'The AI Inference Processor is Dead'
By Sally Ward-Foxton, EETimes
October 28, 2019
What is the reality of the AI chip market today? In recent years, this market was over-hyped to the point where many of us became sceptical. Nvidia’s onslaught in the datacentre market combined with the hype surrounding fully autonomous vehicles made it seem like this new market would single-handedly solve all the semiconductor industry’s problems, including Moore’s Law.
At a recent press event, Richard Kingston, Vice President of Market Intelligence, Investor and Public Relations at Ceva, pointed to Nvidia’s share price as a good indicator of where we are in the hype cycle. Nvidia, a leader in the AI silicon market, experienced a significant fall in price around the start of 2019. Kingston suggested this means we have exited the hype stage and moved on to a stage where the market begins to more accurately reflect reality.
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