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Wednesday, November 11, 2009
Hunter Pavela :: Townhall.com Columnist
NVIDIA, Intel, Supercomputers, Oh My!
by Hunter Pavela
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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

Copyright © 2009 The Motley Fool, LLC. All rights reserved.

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