AI Semis – the Have and Have Nots
Qualcomm has a robust AI offering, and the market for AI Inference at the Edge is huge. But Qualcomm and every other company not named Nvidia, will struggle to ride this wave to AI riches.
Tag Archives: Nvidia
Marketing CPUs in a Multi-Polar World
How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.
AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
Why do we use GPUs for AI?
We provide a basic look at why GPUs are the chip of choice for AI workloads, with a look at the early days of Nvidia CUDA.
NVDA as a Software Stock?
Should we value Nvidia as a software stock? Its CUDA software is a major competitive advantage in AI. Even if we do this, it is hard to get comfortable with the current share price.
How many CPUs do we need?
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
Everybody Wants to Software
Every chip company has ambitions to sell software too – but there are very few software models that will work for them.
Data Center Market Math
The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.
A Tale of Two Salesforces
Nvidia just had a developer event which highlighted all the partners they have, a vision of the verticalized future of semis. In contrast, Qualcomm’s sales structure does not look like that.
Semis Top Five
We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.