1/
Interesting read: @jonmasters uses the return of @PGelsinger to @intel as an excuse to talk about how the semiconductor world has changed with a small number of #cloud vendors calling the shots
medium.com/@jon.masters/p…
#HPC #AI
Interesting read: @jonmasters uses the return of @PGelsinger to @intel as an excuse to talk about how the semiconductor world has changed with a small number of #cloud vendors calling the shots
medium.com/@jon.masters/p…
#HPC #AI
@jonmasters 2/
The future has only 6 or 7 customers driving demand
They are both extremely sophisticated AND more than capable of taking matters into their own hands, in-house
They’re larger than any of the component suppliers from which they source their compute needs today
#Cloud
The future has only 6 or 7 customers driving demand
They are both extremely sophisticated AND more than capable of taking matters into their own hands, in-house
They’re larger than any of the component suppliers from which they source their compute needs today
#Cloud
@jonmasters 3/
The “lock in” of the next decade won’t be literally “your software only runs on my #Cloud but more that it “runs better on my cloud”
Because I coupled a “right sized” design with the right accelerators and made it “just work”!
The “lock in” of the next decade won’t be literally “your software only runs on my #Cloud but more that it “runs better on my cloud”
Because I coupled a “right sized” design with the right accelerators and made it “just work”!
@jonmasters 4/
With the growth in #interconnects (such as CXL), we can compose whatever you need dynamically across a #datacenter when your app requests a particular service
#Cloud
With the growth in #interconnects (such as CXL), we can compose whatever you need dynamically across a #datacenter when your app requests a particular service
#Cloud
@jonmasters 5/
We are entering a decade in which the market is ripe for #cloud players to dominate the technical direction
Innovation will accelerate to the point where the economics overwhelmingly favor the cloud
Making it impossible to compete at scale with your own #datacenter
We are entering a decade in which the market is ripe for #cloud players to dominate the technical direction
Innovation will accelerate to the point where the economics overwhelmingly favor the cloud
Making it impossible to compete at scale with your own #datacenter
@jonmasters 6/6
Compute is a boring commodity
The next decade isn’t going to be “x86 vs ARM vs RISC-V”
The future is about carefully marrying all of the different possibilities together into a whole that includes both compute, as well as acceleration, and leveraging hw/sw co-design
Compute is a boring commodity
The next decade isn’t going to be “x86 vs ARM vs RISC-V”
The future is about carefully marrying all of the different possibilities together into a whole that includes both compute, as well as acceleration, and leveraging hw/sw co-design
• • •
Missing some Tweet in this thread? You can try to
force a refresh
