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Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

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Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#4
post #2

Hardware battle over AI platforms is heating up. Will be interesting if Intel can catch nvidia, or GPUs in general.

As someone who works in the semiconductor industry, I'm worried that joining an AI hardware company is a risky move that will falter just like General Magic and other hyped hardware startups.

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#5
post #4
post #2

Hardware battle over AI platforms is heating up. Will be interesting if Intel can catch nvidia, or GPUs in general.

As someone who works in the semiconductor industry, I'm worried that joining an AI hardware company is a risky move that will falter just like General Magic and other hyped hardware startups.

Have any other examples of failed hardware? I love reading about these, most of which I get from r/shittykickstarters, but I'd like to have a rich vein of failed SV startups

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#6

I would love to hear any opinions on how one might invest in this, the no-brainer Nvidia has had a huge run already, although I wouldn't be surprised if it was double from here in a year's time.

It really depends on how the market shapes up. You might see one software company rise to dominance where they interoperate with different platforms interchangeably, or you might see a single hardware vendor come to dominate a number of much smaller software vendors.

NVidia is the horse to bet on now, but it remains to be seen how they can can expand beyond their current model of leaning heavily on their GPU technology.

As AI becomes more pervasive you'll want to have it integrated into smaller, more power conscious devices, such as would be the case in robotics. Does NVidia have a solution here that scales down? Clearly they're focused on scaling up, as that's where the money is today.

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#7
post #4
post #2

Hardware battle over AI platforms is heating up. Will be interesting if Intel can catch nvidia, or GPUs in general.

As someone who works in the semiconductor industry, I'm worried that joining an AI hardware company is a risky move that will falter just like General Magic and other hyped hardware startups.

Intel itself was once a risky company to join, as the whole concept of a microprocessor seemed both stupid and crazy at the same time. Their 4004 series calculator controller was a useless toy compared to more serious computer hardware at the time and their 8008 was marginally less toy-like but equally useless for enterprise computing.

We're in the 8088 stage of AI right now.

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#8
post #5
post #4

Earlier quoted context omitted.

As someone who works in the semiconductor industry, I'm worried that joining an AI hardware company is a risky move that will falter just like General Magic and other hyped hardware startups.

Have any other examples of failed hardware? I love reading about these, most of which I get from r/shittykickstarters, but I'd like to have a rich vein of failed SV startups

Thinking Machines and Transmeta come first to my mind. I'm foggy on details around Thinking Machines, but I vividly remember hype and lustrous lies/promises media pushed about Transmeta.

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#9
post #4

Earlier quoted context omitted.

As someone who works in the semiconductor industry, I'm worried that joining an AI hardware company is a risky move that will falter just like General Magic and other hyped hardware startups.

Intel itself was once a risky company to join, as the whole concept of a microprocessor seemed both stupid and crazy at the same time. Their 4004 series calculator controller was a useless toy compared to more serious computer hardware at the time and their 8008 was marginally less toy-like but equally useless for enterprise computing. We're in the 8088 stage of AI right now.

Good point. I have a cognitive bias against startups because I think what they're doing isn't complex, but it is fallacious.

Re: Intel Unveils Strategy for State-Of-the-Art Artificial Intelligence

#10

I would love to hear any opinions on how one might invest in this, the no-brainer Nvidia has had a huge run already, although I wouldn't be surprised if it was double from here in a year's time.

It really depends on how the market shapes up. You might see one software company rise to dominance where they interoperate with different platforms interchangeably, or you might see a single hardware vendor come to dominate a number of much smaller software vendors. NVidia is the horse to bet on now, but it remains to be seen how they can can expand beyond their current model of leaning heavily on their GPU technolo…

They don't necessarily have to scale down to get the benefits of AI in side smaller devices such as robotics. There's no reason why the robotics devices can't or won't be equipped with a variety of radios to facilitate communication.

The AI agent can easily be somewhere centralized where power isn't a big deal.

Then the robot stops being analogous to an animal with it's own brain and starts being something more like an appendage.

Or maybe they'll be like those magical mops in Fantasia.

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