Hi, this is Wayne again with a topic “Is Nvidia The Next Intel?”.
We’Ve gotten used to thinking of the name intel as being synonymous with cpus. After all, they invented the x86 architecture and even though they’ve gotten, some very spirited competition, recently they’ve still been the dominant name in pc cpus for much of their history. But a new challenger has appeared and i’m not even talking about amd, but rather nvidia, who is better known for being a power player in the graphics space? I guess intel kind of invited. This challenge you’ve probably heard about their plans to compete in the gpu arena. In the near future, but regardless of that encroachment, nvidia has been signaling. This move for years. You see, although many consumers are used to thinking of nvidia as a graphics company, the days of them relying on selling graphics cards to gamers and workstation users as their dominant source of income are actually long gone.
Nvidia has been investing in enterprise and data center applications for some time now and while intel is still the big name in server cpus. The fact that cloud ai is such a quickly growing field has given team green, an opportunity to make major inroads, as we discussed in this article nvidia’s, bread and butter gpus are highly parallel chips, making them an excellent choice for the kind of number crunching needed for Machine learning and neural networks, in fact, nvidia’s revenues from its data center business reached nearly 2 billion in the third fiscal quarter of 2021, well over double the previous year, but that doesn’t mean cpus, don’t play a critical part in these workloads. That’S where nvidia’s upcoming ai focused cpu codenamed grace comes in currently nvidia is offering ai oriented systems that feature their own gpus, but have cpus from third parties even amd, but when grace lands, hopefully in 2023, it will be in nvidia’s own worlds. More tightly coupled to the system’s gpus, making it potentially appealing to companies that use cloud-based, machine learning and enabling nvidia to possibly ditch cpus from its competitors, capturing more of the system value for themselves, and we haven’t even gotten to nvidia’s. Even bigger power play its proposed purchase of arm the world’s leading designer and licensor of mobile chips. Although the chip inside your phone isn’t arm branded chip makers like qualcomm, samsung and even apple lean on them as a base arm, chips have been popular for mobile applications.
In large part, because they’re so power efficient, but they’re, also incredibly versatile, flexible, put their feet behind their head type of thing. Apple’S new arm, m1 soc has made waves as a competitor to intel and amd’s best and even the world’s current fastest supercomputer. At the time we shot, this video is also based on arm now pump the brakes for a second.
It isn’t a sure thing that nvidia’s acquisition of arm will go through arm has produced designs for many companies that directly compete with each other, giving them a reputation for being a switzerland-like neutral business, and the proposed merger could undermine this perceived neutrality, especially given both nvidia’s Massive amount of market power and reputation for not playing nicely add on top of that. The authorities in the uk arms home base are concerned that the sale to a foreign company could cause national security concerns, but regardless of the outcome there nvidia has actually built arm-based cpus in the past, most famously in the tegra x1 chip that powers, the nintendo switch And the company is clearly looking to a future where it can further incorporate arm into its own designs. Recently, it came out that nvidia was working with mediatek on an arm cpu for a new nvidia gaming, laptop, potentially called the shield book complete with geforce graphics gamers. On an arm laptop, i’m not ready for this. So while we don’t know if this foreshadows an nvidia desktop cpu to compete with amd and intel, it does show that nvidia isn’t afraid to explore some uncharted territory which could turn them into as big of a household name as intel in the future.
Who knows, maybe nvidia gets so dominant, that jensen will switch it up and start selling green leather, jackets and i’ll be the first customer. No, i will not, but you know who i do want to be. A customer of our sponsor pulseway pulseway is a real-time, remote monitoring management software that allows you to manage systems and support users from anywhere they’re compatible with windows, mac and linux, and they help you fix problems on the go by sending commands from any mobile device. Pulsary’S app gives you remote desktop functionality, so you can get access to real-time status system resources, logged in users, network performance, windows updates and more. You can create, deploy and automate custom scripts, scan, backup and update all your systems on the go so try it for free. At pulseway.com, or through our link below hey, that was a video pretty fun to watch.
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