The cloud computing/deep learning showdown between Microsoft (MSFT) and Alphabet (GOOG) (GOOGL) is trending in favor of the former. Microsoft is second only to Amazon’s (AMZN) AWS in cloud IaaS (Infrastructure-as-a-Service). Microsoft also is the overall leader in enterprise SaaS (Software-as-a-Service).
Azure’s lead over Google Cloud is likely going to grow further because of Microsoft’s Project Brainwave platform. Project Brainwave is Microsoft’s real-time software/hardware platform for real-time artificial intelligence (AI). It competes with the Tensor Processing Unit (TPU) of Google Cloud. Azure already is the fastest-growing cloud computing infrastructure service provider. Project Brainwave could provide more boost.
The firm with the better platform for deep learning and AI acceleration will eventually benefit the most from the rising demand for cloud AI services. AI, deep learning, and machine learning tasks could boost the overall cloud computing industry. Tractica estimates that artificial intelligence software revenue alone could reach $59.8 billion by 2025.
IDC’s hardware/software revenue estimate for AI is $40 billion by 2020. All cloud computing firms, therefore, have compelling economic reasons to bet big on cloud AI/deep learning services. Some of the top 10 tech giants investing in artificial intelligence also are leaders in IaaS, SaaS, PaaS, and hosted private cloud.
Why Project Brainwave Is More Attractive Than Google’s TPU
Future customers of deep learning/artificial intelligence cloud computing services might find Project Brainwave more attractive. The downside with Google’s ASIC (Application-Specific Integrated Circuit) Cloud TPU is that it is not as flexible as Project Brainwave. Project Brainwave is based on Intel’s (INTC) Stratix 10 FPGA (Field Programmable Gate Arrays).
Below is Microsoft’s Project Brainwave accelerator board for real-time artificial intelligence applications. While Google likes ASIC, Microsoft has…