intel still has better Silicon process. NVidia depends on TSMC on
: manufacturing.
: 2. Intel missed and behind Nvidia AI several years. Right now is doing catch
: up.
: * buy Nervana @about 400m.
: * buy Movidius.
: * change Xeon Phi roadmap to include deep learning specific instruction.
: * buy Altera @16.7B, trying co-processing concept.
: * All the other AI investment through intel capital.
: 3. Nvidia is way ahead of Intel on AI eco-system. Cuda, cudnn lib on lower
catch
【在 z******i 的大作中提到】
: 1. Intel still has better Silicon process. NVidia depends on TSMC on
: manufacturing.
: 2. Intel missed and behind Nvidia AI several years. Right now is doing catch
: up.
: * buy Nervana @about 400m.
: * buy Movidius.
: * change Xeon Phi roadmap to include deep learning specific instruction.
: * buy Altera @16.7B, trying co-processing concept.
: * All the other AI investment through intel capital.
: 3. Nvidia is way ahead of Intel on AI eco-system. Cuda, cudnn lib on lower
c*n
8 楼
Whether the whole AI is a hype bubble, or it is something real this time
想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
C*5
9 楼
有些你根本想不到的公司都在搞deep learning。具体的我不能说太多。我很肯定deep
learning is the real deal.
【在 c****n 的大作中提到】
: Whether the whole AI is a hype bubble, or it is something real this time
: 想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
: 把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
learning is the real deal.
【在 c****n 的大作中提到】
: Whether the whole AI is a hype bubble, or it is something real this time
: 想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
: 把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
z*i
10 楼
如果要赌的话，我赌这次AI是真家伙了。所以不光是nvidia, 这个饼足够大，
其他intel, quacmm/nxp, 等等应该都有份。
比较看好AI在医疗领域的突破。healthcare目前太贵，太低效。
【在 c****n 的大作中提到】
: Whether the whole AI is a hype bubble, or it is something real this time
: 想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
: 把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
其他intel, quacmm/nxp, 等等应该都有份。
比较看好AI在医疗领域的突破。healthcare目前太贵，太低效。
【在 c****n 的大作中提到】
: Whether the whole AI is a hype bubble, or it is something real this time
: 想到一起了，到底AI是泡沫还是先进生产力？有没有具体的例子？现在一窝蜂的搞AI,
: 把NVDA推高了，如果到最后还是只有几家大公司玩儿的转，其实市场没多大。
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