Nvidia survives (and thrives) in the HPC/Server/WS market because of its pervasive software environment, not its hardware - it is also not a major player WRT revenue. Intel's biggest concern is that its largest competitors are voluntarily moving in their own direction. The HPC roadmap is already mapped out to 2020 (and a little beyond) as is fairly well known. Xeon will pair with FPGA's (hence the Altera acquisition) and Xeon Phi. IBM has also roadmapped FPGA and GPU (Tesla) with POWER9 and POWER10. To those two you can add hyperscale server/HPC clusters (Applied Micro X-Gene, Motorola Vulcan, Cavium Thunder-X, Qualcomm etc) which Intel has targeted with Xeon-D.
Intel could turn the whole system into a SoC or MCM ( processor+graphics/co-processor+ shared eDRAM + interconnect) and probably will, because sure as hell IBM/Mellanox/Nvidia will be looking at the same scenario. If you're talking about PCIE being removed from consumer motherboards, then yes, eventually that will be the case. Whether Nvidia (or any other add-in card vendor) survive will rely on strength of product. Most chip makers are moving towards embedded solutions - and in Nvidia's case also have a mezzanine module solution with Pascal, so that evolution is already in progress.
All I can say is good luck with that. ARM has an inherent advantage that Intel cannot match so far. X86 simply does not scale down far enough to match ARM in high volume consumer electronics, and Intel is too monolithic a company to react and counter an agile and pervasive licensed ecosystem. They are in exactly the same position IBM was in when licensing meant x86 became competitive enough to undermine their domination of the nascent PC market. Talking of IBM and your "4-6 years down the line",
POWER9 (2017) won't even begin deployment until 3 years hence, with POWER10 slated for 2020-21 entry. Given that in non-GPU accelerated system, Intel's Xeon still lags behind IBM's BGQ and SPARC64 in computational effectiveness, Intel has some major competition.
On a purely co-processor point, Tesla continues to be easier to deploy, and have greater performance than Xeon Phi, which Intel counters by
basically giving away Xeon Phi to capture market share (Intel apparently gifted Xeon Phi's for China's Tiahne-2)- although its performance per watt and workload challenges mean that vendors still look to Tesla (as the
latest Green500 list attests). Note that the top system is using a PEZY-SC GPGPU that does not contain a graphics pipeline ( as I suspect future Tesla's will evolve).
Your argument revolves around Intel being able to change the environment by force of will. That will not happen unless Intel choose to walk a path separate from its competitors and ignore the requirements of vendors. Intel do not sell HPC systems. Intel provide hardware in form of interconnects and form factored components. A vendor that actually constructs, deploys, and maintains the system - such as Bull (Atos) for the sake of an example, still has to sell the right product for the job, which is why they sell
Xeon powered S6000's to some customers, and
IBM powered Escala's to others. How does Intel force both vendors and customers to turn away from competitors of equal (or far greater in some cases) financial muscle when
their products are demonstrably inferior for certain workloads?
Short memory. Remember the last time Intel tried to bend the industry to its will? How did Itanium work out?
Intel's dominance has been achieved through three avenues.
1. Forge a standard and allow that standard to become open (SSE, AVX, PCI, PCI-E etc) but ensure that their products are first to utilize the feature and become synonymous with its usage.
2. Use their base of IP and litigation to wage economic war on their competitors.
3. Limit competitors market opportunities by outspending them ( rebates, bribery)
None of those three apply to their competitors in enterprise computing.
1. You're talking about a proprietary standard (unless Intel hand it over to a special interest group). Intel's record is spotty to say the least. How many proprietary standards have forced the hand of an entire industry? Is Thunderbolt a roaring success?
2. Too many alliances, too many many big fish. Qualcomm isn't Cyrix, ARM isn't Seeq, IBM isn't AMD or Chips & Technologies. Intel's record of trying to enforce its will against large competitors? You remember Intel's complete back down to Microsoft over incorporating NSP in its processors? Intel's record against industry heavyweights isn't that which pervades the small pond of "x86 makers who aren't Intel"
3. Intel's
$4.2 billion in losses in 2014 ( add to that the forecast of $
3.4 billion in losses this year) through literally trying to buy x86 mobile market share indicate that their effectiveness outside of their core businesses founded 40 years ago, isn't that stellar. Like any business faced with overwhelming competition willing to cut profit to the bone (or even sustain losses for the sake of revenue) they bend to the greater force. Intel are just hoping that they are better equipped than the last time they got swamped ( Japanese DRAM manufacturing forcing Intel from the market).
You talk as if Intel is some all-consuming juggernaut. The reality is that Intel's position isn't as rock solid as you may think. It does rule the x86 market, but their slice of the consumer and enterprise revenue pie is far from assured. Intel can swagger all it likes in the PC market, but their acquisition of Altera and pursuit of Cray's interconnect business are indicators that they know they have a fight on their hands. I'm not prone to voicing absolutes unless they are already proven, but I would be near certain that Intel would not introduce a proprietary standard - licensed or not, if it decreased marketing opportunity - and Intel's co-processor market doesn't even begin to offset the marketing advantages of the third-party add-in board market.
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You also might want to see the AMD license theory from a different perspective:
Say Intel develop a proprietary non-PCI-E standard and decide to license it to AMD to legitimize it as a default standard. What incentive is there for AMD to use it? Intel use the proprietary standard and cut out the entire add-in board market (including AMD's own graphics). If AMD have a creditable x86 platform, why wouldn't they retain PCI-E, have the entire add-in board market to themselves (including both major players in graphics and their HSA partners products), rather than fight Intel head-to-head in the marketplace with a new interface
Which option do you think would benefit AMD more? Which option would boost AMD's market share to the greater degree?