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Gary Edwards

Will Intel let Jen-Hsun Huang spread graphics beyond PCs? » VentureBeat - 1 views

venturebeat.com/...-to-spread-graphics-beyond-pcs

gpu nvidia jen-hsun-huang graphics ion tegra visual-computing visual-documents

shared by Gary Edwards on 08 Jul 11 - Cached
  • Gary Edwards on 08 Jul 11
     
    Nvidia chief executive Jen-Hsun Huang is on a mission to get graphics chips into everything from handheld computers to smart phones. He expects, for instance, that low-cost Netbooks will become the norm and that gadgets will need to have battery life lasting for days. Holding up an Ion platform, which couples an Intel low-cost Atom processor with an Nvidia integrated graphics chip set, he said his company is looking to determine "what is the soul of the new PC." With Ion, Huang said he is prepared for the future of the computer industry. But first, he has to deal with Intel. Good interview. See interview with Charlie Rose! The Dance of the Sugarplum Documents is about the evolution of the Web document model from a text-typographical/calculation model to one that is visually rich with graphical media streams meshing into traditional text/calc. The thing is, this visual document model is being defined on the edge. The challenge to the traditional desktop document model is coming from the edge, primarily from the WebKit - Chrome - iPhone Community. Jen-Hsun argues on Charlie Rose that desktop computers featured processing power and applications designed to automate typewritter (wordprocessing) and calculator (spreadsheet) functions. The x86 CPU design reflects this orientation. He argues that we are now entering the age of visual computing. A GPU is capable of dramatic increases in processing power because the architecture is geared to the volumes of graphical information being processed. Let the CPU do the traditional stuff, and let the GPU race into the future with the visual processing. That a GPU architecture can scale in parallel is an enormous advantage. But Jen-Hsun does not see the need to try to replicate CPU tasks in a GPU. The best way forward in his opinion is to combine the two!!!
Gary Edwards

CPU Wars - Intel to Play Fab for an ARM Chipmaker: Understanding What the Altera Deal M... - 0 views

