Robotics: Is NVIDIA…That Truly Thinks Strategically?

Around a decade ago virtually all the tech companies, seeing Apple’s success with the iPhone and Google’s response with Android, were convinced the future was in mobile phones and almost everyone was wrong. NVIDIA, however, pivoted early shifting massive resources to autonomous cars and ended up becoming one of the few firms that wasn’t badly damaged by a failed mobile strategy. They have since been followed into this area by others, but Autonomous cars are just the tip of the iceberg, this same technology can be used in autonomous aircraft and robots. While other firms also have drone efforts, NVIDIA was the first to see the connection between the drones and cars and bridge the efforts so that both benefitted from what the other did. However, with robotics, it seemed that tech firms in general didn’t even think that this was a category they were remotely interested in even though it is likely at some point each of us eventually get one. Once again NVIDIA stood up this week with partner to create the software needed for these robots which are also connected to their autonomous car and aircraft efforts and all should benefit from this inclusive strategy. But it strikes me that NVIDIA is the only US tech firm that seems to be aggressively looking at where the tech market is going next and getting ahead of the curve as opposed to what others seem to be doing and following a peer’s lead into a new market. Let’s talk about that this week. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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..How NVIDIA Flourished… & Yahoo’s Board Killed Yahoo

There are times when I truly wonder if boards are staffed with idiots. The contrast between NVIDIA and Yahoo is stark. NVIDIA is a hardware-based company in an internet world and Yahoo is one of the founding internet companies, yet NVIDIA is the fastest growing company in the Fortune 500 and Yahoo may not be around by the end of the year. At the heart of why NVIDIA is doing very well and Yahoo is failing is the application of common business practices and excellence in execution. In short, things we learn in business 101. This isn’t to say what NVIDIA has accomplished is easy—far from it—and like every company in this space the near rabid and ultimately pointless move to mobile almost did NVIDIA in but it never faltered or lost focus on what it is. At the heart of all of this is the bad idea that you don’t need subject matter experts at the top of a company—something that this comparison should disprove definitively. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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New IBM Software Toolkit Supercharges Deep Learning

A few weeks ago, IBM launched a new POWER-based data center solution for High Performance Computing (HPC) applications, including artificial intelligence (AI), deep learning and advanced analytics. The Power System S822LC is a Linux-based offering that leverages a new POWER8 chip and NVIDIA’s NVLink interconnect technology optimized for the Power architecture. Via NVLink, IBM’s Power server architecture can be tightly integrated with NVIDIA’s Pascal architecture and the company’s Tesla P100 GPUs. Why is this a big deal? Because the new Power System S822LC solutions avoid the potential bottlenecks that are commonly associated with conventional PCIe interfaces. That’s a good thing in HPC applications that require sustained, muscular data throughput. But it also means that HPC systems utilizing Power System S822LC hardware can deliver considerably higher performance than similarly configured Intel-based systems with PCIe. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Everyone And Their Brother But Intel…

It is not often a market moves against some of the dominant players.  In a surprisingly secret and surprise move many of the most powerful companies in technology have formed a consortium to change the market dynamic for servers. In an early morning announcement (as in I’m still asleep) they surprised the market with a massive surprise move that likely shocked those that aren’t part of this consortium.  Effectively they are moving away from PCIe, the current industry standard, to something that is both more open and vastly more powerful. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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OpenCAPI Consortium… Fuel System Innovation

As my colleagues Rob Enderle and Roger Kay discuss in this Pund-IT Review, the new OpenCAPI Consortium announced last week aims to develop new interconnect solutions that will improve server performance by as much as 10X over currently available systems. That’s impressive in eye-opening ways but even more so is OpenCAPI’s roster of founding members – AMD, Dell EMC, Google, HPE, IBM, Mellanox, Micron, NVIDIA and Xilinx – many of which are forcefully direct competitors. The fact that these companies have agreed to lay down their swords, at least for a while, and contribute their plowshare energies and imaginations to the Consortium makes OpenCAPI one of the more unusual collaborations to come down the pike in some time. Rob and Roger did a great job covering the technological elements of OpenCAPI and its potential marketplace impacts, especially on Intel, which was noticeably absent from the Consortium (as was Oracle). So I’d like to look a bit further afield and consider how/where OpenCAPI fits into the larger scheme of IT industry progress, and whether it and other open standards and open development efforts offer viable alternatives to traditional methodologies. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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