Chapter 236: Intel, NVIDIA, AMD love each other and kill each other
Santa Clara, California, USA.
The headquarters of Intel Corporation is located here. Bob Swan is happily operating a floating screen in his office. His office PC has been thrown into the trash can and replaced by a PHC.
I have to say that PHC is much easier to use than PC, especially in offices and meetings.
Intel has purchased a batch of PHCs to upgrade the office hardware of the company's headquarters. There is no other way, the product performance is excellent, and the improvement in office efficiency is obvious.
In fact, major companies around the world are successively purchasing PHC for office hardware upgrades. It can be predicted that as time goes by, the enterprise version of hos2020, hos-office and many other software businesses will usher in strong growth.
increase.
This alone is enough to recreate Microsoft.
Even some government agencies in Europe and the United States want to purchase PHC for use. In fact, they already have it, but some important confidential departments still prohibit it, even though Coastline Company has solemnly stated that it will not steal privacy or the like.
But because of the guilty conscience of the old Americans, in short, they are not allowed to use it.
But for the sales of PHC, it is no longer harmful.
Bob Swan was in a very good mood at this time. He was sitting in a swivel wheelchair with his legs dangling on the desk. There was a projection screen suspended in front of him. He touched it and quickly called up the screen.
A display panel showing the Nasdaq K-line chart.
Intel's market capitalization has been pushed up to US$379.3 billion, and it is only a matter of time before it breaks through US$400 billion. Seeing that Intel's market capitalization ranking has not only successfully entered the top ten in the world this year, it has been pushed up to the current ranking of No. 1
Eight, second only to Alibaba with $447.8 billion.
Samsung Electronics has fallen from its original market value of US$324.5 billion to the current US$182.1 billion. Without the support of its ugly memory business, the decline would have been even worse, but it has already been squeezed out of the top ten in the world.
Behind Intel is Tencent with a market value of US$347.5 billion, followed by Cisco with a market value of US$246.7 billion. NVIDIA's market value is also soaring, with the current market value reaching US$228.1 billion. According to this momentum
If it goes on, it will definitely surpass Cisco.
Lao Huang has also been one of the high-spirited bosses recently because two years ago, NVIDIA was affected by the Bitcoin crash and other factors. Its market value plummeted by US$23 billion overnight, ending the growth myth, which is equivalent to the evaporation of one AMD in one day.
Now the myth continues. After acquiring the major customer Coastline Company, its market value has skyrocketed, and NVIDIA has swept away the haze of two years ago.
In addition, Bob Swan of Intel feels secretly happy to see Qualcomm's stock market suffer setbacks. It has now fallen below the US$100 billion mark, with a market value of US$89 billion.
Qualcomm's life has been very difficult recently, so Bob is very happy.
Because the continued popularity of PHC affects the mobile Internet. Although they are two fields and there is no business conflict, everyone's time is 24 hours a day. The popularity of PHC will inevitably take away more of users' time, and the traffic will increase.
Directing the PHC port will naturally affect the occupation time of the mobile terminal, and it will also inevitably affect the smartphone business. Qualcomm will definitely be hit hard, and it will definitely be affected. It depends on whether the impact is large or small.
"Come in!" Bob Swan said without raising his head when he heard the knock on the office door.
After a moment, a white man in his thirties wearing a formal suit walked in and said excitedly: "Boss, the business consultation sent by Coastline Company requires us to supply 10 million new pieces to it before October. Next year
Supply 50 million pieces."
When Bob Swan heard this, he still looked as calm as an old dog on the surface, but nodded slightly. In fact, he was very energetic. When the news was released, it was certain that the market value would exceed 400 billion US dollars.
"What's the quotation for a single chip given by Mr. Ye?" Bob Swan asked his assistant. Ye Hua is Coastline Company, and Coastline Company is Ye Hua.
"Our quotation is US$215, but the person from Coastline Company quoted us US$178." The assistant responded randomly.
"Damn Chinese people, they are really tough at bargaining." Bob Swan couldn't help but complain.
