Artificial Intelligence, the Hyperscale and 5G Connectivity
In an article in Semiconductor Engineering published on the 25th of June Frank Schirrmeister describes changes reshaping the value chains of hyperscale and artificial intelligence.
They described how a vertically integrated process within product companies became fragmented. Until the early 2000s, the design chain from embedded mobile systems was dominated by platform-based designs.
He describes how semiconductor vendors would interact with software vendors to port their operating system to silicon, then provide it together to device and equipment manufacturers.
Now there is a more mixed industry. Some companies are taking control of more of the full hardware/software stack.
He quotes Alan Kaye, who once said:
“People who are really serious about software should make their own hardware.”
According to Schirrmeister the Synergy Research Group defines 24 global companies as “hyperscalers.”
Two tiers are defined by Data Center Frontiers:
- Mega hyperscale operators and SAAS.
- Platform companies and cloudlets.
In the first category you will find companies such as Google, Microsoft, Amazon Web Services (AWS), Facebook, Apple and Alibaba.
In the second category there are cloud providers like Oracle, Baidu and China Telecom, along with SaaS providers like Salesforce, SAP, Workday, Paypal and Dropbox and platform companies like Uber and Lyft.
Now consider the path from the end devices all the way to the data center as pictured below.
Schirrmeister using this illustration argues that one has to consider the overall ecosystem.
Beyond 2020 there 5G end points, hypsercale data centres and artificial intelligence within this digital ecosystem. It includes traditional storage and other requirements.
Schirrmeister points to:
- “Cisco entering the chip market, supplying Microsoft and Facebook (see Bloomberg), and Facebook planning to develop its own AI chips (see Forbes).”
- “…the Fujtsu Fugako Supercomputer, featuring 415 PetaFlops, became the new #1 on the top 500 list of supercomputers. It is powered by Arm, which is a first, and it has been emulated extensively.”
As both software and hardware develop we are likely to see novel solutions combining AI, hyperscale and 5G in the years ahead.
This is #500daysofAI and you are reading article 387. I am writing one new article about or related to artificial intelligence every day for 500 days.