Can Intel Threaten NVIDIA's Artificial Intelligence Supremacy?

NVIDIA (NVDA) is already the clear leader in the artificial intelligence chip segment, and the company scored yet another win by getting International Business Machines (IBM) to use its NVIDIA Tesla P100 Pascal GPUs through NVIDIA NVLink. Last week IBM revealed a series of Linux-based servers which, according to the company, deliver higher levels of performance and greater computing efficiency than any other x86 based server. IBM has been steadily building its cognitive division, and its analytics segment alone is now nearing 5 billion in quarterly revenues. Since the decision to put Watson at the center of things the company has been expanding its AI capabilities, and the decision to use NVIDIA's products clearly underscores the lead NVIDIA has created in this segment. "The open and collaborative model of the OpenPOWER Foundation has propelled system innovation forward in a major way with the launch of the IBM Power System S822LC for High Performance Computing," said Ian Buck, vice president of Accelerated Computing at NVIDIA.