Intel gambles artificial intelligence mergers and acquisitions to defend dominance

Intel sees artificial intelligence as the next big growth opportunity this year, but it has acquired two new small companies. The key to their success is service.

Intel is a semiconductor company that produces chips, but in the past year, Intel has been looking for research in industrial engineering, and experts in brain neuroscience have helped transform Intel.

On the morning of November 18th, our reporter interviewed the CEOs of two companies acquired by Intel last year in Seattle, one is Saffron Technology CEO Gayle Sheppard, and the other is Nervana Systems CEO Naveen Rao.

Gayle Sheppard's business is industrial engineering. "The reason why I started a business, I just started to have nothing to do with artificial intelligence." She said that her family runs a chemical plant in the southern United States. When she first started working, she was studying every day, how to find The most efficient way to build a factory and manage the factory.

“I’ve been studying how to make the best decisions in my life,” she said. At the time, she was always looking at various information, such as the weather, and even the external traffic conditions, how it would affect the progress of the plant, like the day before. It rains and the progress on the second day may slow down.

She said, “I started to build a system to examine all kinds of unrelated and seemingly unrelated materials.” For more than a decade, she and MIT (MIT) experts have developed a methodology. Can teach computers to learn human decision-making models, for example, learn to judge whether two things are related, whether there is causality or similarity.

Her logic is that when you constantly "feed" information to the computer, the computer learns to judge what is a suspicious phenomenon that has not been seen, and what will happen next? Once, Florida law enforcement agencies chased drug trafficking groups and handed over data from 80 different sources to her systematic analysis. The results showed that people who appeared to be unrelated “had happened to” take somewhere Machine, "what happens to be" which club to join, help the rookie police to significantly shorten the time to solve the case.

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Her system is considered to be the enemy of the IBM artificial intelligence system Watson. Intel bought the company last year and became a weapon in the offensive market.

Another company's CEO, Naveen Rao, is more special. He has a doctorate in brain neuroscience, can brain surgery, and after getting his Ph.D., he went to Silicon Valley to create artificial intelligence startups.

"I was very interested in the human brain from high school," he said, pointing to my computer. "At that time, I knew that the energy consumed by the human brain is equivalent to 20 watts of electricity, probably only your laptop. Half; however, the computing power of the human brain is much stronger than the notebook."

He took the human brain as a computer research. He got a motor degree from Duke University. After earning money in the technology industry, he returned to Brown University to study neuroscience. His most impressive thing is that he has already For 15 years, he connected his brainwaves to the robotic arm. "He can use the brain to directly control the robotic arm and give him a glass of water." He recalled, at that moment, "He cried and laughed on his face, I will always Can't forget."

"We have only a part of our understanding of the human brain, but we can use this knowledge to redesign chips closer to artificial intelligence." He explained that the current wafer is a unit that uses each bit to store information. He designed it. The chip, the system architecture is like a brain cell, is to remember one thing with a string of electronic components, "Every brain cell has the ability to calculate and communicate, so is our design, but in other competitors' systems. The ability of each circuit to communicate and operate is separate."

He explained that this design allows his chip to expand in size, just like stringing together countless brain cells, the performance can be quickly pulled up. He even criticized the GPU chip that is used for deep learning on the market. "It was originally used for drawing, because it was discovered by researchers and used in artificial intelligence."

He believes that the chip he designed is designed for artificial intelligence. This year, Intel bought more than 10 billion Taiwan dollars (nearly 2.2 billion yuan) to buy his company, Intel will use his technology to create new chips, vying for the status of the highest performance artificial intelligence chip.

The acquisition of a new company is an important step in Intel's transformation, but why do these two new small companies become an important weapon for Intel's transformation of artificial intelligence in the global semiconductor industry?

Because Intel wants to create the next platform after the PC has fallen, Intel is not just selling products, but operating an ecosystem that combines hardware and software into standards.

Intel's way of doing business has changed the original model. After acquiring Nervana Systems, Intel will launch AI as a service, which plans to operate Nervana into Intel's brand in AI. Saffron Technology is also, this company was originally a software company, Intel plans to promote their artificial intelligence services to enterprises, optimistic about the new service from the government to the enterprise. Nowadays, there are still very few companies using artificial intelligence technology. With the service, Intel can open up new markets by focusing on competitors who only focus on selling chips.

Not only sell goods but also create a new platform

Goal: Enter the market for all types of equipment

Intel also plans to use artificial intelligence to penetrate a wide variety of equipment markets. Naveen Rao revealed that they are preparing to acquire a computer vision company that can use tiny power to give electronic products the ability to recognize images. Such devices can Use it in a car to prevent a car accident, or install it on a drone, and teach the drone to automatically bypass obstacles. Saffron Technology also intends to let features such as artificial intelligence enter general electronic products. "For example, you can judge from your voice, you are catching a cold today." Gayle Sheppard said half-jokingly, "You should be careful in the future, don't let your The computer knows you too well."

With their technology and new services, Intel has the opportunity to create an efficient platform that integrates hardware and software, attracting more users and driving the entire platform.

In the past few years, Intel has repeatedly purchased mobile phone chip companies, but it still failed. This time, the artificial intelligence strategy is adopted. Most of the US media still adopt a wait-and-see attitude and think that Intel is too late. However, Wall Street’s views are different, and Intel’s market value is gradually rising. .

Now, companies such as Google that provide artificial intelligence services play an important role in the development of this industry. Intel's success in the artificial intelligence market will depend on their products and whether they can pay for this group.

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