Intel Eyes $200 Billion Market Opportunity,
Announces $1 Billion in Artificial Intelligence Revenue from Intel
Xeon Processors, and Presents a New Product Roadmap
The following is an opinion editorial by Navin Shenoy of Intel
Corporation.
This press release features multimedia. View
the full release here:
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Navin Shenoy is executive vice president
and general manager of the Data Center Group at Intel Corporation.
(Photo: Business Wire)
Today at Intel’s Data-Centric Innovation Summit, I shared our
strategy for the future of data-centric computing, as well as an
expansive view of Intel’s total addressable market (TAM), and new
details about our product roadmap. Central to our strategy is a
keen understanding of both the biggest challenges – and
opportunities – our customers are facing today.
As part of my role leading Intel’s data-centric businesses, I
meet with customers and partners from all over the globe. While
they come from many different industries and face unique business
challenges, they have one thing in common: the need to get more
value out of enormous amounts of data.
I find it astounding that 90 percent of the world’s data was
generated in the past two years. And analysts forecast that by 2025
data will exponentially grow by 10 times and reach 163 zettabytes.
But we have a long way to go in harnessing the power of this data.
A safe guess is that only about 1 percent of it is utilized,
processed and acted upon. Imagine what could happen if we were
able to effectively leverage more of this data at scale.
The intersection of data and transportation is a perfect example
of this in action. The life-saving potential of autonomous driving
is profound – many lives globally could be saved as a result of
fewer accidents. Achieving this, however, requires a combination of
technologies working in concert – everything including computer
vision, edge computing, mapping, the cloud and artificial
intelligence (AI).
This, in turn, requires a significant shift in the way we as an
industry view computing and data-centric technology. We need to
look at data holistically, including how we move data faster, store
more of it and process everything from the cloud to the edge.
Implications for Infrastructure
This end-to-end approach is core to Intel’s strategy and when we
look at it through this lens – helping customers move, store and
process data – the market opportunity is enormous. In fact, we’ve
revised our TAM from $160 billion in 2021 to $200 billion in 2022
for our data-centric businesses. This is the biggest opportunity in
the history of the company.
As part of my keynote today, I outlined the investments we’re
making across a broad portfolio to maximize this opportunity.
Move Faster
With the explosion of data comes the need to move data faster,
especially within hyperscale data centers. Connectivity and the
network have become the bottlenecks to more effectively utilize and
unleash high-performance computing. Innovations such as Intel’s
silicon photonics are designed to break those boundaries using our
unique ability to integrate the laser in silicon and, ultimately,
deliver the lowest cost and power per bit and the highest
bandwidth.
In addition, my colleague Alexis Bjorlin announced today that we
are further expanding our connectivity portfolio with a new and
innovative SmartNIC product line – code-named Cascade Glacier –
which is based on Intel® Arria® 10 FPGAs and enables optimized
performance for Intel Xeon processor-based systems. Customers are
sampling today and Cascade Glacier will be available in 2019’s
first quarter.
Store More
For many applications running in today’s data centers, it’s not
just about moving data, it’s also about storing data in the most
economical way. To that end, we have challenged ourselves to
completely transform the memory and storage hierarchy in the data
center.
We recently unveiled more details about Intel® Optane™ DC
persistent memory, a completely new class of memory and storage
innovation that enables a large persistent memory tier between DRAM
and SSDs, while being fast and affordable. And today, we shared new
performance metrics that show that Intel Optane DC persistent
memory-based systems can achieve up to 8 times the performance
gains for certain analytics queries over configurations that rely
on DRAM only.
Customers like Google, CERN, Huawei, SAP and Tencent already see
this as a game-changer. And today, we’ve started to ship the first
units of Optane DC persistent memory, and I personally delivered
the first unit to Bart Sano, Google’s vice president of Platforms.
Broad availability is planned for 2019, with the next generation of
Intel Xeon processors.
