The battle to create the best artificial intelligence chips is underway. Intel is approaching this challenge from its position as a maker of central processing units (CPUs) or the Xeon microprocessors that dominate the datacenter market. Rival Nvidia is attacking from its position as a maker of graphics processing units (GPUs), and both companies are working on solutions that will handle ground-up AI processing.
Nvidia’s GPUs have already grabbed a good chunk of the market for deep learning neural network solutions, such as image recognition — one of the biggest breakthroughs for AI in the past five years. But Intel has tried to position itself through acquisitions of companies such as Nervana, Mobileye, and Movidius. And when Intel bought Nervana for $350 million in 2016, it also picked up Nervana CEO Naveen Rao.
Rao has a background as both a computer architect and a neuroscientist, and he is now vice president and general manager of the Artificial Intelligence Products Group at Intel. He spoke this week at an event where Intel announced that its Xeon CPUs have generated $1 billion in revenue in 2017 for use in AI applications. Rao believes that the overall market for AI chips will reach $8 billion to $10 billion in revenue by 2022.
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