I like to ruminate on the monikers big tech companies give
to their latest architectures, much like wine aficionados
uncorking a new bottle. I was a big fan of
AMD 's (NYSE:AMD)
Phenom name, so much so that I nearly bought one of the
processors just so I could affix the sticker to my computer
chassis. The latest noms de guerre,
Intel 's (Nasdaq: INTC) Larrabee and
NVIDIA 's (Nasdaq: NVDA) Fermi, evoke scents
of genius and eccentricity. That happens to be a bouquet that
suits both.
The soon-to-be-released Fermi takes a large step forward
in advancing NVIDIA's CUDA architecture, which allows
developers to code for the GPU using the popular C-based
programming language. According to NVIDIA, the Fermi will
contain up to 512 CUDA cores and is expected to run 400%
faster than previous NVIDIA chips while enabling new advanced
operations. Such features suggest that the Fermi is at least
partially targeted at the high-performance computing (HPC)
market, where researchers and math-intensive applications can
take full advantage of all the Fermi aims to offer.
That HPC segment happens to be a market that Intel is
targeting as well, and there is some speculation that there
exists a looming
turf warbetween the two tech giants. Intel's graphics
processor (GPU) offering,
the Larrabee, takes a different approach with a similar
result. The Larrabee uses the x86 instruction set, similar to
modern central processors (CPUs). By leveraging a large
number of processing cores (32 in most demonstrations versus
the two or four processor cores most standard CPUs use),
Larrabee is able to handle the tasks that current generation
GPUs perform while still offering an attractive hardware
toolset for the often eclectic needs of supercomputing.
Much has been made of the increasing CPU/GPU convergence,
and the hype machines have been working overtime. Intel, who
has partnered with
DreamWorks (Nasdaq: DWA) and agreed to
provide the 3-D animation studio with Intel hardware, got
this gem from Dreamworks CEO Jeffry Katzenberg "Larrabee
raises the bar of what we can do not just by 2X or 3X but by
20X."
The Fool's own technology editor Eric Bleeker spoke with
an NVIDIA senior vice president who downplayed the apparent
competition and convergence. That doesn't exactly jive with
the shot across the bow on the NVIDIA webpage, "Fermi
delivers supercomputing features and performance at 1/10th
the cost and 1/20th the power of traditional CPU-only
servers."
Broadpoint Amtechanalyst Doug Freedman recently made a
case for NVIDIA even going so far as entering the CPU market
itself.
So what's an investor to make of all this? Clearly, there
is a general awareness of the importance of GPU architectures
in the computers of tomorrow. A platform that can scale well
from the consumer level on up will not only be lucrative, but
could also command a great new nickname. I'm not sure which
is more exciting.
This article was originally published as
NVIDIA, Intel, Supercomputers, Oh My!on
Fool.com
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