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By Rob Enderle for TG Daily
Every chip vendor is in a race to provide the best hardware to compete in the massively accelerating AI market. While hype may be a bit ahead of reality now regarding AI capabilities, the speed of AI advancement is closing that gap surprisingly rapidly. Chip vendors like AMD, Intel, Qualcomm and the current AI market leader, NVIDIA, are moving very rapidly to understand and embrace this opportunity.
What is quickly becoming evident is that just focusing on the hardware isn’t good enough. These vendors must also develop AI software competence which was demonstrated early on with NVIDIA’s massive two-decades-long effort to bring AI to the market at scale. Intel is significantly increasing its own software capabilities, and AMD, not wanting to be left behind, has been ramping up, as well.
AMD’s recent move to acquire Nod.ai is a case in point and should significantly and very rapidly advance AMD’s AI capabilities.
Let me explain.
AMD is one of several vendors that will have a complete hardware set for AI shortly, including low-performance, highly efficient NPUs (Neural Processing Units) and high-performance, less efficient GPU solutions. Used in concert, they should provide the breadth of hardware needed to both run high-performance AI workloads as well as persistent low-performance edge AI workloads where energy efficiency is more important.
To do this effectively, they will need to both understand the AI engines intimately and better understand the AI software that will run on it, otherwise the solutions are likely to underperform hardware vendors who have developed a stronger AI software proficiency and are better able to tune their products to meet related demand.
If AMD doesn’t understand deeply the AI solutions and can’t provide the necessary performance advantages, the AI market will pass it by. But AMD isn’t a company that intends to let that happen, so it acquired the AI software-enabling company, Nod.ai.
This fits with AMD’s award-winning CEO Lisa Su’s IBM training. One of IBM’s historic advantages is co-developing hardware and software together. It’s still arguably the market leader in mature tested AI technology with its watson.x solution…
Read the full article to learn more about Nod.Ai and the future of AMD: AMD Moves to Acquire Nod.Ai to Build Out AMD's AI Solution
Rob Enderle, The Enderle Group
An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.
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