Chapter 236: Love and kill each other between Intel, Nvidia, and AMD
Santa Clara, California, USA.
This is where Intel's corporate headquarters is located, and Bob Swan is in his office with a pleasant face, operating a floating screen, his office PC has been thrown into the trash and replaced by a PHC.
I have to say that PHC is much easier to use than a PC, especially in the office and in meetings.
Intel has purchased a batch of PHC for the upgrade of office hardware at the company's headquarters, no way, the product has excellent performance, and the improvement of office efficiency is obvious.
In fact, major companies around the world are successively purchasing PHC for office hardware upgrades, and it is foreseeable that over time, many software businesses such as HOS2020 and HOS-Office will usher in strong growth.
That alone is enough to recreate another Microsoft company.
Even some government agencies in Europe and the United States want to purchase PHC to use, in fact, there are already some important confidential departments, but some important confidential departments still prohibit it, although the coastline company solemnly states that it will not steal privacy and the like.
But Lao Mei herself is a thief, in short, it is not allowed to be used.
However, for the sales of PHC, it is no longer harmful.
At this time, Bob Swan was in a very good mood, I saw him sitting in a wheelchair, his legs on the desk of the clerk dangling, and a projection screen suspended in front of him.
Intel's market capitalization has been pushed up to $379.3 billion, and it is a matter of time before it breaks $400 billion.
Samsung Electronics has fallen from the original market value of $324.5 billion to the current $182.1 billion, and if there is no support from the ugly memory business, it may fall even worse, but it has been squeezed out of the world's top ten.
Behind Intel is Teng Xun, which has a market value of $347.5 billion, followed by Cisco, which has a market value of $246.7 billion, and the market value of Nvidia is also soaring, and the current market value has reached $228.1 billion.
Lao Huang has also been one of the high-spirited bigwigs recently, because two years ago, Nvidia's market capitalization plummeted by $23 billion overnight under the influence of the Bitcoin crash and other factors, announcing the end of the growth myth, which is equivalent to the evaporation of an AMD in one day.
Now the myth continues, and after acquiring the big customer of Coastline Company, the market value has skyrocketed, and Nvidia has swept away the haze of two years ago.
In addition, Bob Swan on Intel's side made him feel secretly happy to see that Qualcomm's stock market has suffered a setback, and it has now fallen below the $100 billion mark, with a market capitalization of $89 billion.
Qualcomm has had a hard time lately, so Bob is happy.
Because PHC continues to have a big impact on the mobile Internet, although it is two fields, there is no business conflict, but everyone's time is 24 hours a day, PHC fever will inevitably take away more time occupied by users, and the traffic will be directed to the PHC port, which will naturally affect the occupation time of the mobile terminal, and it will inevitably affect the smartphone business.
"Come in!" Bob Swan heard a knock on the office door and said without looking up.
After a while, a white man in his thirties in formal clothes walked in and said excitedly: "BOSS, the business negotiation sent by the coastline company requires us to supply 10 million new pieces for it by October and 50 million pieces next year. ”
When Bob Swan heard that he was still as calm as an old dog on the surface, he just nodded slightly, but in fact, his heart was greatly lifted, and when the news was released, the market value of more than $400 billion was certain.
"What is the price of a single piece given by Mr. Ye?" Bob Swan asked his assistant that Ye Hua was the Shoreline Company, and the Coastline Company was Ye Hua.
"Our offer was $215, but the offer from the shoreline company was $178." The assistant replied randomly.
"Damn the Chinese people, the bargaining is ruthless enough." Bob Swan couldn't help but complain.
"That'...... BOSS, do you want to fight for the price further? The assistant asked tentatively.
"Don't talk about it, I know that Huaxia man, he likes a fixed price, so sign the contract at this price." Bob Swan shook his head, $178, this price is just the minimum requirement of Intel, and Swan also has to accept Ye Hua, which is really accurate.
That means that Intel and the coastline to reach this business cooperation will produce a $10.68 billion super order, chip industry, shipments determine the price, for Intel these semiconductor companies, the follow-up shipment production, as long as it is not updated, to use an inappropriate analogy, just like a printing press brush brush brush mass production.
After all, chips are essentially a pile of silica.
Large-scale production, production capacity is not enough to expand production capacity, PHC such a huge shipment, as if Bob Swan feels that the PC era has returned, thinking of the huge market of the automotive industry, you must know that according to last year's automobile production and sales exceeded 100 million.
In the foreseeable future, just thinking about Bob Swan's heart can't stop beating, thinking about it is very refreshing, and it is a golden age.
Thinking of the matter of unmanned self-driving cars, Bob Swan immediately asked his assistant: "Also, has the result of the bidding for the graphics processor come out?" ”
"This is exactly the boss I'm going to report to you." The assistant said, he hesitated for a while, and finally spoke, "BOSS, the Nervana neural network processor solution we pushed was defeated in the GPU competition, and Coastline once again chose NVIDIA's special DGX-2S solution." ”
“hy?” Bob Swan questioned: "The Nervana is no worse than the DGX-2S, and our price/performance ratio is much higher than that of the DGX-2S, so why did it fail?" ”
The reason for bringing a "again" is because it lost to Nvidia's GTX-3090TiS special edition in the holographic projector and user-level PHC, simply put, Nvidia specially designed a GPU product for the big customer of Coastline, and this time it lost to the new DGX-2S, which made Bob Swan a little depressed.
Intel has been coveting the big cake of GPU for more than ten years, especially in the automotive field, the size of this market is self-evident.
This time, Bob has high hopes for his Nervana product.
For more than ten years, AMD and Intel have competed in the CPU field, and AMD and Nvidia have competed in the GPU field. Since the news that Intel is going to develop a discrete GPU, this is bad news that neither Nvidia nor AMD wants to hear, which not only puts pressure on Nvidia, which is in the leading position of GPU, but also more passive for AMD, which has always been in the position of rbq.
To be honest, Intel lost to the other party's GTX when it competed with Nvidia here in PHC, and the on-board PHC was not suitable for GTX because of the difference between its attributes and home PHC functions, but Intel's Nervana was quite competitive, which made Bob Swan hope to find a place here, but he didn't expect to end up failing based on high hopes.
"The engineer of Shoreline Company bluntly said that Nervana's AI architecture is too stupid, and if you choose Nervana, Coastline Company will have to develop a new set of algorithms to adapt to the ......" The assistant said slightly embarrassed, but seeing Bob Swan's eyelids twitching, he quickly added: "Actually, Shoreline is not satisfied with NVIDIA's DGX-2S, because there is no more suitable market for it, so I chose DGX-2S, They feel that Nvidia has a relative advantage over Intel in this field, and is more reliable, just like choosing Intel over AMD in the choice of CPU. ”
“AMD? Cut~~" Hearing this, Bob Swan looked disgusted.
AMD, which was pressed to the ground and rubbed wildly, is really a rbq with no human rights, the CPU field is rubbed by Intel, and the GPU field is rubbed by Nvidia, AMD's meaning of existence seems to be to avoid Intel and Nvidia from monopolizing the case, in general, four words: scientific pig breeding.
"It is estimated that the Chinese people want to share the risk equally, and they don't want to rely too much on Intel." Bob Swan said comfortingly, and then asked, "What is the amount of DGX-2S that Shoreline is going to buy?" ”
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