Vol 2 Chapter 236: : Love and Kill Between Intel, NVIDIA, and AMD

Santa Clara, California, USA.
Intel's headquarters is located here, and Bob Swan is in his office with a glamorous look. At this moment he is comfortably operating a floating screen. His office PC has been thrown into the trash can and replaced by PHC.
What I have to say is that PHC is much easier to use than PC, especially in office and conference.
Intel Corporation has purchased a batch of PHC to upgrade the office hardware of the company's headquarters. There is no way, the product performance is excellent, and the improvement of office efficiency is obvious.
In fact, major companies all over the world are purchasing PHC for office hardware upgrades in succession. It is foreseeable that with the passage of time, many software businesses such as HOS2020 and HOS-Office in the enterprise version will usher in a strong increase.
This alone is enough to recreate a Microsoft company.
Even some government agencies in Europe and the United States want to purchase PHC for use. In fact, it already exists, but some important confidential departments still prohibit it. Although the coastline company solemnly declares that it will not steal privacy or the like.
But Laomei's own guilty conscience, in short, is not allowed.
But for PHC sales, it is already harmless.
At this time, Bob Swann was in a good mood. I saw him sitting in a wheelchair, his legs resting on the office table, and a projection screen floating in front of him. He touched it and quickly called it out. A display panel was presented, showing the Nasdaq K-line diagram.
Intel's market value has been pushed up to 379.3 billion U.S. dollars, it is a matter of time to break through 400 billion U.S. dollars. Seeing that Intel's market value ranking has not only successfully ranked in the top ten worldwide this year, this road has been pushed up to the current ranking It's eight, second only to Ali of $ 477.8 billion.
Samsung Electronics has fallen from its original market value of US $ 324.5 billion to US $ 182.1 billion. Without the support of the ugly memory business, it may fall even worse, but it has already been squeezed out of the top ten in the world.
The company behind Intel is Tencent with a market value of $ 347.5 billion, followed by Cisco with a market value of $ 246.7 billion, and the market value of Nvidia has been soaring. The current market value has reached $ 228.1 billion. According to this momentum Going forward, we must surpass Cisco.
Lao Huang was also one of the most up-and-coming bigwigs recently, because two years ago, under the influence of the Bitcoin crash and other factors, Nvidia's market value plummeted by $ 23 billion overnight to declare the end of the growth myth, which is equivalent to evaporating an AMD in one day.
Nowadays, the myth continues, the market value has soared after acquiring the large client of Coastline Company, and Nvidia wiped out the haze two years ago.
In addition, Intel's Bob Swan made him feel awkward to see that Qualcomm's stock market has suffered a setback. Now it has fallen below the 100 billion US dollar mark and has a market value of 89 billion US dollars.
Qualcomm has had a hard time recently, so Bob is very happy.
Because PHC continues to hit the mobile Internet, despite the two areas, there is no business conflict, but everyone's time is 24 hours a day. The PHC boom will rob users of more time, and traffic will Directing to the PHC port will naturally affect the occupation time of the mobile terminal, and it will inevitably affect the smart phone business. Qualcomm must be severely affected. The impact is positive, depending on whether the impact is large or small.
"Come in!" Bob Swan heard the knock on the door of the office, and said without looking up.
A moment later, a white man in his thirties dressed in formal clothes came in and said excitedly, "BOSS, a business negotiation from the coastline company, asked us to supply 10 million new tablets by October, next year. Supply 50 million pieces. "
Bob Swan was still calm as an old dog on the surface, but nodded slightly. In fact, he was very excited. The news was released, and the market value broke 400 billion US dollars.
"What is the single-chip price quoted by Mr. Ye?" Bob Swan asked his assistant, Ye Hua is the coastline company, and the shoreline company is Ye Hua.
"Our offer is $ 215, but the person from the Coastline company is offering $ 178." The assistant responded randomly.
"Fucking Chinese people, the bargain is just fierce enough." Bob Swan couldn't help but whisper.
