Nvidia will be fine until CUDA dies. As it is used for almost all deep learning right now, and AMD compatible implementations are nowhere near mature, I think they will be alright for a while.
Both AMD and Intel will be in a position to offer in the near future CPUs and GPUs as a package. No reason for most companies to mess with another company, if that company doesn't offer clearly better performance, or at least much better value. When speaking about Nvidia, the second is not a possibility, so you have an Nvidia that will have to constantly offer something that would need to be way faster than the competition. For now they are fine, but in the future they will have huge problems. I still don't understand why they don't heavily invest in ARM SOCs. It's their only hope. ARM server CPUs and high performance ARM CPUs for desktops.
Intel will - AMD not so much. The paradigm is shifting - CXL and GenZ - will allow pooling of various resources .
Intel Xe HP and Xe HPC and OneAPI will have the presence in the datacenter and the marketing muscle and $$$ to dislodge Nvidia from the Top of the Heap. AMD will be in 3rd place.
ARM for desktop is a dead end for PC buyers - why move to something that has to emulate the world's largest software base in existence?
Well, NV has spent billions building an ecosystem, and a lot now depends on it. It will take a while, but the ecosystem is compatible with x86, ARM & POWERPC. And it offers a lot of advantages compared to the market, that's why it staying.
Yes, AMD is building a competition, and they're coming stronger and stronger, Intel is also coming in a big way though they will need more time than AMD. This will force NV to lower prices and work harder on features and performance.
There are other alternatives to PCIe, while not as tempting as how IF and NV works. But these works across platforms, It could not only makes NV work on Intel or AMD CPU's, they will allow AMD GPU's to work on Intel's CPUs and vise versa.. and I don't mean PCIe, but better with cache coherence, low latency, bla bla bla technologies..
AMD has ZERO chance of piercing that Ecosystem. Intel with it's CPUs, GPUs, FPGAs and AI (not to mention all the other business units) will have the motivation, the products and the $$$ to knock Nvidia down a peg. Intel coming into the GPU market will mean AMD is #3 out of 3.
Get over the InfinityFabric - it's a evolved Hyper Transport
AMD will not make anyone do anything - Both Intel and Nvidia see AMD as a useful patsy - someone tries to talk about monopoly, both can point to AMD and say "they are competition" while understanding that AMD really isn't competition at all. Nvidia doesn't stay up and worry about AMD -- they worry about the 900# Gorilla in that space - who has CPU, GPU, FPGA, AI - a full array of tech for the New Paradigm.
"and I don't mean PCIe, but better with cache coherence, low latency, bla bla bla technologies.."
You mean like CXL and GenZ which are based on ..... PCIe5.
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For virtual desktop, MI25 makes perfect sense at 12.5TFlops of fp32 performance vs. 13.3TFlops fp32 in MI50 -- the big advancement in MI50 was introduction of fast int8 operations for machine learning, and half-rate fp64 for HPC. Neither are all that useful for virtual desktop.
I read the title "Microsoft Now" and thought what is this new thing they're offering? Another bloody product/service called "Now" but no, it was just an overzealous use of capitalization.
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jeremyshaw - Wednesday, March 18, 2020 - link
Further cementing the eventual downfall of Nvidia. No CPU = no new contracts.azfacea - Wednesday, March 18, 2020 - link
and there is their criminal behavior with Linux drivers. so much joy in watching them go into the toilet.The_Assimilator - Wednesday, March 18, 2020 - link
LMAO, you guys are so funny.Deicidium369 - Tuesday, May 5, 2020 - link
IKR - whenever I need a good laugh i look for one of his posts... never fails to amuse.olafgarten - Wednesday, March 18, 2020 - link
Nvidia will be fine until CUDA dies. As it is used for almost all deep learning right now, and AMD compatible implementations are nowhere near mature, I think they will be alright for a while.yannigr2 - Wednesday, March 18, 2020 - link
Both AMD and Intel will be in a position to offer in the near future CPUs and GPUs as a package. No reason for most companies to mess with another company, if that company doesn't offer clearly better performance, or at least much better value. When speaking about Nvidia, the second is not a possibility, so you have an Nvidia that will have to constantly offer something that would need to be way faster than the competition. For now they are fine, but in the future they will have huge problems. I still don't understand why they don't heavily invest in ARM SOCs. It's their only hope. ARM server CPUs and high performance ARM CPUs for desktops.Atari2600 - Wednesday, March 18, 2020 - link
NVidia could get on board with an ARM based solution.Given what Amazon have put out right now, in a few years time, ARM will be more than viable as a competitor.
