How successful Intels efforts prove to be will be crucial not only for the company but also for the long-term future of the computer chip industry.
Were seeing a lot more competition in the data-center market than weve seen in a long time, said Linley Gwennap, a semiconductor expert who leads a technology research firm in Mountain View, Calif.
Intel has long dominated the business for central processing chips that control industry-standard servers in data centers. Matthew Eastwood, an analyst at IDC, said the company controlled about 96 percent of such chips.
But others are making inroads into advanced data centers. Nvidia, a chip maker in Santa Clara, Calif., does not make Intel-style central processors. But its graphics-processing chips, used by gamers in turbocharged personal computers, have proved well suited for A.I. tasks. Nvidias data-center business is taking off, with the companys sales surging and its stock price nearly tripling in the last year.
Big Intel customers like Google, Microsoft and Amazon are also working on chip designs. AMD and ARM, which make central processing chips like Intel, are edging into the data-center market, too. IBM made its Power chip technology open source a few years ago, and Google and others are designing prototypes.
To counter some of these trends, Intel is expected on Tuesday to provide details about the performance and uses of its new chips and its plans for the future. The company is set to formally introduce the next generation of its Xeon data-center microprocessors, code-named Skylake. And there will be a range of Xeon offerings with different numbers of processing cores, speeds, amounts of attached memory, and prices.
Yet analysts said that would represent progress along Intels current path rather than an embrace of new models of computing.
Stacy Rasgon, a semiconductor analyst at Bernstein Research, said, Theyre late to artificial intelligence.
Intel disputes that characterization, saying that artificial intelligence is an emerging technology in which the company is making major investments. In a blog post last fall, Brian Krzanich, Intels chief executive, wrote that it was uniquely capable of enabling and accelerating the promise of A.I.
Intel has been working in several ways to respond to the competition in data-center chips. The company acquired Nervana Systems, an artificial intelligence start-up, for more than $400 million last year. In March, Intel created an A.I. group, headed by Naveen G. Rao, a founder and former chief executive of Nervana.
The Nervana technology, Intel has said, is being folded into its product road map. A chip code-named Lake Crest is being tested and will be available to some customers this year.
Lake Crest is tailored for A.I. programs called neural networks, which learn specific tasks by analyzing huge amounts of data. Feed millions of cat photos into a neural network and it can learn to recognize a cat and later pick out cats by color and breed. The principle is the same for speech recognition and language translation.
Intel has also said it is working to integrate Nervana technology into a future Xeon processor, code-named Knights Crest.
Intels challenge, analysts said, is a classic one of adapting an extraordinarily successful business to a fundamental shift in the marketplace.
As the dominant data-center chip maker, used by a wide array of customers with different needs, Intel has loaded more capabilities into its central processors. It has been an immensely profitable strategy: Intel had net income of $10.3 billion last year on revenue of $59.4 billion.
Yet key customers increasingly want computing designs that parcel out work to a collection of specialized chips rather than have that work flow through the central processor. A central processor can be thought of as part brain, doing the logic processing, and part traffic cop, orchestrating the flow of data through the computer.
The outlying, specialized chips are known in the industry as accelerators. They can do certain things, like data-driven A.I. tasks, faster than a central processor. Accelerators include graphics processors, application-specific integrated circuits (ASICs) and field-programmable gate arrays (F.P.G.A.s).
A more diverse set of chips does not mean the need for Intels central processor disappears. The processor just does less of the work, becoming more of a traffic cop and less of a brain. If this happens, Intels business becomes less profitable.
Intel is not standing still. In 2015, it paid $16.7 billion for Altera, a maker of field-programmable gate arrays, which make chips more flexible because they can be repeatedly reprogrammed with software.
Mr. Gwennap, the independent analyst, said, Intel has a very good read on data centers and what those customers want.
Still, the question remains whether knowing what the customers want translates into giving them what they want, if that path presents a threat to Intels business model and profit margins.
Follow Steve Lohr on Twitter @SteveLohr.
A version of this article appears in print on July 11, 2017, on Page B5 of the New York edition with the headline: Intel Protects Its Lead While Pivoting to A.I.
