Announcing the preview of Windows Server containers support in Azure Kubernetes Service

Announcing the preview of Windows Server containers support in Azure Kubernetes Service

Kubernetes is taking the app development world by storm. Earlier this month, we shared that the Azure Kubernetes Service (AKS) was the fastest growing compute service in Azure’s history. Customers like Siemens Healthineers, Finastra, Maersk, and Hafslund are realizing the benefits of using AKS to easily deploy,
/
IDC Expects Asia/Pacific* Artificial Intelligence Systems to Reach Nearly USD 5.5 Billion in 2019

IDC Expects Asia/Pacific* Artificial Intelligence Systems to Reach Nearly USD 5.5 Billion in 2019

SINGAPORE, May 21st, 2019 – According to the latest Worldwide Semiannual Artificial Intelligence Systems Spending Guide , Asia/Pacific* spending on artificial intelligence (AI) systems is forecast to reach nearly USD 5.5 billion in 2019, an increase of almost 80% in spent versus 2018. As industries invest
/

The Race For AI Chips

The semiconductor industry is doing well, with sales of memory and chips growing in 2017. But are current manufacturers slow to adapt to fast developing new technologies like artificial intelligence, virtual reality, and the Internet of Things? Computer chips are still not powerful enough to process AI algorithms and VR. IoT requires more processor power to manage vast networks of connected devices. Demand will find satisfaction as new players enter the semiconductor industry, some of them known for achievements in other fields.

Google and Microsoft join battle

Google and Microsoft are both developing their own chips to tackle the challenges of AI and VR. Apple, too, is developing proprietary chips to power mobile devices and is probably working on a more advanced AI-chip technology.

Harry Shum, in charge of Microsoft’s new AI and Research Group, recently unveiled a new chip created for the HoloLens augmented reality goggles. The chip is designed to run deep learning software able to take advantage of recent developments in speech and image recognition. Microsoft state that since they were unable to power their VR device with any existing processor, they had to research and create one in house.

Google announced their deep learning chip in late 2016. The tensor processing unit or TPU should improve deep learning processes in the company’s cloud. Demand for technologies like speech and image recognition is skyrocketing and Google decided to invest into the new TPU instead of into 15 new datacentres. TPU technology is now available to Google’s cloud computing clients, turning the company into a major chipmaker. Meanwhile, Microsoft plans to offer its chip to clients of its cloud as early as next year.

Traditional chipmakers under fire

Established semiconductor manufacturers like Intel and Nvidia are set to witness growing pressure from chipmakers developing AI chips and processors designed specifically for VR and IoT applications. Though trailing established manufacturers in some specific fields, behemoths like Google, Apple, and Microsoft have vast resources to create their own chips. There are other rising stars, however. Ex-Google engineers who were part of the secretive unit that developed TPU have formed their own venture, Groq, to work on a new deep learning chip. Other startups, from stealth mode to ones that have a few funding rounds behind them, are also working in the field.

Worldwide Semiconductor Capital Spending and Equipment Spending Forecast, 2015-2020 (Millions of Dollars)
2016 2017 2018 2019 2020
Semiconductor Capital Spending ($M)  67,994.0  69,936.6  73,613.5  78,355.6  75,799.3
Growth (%) 5.1 2.9 5.3 6.4 -3.3
Wafer-Level Manufacturing Equipment ($M) 35,864.40 38,005.40 38,488.70 41,779.70 39,827.00
Growth (%) 7.9 6 1.3 8.6 -4.7
Wafer Fab Equipment ($M)  34,033.2  35,978.6  36,241.1  39,272.8  37,250.4
Growth (%) 8.1 5.7 0.7 8.4 -5.1
Wafer-Level Packaging and Assembly Equipment ($M) 1,831.20 2,026.80 2,247.60 2,506.90 2,567.70
Growth (%) 3.9 10.7 10.9 11.5 2.8
Source: Gartner (January 2017)

While those startups provide cloud companies, data centres, and other innovative business with brand new solutions, companies like Intel and Nvidia are trying to retain their market shares by selling what they already have. In developing deep learning capabilities, they appear to bet on extending current abilities incrementally, rather than starting from zero. Both companies, and Intel especially, are also acquiring innovative startups to boost AI development. Google and Microsoft, incidentally, are also aggressively buying innovative tech startups.

Though sales are flourishing, chip making is experiencing a flux, with established manufacturers attempting to slow adoption of brand new technologies and a good number of startups aiming for major breakthroughs. Players like Google and Microsoft, positioned somewhere in between, are gradually accumulating the technology and experience that will allow them to become mainstream deep learning chipmakers. Apple is also in the race, though their secretiveness obscures the real thrust of their AI chip research. The clever money says that AI, VR, and deep learning technologies are set to revamp the industry in a major way sooner rather than later.

By Kiril V. Kirilov

Kiril Kirilov

Kiril V. Kirilov is a content strategist and writer who is analyzing the intersection of business and IT for nearly two decades. Some of the topics he covers include SaaS, cloud computing, artificial intelligence, machine learning, IT startup funding, autonomous vehicles and all things technology. He is also an author of a book about the future of AI and BIg Data in marketing.

Best Practices for Implementing Cloud Collaboration

The Evolution of SharePoint Customization

When I started working with SharePoint back in 2005, deploying WSS 2.0 followed and then SharePoint Portal Server 2003 for ...
ERP Ain’t Got the Same Soul, I Like that Old Time Rock ‘n’ Roll

ERP Ain’t Got the Same Soul, I Like that Old Time Rock ‘n’ Roll

Designing Enterprise Software around People Looking back, business owners talked to their customers and employees in person or by phone ...
10 Charts That Will Change Your Perspective Of Big Data’s Growth

10 Charts That Will Change Your Perspective Of Big Data’s Growth

Big Data’s Growth Worldwide Big Data market revenues for software and services are projected to increase from $42B in 2018 ...
Infosec thought leaders

Why you should add a connection broker to your suite of DevOps tools

DevOps Connection Broker When staring down the DevOps path, you have no lack of tools to help you pave the ...