The question is whether cash-poor AMD can elbow its way into this hot market. Nvidia has a head start, with a few generations's worth of products already in play. Google showed off its Tensor Processing Unit in May, and Intel just spent $400 million in August to buy deep-learning startup Nervana.
Patrick Moorhead of analyst firm Moor Insights thinks it’s not too late for AMD. “Deep neural networks are in the first inning in a nine-inning baseball game. It’s early,” he said. “AMD absolutely has an opportunity.”
The next step, Moorhead added, is for AMD to prove its Radeon Instinct products can live up to the promises. “AMD needs to disclose more details on its Instinct cards running [deep neural network] workloads," he said.
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