According to koduri, amd does not have any significant ecosystem
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Former Radeon Technologies chief for AMD, Raja Koduri, opens up a recent Intel investor meeting. Koduri has highlighted the different markets where Intel is focused, comparing it with AMD and also NVIDIA.
Raja Koduri minimizes the impact of AMD and NVIDIA in the field of computing
Raja Koduri, Intel Graphics and Systems Architect and Senior Vice President, discussed what Intel's competition is doing for the future of computing. Koduri referred to both AMD and NVIDIA, though not directly, but rather with a type of chart with two red and green circles representing AMD and NVIDIA. According to Koduri, AMD does not have "any ecosystem that is significant."
This graph essentially shows Intel, with NVIDIA and AMD as smaller competitors. Judging from this graph, Intel operates in nine markets: CPU, GPU, IA, FPGA, Interconnect, Memory, Computers, Network, and Data Center.
According to Intel, AMD and Intel are only relevant in the following markets; Cloud (AMD and NVIDIA) , PC (AMD & NVIDIA) , GPU (AMD AND NVIDIA) and CPU (AMD).
According to the Californian company and Raja Koduri, Intel also competes in other segments, but with a smaller ecosystem, that is, the others cannot compete with the solutions that Intel offers; Data Center (AMD and NVIDIA), FPGA (Xilinx), IA (AMD & NVIDIA), Interconnect (AMD and NVIDIA), Memory (AMD), Semi-Custom Solutions (AMD) and Integrated Solutions (AMD).
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Intel shows that AI solutions are one of its top four markets, but the only Intel products in that field include Nervana and the Intel Neural Compute Stick, with Intel canceling production of the first generation of Neural Compute Sticks. Both products cannot compete with other FPGA solutions, let alone NVIDIA's Tesla V100 or AMD's Radeon Instinct MI60. So Raja Koduri is 'sweeping home' here.
We can cite another example in the Semi-Custom Solutions segment with AMD being the chip provider for the XBOX One and PlayStation 4 video game consoles, and even the future PlayStation 5. Just to name a few examples that might contradict Koduri's arguments.
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