AI chips into the era of artificial intelligence, Google, Intel, Apple, the three giants who can dominate?

In recent years, many technologies have actively deployed artificial intelligence as a frontier field. In particular, capital-rich technology giants have strengthened their capabilities in the AI ​​field through mergers and acquisitions, and have built their own AI ecosystems with open source AI technology. However, the huge data center and chip technology is the basis of artificial intelligence. Among them, Google has used a lot of data center resources in the game of human-machine Go, and the core is the artificial intelligence chip developed by itself.

AI chip into a high point of artificial intelligence era Who can dominate the battle of Google, Intel, and Apple?

A powerful artificial intelligence system requires thousands and tens of thousands of server resources. At this point, customizing chips for artificial intelligence has become the key to realizing artificial intelligence, making data center resources more efficient. A giant is particularly fierce around the AI ​​chip competition, especially as the Internet giant Google joined, making the three major battles of NVIDIA, Intel and Google in the field of artificial intelligence chips, in addition, there are technology giants such as ARM and Apple are catching up. With the breakthrough of its artificial intelligence technology, it is expected to become an important player in this field.

Behind the man-machine war: Google TPU strikes

At the recent I/O conference held by Google, the second generation of Google deep learning chip TPU was released, and then it was played against Kejie Go in Wuzhen, Zhejiang, behind which it sold its TPU chip. You know, after the battle with Li Shishi last year, Google has set off a global enthusiasm. However, in the past year, various forms of man-machine wars have been frequently staged, and eventually humans have lost to AI. For those who have no suspense, the human-machine war is no longer mysterious. Obviously, the significance of public relations propaganda can be ignored.

Google has experienced many times in the game of Go, the first to fight against European champion Fan Wei, and then to South Korea Li Shishi, making AlphaGo (Alpha Dog) artificial intelligence system popular around the world, this year's upgraded version of AlphaGo is first in mysterious identity, on the Go website With 60 wins, 0 minus 1 and sweeping the masters of Chinese, Japanese and Korean Go, and then to Wuzhen to defeat Ke Jie, but behind the technology show in Wuzhen, Google pulled Ke Jie to do TPU chip advertising, for which Ke Jie earned only the appearance fee. 300,000 US dollars (about 2.06 million yuan).

Intel Transformation: Power Artificial Intelligence Chip

In today's artificial intelligence chip field, mainly dominated by Intel and Nvidia, Intel, which is completely missed in the era of mobile Internet, is particularly active in the transformation of the Internet of Things. In recent years, it has strengthened its strength in the field of artificial intelligence chips through several large acquisitions. The most typical of these is the acquisition of FPGA manufacturer Altera Corporation for $16.7 billion and the $15.3 billion acquisition of Mobileye, which highlights the positive transformation of the giant in the PC era.

In the field of artificial intelligence, Intel hopes to rely on the powerful server chip business as a support, and to develop customized chips to meet the special needs of artificial intelligence chips by acquisition. For this reason, it has also acquired artificial intelligence chip startup Nervana to respond to rivals such as Nvidia. The challenge and complement and strengthen Intel's line of artificial intelligence products.

NVIDIA: leading the AI ​​chip in the era of artificial intelligence

At the time when artificial intelligence is coming to market, Nvidia has received much attention. From a certain perspective, Nvidia leads the era of artificial intelligence and enjoys the dividend of AI. The market value is even higher than 100 billion US dollars. As of May 31, 2017, The market value is as high as 85.3 billion US dollars. It has doubled twice last year and rose 28% this year. In addition, Japan Softbank is considering further increasing its holding of Nvidia.

Guided by Japan's Softbank, Sun Zhengyi is building a fund with a scale of hundreds of billions of dollars, mainly investing in the field of Internet of Things and artificial intelligence. In the view of Japan's Softbank Sun Justice, the artificial intelligence singularity is coming, and more funds are being invested. In the field of artificial intelligence, in the chip field layout, last year did not hesitate to sell 10 billion US dollars of Alibaba stock, and many other high-quality assets, raised 32.1 billion US dollars to buy the British chip ARM company, this is Sun Justice is a gamble around the Internet of Things To this day, the billion-dollar fund is another huge bet. This one hundred billion dollar fund will be one of the largest sources of investment funds for the technology industry in the next 10 years.

Who is Google's spoiler giant AI chip battle?

In the field of artificial intelligence chips, Intel and NVIDIA battles were formed earlier. However, Intel is regrettable. In the past, relying on monopoly in the PC era, but in the era of mobile Internet, it was completely defeated by ARM. Now entering the Internet of Things era, ARM is still Intel's strong competitors, however, NVIDIA has become the biggest rival of Intel in response to the tide of artificial intelligence.

Interestingly, ARM was acquired by Sun Zhengyi, and Nvidia also had the shadow of Sun Justice. In the future battle for IoT and artificial intelligence chips, the situation of Japan Softbank singled out Intel was formed earlier. Nowadays, there are two giants in the field of artificial intelligence chips, namely Apple and Google. Their market capitalization ranks first and second in the world respectively. It is a model of today's global technology companies, making this battle around AI chips. Bring more uncertainty.

It is reported that Apple is developing an artificial intelligence chip, which will improve Apple's hardware system. I hope to announce some details of the AI ​​chip at this year's WWDC conference. Compared with Apple, Google has mature artificial intelligence chip products. TPU has been widely used in Google's own data center. Compared with CPU and GPU, TPU efficiency has increased by 15-30 times, and energy consumption has been reduced by 30-80. Times.

AI chip into a high point of artificial intelligence era Who can dominate the battle of Google, Intel, and Apple?

In this game against Kejie Go, the data center resources provided by Google earlier AlphaGo version, only used one tenth, the secret weapon is the use of TPU. Through the human-machine wars held in China, Google began to promote TPU and other products in the domestic market. Because Internet companies such as China BAT have a large number of user groups, Google's TensorFlow+TPU+Google Cloud will become a combination product to the Chinese market.

The AI ​​chip will define the artificial intelligence industry chain and the ecosystem as the core computing unit. The chip is the commanding height of the artificial intelligence era. In the battle for Google, Intel and NVIDIA, Google uses artificial intelligence as the driving force to make AI ubiquitous to build an ecosystem. Who will dominate this battle around the AI ​​chip? The answer is not clear. We will wait and see for the future of artificial intelligence.

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