Wayne Gretzky: "I skate to where the puck is going, not where it has been.” Intel Acquires Artificial Intelligence Chipmaker Habana Labs [1]: > Intel estimate

Wayne Gretzky: "I skate to where the puck is going, not where it has been.” Intel Acquires Artificial Intelligence Chipmaker Habana Labs [1]: > Intel estimates the total addressable market (TAM) for AI silicon by 2024 will be greater than $25 billion, and within that, AI silicon in the data center is expected to be greater than $10 billion in the same timeframe. Amazon EC2 instances powered by Habana Gaudi [2]: > Up to 40% better price performance for deep learning models Matrix CPU math is another plausible future; Intel, AMD, and/or ARM are positioned to drive such an ISA extension. Accelerators, coprocessors, FPGAs, and CPU ISA extensions all seem to be in play; it is too early to pick winners in this nascent market. [1] https://newsroom.intel.com/news-releases/intel-ai-acquisition/ https://newsroom.intel.com/news-releases/intel-ai-acquisitio... [2] https://aws.amazon.com/ec2/instance-types/habana-gaudi/ https://aws.amazon.com/ec2/instance-types/habana-gaudi/