Nvidia

Intel’s Raja Koduri to compete with Nvidia in the data center

Intel's Raja Koduri to compete with Nvidia in the data center

Hello and welcome to Protocol Enterprise! Today: how Intel plans to hit Nvidia’s data center business directly, why the Linux Foundation dropped an SBOM and this week in corporate tech moves.

Twirl up

It’s not unusual for desktop PC sales to decline sharply in the first quarter of a calendar year, given the usual spike around the holiday shopping season, but according to Mercury Research, normal seasonal trends and excess inventory led to a 30% drop in desktops. flea shipments, the worst drop Mercury has ever recorded.

You know what’s cool? $155 billion

GRAPEVINE, Texas — As part of its turnaround plan, Intel has placed billions of dollars in bets on expanding its manufacturing operations, which has caught the attention of President Biden and federal lawmakers. But the company’s management chose to pursue another, less discussed but potentially more lucrative opportunity: designing and building the specialized chips that improve data centers in tasks such as AI, video streaming and graphics capabilities. .

This effort is led by veteran chip architect Raja Koduri, who has designed graphics technology for AMD and Apple. Koduri was recently promoted to Executive Vice President of the Accelerated Computing and Graphics Systems Group, in recognition of the importance of the task ahead of her as well as the role she plays in the company’s plans. described by CEO Pat Gelsinger.

Koduri spoke with Protocol about Intel’s plans to enter the graphics and accelerated computing market.

This interview has been edited and condensed.

What exactly is Intel pursuing with its graphics unit and accelerated systems?

Accelerated computing and graphics is $155 billion [total addressable market] for us by 2026, and we’re up against an established giant, Nvidia. It’s also a strong signal, “Hey, Intel takes this seriously.” Intel used to try to get into these adjacencies, as we called them, and not succeed beyond our core CPU business. Pat has arrived and for the first time in Intel’s history, these segments report to the CEO.

How big is the opportunity at stake for Intel?

We should look at the overall context of all this accelerated computing and graphics space. In terms of what’s possible to accelerate beyond what we have on processors, what market leader Nvidia and the rest of us have been able to capture is less than 10%, maybe even less than that, in terms of workloads. which can be accelerated. So we’re in the early stages of accelerating – the market is huge, I say $155 billion TAM, [Nvidia CEO] jensen [Huang] says $1 trillion TAM.

Okay, so that’s potentially a really big amount of business for Intel. How does the company plan to take shares?

You have to adopt a strategy that drives the ecosystem forward, it has to participate in this trillion dollar TAM. That’s how we created the PC, that’s how we created the cloud, right? And that’s how I see this whole intelligent era. An open ecosystem, an open architecture to this thing is very important, and that’s our strategy. This is the bet we are making in the end, it is an ecosystem approach where you involve all your partners.

How do you deploy your resources to achieve these goals? How do you do it in general?

There are core technologies, that’s what we know for sure. If we have a piece of [intellectual property] that’s 5x or 10x better than what we have today and better in terms of measurable and meaningful metrics, like performance per watt or performance per dollar, we know that no matter what’s happening around us, it will be good. This investment is therefore obvious to me, even if I do not know exactly what financial impact it will have in the long term.

When you set your goal at 1,000X, it becomes very clear what these disruptive, non-linear technologies will be. Because 2X in the Moore’s Law world is linear, it is incremental. So if you say 10X, that’s not a 10-year bet either. It’s more of a four to six year bet. And so, when things like AI happen at such a rapid pace, there are also software and algorithmic innovations.

We reviewed it and said, if you set your goal at 1,000X, your thinking will be in the right trajectory to choose what’s most important.

— Max A. Cherney (E-mail | Twitter)

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Make SBOMs a Thing with Developers

If you follow what’s going on with open source or cybersecurity, you’ve probably heard at least a little about software BOM, or SBOM. If not, just know that its backers believe this is what will save us all in the next open source doomsday vulnerability or supply chain breach.

The Biden administration has been to push the idea, with the Linux Foundation and a subgroup, the Open Source Security Foundation. On Thursday, the latter two groups announced their master plan to secure the software supply chain as a follow-up to January’s White House Summit on Open Source Security.

Unsurprisingly, the advancement of SBOMs features prominently in the plan, with an initiative to make the concept more palatable to developers. For the idea to really catch on, open source developers working early in the supply chain — at the library and component level — need to really care about integrating SBOMs, said Brian Behlendorf, director General of the Open Source Security Foundation.

“They’ll only do that if it’s part of the tooling they use, if it helps them get their code out to more people,” Behlendorf said at a press conference today. To start, he said, the new effort will involve funding developers to build a reusable library, which will aim to make it easier for developers to adopt SBOM through integration with popular development tools.

the Open source software security mobilization plan announced today includes 10 different efforts in all. Others will focus on strengthening education around secure software development, establishing a risk assessment dashboard for open source components, and launching an “incident response team.” open-source security”. The initial phases of the plan will be funded by $30 million pledged by Amazon, Microsoft, Google, Intel, VMware and Ericsson.

—Kyle Alspach (E-mail | Twitter)

Coming to Protocol

Join Protocol Enterprise Editor Tom Krazit May 18 at 10 a.m. PT for a series of interviews with high-level executives filmed at SAP Sapphire 2022. Hear from CIOs of leading consumer packaged goods companies on the role of enterprise technology in transforming their business models and navigating a new era of digital transformation.

RSVP here.

Around the company

Zoom has acquired Solvvy, a company that offers a “conversational AI and automation platform for customer service, for an undisclosed amount as it tries to find its next big source of growth in contact center applications.

At its Build conference later this month, Microsoft will talk about a new service called “Project Haven” which will allow edge computing devices running Windows to also run Kubernetes, according to ZDNet.

Snap has acquired the team behind KeyDB, an open-source database touted as “a faster alternative to Redis” than the company will use to improve the performance of its applications.

Appian awarded $2 billion in trade secret theft case filed against Pegasystemswhat was convicted of paying a contractor to access Appian systems.

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Thanks for reading – see you tomorrow!

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