Processors
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Alibaba Group introduced its first AI inference chip today, a neural processing unit called Hanguang 800 that it says makes performing machine learning tasks dramatically faster and more energy efficient. The chip, announced today during Alibaba Cloud’s annual Apsara Computing Conference in Hangzhou, is already being used to power features on Alibaba’s e-commerce sites, including product search and personalized recommendations. It will be made available to Alibaba Cloud customers later.
As an example of what the chip can do, Alibaba said it usually takes Taobao an hour to categorize the one billion product images that are uploaded to the e-commerce platform each day by merchants and prepare them for search and personalized recommendations. Using Hanguang 800, Taobao was able to complete the task in only five minutes.
Alibaba is already using Hanguang 800 in many of its business operations that need machine processing. In addition to product search and recommendations, this includes automatic translation on its e-commerce sites, advertising and intelligence customer services.
Though Alibaba hasn’t revealed when the chip will be available to its cloud customers, the chip may help Chinese companies reduce their dependence on U.S. technology as the trade war makes business partnerships between Chinese and American tech companies more difficult. It also can help Alibaba Cloud grow in markets outside of China. Within China, it is the market leader, but in the Asia-Pacific region, Alibaba Cloud still ranks behind Amazon, Microsoft and Google, according to the Synergy Research Group.
Hanguang 800 was created by T-Head, the unit that leads the development of chips for cloud and edge computing within Alibaba DAMO Academy, the global research and development initiative in which Alibaba is investing more than $15 billion. T-Head developed the chip’s hardware and algorithms designed for business apps, including Alibaba’s retail and logistics apps.
In a statement, Alibaba Group CTO and president of Alibaba Cloud Intelligence Jeff Zhang (pictured above) said, “The launch of Hanguang 800 is an important step in our pursuit of next-generation technologies, boosting computing capabilities that will drive both our current and emerging businesses while improving energy-efficiency.”
He added, “In the near future, we plan to empower our clients by providing access through our cloud business to the advanced computing that is made possible by the chip, anytime and anywhere.”
T-Head’s other launches included the XuanTie 910 earlier this year, an IoT processor based on RISC-V, the open-source hardware instruction set that began as a project at UC Berkeley. XuanTie 910 was created for heavy-duty IoT applications, including edge servers, networking, gateway and autonomous vehicles.
Alibaba DAMO Academy collaborates with universities around the world, including UC Berkeley and Tel Aviv University. Researchers in the program focus on machine learning, network security, visual computing and natural language processing, with the goal of serving two billion customers and creating 100 million jobs by 2035.
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Google and Twitter are among the companies now using EPYC Rome processors, AMD announced today during a launch event for the 7nm chips. The release of EPYC Rome marks a major step in AMD’s processor war with Intel, which said last month that its own 7nm chips, Ice Lake, won’t be available until 2021 (though it is expected to release its 10nm node this year).
Intel is still the biggest data center processor maker by far, however, and also counts Google and Twitter among its customers. But AMD’s latest releases and its strategy of undercutting competitors with lower pricing have quickly transformed it into a formidable rival.
Google has used other AMD chips before, including in its “Millionth Server,” built in 2008, and says it is now the first company to use second-generation EPYC chips in its data centers. Later this year, Google will also make available to Google Cloud customers virtual machines that run on the chips.
In a press statement, Bart Sano, Google vice president of engineering, said “AMD 2nd Gen Epyc processors will help us continue to do what we do best in our datacenters: innovate. Its scalable compute, memory and I/O performance will expand out ability to drive innovation forward in our infrastructure and will give Google Cloud customers the flexibility to choose the best VM for their workloads.”
Twitter plans to begin using EPYC Rome in its data center infrastructure later this year. Its senior director of engineering, Jennifer Fraser, said the chips will reduce the energy consumption of its data centers. “Using the AMD EPYC 7702 processor, we can scale out our compute clusters with more cores in less space using less power, which translates to 25% lower [total cost of ownership] for Twitter.”
In a comparison test between 2-socket Intel Xeon 6242 and AMD EPYC 7702P processors, AMD claimed that its chips were able to reduce total cost of ownership by up to 50% across “numerous workloads.” AMD EPYC Rome’s flagship is the 64-core, 128-thread 7742 chip, with a 2.25 base frequency, 225 default TDP and 256MB of total cache, starts at $6,950.
