Computing shifts may rearrange pecking order for Intel, Qualcomm, AMD, Nvidia, chipmakers

Artificial intelligence, cloud computing, big data and the Internet of things along with a heavy dose of mobility are rewriting the semiconductor pecking order. This shakeout is going to be fun to watch. In this new world order, novel workloads (think AI) are forcing customers to design their own processors. Dominant companies (think Intel) may become less dominant. ARM meets the data center. And former challengers like AMD launch comebacks based on GPUs, an area dominated by Nvidia. And don’t forget the Internet of things, another market trend that’ll likely benefit Qualcomm. Intel CEO Brian Krzanich summed it up following the company’s strong second quarter. “We continue to see intense competition across our businesses. That’s the reality of the attractive markets in which we participate. The competition makes us stronger, and we’re ready for it,” he said.Let’s think through the moving parts: Apple, Microsoft and Google are working on their own processors to handle artificial intelligence and other workloads. The goal is to crunch the algorithms without going to the cloud for answers. Big data and AI workloads as well as high performance computing and analytics are increasingly revolving around GPUs. This movement has made Nvidia a key enterprise player…


Link to Full Article: Computing shifts may rearrange pecking order for Intel, Qualcomm, AMD, Nvidia, chipmakers

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