James Raybould’s Post

Apple's upcoming event will bring some serious computing power and will come down as a serious defensive artillery fire 💥 in the new computing power war. I expect some very powerful 💻 machines to be announced. Context: Apple Silicon is a revolution in terms of CPU and GPU performance. The chief architect of Apple silicon, the chief of its analytics team and the SoC architect of the same project started a company called NUVIA Inc. Long story short this company launched an Arm based chip. Then it was purchased by Qualcomm for "just" $1.4 billion. An acquisition praised by Microsoft. Qualcomm recently launched a chip based on this tech with 12 performance cores. So now Apple needs to react, and they did with an unexpected event. So my prediction is that the impact will be on flagship devices rather then mid-level ones. 💻

NVIDIA Corporation (NASDAQ:NVDA) has quietly started designing #CentralProcessingUnits, in a move that fires a shot across the bow at Intel Corporation (NASDAQ:INTC), according to reporting from Reuters.  The #CPUs would run Microsoft Corporation (NASDAQ:MSFT) Windows and use technology developed by Arm Holdings, the report said, citing people familiar with the matter.  Nvidia holds a significant share of the #ArtificialIntelligence #ChipMarket. If the company’s CPU ambitions bear fruit, it could take a bite out of personal computing rivals such as Intel.  More at #Proactive #ProactiveInvestors #NASDAQ #NVDA #Tech #ChipManufacturing #AIChipMarket http://ow.ly/TW6P104YOAi

There was a time not so long ago that Microsoft and Intel Corporation were both atop the tech world. Microsoft built its hugely profitable Windows operating system over the years to work on computers that used Intel’s chips, and Intel designed new chips to run Windows (hence “Wintel”). bit.ly/4aSSvDu The system fueled the leading tech product of the 1990s, the personal computer. Microsoft’s Bill Gates became a celebrity wonk billionaire, and Intel CEO Andy Grove was Time’s 1997 Man of the Year. Since then, their paths have diverged sharply. Microsoft in 2000 was the world’s most valuable company, and after losing that distinction for many years, it’s No. 1 again. Intel was the world’s sixth most valuable company in 2000 and the largest maker of semiconductors; today it’s No. 69 by value and No. 2 in semiconductors by revenue, far behind No. 1 TSMC (and in some years also behind Samsung Electronics).

The arrival of numerous Qualcomm Arm architecture laptop PCs is not just a pivotal moment for the PC industry... it matters for cloud, AI and virtualized workloads too. Arm is competing with x86 architecture across many virtualized environments, for example in the mobile core or RAN, and in the cloud data centres that are critical for AI, and across telecom as well as the many industries going through the switch to "commodity" hardware and virtualized workloads. If Arm can compete so well on performance per watt on x86's home turf of PCs, then the risk for x86 players is that the Arm "contagion" will accelerate in these other business areas and industries too. If these Oryon core based #Snapdagon X SoC's are competitive in laptop PCs, then x86 players must look to their other business areas too, and ensure that they innovate sufficiently quickly to counter Arm in those areas as well. This is not the time for x86 players to be complacent or too confident. That innovation in Oryon will be used in other SoC's that will target other computing devices too. x86 players must now innovate fast. Arguably they already are. But even more importantly, they must counter the marketing of Arm players and point to the strengths of the x86 platform, especially as the NPU capabilities of x86 platforms improve helping them compete in for cloud workloads. Similarly, as x86 energy efficiency continues to improve they must counter the deeply held perception in many circles that x86 lags Arm on performance per Watt that Arm has build up over decades. These PC announcements are the start of renewed competition between x86 and Arm achitectures and the companies that back each. This is a market to watch closely for its implications for cloud, #AI compute, virtualization as well as for these more immediate PC product launches. The CCS Insight team will be tracking all of the above areas, as well as the implications for the future of work and the device landscape. Bola Rotibi, Ben Wood, Leo Gebbie, Kane McKenna, Simon Bryant, Luke Pearce among others.

It's pretty wild that ARM has 1.4 times the marketcap of Intel. 😲 ARM: $190 Billion, Employees: ~7100 Intel: $136 Billion, Employees: ~125,000 #arm #intel #artificialintelligence #llms #chatgpt #generativeai #gpu #servers #datacenter #cloud #ai #technology #innovation #business #Semiconductorindustry #electronics #semiconductor #supplychain #computerchips #semiconductors #chips #chipmaker #foundry credit: AI investor

The ground swell of support around ARM and RISC-V that I am seeing from Intel and Apple is great. this support always existed in academia and in the FOSS-space. I know RISC-V is moving late as ARM has cornered the marketplace on anything not Team Blue or Team Red, but I believe that RISC-V is going to have its moment very soon. The price to crunch a byte of data has to dramatically decrease similar to how the Ford Model T reduced the price to drive a mile in a automobile. This pending disruption of the compute space starts with rethinking how compute is engineered and licensed. #tormorrowstechology #dataengineering #dataanalytics #dataarchitecture

Intel Macs Are Going to Be Cheaper Than Ever, but Don't Rush to Buy Them Key Takeaways Intel Macs may become cheaper because macOS Sequoia's AI features only work with Apple Silicon. Buying an Intel Mac means c... See more https://lnkd.in/guG988WF

This is interesting. And a shift from Intel to ARM on the desktop could prove very negative to Intel. The semiconductor industry leverages volume. Intel drives volume at the desktop level. This allows it to drive economies of scale in manufacturing which benefits more complex chips like server chips. The obvious answer is for Intel to leverage its fabrication facilities for either its own or others ARM chips, as well as other high volume chips. https://lnkd.in/gUwJVZBD

Just last week, Intel Corporation CEO Pat Gelsinger shared the company's vision of having 50% of the world’s #semiconductors produced in the U.S. and Europe by the end of the decade. While this is definitely a possibility, the reality is, China is also wanting to be a dominant player in the industry. And with Beijing now announcing the block of #Intel and AMD chips in government computers, how will this impact the chip industry moving forward? There is no doubt that China is capable of producing its own chips despite restrictions and sanctions imposed on them. But how big of an impact will the block affect its supply chain? Caught in this crossfire is NVIDIA. Will China now opt to NVIDIA instead for chips as it blocks Intel and AMD? And will NVIDIA face more scrutiny in the US as it continues to deal with China? Interesting times lie ahead...

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