“New breakthroughs in AI, enabled by new hardware architectures, will create new intelligent business models for enterprises,” says Nigel Toon, co-founder and CEO at U.K.-based Graphcore.In November 2016 we headlined a post Artificial Intelligence: What Could Derail NVIDIA? A Lab in Shenzhen; A Basement in Moscow; An Office in Bristol (NVDA).
“Companies that can build an initial knowledge model and launch an initial intelligent service or product, then use this first product to capture new data and improve the knowledge model on a continuing basis, will quickly create clear class-leading products and services that competitors will struggle to keep up with.”
Graphcore was the "Office in Bristol".
A year later: "Sequoia Backs Graphcore as the Future of Artificial Intelligence Processors" (NVDA; INTC):
Sometimes you get lucky...
This past January the "Lab in Shenzhen":
AI: "Google moves into Shenzhen in latest China expansion" (GOOG; NVDA)
Not saying that Google's Tensor Processing Unit chips are a threat to NVIDIA (yet) but, at the same time NVIDIA's Mr. Huang was publicly stating the GOOG was no threat, his research peeps were saying "we should make those thingies."
Still waiting on the "Basement in Moscow."