See the original post here:
Intel, While Pivoting to Artificial Intelligence, Tries to Protect Lead - New York Times
- Classic reasoning systems like Loom and PowerLoom vs. more modern systems based on probalistic networks [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Using Amazon's cloud service for computationally expensive calculations [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Software environments for working on AI projects [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- New version of my NLP toolkit [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Semantic Web: through the back door with HTML and CSS [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Java FastTag part of speech tagger is now released under the LGPL [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Defining AI and Knowledge Engineering [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Great Overview of Knowledge Representation [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Something like Google page rank for semantic web URIs [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- My experiences writing AI software for vehicle control in games and virtual reality systems [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- The URL for this blog has changed [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- I have a new page on Knowledge Management [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- N-GRAM analysis using Ruby [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Good video: Knowledge Representation and the Semantic Web [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Using the PowerLoom reasoning system with JRuby [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Machines Like Us [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- RapidMiner machine learning, data mining, and visualization tool [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- texai.org [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- NLTK: The Natural Language Toolkit [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- My OpenCalais Ruby client library [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Ruby API for accessing Freebase/Metaweb structured data [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Protégé OWL Ontology Editor [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- New version of Numenta software is available [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Very nice: Elsevier IJCAI AI Journal articles now available for free as PDFs [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Verison 2.0 of OpenCyc is available [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- What’s Your Biggest Question about Artificial Intelligence? [Article] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Minimax Search [Knowledge] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Decision Tree [Knowledge] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- More AI Content & Format Preference Poll [Article] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- New Planners Solve Rescue Missions [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Neural Network Learns to Bluff at Poker [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Pushing the Limits of Game AI Technology [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Mining Data for the Netflix Prize [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Interview with Peter Denning on the Principles of Computing [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Decision Making for Medical Support [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Neural Network Creates Music CD [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- jKilavuz - a guide in the polygon soup [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Artificial General Intelligence: Now Is the Time [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Apply AI 2007 Roundtable Report [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- What Would You do With 80 Cores? [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Software Finds Learning Language Child's Play [News] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Artificial Intelligence in Games [Article] [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Artificial Intelligence Resources [Last Updated On: November 8th, 2009] [Originally Added On: November 8th, 2009]
- Alan Turing: Mathematical Biologist? [Last Updated On: April 25th, 2012] [Originally Added On: April 25th, 2012]
- BBC Horizon: The Hunt for AI ( Artificial Intelligence ) - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Can computers have true artificial intelligence" Masonic handshake" 3rd-April-2012 - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Kevin B. Korb - Interview - Artificial Intelligence and the Singularity p3 - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Artificial Intelligence - 6 Month Anniversary - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Science Breakthroughs [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Hitman: Blood Money - Part 49 - Stupid Artificial Intelligence! - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Research Members Turned Off By HAARP Artificial Intelligence - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Artificial Intelligence Lecture No. 5 - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- The Artificial Intelligence Laboratory, 2012 - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Charlie Rose - Artificial Intelligence - Video [Last Updated On: April 30th, 2012] [Originally Added On: April 30th, 2012]
- Expert on artificial intelligence to speak at EPIIC Nights dinner [Last Updated On: May 4th, 2012] [Originally Added On: May 4th, 2012]
- Filipino software engineers complete and best thousands on Stanford’s Artificial Intelligence Course [Last Updated On: May 4th, 2012] [Originally Added On: May 4th, 2012]
- Vodafone xone™ Hackathon Challenges Developers and Entrepreneurs to Build a New Generation of Artificial Intelligence ... [Last Updated On: May 4th, 2012] [Originally Added On: May 4th, 2012]
- Rocket Fuel Packages Up CPG Booster [Last Updated On: May 4th, 2012] [Originally Added On: May 4th, 2012]
- 2 Filipinos finishes among top in Stanford’s Artificial Intelligence course [Last Updated On: May 5th, 2012] [Originally Added On: May 5th, 2012]
- Why Your Brain Isn't A Computer [Last Updated On: May 5th, 2012] [Originally Added On: May 5th, 2012]
- 2 Pinoy software engineers complete Stanford's AI course [Last Updated On: May 7th, 2012] [Originally Added On: May 7th, 2012]
- Percipio Media, LLC Proudly Accepts Partnership With MIT's Prestigious Computer Science And Artificial Intelligence ... [Last Updated On: May 10th, 2012] [Originally Added On: May 10th, 2012]
- Google Driverless Car Ok'd by Nevada [Last Updated On: May 10th, 2012] [Originally Added On: May 10th, 2012]
- Moving Beyond the Marketing Funnel: Rocket Fuel and Forrester Research Announce Free Webinar [Last Updated On: May 10th, 2012] [Originally Added On: May 10th, 2012]
- Rocket Fuel Wins 2012 San Francisco Business Times Tech & Innovation Award [Last Updated On: May 13th, 2012] [Originally Added On: May 13th, 2012]
- Internet Week 2012: Rocket Fuel to Speak at OMMA RTB [Last Updated On: May 16th, 2012] [Originally Added On: May 16th, 2012]
- How to Get the Most Out of Your Facebook Ads -- Rocket Fuel's VP of Products, Eshwar Belani, to Lead MarketingProfs ... [Last Updated On: May 16th, 2012] [Originally Added On: May 16th, 2012]
- The Digital Disruptor To Banking Has Just Gone International [Last Updated On: May 16th, 2012] [Originally Added On: May 16th, 2012]
- Moving Beyond the Marketing Funnel: Rocket Fuel Announce Free Webinar Featuring an Independent Research Firm [Last Updated On: May 23rd, 2012] [Originally Added On: May 23rd, 2012]
- MASA Showcases Latest Version of MASA SWORD for Homeland Security Markets [Last Updated On: May 23rd, 2012] [Originally Added On: May 23rd, 2012]
- Bluesky Launches Drones for Aerial Surveying [Last Updated On: May 23rd, 2012] [Originally Added On: May 23rd, 2012]
- Artificial Intelligence: What happened to the hunt for thinking machines? [Last Updated On: May 25th, 2012] [Originally Added On: May 25th, 2012]
- Bubble Robots Move Using Lasers [VIDEO] [Last Updated On: May 25th, 2012] [Originally Added On: May 25th, 2012]
- UHV assistant professors receive $10,000 summer research grants [Last Updated On: May 27th, 2012] [Originally Added On: May 27th, 2012]
- Artificial intelligence: science fiction or simply science? [Last Updated On: May 28th, 2012] [Originally Added On: May 28th, 2012]
- Exetel taps artificial intelligence [Last Updated On: May 29th, 2012] [Originally Added On: May 29th, 2012]
- Software offers brain on the rain [Last Updated On: May 29th, 2012] [Originally Added On: May 29th, 2012]
- New Dean of Science has high hopes for his faculty [Last Updated On: May 30th, 2012] [Originally Added On: May 30th, 2012]
- Cognitive Code Announces "Silvia For Android" App [Last Updated On: May 31st, 2012] [Originally Added On: May 31st, 2012]
- A Rat is Smarter Than Google [Last Updated On: June 5th, 2012] [Originally Added On: June 5th, 2012]