In addition, at the Flash Memory Summit, we will unveil new
Intel® QLC 3D NAND-based products, and demonstrate how companies
like Tencent use this to unleash the value of their data.
Process Everything
A lot has changed since we introduced the first Intel Xeon
processor 20 years ago, but the appetite for computing performance
is greater than ever. Since launching the Intel Xeon Scalable
platform last July, we’ve seen demand continue to rise, and I’m
pleased to say that we have shipped more than 2 million units in
2018’s second quarter. Even better, in the first four weeks of the
third quarter, we’ve shipped another 1 million units.
Our investments in optimizing Intel Xeon processors and Intel
FPGAs for artificial intelligence are also paying off. In
2017, more than $1 billion in revenue came from customers running
AI on Intel Xeon processors in the data center. And we continue to
improve AI training and inference performance. In total, since
2014, our performance has improved well over 200 times.
Equally exciting to me is what is to come. Today, we disclosed
the next generation roadmap for the Intel Xeon platform:
- Cascade Lake is a future Intel
Xeon Scalable processor based on 14nm technology that will
introduce Intel Optane DC persistent memory and a set of new AI
features called Intel DL Boost. This embedded AI accelerator
will speed deep learning inference workloads, with an expected 11
times faster image recognition than the current generation Intel
Xeon Scalable processors when they launched in July 2017. Cascade
Lake is targeted to begin shipping late this year.
- Cooper Lake is a future Intel Xeon
Scalable processor that is based on 14nm technology. Cooper Lake
will introduce a new generation platform with significant
performance improvements, new I/O features, new Intel® DL Boost
capabilities (Bfloat16) that improve AI/deep learning training
performance, and additional Intel Optane DC persistent memory
innovations. Cooper Lake is targeted for 2019 shipments.
- Ice Lake is a future Intel Xeon
Scalable processor based on 10nm technology that shares a common
platform with Cooper Lake and is planned as a fast follow-on
targeted for 2020 shipments.
In addition to investing in the right technologies, we are also
offering optimized solutions – from hardware to software – to help
our customers stay ahead of their growing infrastructure demands.
As an example, we introduced three new Intel Select Solutions
today, focused on AI, blockchain and SAP Hana*, which aim to
simplify deployment and speed time-to-value for our ecosystem
partners and customers.
The Opportunity Ahead
In summary, we’ve entered a new era of data-centric computing.
The proliferation of the cloud beyond hyperscale and into the
network and out to the edge, the impending transition to 5G, and
the growth of AI and analytics have driven a profound shift in the
market, creating massive amounts of largely untapped data.
And when you add the growth in processing power, breakthroughs
in connectivity, storage, memory and algorithms, we end up with a
completely new way of thinking about infrastructure. I’m excited
about the huge and fast data-centric opportunity ($200 billion by
2022) that we see ahead.
To help our customers move, store and process massive amounts of
data, we have actionable plans to win in the highest growth areas,
and we have an unparalleled portfolio to fuel our growth –
including performance-leading products and a broad ecosystem that
spans the entire data-centric market.
When people ask what I love about working at Intel, the answer
is simple. We are inventing – and scaling – the technologies and
solutions that will usher in a new era of computing and help solve
some of society’s greatest problems.
Navin Shenoy is executive vice president and general manager of
the Data Center Group at Intel Corporation.
About Intel
Intel (NASDAQ: INTC) expands the boundaries of technology to
make the most amazing experiences possible. Information about Intel
can be found at newsroom.intel.com and intel.com.
Intel and the Intel logo are trademarks of Intel Corporation in
the United States and other countries.
*Other names and brands may be claimed as the property of
others.
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version on businesswire.com: https://www.businesswire.com/news/home/20180808005592/en/
Intel Global CommunicationsErica Pereira
Kubrerica.pereira.kubr@intel.comAnn
Goldmanann.goldmann@intel.com
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