AMD is betting on AI-powered PCs as the technology race with Nvidia and Intel heats up

These are personal computers embedded with processors specifically designed to perform AI functions such as real-time language translation.

The boom in artificial intelligence is expected to boost sales of personal computers as consumers look for devices with AI features, technology research firm Canalys said in a report in December. 60% of computers shipped in 2027 will be able to use artificial intelligence.

The growing interest in AI was sparked by the launch of ChatGPT in November 2022 as the chatbot went viral for its ability to generate human-like responses to user prompts.

Enrique Loris, HP's president and CEO, said on a fourth-quarter earnings call in November that the company was “really excited about the impact that AI-enabled PCs will have on the overall PC category” but that it would “take some time” before Penetrate it. Deep into the market.

Initially, the AI-powered devices will be targeted at some segments of the enterprise PC market, but more use cases and cost reductions could lead to their deployment in the broader market over time, according to research firm International Data Corporation.

IDC expects the incorporation of AI capabilities into PCs to be a catalyst for upgrades, hitting shelves this year.

“We are seeing AI computers becoming a bigger factor, and we have good progress in AI computers with the recent announcements… I think we are in a very good position, both in AI and in other traditional companies,” Peng said. .

In January, AMD announced Ryzen 8000G Series desktop processors – Users can “expect massive power and dominant performance for intense workloads including gaming and content creation.”

AMD competes with the likes of Nvidia and Intel for graphics processing units, which are important for artificial intelligence and high-performance computing.

Nvidia currently dominates the market for graphics processing units used in AI applications. Top AI models like OpenAI's ChatGPT run on Nvidia GPUs like the H100 in the cloud.

In early January, Nvidia announced New graphics processing units to run generative AI applications on computers. It added that it will also provide GPUs in laptops from companies like Acer, Dell and Lenovo.

Intel in December Launched Ultra Core chips To run AI programs faster. The company said the processors will power more than 230 of the world's first personal computers powered by artificial intelligence technology from companies such as Acer, ASUS, Dell, HP and Lenovo.

“AI is still going to be very big this year and beyond,” Peng said. “I mean, despite the big opportunities that already exist, we are still in the early stages of AI.”

AMD in December New Instinct MI300X chips launched – Graphics processors designed for training large language models – which would compete with Nvidia's H100 chips.

“AI is not only about GPUs in data centers, but also about servers, and we have gained significant market share in the past year. For servers, we expect to continue to gain market share with the MI300,” Peng said.

During the company Q4 earnings call“We achieved year-over-year revenue growth in our data center and embedded segments and successfully launched our AMD Instinct MI300 GPUs, positioning us for a strong product ramp in 2024,” said AMD Executive Vice President Jan Hu.

Correction: This story has been updated to correct the month in which AMD announced its Ryzen processor