PeachNCream - Thursday, March 19, 2020 - link
They could also just buy AMD and be done with it.Deicidium369 - Tuesday, May 5, 2020 - link
Intel will - AMD not so much. The paradigm is shifting - CXL and GenZ - will allow pooling of various resources .Intel Xe HP and Xe HPC and OneAPI will have the presence in the datacenter and the marketing muscle and $$$ to dislodge Nvidia from the Top of the Heap. AMD will be in 3rd place.
ARM for desktop is a dead end for PC buyers - why move to something that has to emulate the world's largest software base in existence?
Xajel - Thursday, March 19, 2020 - link
Well, NV has spent billions building an ecosystem, and a lot now depends on it. It will take a while, but the ecosystem is compatible with x86, ARM & POWERPC. And it offers a lot of advantages compared to the market, that's why it staying.Yes, AMD is building a competition, and they're coming stronger and stronger, Intel is also coming in a big way though they will need more time than AMD. This will force NV to lower prices and work harder on features and performance.
There are other alternatives to PCIe, while not as tempting as how IF and NV works. But these works across platforms, It could not only makes NV work on Intel or AMD CPU's, they will allow AMD GPU's to work on Intel's CPUs and vise versa.. and I don't mean PCIe, but better with cache coherence, low latency, bla bla bla technologies..
Deicidium369 - Tuesday, May 5, 2020 - link
AMD has ZERO chance of piercing that Ecosystem. Intel with it's CPUs, GPUs, FPGAs and AI (not to mention all the other business units) will have the motivation, the products and the $$$ to knock Nvidia down a peg. Intel coming into the GPU market will mean AMD is #3 out of 3.Get over the InfinityFabric - it's a evolved Hyper Transport
AMD will not make anyone do anything - Both Intel and Nvidia see AMD as a useful patsy - someone tries to talk about monopoly, both can point to AMD and say "they are competition" while understanding that AMD really isn't competition at all. Nvidia doesn't stay up and worry about AMD -- they worry about the 900# Gorilla in that space - who has CPU, GPU, FPGA, AI - a full array of tech for the New Paradigm.
"and I don't mean PCIe, but better with cache coherence, low latency, bla bla bla technologies.."
You mean like CXL and GenZ which are based on ..... PCIe5.
pamelaajames22 - Tuesday, March 24, 2020 - link
I have been working from home for 4 years now and I love it. I don't have a boss standing over my shoulder and I make my own hours. The tips below are very informative and anyone currently working from home or planning to in the future could use these.Make 5000 bucks every month... Start doing online computer-based work through our website... iｃash68.ｃｏMDeicidium369 - Tuesday, May 5, 2020 - link
LOL - you do realize that Cloud companies will put out whatever is in the market.You can "rent" an AMD system, or an Intel system or an ARM system/
AMD was ADDED to the roster of available machines - it did not REPLACE any
ravyne - Wednesday, March 18, 2020 - link
For virtual desktop, MI25 makes perfect sense at 12.5TFlops of fp32 performance vs. 13.3TFlops fp32 in MI50 -- the big advancement in MI50 was introduction of fast int8 operations for machine learning, and half-rate fp64 for HPC. Neither are all that useful for virtual desktop.Commenter1 - Wednesday, March 18, 2020 - link
I read the title "Microsoft Now" and thought what is this new thing they're offering? Another bloody product/service called "Now" but no, it was just an overzealous use of capitalization.I love the irony of the NV prefix.
extide - Thursday, March 19, 2020 - link
Haha, it's only a little bit ironic that these AMD based instance types are "NVxx" instance types, lol.Rookierookie - Thursday, March 19, 2020 - link
That's why they say "NV ass".Deicidium369 - Tuesday, May 5, 2020 - link
That is a little odd - NV is widely recognized as Nvidia.