Notably, MobileEye focuses on computer vision systems for cars. This follows in the footsteps of Intel’s September acquisition of Movidius, a startup that builds specialized chips and algorithms for computer vision.
Intel missed mobile and might largely be playing catch-up with Nvidia in the world of artificial intelligence right now, but as I wrote just a couple weeks ago
, there’s a big opportunity for Intel to own applied AI workloads. Our devices, wearables, cars and other consumer goods are going to need intelligent computing locally, not just in the cloud, and it seems unlikely they’ll all get it via GPU. Combine all the research being done to develop specialized AI processors
with Intel’s deep pocketbook, and you would seem
to have a recipe for success.
Of course, Intel still needs to execute (and spend wisely), and AI still needs to go mainstream, but those are discussions for another day.
P.S. Stratechery has a really good business-case analysis for this deal here.