"Then...boss, do you want to further negotiate with me on the price issue?" the assistant asked tentatively.
"No need to talk, I know that Chinese guy. He likes a fixed price, so just sign the contract at this price." Bob Swan shook his head, $178, this price is just in line with Intel's minimum requirements.
Swann also had to obey Ye Hua, his calculations were so accurate.
That means that the commercial cooperation between Intel and Coastline will generate a super large order of US$10.68 billion. In the chip industry, shipment volume determines the price. For semiconductor companies such as Intel, subsequent shipments and production
, as long as it is not updated, to use an inappropriate metaphor, it is just mass production like a printing press.
After all, a chip is essentially a pile of silicon.
Mass production, just expand the production capacity if the production capacity is not enough. Such a huge shipment volume of PHC seems to make Bob Swan feel that the PC era has returned. Thinking of the huge market of the automobile industry, you must know that according to last year’s automobile production and sales exceeded
100 million level.
In the foreseeable future, just thinking about Bob Swan can't help but make my heart beat, and it makes me energetic just thinking about it. It's another golden age. From now on, we just have to produce as hard as we can and keep shipping.
Money just keeps coming.
Thinking of the autonomous vehicle, Bob Swan immediately asked his assistant: "Also, have the results of the graphics processor bidding come out?"
"This is exactly the boss I want to report to you." The assistant said. He hesitated for a while and finally spoke, "Boss, the nervana neural network processor solution we strongly recommended was unsuccessful in the GPU competition. Coastline chose again.
Nvidia’s special dgx-2s solution.”
"Why?" Bob Swan questioned: "Nervana's performance is not worse than dgx-2s, and our price/performance ratio is much higher than dgx-2s. Why did it fail again?"
The reason why I mention "and" is because it lost out to Nvidia's gtx-3090tis special edition in terms of holographic projector and user-level PHC. Simply put, Nvidia specially designed a GPU product for Coastline Company, a large customer, and this
He lost to the brand new dgx-2s again and again, which made Bob Swan a little depressed.
Intel has been coveting the big cake of GPU for more than ten years, especially this time in the automotive field. It is self-evident that this market is huge.
This time, Bob has high hopes for his nervana products.
For more than ten years, AMD and Intel have been competing in the CPU field, and AMD and NVIDIA have been competing in the GPU field. Since the news that Intel will develop independent GPUs came out, this is bad news that neither NVIDIA nor AMD wants to hear. This is not only
It puts pressure on Nvidia, which is in the leading position in GPUs, and is also more passive on AMD, which has always been in the rbq position.
To be honest, Intel lost to Nvidia's GTX when it competed with NVIDIA in PHC. Since the properties of car PHC are different from those of home PHC, GTX is not applicable. On the contrary, Intel's Nervana is quite competitive.
This made Bob Swan hope to regain his place here, but he failed despite his high hopes.
"The engineers at Coastline Company bluntly said that Nervana's AI architecture is too stupid. If we choose Nervana, Coastline Company will have to develop a new algorithm to adapt..." the assistant said slightly embarrassed, but saw Bob Swan's eyelids twitching.
Next, he quickly added: "Actually, Coastline is not satisfied with Nvidia's dgx-2s. They chose dgx-2s because there is no more suitable one in the market. They feel that Nvidia is relatively better than Intel in this field."
The advantage is that it is more reliable, just like choosing Intel instead of AMD when choosing a CPU."
"amd? Tsk~~" Bob Swan looked disgusted when he heard this.
AMD, which was pressed to the ground and rubbed like crazy, is really an RBQ with no human rights. The CPU field is being rubbed by Intel, and the GPU field is being rubbed by Nvidia. The meaning of AMD's existence seems to be to avoid Intel and Nvidia from getting involved in monopoly cases. In general,
Say four words: scientific pig farming.
"I guess the Chinese people want to share risks and don't want to be overly dependent on Intel." Bob Swan comforted himself, and then asked: "How much is the purchase volume of DGX-2s that Coastline Company is planning to purchase?"
