AMD, Intel, and NVIDIA Over the Next 10 Years

GhostX9 writes "Alan Dang from Tom's Hardware has just written a speculative op-ed on the future of AMD, Intel, and NVIDIA in the next decade. They talk about the strengths of AMD's combined GPU and CPU teams, Intel's experience with VLIW architectures, and NVIDIA's software lead in the GPU computing world." What do you think it will take to stay on top over the next ten years? Or, will we have a newcomer that usurps the throne and puts everyone else out of business?

Comments

YAY! More Prognostication!

[newdsfornerds]

I predict wrong predictions.

Re:YAY! More Prognostication!

[kiwirob]

I predict they are seriously mistaken in forgetting about ARM processors in their analysis. ARM processors have taken over pretty much all the mobile and a lot of the netbook space. From wikipedia As of 2007, about 98 percent of the more than one billion mobile phones sold each year use at least one ARM processor ARM Wikipedia The world is getting more and more mobile and the desktop processing capacity is becoming irrelevant.

I believe Moore's Law stating the number of transistors will double on an integrated circuit every two years and the continual increase of CPU GPU processing power is a solution looking for a problem. What we need is power efficient processors that have enough processing capacity to do what we need and nothing more. Unless you are a Gamer or doing some serious GPGPU calculations in CUDA or OpenCL what on earth is the need to have a graphics card like the Nvidia GeForce GT 340 with around 380 GFLOPs of floating point processing. It's ridiculous.

Re:The Singularity?

[binarylarry]

In short: make your time.

Re:The GPU will go the way of the coprocessor

[Lord Ender]

The GPU will go the way of the coprocessor

On the contrary, I think the CPU will go the way of the coprocessor. The humble Atom may be enough CPU power for most people these days, but you can never have enough GPU power... at least not until your po-- I mean, games, are photorealistic in real time.

Re:The GPU will go the way of the coprocessor

[ircmaxell]

Well... There's 2 ways of looking at it. Either the GPU and the CPU will be merged into one beast, or there will be further segregating of tasks. In terms of price, what's more efficient: Having 1 chip that can do everything (Picture a 128 core CPU, that has different cores optimized for different tasks. So 32 cores optimized for floating point processes, 32 for vector processes and 64 for "generic computing") or having multiple chips that are each fully optimized for their task. Actually, now that I think about it, I'd probably say both. Economy computers would be based off the "Generic" cpu, whereas performance computers and servers would have add-in modules that let you tailor the hardware more towards the task at hand. So the motherboard could get an additional 8 sockets (similar to DIMM sockets) that would let you plug in different modules. So if you need to do graphics heavy processing (video games, movie rendering, etc) you'd add 8 GPU modules to the motherboard. If you needed floating point capacity, you'd add 8 FPU modules... Etc... The advantage of doing it that way over the current PCIe method, is that you get to skip the southbridge (So these modules would have full speed access to system memory, hardware and each other). Of course, there are a lot of hurdles to implementing such a thing...

I am not an engineer, these are just thoughts that rolled off my head...

Too much hyperbole...

[Foredecker]

You can always spot a sensationalist post when part of it predicts or asks who will go out of business. Or what thing will disappear.

For example, in his post, ScuttleMonkey asks this:

...Or, will we have a newcomer that usurps the throne and puts everyone else out of business?

NNote, the post is a good one - Im not being critical. But change in the tech industry rarely result in big companies going out of business - if they do, it takes a long time. I think sun is the canonical example here. It took a long time for them to die - even after many, many missteps. Sun faded away not because of competition or some gaming changing technology, but simply because they made bad (or some would say awful) decisions. Same for Transmeta.

People have been predicting the death of this or that forever. As you might imaging, my favorite one is predicting Microsofts death. Thats being going on for a long, long time. The last I checked, we are still quite healthy.

Personally, I dont see Intel, AMD, or NVIDIA ding any time soon. Note, AMD came close this last year, but they have had several near death experiences over the years. (I worked there for several years...).

Intel, AMD and NVIDIA fundamental business is turning sand into money. This was a famous quote by Jerry Sanders the found of AMD. Im paraphrasing, but it was long the idea at AMD that it didnt matter what came out of the fabs as long as the fabs were busy. Even though AMD and NVIDIA no longer own fabs, this is still their business model (more or less).

I think its interesting how a couple of posters have talked about ARM - remember, AMD and NVIDIA can jump on the ARM bandwagon at any time. Intel already is an ARM licensee. Like AMD, they are in the business of turning sand into money - they can and will change their manufacturing mix to maintain profitability.

I also dont see the GPU going away either. GPUs are freakishly good at what they do. By good - I mean better than anything else. Intel flubbed it badly with Larabee. A general purpose core simply isnt going to do what very carefully designed silicon can do. This has been proven time and time again.

Domain specific silicon will always be cheaper, better performing and more power efficient in most areas than a general purpose gizmo. Note, this doesnt mean I dislike general purpose gizmos (like processors) - I believe that the best system designs have a mix of both - suited to the purpose at hand.

-Foredecker