SHANGHAI, CHINA – JULY 28, 2023 – Photo taken on July 28, 2023 shows the AMD logo at the 2023 Chinajoy in Shanghai, China.
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US chip giant Advanced Micro Devices is betting on AI PCs to take on rivals including Nvidia and Intel as the AI race intensifies.
,[The market for] AI PCs will continue to expand, AMD President Victor Peng said in an exclusive interview with CNBC on Thursday. He said the company expects greater adoption of AI PCs in the second half of the year.
These are personal computers that are embedded with processors specifically designed to perform AI tasks such as real-time language translation.
Tech research firm Canalys said in a December report that the boom in generative AI is expected to boost PC sales as consumers look for devices with AI features, predicting that 60% of PCs shipped in 2027 will be AI-powered. Will be capable.
The launch of ChatGPT in November 2022 led to an explosion of interest in AI as the chatbot went viral for its ability to generate human-like responses to users’ prompts.
HP Chairman and CEO Enrique Lores said on a fourth-quarter earnings call in November that the company is “really excited about the impact of AI PCs on the overall PC category” but that it will “take some time” before it can make inroads. Deep into the market.
Initially, AI-powered devices will be targeted at certain segments of the enterprise PC market, but more use cases and cost-cutting could spread their deployment to the broader market over time, according to research firm International Data Corporation.
IDC expects the integration of AI capabilities into PCs will serve as a catalyst for upgrades, which will begin rolling out as soon as this year.
Peng said, “We are seeing AI PC becoming a bigger factor and with the recent announcements we have a good lead in AI PC… I think we are in a very good position in both AI and other traditional businesses.” Are.”
AMD announced the Ryzen 8000G series desktop processors in January – users can expect “extreme power and impressive performance for intensive workloads, including gaming and content creation.”
AMD competes with companies like Nvidia and Intel on 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, like OpenAI’s ChatGPT, run in the cloud on Nvidia GPUs like the H100.
In early January, Nvidia announced new GPUs for running generic AI applications on PCs. It said it will also provide GPUs in laptops from companies like Acer, Dell and Lenovo.
Intel launched Core Ultra chips in December to run AI programs faster. The company said the processors will power more than 230 of the world’s first AI PCs, including those from Acer, ASUS, Dell, HP and Lenovo.
“AI is going to be huge this year and beyond. I mean, as big as the opportunities are already, we’re still in the early innings of AI,” Peng said.
In December AMD launched new Instinct MI300X chips – graphics processors designed for large language model training – that will compete against Nvidia’s H100 chips.
Peng said, “AI is not just about data center GPUs, it is also servers, and we have gained significant market share last year. And for servers, we expect to continue to gain market share with the Mi300.” We do.”
During the firm’s fourth-quarter earnings call, AMD executive vice president Gene Hu said: “We achieved year-over-year revenue growth in our data center and embedded segments and successfully launched our AMD Instinct MI 300 GPUs, leading to “We were positioned for a strong product ramp.” 2024.”
Correction: This story has been updated to correct the month AMD announced its Ryzen processors
Source: www.cnbc.com
