Nvidia’s Got the Mo, But Watch Those ASICs, Says BMO

By Tiernan Ray BMO Capital chip analyst Ambrish Srivastava on Monday offered up an interesting assessment of how Nvidia (NVDA) and Intel (INTC) are doing in the market for big computing and machine learning — my apologies to readers for the delay in getting to it. Looking through the report, Srivastava’s most interesting point is his caution that both chip companies could both be vulnerable to other kinds of chips, known as “application-specific integrated circuits.” His summary of the two vendors comes from looking at what the “TOP500” supercomputers use, including both Nvidia’s GPU graphics chips and Intel’s “Xeon-Phi” processors. “NVIDIA has done a great job in bringing HPC into the mainstream but Intel is not sitting idle and is responding,” is how Srivastava sums up this clash of titans. In general, Intel…


Link to Full Article: Nvidia’s Got the Mo, But Watch Those ASICs, Says BMO

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