CPU Market Share Decline and Rise AI Chips

2023-05-04

CPU Market Share Decline and Rise AI Chips

Over the years, we have witnessed the development of the CPU and GPU industries, with companies like Intel and Nvidia dominating the market. But now, we are beginning to see the rise of Chinese companies entering the field, with the likes of "China's version of Nvidia" and "China's version of Intel" starting to take shape.

Looking back at the story of how the CPU industry was divided, we can see three underlying rules. Firstly, as long as there are no human intervention, division of labor can remain efficient. Secondly, as data continues to grow, relevance has become more important than logic. Lastly, persistence is key in achieving success in a particular field.

Nvidia, for example, has been constantly improving the computational abilities of their GPUs by increasing the number of transistors, using more efficient architecture, and reducing power consumption. They have even followed "Huang's Law" (similar to Moore's Law) which states that GPU capabilities should double every six months.

As we continue to witness the ongoing rivalry between Intel and Nvidia, we have also seen several collaborations come into play, with each company partnering with other experts in specialized fields. Intel, for instance, announced the release of the Larrabee architecture; a combination of CPU and GPU technology.

But, the advancement of technology is not limited to just CPUs and GPUs. We can also see the rise of specialized chips such as TPU specifically designed for artificial intelligence. Companies like Google have already started developing AI accelerators that can provide 15-30 times the performance of regular CPUs and GPUs.

In the world of chip manufacturing, specialization has become crucial. Collaboration between companies has proven to be highly effective, as seen with Intel and Microsoft teaming up to beat IBM. Nvidia, being a design company, relies on specialized manufacturing companies like TSMC to produce their chips successfully, and together, they have even developed a technology that can accelerate computation lithography by more than 40 times.

Overall, the advancement of technology in the CPU and GPU industry, as well as in specialized chip manufacturing, has been fascinating to watch. Success in such fields requires collaboration and persistence. At the same time, competition amongst companies drives the development of new and better technologies.

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