Qualcomm To Launch Data Center Processors That Link To Nvidia Chips 6
Qualcomm announced plans to re-enter the data center market with custom CPUs designed to integrate with Nvidia GPUs and software. As CNBC reports, the move supports Qualcomm's broader strategy to diversify beyond smartphones and into high-growth areas like data centers, PCs, and automotive chips. From the report: "I think we see a lot of growth happening in this space for decades to come, and we have some technology that can add real value added," Cristiano Amon, CEO of Qualcomm, told CNBC in an interview on Monday. "So I think we have a very disruptive CPU." Amon said the company will make an announcement about the CPU roadmap and the timing of its release "very soon," without offering specifics. The data center CPU market remains highly competitive. Big cloud computing players like Amazon and Microsoft already design and deploy their own custom CPUs. AMD and Intel also have a strong presence.
Addressing the competition, Amon said that there will be a place for Qualcomm in the data center CPU space. "As long as ... we can build a great product, we can bring innovation, and we can add value with some disruptive technology, there's going to be room for Qualcomm, especially in the data center," Amon said. "[It] is a very large addressable market that will that will see a lot of investment for decades to come." Last week, Qualcomm signed a memorandum of understanding with Saudi-based AI frim Humain to develop data centers, joining a slew of U.S. tech companies making deals in the region. Humain will operate under Saudi Arabia's Public Investment Fund.
Addressing the competition, Amon said that there will be a place for Qualcomm in the data center CPU space. "As long as ... we can build a great product, we can bring innovation, and we can add value with some disruptive technology, there's going to be room for Qualcomm, especially in the data center," Amon said. "[It] is a very large addressable market that will that will see a lot of investment for decades to come." Last week, Qualcomm signed a memorandum of understanding with Saudi-based AI frim Humain to develop data centers, joining a slew of U.S. tech companies making deals in the region. Humain will operate under Saudi Arabia's Public Investment Fund.
News flash! (Score:2)
If you didn't know, the margins on data center equipment is WAY better than it is for mobile devices. Especially for the OEMs that only sell a chip and not the whole device.
System on a Chip Datacenter (Score:2)
Fully expecting a micro-form factor datacenters using essentially System on a Chip (SOC) boards of a CPU with on-chip memory, GPU, network and little else other than cooling fans and heat sinks.
Re: (Score:2)
Not quite a mobile SoC, but a competitor sells this:
The GH200 combines a Hopper-based H100 GPU with a Grace-based 72-core CPU on a single module. The total power draw of the module is up to 1000 W. CPU and GPU are connected via NVLink, which provides memory coherence between CPU and GPU memory.
(summary from Wikipedia)
The module has memory for both CPU (LPDDR5X) and GPU (HBM3), although either side can access the other's memory not unlike doing a NUMA hop.
So I suspect Qualcomm will also find some synergies when they control the whole platform's architecture, especially when it comes to memory fabric.
Open source drivers? (Score:2)
I know it's hard for companies to believe but having open source drivers that are part of the main line kernel is crucial to anything CPU related. I don't think Qualcomm has this kind of foresight which means they are going to continue sabotaging themselves. Seriously, with Qualcomm they would make you sign an NDA just to see their website if they could get away with it. However, if someone knows differently then do tell.
Re: (Score:1)
You harp about open source but have no clue about there Qualcomm Linux projects? None of these chips run on windows, mac or android.
Qualcomm Linux (Score:1)
Not only does Qualcomm contribute to the Linux kernel regularly, with over 10,000 contributions to date, they roll their own Qualcomm Linux distro for use in commercial environments.
https://www.qualcomm.com/devel... [qualcomm.com]