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Fungible, a startup that wants to help data centers cope with the increasingly massive amounts of data produced by new technologies, has raised a $200 million Series C led by SoftBank Vision Fund, with participation from Norwest Venture Partners and its existing investors. As part of the round, SoftBank Investment Advisers senior managing partner Deep Nishar will join Fungible’s board of directors.
Founded in 2015, Fungible now counts about 200 employees and has raised more than $300 million in total funding. Its other investors include Battery Ventures, Mayfield Fund, Redline Capital and Walden Riverwood Ventures. Its new capital will be used to speed up product development. The company’s founders, CEO Pradeep Sindhu and Bertrand Serlet, say Fungible will release more information later this year about when its data processing units will be available and their on-boarding process, which they say will not require clients to change their existing applications, networking or server design.
Sindu previously founded Juniper Networks, where he held roles as chief scientist and CEO. Serlet was senior vice president of software engineering at Apple before leaving in 2011 and founding Upthere, a storage startup that was acquired by Western Digital in 2017. Sindu and Serlet describe Fungible’s objective as pivoting data centers from a “compute-centric” model to a data-centric one. While the company is often asked if they consider Intel and Nvidia competitors, they say Fungible Data Processing Units (DPU) complement tech, including central and graphics processing units, from other chip makers.
Sindhu describes Fungible’s DPUs as a new building block in data center infrastructure, allowing them to handle larger amounts of data more efficiently and also potentially enabling new kinds of applications. Its DPUs are fully programmable and connect with standard IPs over Ethernet local area networks and local buses, like the PCI Express, that in turn connect to CPUs, GPUs and storage. Placed between the two, the DPUs act like a “super-charged data traffic controller,” performing computations offloaded by the CPUs and GPUs, as well as converting the IP connection into high-speed data center fabric.
This better prepares data centers for the enormous amounts of data generated by new technology, including self-driving cars, and industries such as personalized healthcare, financial services, cloud gaming, agriculture, call centers and manufacturing, says Sindu.
In a press statement, Nishar said “As the global data explosion and AI revolution unfold, global computing, storage and networking infrastructure are undergoing a fundamental transformation. Fungible’s products enable data centers to leverage their existing hardware infrastructure and benefit from these new technology paradigms. We look forward to partnering with the company’s visionary and accomplished management team as they power the next generation of data centers.”
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After a relatively quiet show last year, Computex picked up the pace this year, with dueling chip launches by rivals AMD and Intel and a slew of laptop releases from Asus, Qualcomm, Nvidia, Lenovo and other companies.
Founded in 1981, the trade show, which took place last week from May 28 to June 1, is one of the ICT industry’s largest gatherings of OEMs and ODMs. In recent years, the show’s purview has widened, thanks to efforts by its organizers, the Taiwan External Trade Development Council and Taipei Computer Association, to attract two groups: high-end computer customers, such as hardcore gamers, and startups looking for investors and business partners. This makes for a larger, more diverse and livelier show. Computex’s organizers said this year’s event attracted 42,000 international visitors, a new record.
Though the worldwide PC market continues to see slow growth, demand for high-performance computers is still being driven by gamers and the popularity of esports and live-streaming sites like Twitch. Computex, with its large, elaborate booths run by brands like Asus’ Republic of Gaming, is a popular destination for many gamers (the show is open to the public, with tickets costing NTD $200, or about $6.40), and began hosting esport competitions a few years ago.

The timing of the show, formally known as the Taipei International Information Technology Show, at the end of May or beginning of June each year, also gives companies a chance to debut products they teased at CES or preview releases for other shows later in the year, including E3 and IFA.
One difference between Computex now and ten (or maybe even just five) years ago is that the increasing accessibility of high-end PCs means many customers keep a close eye on major announcements by companies like AMD, Intel and Nvidia, not only to see when more powerful processors will be available but also because of potential pricing wars. For example, many gamers hope competition from new graphic processor units from AMD will force Nvidia to bring down prices on its popular but expensive GPUs.
The biggest news at this year’s Computex was the intense rivalry between AMD and Intel, whose keynote presentations came after a very different twelve months for the two competitors.
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