The Six Five team reviews the announcements that came out of the COMPUTEX 2021 event.
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Daniel Newman: Pat, let’s finish up talking about a show that you love. I love it too, but I don’t know if I love it as much as you do COMPUTEX. Pat, we were up in the middle of the night, listening to Mr. Jensen Wang, take Q & A from us. Very, very nice of him to allow us to have 10 o’clock conference calls, but big announcements, AMD big announcements, NVIDIA big announcements, Intel, had a keynote talked about some of their announcements as well. I’ll give you the run of show here and I’ll close it up and take it home.
Patrick Moorhead: Yeah. There’s a ton to talk about. And it’s funny when I put this on the agenda, I was trying to look for what are some themes that can tie all of them together. And it was actually really hard on the three companies, but so let me just go down and just give you my quick takes on probably 23 announcements between AMD, Intel, and NVIDIA. So first off I would say AMD had a very strong showing. They came out and they, Lisa Su blew people away when, when she said, “Yeah, oh, and by the way, we’re in the Tesla model S and the Tesla model X for infotainment”, everybody’s heads exploded, because nobody, I mean, there were some rumors, right? And Tesla on an earnings call made a comment that they were even talking to AMD, which by the way, they ended up giving business to NVIDIA when they said this, but you knew something was up there and sure enough, that they’re in there.
Oh, and by the way, Samsung is leveraging Andy’s mobile IP. And the key part here was they were going to add ray tracing. So imagine a smartphone in the future with ray tracing for gaming. Again, another head’s exploding. I would say the biggest news out there though, was a program called AMD Advantage, which is a designed framework to help gamers, to simplify the purchase process for Nopa gamers, AMD has set up a bunch of specifications for performance, for durability, for battery life, all the things that the gamers would want. Performance is important, but if your fan is whirring all the time and your lap is on fire, that’s not cool either. So Intel has Evo and Evo is really targeted on the go professionals where AMD advantage is focused on a notebook of gamers. AMD then came out with their 3D Vcash, which is essentially the first instantiation of AMD doing something that looks a little bit like Intel’s Foveros.
And essentially, instead of putting a process around a processor, they’re putting cash memory to increase performance, and then you have Intel. Intel came out with a five gigahertz thin and light, that was typically only in thick and chunky and high performance notebooks. Intel also came out with a 5G M.2 card interesting, in that Intel is working with media tech, which we knew, but the M.2 card is official. And they talked about OEMs that were picking that up. And finally, NVIDIA brought out King Kong biggest graphics card in the industry. NVIDIA calls it the 3080 TI. I call it the 3080 TI, but an 1199 card, $1,199 gaming card with just nutso performance, final announcement, NVIDIA certification for the DBU, which is the data processing unit, which is an offload networking unit and NVIDIA certifications for ARM-based CPU’s with NVIDIA data center GPU’s. And by the way, I tried to find a theme across all those, Daniel. Maybe you can do it. Sure. There was some gaming similarities and stuff between AMD and NVIDIA but that’s about all the similarity and all of the themes that I could find.
Daniel Newman: Yeah, I thought the AMD triple X 3D stuff was very interesting. I mean, the model X and model S stole the show, that was the biggest announcement got everybody’s super excited. Everybody kind of thought that Tesla was going to do Tesla was going to build its own control its own, do its own everything. And so I don’t know what that says about Tesla, but Elon Musk is a fiscal booger. He did have a very public breakup today with Bitcoin, I think, we don’t know because he only uses emojis now. He is the mean stock of Twitter personalities, but a huge move for AMD, obviously, because to some extent they weren’t really, even in the conversation about vehicles lately, they’ve been kind of out of that conversation. So there goes Lisa Su, which by the way, will be speaking at our Six Five Summit along with actually Jensen Huang, Simon Segers, and Pat Gelsinger.
You’re going to hear from all the CEOs of all of these companies. So you better be attending, hit that registration button. We’ll put it in the show notes, and a couple of other things that just really quickly caught my attention. I think the reiteration from NVIDIA on the DPU, I mean, I think that’s still really being absorbed. So they spent a lot of time talking about Bluefield, listen, you’re talking about network offload this isn’t a small deal. You’re going to make every CPU, every general purpose CPU, every processor in the data center, the edge, more powerful by offloading it from having to do things it’s not effectively been designed to do. And then the things that we need our CPU’s doing it’ll do better.
And so they’re not the only ones doing it, but they are arguably the best at marketing it, like Marvell is doing some really interesting stuff in this space, for instance, Nitra from AWS is another one in that space. Last thing base command was pretty interesting to me. I liked the whole idea. Somehow NVIDIA is finding a way to create subscriptions and recurring revenue. They did it originally with G-Force the gaming subscription service, but the high-end enterprise data science, they are now leasing out super computers for about 90,000 a month. You can get a Nvidia net app baked AI, data science, analytics, application development suite of tools, and you don’t have to buy any hardware. So only 90 grand a month, Pat.
Patrick Moorhead: Isn’t that crazy that NVIDIA got into IEZ and nobody wrote about it. I looked for it, but they are in the IEZ game and it just blew me away.
Daniel Newman: The cloud native subscription based supercomputer period. It’s and it’s also a full stack it’s hardware, it’s software it’s frameworks, and you can rent it. And so they did the ampere, they 8100 the DGX that you could rent the unit for your dataset. But this is like the full suite. This is the whole stack. I mean, now they’re going to start shipping a data scientist to your door anyways. This is a big one, Pat. I’m going to wrap it up there.
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