It tolls for thee, GPU!
A friend from Altera pointed me to this Military Electronics article on a leading aerospace contractor choosing a mix of Altera and Xilinx FPGAs to displace dedicated graphics processors. Coincidentally, I was reading the article just as Intel Corp. announced it was giving up on the Larrabee parallel graphics processor, at least as a commercial product. Information Week pundits wondered whether it was fear of Nvidia that stilled Intel’s effort. But what if it was fear of FPGAs?
Now before some of you start slapping me silly, hear me out. Obviously, there are vector operations common to DSPs and dedicated GPUs, and we all know the inroads FPGAs have made into DSP markets of late. A blogger at HPCwire, covering HPC computing, even suggested a direct competitive space between FPGAs and Nvidia’s Fermi GPUs a couple months ago. Now, this does not mean that every 3D graphics card for a desktop PC shifts to an FPGA. But the mil-aero community represents the high end of the market in terms of both reliability and performance, and if Rockwell Collins is willing to consider FPGAs for image generation in flight simulation, who am I to argue?
Keep in mind, the dedicated DSP blocks in major FPGA architectures are getting more and more sophisticated, and we could expect to see the same with specific 3D rendering algorithms in FPGA IP in the near future. In no way would I expect this to mean that the core business of Nvidia and its competitors are threatened any time soon. For the next year or two, FPGAs will only represent a new competitive threat appearing at the edges of the GPU market. But the fact that FPGAs can offer parallel processing, and compete in the high end of the space, indicates that they can go after high value Cuda-style applications among the Nvidia customer base. This may be one reason why Nvidia is placing more emphasis on integrated RISC/GPU efforts like Tegra.
Investors can feel safe in pumping up GPU specialists’ stock for now. But remember how quickly the standalone DSP has been de-emphasized in companies like TI and Analog Devices. Graphics nay-sayers remember, it can happen here.
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