Selected Topics-0020_Development of AI Servers and GPGPU Will Flourish in Era of Parallel Computing
Values of AI servers and corresponding computing cores GPGPU (General-Purpose Computing on Graphics Processing Unit) in parallel computing as LLM (Large Language Model), which excels in NLP (Natural Language Processing), and diffusion model, which excels in image processing, march towards mass commercialization, have become essential drivers for the human society in improving productivity through technical advancement.
Among which, AI servers possess a higher degree of customization compared to that of cloud servers. Taiwanese ODMs, including Foxconn Industrial Internet, Inventec, MiTAC, Wistron, Wiwynn, and Quanta, are once again portraying essential roles in the supply chain for AI servers with their capabilities in customization, while server OEMs such as Dell, Gigabyte, HPE, Lenovo, and Supermicro are relying on AI server solutions as important growth dynamics in the global server market amidst the post-pandemic era.
Table of Contents
1. AI Server Supply Chain
(1) ODM Direct for AI Servers
(2) OEM Mode for AI Servers
2. Three Major Suppliers of GPGPU for AI Servers: NVIDIA, AMD, Intel
(1) NVIDIA’s Data Center GPU
(2) AMD’s Instinct MI Accelerator
(3) Intel’s Data Center GPU Flex/Max
3. TRI’s View
(1) Production and sales of AI servers can be largely divided into ODM direct and OEM mode, with the
major difference being the fewer segments of production and sales for the former
(2) Three Major CPU Suppliers NVIDIA, AMD, Intel to Expedite Core Architecture Designs, Hardware
Configurations, Packaging Technology, and High-Speed Interconnection Technology for Respective
Today, using smartphones to take photos has become a popular way for people to record and share everyday memories. Camera performance has also become an important factor for consumers when deciding to purchase a new smartphone. However, unlike traditional digital single-lens reflex cameras (DSLRs), smartphones are designed to be lightweight and slim. Therefore, adopting a larger CMOS image sensor (CIS) or a heavier lens assembly to improve photoshoot is not practical. To overcome this physical limitation, advanced image signal processors (ISPs) and innovative computational photography algorithms are used to significantly enhance the imaging quality of smartphone cameras. These solutions can effectively compensate for the shortcoming of not being able to incorporate larger optical components into a smartphone camera.
High-performance computing can handle the workload of automotive electrification, internet of vehicles, ADAS, and autonomous driving technologies, and is capable of adapting to the constantly changing demands of the external environment. This report primarily analyzes the automotive digitalization market, trends in high-performance computing for vehicles, and the key drivers for chip vendors' commercialization solutions in the industry.
In just six short months, AI has advanced from generating text, images, music, and code, to automation and generative agents, exhibiting astonishing capabilities. This report, aside from focusing on the latest developments in AI, also probes into how governments and industries are formulating strategies to ensure positive AI advancements, as well as analyzes the timeline for large-scale implementation of AIGC and its impact on the demand for AI servers.
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