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Intel has way bigger problems to deal with in the shift from CPU to GPU computation that's been happening these past few years, which is really starting to ramp
by lawrenceyan 9y ago
Intel has way bigger problems to deal with in the shift from CPU to GPU computation that's been happening these past few years, which is really starting to ramp now with the increasing advent of neural networks being practically used. I think AMD is in a much better position longer term not just aside from it hitting the mark with its upcoming CPU architecture release, but really because it has an additionally strong GPU department along side that.
We've pretty much reached the limit in terms of single core CPU performance, though I'm sure quantum breakthroughs will happen at some point. For now though, the next 5-10 years will be centered around increasing core counts and minimizing overhead resulting from that in CPUs along with GPUs. Assuming AMD can execute, they are perfectly poised within both industries against Intel and Nvidia. I posit that the lines will become more and more blurred as time goes in relation to "CPU" versus "GPU", with something akin to AMD's APU offerings or Intel's Iris integrated graphics.
I wonder what Nvidia will do in terms of direction whether going further all in on pure GPU offerings or look to potentiallly acquire/be acquired. Something with ARM maybe?
Whatever happens, you're definitely right that these are exciting times right now.
- sqeaky 9y agoI mostly agree that Intel has a two pronged problem. Will CPUs become a commodity when GPUs are where the real competition is at? What does Intel look like in that world? Could Nvidia make a "good enough" CPU?
- lawrenceyan 9y agoYeah, that's why I think if AMD can execute, they're going to be in an extremely strong position within the next few years. There definitely was a time when AMD was a mess internally, but it really seems like they've managed to gather their proverbial shit together both in their engineering and management sides. AMD is for sure a sleeping giant. Let's just hope they don't forget to wake up haha.