Many companies want to compete with
Dozens of dedicated AI accelerator chips are in development at companies like AWS, Graphcore, Gyrfalcon,
Share of Instance Types
How far do NVIDIA’s competitors have to go to make a dent in NVIDIA’s general-purpose GPU business? In May 2019, the top four clouds deployed NVIDIA GPUs in 97.4% of Infrastructure-as-a-Service (IaaS) compute instance types with dedicated accelerators (Table 1). IaaS compute instance types define the specifications for each unique configuration of fractional server that clouds rent to IT customers.
The top four public clouds worldwide are Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure and Alibaba Cloud (also known as “Aliyun”). Canalys Cloud Analysis service estimates that these four clouds accounted for 62.3% of combined cloud IaaS and Platform-as-a-Service (PaaS) revenue in Q1 2019.
Cloud AI Accelerator Implications
What this means, in a practical sense, is that AI accelerator market entrants are not going to be competing with all of NVIDIA. They will each be competing with a specific NVIDIA product, such as NVIDIA’s older Tesla K80 or its recently introduced Tesla T4.
In May 2019, the top four clouds offered almost 12,000 instance types, of…