- ”[The market for] “AI PC is going to continue to grow,” AMD President Victor Penn said in an exclusive interview with CNBC on Thursday.
- An AI PC is a personal computer with an embedded AI processor that can perform advanced functions such as real-time language translation.
As the AI race heats up, U.S. semiconductor giant Advanced Micro Devices is betting on AI PCs to take on rivals such as Nvidia and Intel.
”[The market for] “AI PCs are going to continue to grow,” AMD President Victor Peng said in an exclusive interview with CNBC on Thursday, adding that the company expects to see even more adoption of AI PCs in the second half of this year.
These are personal computers with built-in processors specifically designed to perform AI functions such as real-time language translation.
Tech research firm Canalys predicted in a December report that the boom in generative AI will boost PC sales as consumers demand devices with AI capabilities, accounting for 60% of PCs shipped in 2027. He said that he predicts that the technology will become AI-enabled.
The release of ChatGPT in November 2022 sparked an explosion of interest in AI as chatbots’ ability to generate human-like responses to user prompts became widespread.
HP President and CEO Enrique Lores said during a fourth-quarter earnings call in November that the company is “extremely excited about the impact that AI PCs will have on the overall PC category,” but that “It will take time,” he said. Deep into the market.
Initially, AI-powered devices will target some segments of the enterprise PC market, but more use cases and cost reductions will lead to broader adoption over time, according to research firm International Data Corporation. It has the potential to spread to other markets.
IDC expects the integration of AI capabilities into PCs to act as a catalyst for upgrades that will hit shelves this year.
“AI PC is becoming a bigger factor, and with our recent announcements, we have a significant lead in AI PC… Both in AI and other traditional businesses, we are in a very good position. I think there is,” Peng said.
In December, AMD announced its Ryzen 8000G series of desktop processors, where users can “expect immense power and overwhelming performance for intensive workloads like gaming and content creation.”
fierce competition
AMD competes with the likes of Nvidia and Intel for graphics processing units, which are critical for AI and high-performance computing.
Nvidia currently dominates the market for GPUs used in AI applications. The most prominent AI models, such as OpenAI’s ChatGPT, run on his Nvidia GPUs, such as the H100, in the cloud.
In early January, Nvidia announced new GPUs for running generative AI applications on PCs. The company also plans to provide GPUs to laptops from companies such as Acer, Dell, and Lenovo.
In December, Intel launched Core Ultra chips to run AI programs faster. The company says the processor will power more than 230 of the world’s first AI PCs from companies including Acer, ASUS, Dell, HP, and Lenovo.
“AI is going to continue to be huge this year and beyond, which means we’re still in the early stages of AI, even though there’s already a huge opportunity,” Penn said. .
AMD launched its new Instinct MI300X chip in December, a graphics processor designed for training large-scale language models, to compete with Nvidia’s H100 chip.
“AI is not just about GPUs in the data center but also about servers, and we gained significant market share last year, and when it comes to servers, we expect to continue gaining market share with MI300,” said Peng. says.
At AMD’s fourth quarter earnings conference, AMD Executive Vice President Gene Hu said: “We drove year-over-year revenue growth in our data center and embedded segments and successfully launched the AMD Instinct MI300 GPU, positioning us for strong product launches in 2024.” ”