Cloud Computing shifts may rearrange pecking order for Intel, Qualcomm, AMD, Nvidia, chipmakers

July 31, 2017 Off By Hoofer

Grazed from ZDNet. Author: Editorial Staff.

Artificial intelligence, cloud computing, big data and the Internet of things along with a heavy dose of mobility are rewriting the semiconductor pecking order. This shakeout is going to be fun to watch. In this new world order, novel workloads (think AI) are forcing customers to design their own processors. Dominant companies (think Intel) may become less dominant. ARM meets the data center.

And former challengers like AMD launch comebacks based on GPUs, an area dominated by Nvidia. And don’t forget the Internet of things, another market trend that’ll likely benefit Qualcomm. Intel CEO Brian Krzanich summed it up following the company’s strong second quarter. “We continue to see intense competition across our businesses…

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