we've gotten used to thinking of the name Intel as being synonymous with cpus
after all they invented the x86 architecture and even though they've
gotten some very spirited competition recently they've still been the dominant
name in pc cpus for much of their history but a new challenger has
appeared and i'm not even talking about AMD but rather NVIDIA who is better
known for being a power player in the graphics space i guess Intel kind of
invited this challenge you've probably heard about their plans to compete in
the GPU arena in the near future but regardless of that encroachment NVIDIA
has been signaling this move for years you see although many consumers are used
to thinking of NVIDIA as a graphics company the days of them relying on
selling graphics cards to gamers and workstation users as their dominant
source of income are actually long gone NVIDIA has been investing in enterprise
and data center applications for some time now and while Intel is still the
big name in server cpus the fact that cloud ai is such a quickly growing field
has given team green an opportunity to make major inroads as we discussed in
this video NVIDIA's bread and butter gpus are highly parallel chips making
them an excellent choice for the kind of number crunching needed for machine
learning and neural networks in fact NVIDIA's revenues from its data center
business reached nearly 2 billion dollars in the third fiscal quarter of
2021 well over double the previous year but that doesn't mean cpus don't play a
critical part in these workloads that's where NVIDIA's upcoming ai focused CPU
codenamed grace comes in currently NVIDIA is offering ai oriented systems
that feature their own gpus but have cpus from third parties even AMD but
when grace lands hopefully in 2023 it will be in NVIDIA's own worlds more
tightly coupled to the system's gpus making it potentially appealing to
companies that use cloud-based machine learning and enabling NVIDIA to possibly
ditch cpus from its competitors capturing more of the system value
for themselves and we haven't even gotten to NVIDIA's even bigger power
play its proposed purchase of ARM the
world's leading designer and licensor of mobile chips although the chip inside
your phone isn't ARM branded chip makers like qualcomm samsung and even apple
lean on them as a base ARM chips have been popular for mobile applications in
large part because they're so power efficient but they're also incredibly
versatile flexible put their feet behind their head type of thing apple's new ARM
m1 soc has made waves as a competitor to
Intel and AMD's best and even the world's current fastest supercomputer at
the time we shot this video is also based on ARM now pump the brakes for a
second it isn't a sure thing that NVIDIA's acquisition of ARM will go
through ARM has produced designs for many companies that directly compete
with each other giving them a reputation for being a switzerland-like neutral
business and the proposed merger could undermine this perceived neutrality
especially given both NVIDIA's massive amount of market power and reputation
for not playing nicely add on top of that the authorities in the uk ARM's
home base are concerned that the sale to a foreign company could cause national
security concerns but regardless of the outcome there NVIDIA has actually built
ARM-based cpus in the past most famously in the tegra x1 chip that powers the
nintendo switch and the company is clearly looking to a future where it can
further incorporate ARM into its own designs recently it came out that NVIDIA
was working with mediatek on an ARM CPU for a new NVIDIA gaming laptop
potentially called the shield book complete with g-force graphics gamers on
an ARM laptop i'm not ready for this so
while we don't know if this foreshadows an NVIDIA desktop CPU to compete with
AMD and Intel it does show that NVIDIA isn't afraid to explore some uncharted
territory which could turn them into as big of a household name as Intel in the
future who knows maybe NVIDIA gets so dominant that jensen will switch it up
and start selling green leather jackets and i'll be the first customer
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