WEBVTT

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we've gotten used to thinking of the name Intel as being synonymous with cpus

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after all they invented the x86 architecture and even though they've

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gotten some very spirited competition recently they've still been the dominant

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name in pc cpus for much of their history but a new challenger has

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appeared and i'm not even talking about AMD but rather NVIDIA who is better

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known for being a power player in the graphics space i guess Intel kind of

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invited this challenge you've probably heard about their plans to compete in

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the GPU arena in the near future but regardless of that encroachment NVIDIA

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has been signaling this move for years you see although many consumers are used

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to thinking of NVIDIA as a graphics company the days of them relying on

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selling graphics cards to gamers and workstation users as their dominant

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source of income are actually long gone NVIDIA has been investing in enterprise

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and data center applications for some time now and while Intel is still the

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big name in server cpus the fact that cloud ai is such a quickly growing field

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has given team green an opportunity to make major inroads as we discussed in

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this video NVIDIA's bread and butter gpus are highly parallel chips making

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them an excellent choice for the kind of number crunching needed for machine

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learning and neural networks in fact NVIDIA's revenues from its data center

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business reached nearly 2 billion dollars in the third fiscal quarter of

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2021 well over double the previous year but that doesn't mean cpus don't play a

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critical part in these workloads that's where NVIDIA's upcoming ai focused CPU

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codenamed grace comes in currently NVIDIA is offering ai oriented systems

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that feature their own gpus but have cpus from third parties even AMD but

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when grace lands hopefully in 2023 it will be in NVIDIA's own worlds more

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tightly coupled to the system's gpus making it potentially appealing to

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companies that use cloud-based machine learning and enabling NVIDIA to possibly

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ditch cpus from its competitors capturing more of the system value

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for themselves and we haven't even gotten to NVIDIA's even bigger power

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play its proposed purchase of ARM the

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world's leading designer and licensor of mobile chips although the chip inside

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your phone isn't ARM branded chip makers like qualcomm samsung and even apple

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lean on them as a base ARM chips have been popular for mobile applications in

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large part because they're so power efficient but they're also incredibly

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versatile flexible put their feet behind their head type of thing apple's new ARM

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m1 soc has made waves as a competitor to

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Intel and AMD's best and even the world's current fastest supercomputer at

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the time we shot this video is also based on ARM now pump the brakes for a

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second it isn't a sure thing that NVIDIA's acquisition of ARM will go

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through ARM has produced designs for many companies that directly compete

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with each other giving them a reputation for being a switzerland-like neutral

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business and the proposed merger could undermine this perceived neutrality

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especially given both NVIDIA's massive amount of market power and reputation

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for not playing nicely add on top of that the authorities in the uk ARM's

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home base are concerned that the sale to a foreign company could cause national

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security concerns but regardless of the outcome there NVIDIA has actually built

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ARM-based cpus in the past most famously in the tegra x1 chip that powers the

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nintendo switch and the company is clearly looking to a future where it can

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further incorporate ARM into its own designs recently it came out that NVIDIA

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was working with mediatek on an ARM CPU for a new NVIDIA gaming laptop

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potentially called the shield book complete with g-force graphics gamers on

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an ARM laptop i'm not ready for this so

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while we don't know if this foreshadows an NVIDIA desktop CPU to compete with

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AMD and Intel it does show that NVIDIA isn't afraid to explore some uncharted

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territory which could turn them into as big of a household name as Intel in the

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future who knows maybe NVIDIA gets so dominant that jensen will switch it up

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and start selling green leather jackets and i'll be the first customer

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no i will not but you know who i do want to

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through our link below hey that was a video pretty fun to watch

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if you liked it too why don't you like it if you didn't like

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video suggestions also oh don't forget to subscribe and follow that's also an

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