“AI + software + hardware” – Sundar and Google totally get it. Google is among the front runners to bring machine learning into a device near you. While other vendors treat your smart phone, VPA speaker, or your wearable as a dumb input/output device, Google is enabling device based Machine Learning. Expect more of this from Google in the future, and expect it to disrupt the device hardware architecture of other vendors as well.
Here’s the catch: Our devices today are running processing architectures that were made for anything but AI: x86 was a great architecture for Intel processors running on PCs (remember those?). ARM disrupted that with an instruction set architecture (ISA) optimized for power savings on mobile devices. Who is out there to cause the next disruption in processor architectures?
Google’s Tensor Processing Units are running AI workloads in the cloud today. When will we see its edge based counterpart ? Google’s AI + software + hardware is running today (probably in a sub-optimal way) on ARM-based Snapdragons and GPUs. Is there an opportunity for a TPU (Tensor Processing Unit) co-processor, I wonder? If Tensor doesn’t hit that spot, what about other “usual suspects”? What about RISC-V? Chime in, folks…
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