Intel is applying AI to its upcoming Meteor Lake chip to improve power management, using an algorithm that predicts and understands user behavior to optimize performance and energy efficiency.
Intel CEO Pat Gelsinger believes that AI will extend beyond data centers and wants to put AI into everything, including PC CPUs, to bring AI processing closer to end users and enable real-time applications without relying on the cloud. Intel is positioning itself to tap into the growing demand for AI hardware and software across various sectors.
The CEO of semiconductor firm Graphcore believes that their advanced AI-ready processors, called IPUs, can emerge as a viable alternative to Nvidia's GPUs, which are currently facing shortages amidst high demand for AI development.
Google's upcoming Tensor G4 chip, expected to launch in 2025, will not be as impressive as previously predicted, as it will still be an Exynos derivative and build upon its predecessor, the Tensor G3. Google plans to eventually build its own IP library to design a fully custom chip by 2025.
AMD's director for the commercial client business, Justin Galton, believes that AI adoption on desktops is not yet widespread and may take some time to become apparent, with AMD's dedicated AI accelerator currently only available in one CPU model and more AI-equipped processors set to be released in 2024. Galton also mentioned that small to medium businesses may not be enthusiastic about AI, and that Intel may have more AI-ready desktop processors than AMD. Additionally, a gaming market report predicts a drop in demand for gaming PCs in 2023, while gaming monitor shipments are expected to increase. With regards to AMD's products, Galton said that buyers are currently opting for modestly priced PCs with Ryzen 5000 and 6000 models due to Intel's excess inventory. Additionally, AMD aims to expand its market share in commercial PCs to 20% in 2024.
Intel plans to make every PC capable of running AI applications in the near future, as the company targets the growing AI market.
Intel will release a new chip in December that can run an artificial intelligence chatbot on a laptop without relying on cloud data centers, offering users the ability to test and use AI technologies without sending sensitive data off their device.
Intel showcased its upcoming processors, including Arrow Lake, Lunar Lake, and Panther Lake, at its Innovation conference, signaling a renewed focus on engineering-led innovation in an effort to compete with Apple's M series processors and regain chipmaking leadership.
Intel's upcoming Meteor Lake processors will feature a chiplet design with a low-power CPU core that improves battery life, along with updated CPU and graphics cores for better efficiency and performance in Windows laptops.
Intel CEO Pat Gelsinger emphasized the concept of running large language models and machine learning workloads locally and securely on users' own PCs during his keynote speech at Intel's Innovation conference, highlighting the potential of the "AI PC generation" and the importance of killer apps for its success. Intel also showcased AI-enhanced apps running on its processors and announced the integration of neural-processing engine (NPU) functionality in its upcoming microprocessors. Additionally, Intel revealed Project Strata, which aims to facilitate the deployment of AI workloads at the edge, including support for Arm processors. Despite the focus on inference, Intel still plans to compete with Nvidia in AI training, with the unveiling of a new AI supercomputer in Europe that leverages Xeon processors and Gaudi2 AI accelerators.