www.dailytech.com/...article33659.htm

OpenWeb WinTel Intel-ARM x86-ARM CPU-GPU

shared by Gary Edwards on 04 Nov 13 - No Cached
  • Intel wants x86 to conquer all computing spaces -- including mobile -- and is trying to leverage its process lead to make that happen.  However, it's been slowed by a lack of inclusion of 4G cellular modems on-die and difficulties adapting to the mobile market's low component prices.  ARM, meanwhile, wants a piece of the PC and server markets, but has received a lukewarm response from consumers due to software compatibility concerns. The disappointing sales of (x86) tablet products using Microsoft Corp.'s (MSFT) Windows 8 and the flop of Windows RT (ARM) product in general somewhat unexpectedly had the net result of being a driver to maintain the status quo, allowing neither company to gain much ground.  For Intel, its partnership with Microsoft (the historic "Wintel" combo) has damaged its mobile efforts, as Windows 8 flopped in the tablet market.  Likewise ARM's efforts to score PC market share were stifled by the flop of Windows RT, which led to OEMs killing off ARM-based laptops and convertibles.
  • Both companies seem to have learned their lesson and are migrating away from Windows towards other platforms -- in ARM's case Chromebooks, and in Intel's case Android tablets/smartphones. But suffice it to say, ARM Holdings and Intel are still very much bitter enemies from a sales perspective.
  • III. Profit vs. Risk -- Understanding the Modern CPU Food Chain
  • ...16 more annotations...
  • Whether it's tablets or PCs, the processor is still one of the most expensive components onboard.  Aside from the discrete GPU -- if a device has one -- the CPU has the greatest earning potential for a large company like Intel because the CPU is the most complex component. Other components like the power supply or memory tend to either be lower margin or have more competitors.  The display, memory, and storage components are all sensitive to process, but see profit split between different parties (e.g. the company who makes the DRAM chips and the company who sells the stick of DRAM) and are primarily dependent on process technology. CPUs and GPUs remain the toughest product to make, as it's not enough to simply have the best process, you must also have the best architecture and the best optimization of that architecture for the space you're competing in. There's essentially five points of potential profit on the processor food chain: [CPU] Fabrication [CPU] Architecture design [CPU] Optimization OEM OS platform Of these, the fabrication/OS point is the most profitable (but is dependent on the number of OEM adopters).  The second most profitable niche is optimization (which again is dependent on OEM adopter market share), followed by OEM markups.  In terms of expense, fabrication and operating system designs requires the greatest capital investment and the highest risk.
  • In terms of difficulty/risk, the fabrication and operating system are the most difficult/risky points.  Hence in terms of combined risk, cost, and profitability the ranking of which points are "best" is arguably: Optimization Architecture design OS platfrom OEM Fabrication ...with the fabrication point being last largely because it's so high risk. In other words, the last thing Intel wants is to settle into a niche of playing fabs for everybody else's product, as that's an unsound approach.  If you can't keep up in terms of chip design, you typically spin off your fabs and opt for a different architecture direction -- just look at Advanced Micro Devices, Inc.'s (AMD) spinoff of GlobalFoundries and upcoming ARM product to see that.
  • IV. Top Firms' Role on That Food Chain
  • Apple has seen unbelievable profits due to this fundamental premise.  It controls the two most desirable points on the food chain -- OS and optimization -- while sharing some profit with its architecture designer (ARM Holdings) and a bit with the fabricator (Samsung Electronics Comp., Ltd. (KSC:005930)).  By choosing to play operating system maker, too, it adds to its profits, but also its risk.  Note that nearly every other first-party exclusive smartphone platform has failed or is about to fail (i.e. BlackBerry, Ltd. (TSE:BB) and the now-dead Palm).
  • Intel controls points 1, 2, and 5, currently, on the food chain.  Compared to Apple, Intel's points of control offer less risk, but also slightly less profitability. Its architecture control may be at risk, but even so, it's currently the top in its most risky/expensive point of control (fabrication), where as Apple's most risky/expensive point of control (OS development) is much less of a clear leader (as Android has surpassed Apple in market share).  Hence Apple might be a better short-term investment, but Intel certainly appears a better long-term investment.
  • Samsung is another top company in terms of market dominance and profit.  It occupies points 1, 3, 4, and 5 -- sometimes.  Sometimes Samsung's devices use third-party optimization firms like Qualcomm Inc. (QCOM) and NVIDIA Corp. (NVDA), which hurts profitability by removing one of the most profitable roles.  But Samsung makes up for this by being one of the largest and most successful third party manufacturers.
  • Microsoft enjoys a lot of profit due to its OS dominance, as does Google Inc. (GOOG); but both companies are limited in controlling only one point which they monetize in different ways (Microsoft by direct sales; Google by giving away OS product for free in return for web services market share and by proxy search advertising revenue).
  • Qualcomm and NVIDIA are also quite profitable operating solely as optimizers, as is ARM Holdings who serves as architecture maker to Qualcomm, NVIDIA, Apple, and Samsung.
  • V. Four Scenarios in the x86 vs. ARM Competition
  • Scenario one is that x86 proves dominant in the mobile space, assuming a comparable process.
  • A second scenario is that x86 and ARM are roughly tied, assuming a comparable process.
  • A third scenario is that x86 is inferior to ARM at a comparable process, but comparable or superior to ARM when the x86 chip is built using a superior process.  From the benchmarks I've seen to date, I personally believe this is most likely.
  • A fourth scenario is that x86 is so drastically inferior to ARM architecturally that a process lead by Intel can't make up for it.
  • This is perhaps the most interesting scenario, in the sense of thinking of how Intel would react, if not overly likely.  If Intel were faced with this scenario, I believe Intel would simply bite the bullet and start making ARM chips, leveraging its process lead to become the dominant ARM chipmaker.  To make up for the revenue it lost, paying licensing fees to ARM Holdings, it could focus its efforts in the OS space (it's Tizen Linux OS project with Samsung hints at that).  Or it could look to make up for lost revenue by expanding its production of other basic process-sensitive components (e.g. DRAM).  I think this would be Intel's best and most likely option in this scenario.
  • VI. Why Intel is Unlikely to Play Fab For ARM Chipmakers (Even if ARM is Better)
  • From Intel's point of view, there is an entrenched, but declining market for x86 chips because of Windows, and Intel will continue to support Atom chips (which will be required to run Windows 8 tablets), but growth on desktops will come from 64 bit desktop/server class non-Windows ARM devices - Chromebooks, Android laptops, possibly Apple's desktop products as well given they are going 64 bit ARM for their future iPhones. Even Windows has been trying to transition (unsuccessfully) to ARM. Again, the Windows server market is tied to x86, but Linux and FreeBSD servers will run on ARM as well, and ARM will take a chunk out of the server market when a decent 64bit ARM server chip is available as a result.
  • Gary Edwards on 04 Nov 13
     
    Excellent article explaining the CPU war for the future of computing, as Intel and ARM square off.  Intel's x86 architecture dominates the era of client/server computing, with their famed WinTel alliance monopolizing desktop, notebook and server implementations.  But Microsoft was a no show with the merging mobile computing market, and now ARM is in position transition from their mobile dominance to challenge the desktop -notebook - server markets.   WinTel lost their shot at the mobile computing market, and now their legacy platforms are in play.  Good article!!! Well worth the read time  ................
Gary Edwards

Fast Database Emerges from MIT Class, GPUs and Student's Invention - 0 views

data-informed.com/ss-gpus-and-students-invention

Mostak GPU NVidia-CUDA

shared by Gary Edwards on 26 Apr 13 - No Cached
  • Gary Edwards on 26 Apr 13
     
    Awesome work!  A world changing discovery i think. excerpt: "Mostak built a new parallel database, called MapD, that allows him to crunch complex spatial and GIS data in milliseconds, using off-the-shelf gaming graphical processing units (GPU) like a rack of mini supercomputers. Mostak reports performance gains upwards of 70 times faster than CPU-based systems. Related Stories The five elements of a data scientist's job. Read more» Podcast: A data scientist's approach to predictive analytics for marketers. Read more» Data scientist Edwin Chen on Twitter's business value. Read more» Geofeedia structures Twitter, social media data by location and time. Read more» Mostak said there is more development work to be done on MapD, but the system works and will be available in the near future. He said he is planning to release the new database system under and open source business model similar to MongoDB and its company 10gen. "I had the realization that this had the potential to be majorly disruptive," Mostak said. "There have been all these little research pieces about this algorithm or that algorithm on the GPU, but I thought, 'Somebody needs to make an end-to-end system.' I was shocked that it really hadn't been done." Mostak's undergraduate work was in economics and anthropology; he realized the need for his interactive database while  studying at Harvard's Center for Middle Eastern Studies program. But his hacker-style approach to problem-solving is an example of how attacking a problem from new angles can yield better solutions. Mostak's multidisciplinary background isn't typical for a data scientist or database architect."
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