那 "So ... BOSS, is there a price issue to fight for?" The assistant asked tentatively.
"Don't talk about it, I know him that Chinese guy, he likes a price, and he signs the contract at this price." Bob Swan shook his head, $ 178, which is just the lowest requirement of Intel , Swan is also true to Ye Hua had to serve.
That means that Intel and the coastline reached this commercial cooperation will generate a super large order of 10.68 billion US dollars. For the chip industry, the shipment volume determines the price. For these semiconductor companies such as Intel, the subsequent shipment volume production As long as it is not updated, using an inappropriate metaphor, it is just like mass production of a printing press.
After all, a chip is essentially a pile of silica.
The production volume is large, and the production capacity is not enough to expand the production capacity. The huge shipment of PHC seems to make Bob Swan feel that the PC era is back to the general. I think there is still a huge market in the automotive industry. We must know that according to last year's automobile production and sales More than 100 million orders of magnitude.
In the foreseeable future, just thinking about Bob Swan can't help but beating, thinking about it is very energetic, and it is a golden age. In the future, it will be doomed to produce, brushing the shipment , The money comes in.
When thinking about self-driving cars, Bob Swann asked his assistant immediately: "In addition, did the results of the bid for the graphics processor come out?"
"This is the BOSS I want to report to you." The assistant said, he hesitated for a while, and finally spoke. "BOSS, the Nervana neural network processor solution we pushed for was defeated in the GPU competition, and the coastline was chosen again. NVIDIA ’s special DGX-2S solution. "
"Why?" Bob Swan questioned: "Nervana is not worse than DGX-2S, and our cost performance is much higher than DGX-2S. Why did it fail?"
The reason for this is because the holographic projector and user-level PHC have been defeated by Nvidia ’s GTX-3090TiS special edition. In short, Nvidia has designed a GPU product for this major customer of Coastline, and this It was defeated again and again by the new DGX-2S, which made Bob Swan a bit depressed.
The big cake of GPU, Intel has been coveted for more than ten years, especially this time in the automotive field, the market is self-evident.
This time, Bob has high hopes for his Nervana products.
For more than a decade, AMD and Intel are competing in the CPU field, and AMD and Nvidia are competing in the GPU field. Since the news of Intel Corporation developing an independent GPU, this is bad news that Nvidia and AMD are unwilling to hear. This not only puts pressure on Nvidia, which is in the leading position of GPU, but also makes AMD more passive. .EbookFREE.me ~ To be honest, Intel company lost to the other party ’s GTX when it competed with Nvidia at PHC, but the car PHC is not suitable for GTX because of the difference between its properties and home PHC functions, but Intel ’s Nervana rather To be competitive, this made Bob Swan hope to find a place here, but he did not expect to end up based on high hopes.
"The engineers of the Coastline Company bluntly argue that Nervana's AI architecture is too stupid. If you choose Nervana Coastline Company, you will have to develop a new algorithm to adapt to it ..." The assistant said slightly awkwardly, but saw Bob Swan's eyes twitch In addition, he quickly added: "In fact, the coastline is not satisfied with Nvidia's DGX-2S. It is because the market is not more suitable, so they chose DGX-2S. They think that Nvidia is relatively better than Intel in this field. It has advantages and is more reliable, like choosing Intel instead of AMD in the choice of CPU. "
"AMD? Cut ~~" Hearing this Bob Swan looked disgusted.
AMD, which has been madly rubbed on the ground, is really rbq without human rights. The CPU field has been rubbed by Intel and the GPU field has been rubbed by Nvidia. The significance of AMD's existence seems to be to avoid the monopoly case between Intel and Nvidia. Say four words: scientific pig raising.
估计 "It is estimated that the Chinese people want to share the risk, and do not want to rely on Intel too much." As Bob Swan said, he immediately asked: "How much is the coastline company's purchase of DGX-2S?"
Uh ...