AI Chip Market Heats Up with New Launches by Intel and AMD at Computex 2024

At the forefront of the AI revolution, Intel and AMD have presented their latest advancements at Computex 2024. Intel’s unveiling of the Lunar Lake processors, with up to 120 TOPS of combined AI computing power, promises a new era of AI integration into laptops. The processors, which feature advanced graphics, energy efficiency, and support for the latest connectivity protocols, are expected to power over 80 new laptop designs from 20 manufacturers. Intel CEO Pat Gelsinger highlighted the company’s dedication to AI innovation and open standards, including UCIe and Ultra Ethernet, and the partnership with TSMC .AMD, not to be outdone, announced its new lineup of chips designed for AI, challenging Nvidia’s dominance in the AI processor market . General Manager Lisa Su emphasized AI’s transformative potential and AMD’s commitment to an annual refresh cycle for its microprocessors. The company also introduced the Instinct MI325X, a high-performance chip, and formed partnerships with major laptop manufacturers to integrate its Ryzen processors into AI-enabled laptops.Intel’s announcements come as a direct response to AMD’s showcase of its Ryzen AI 300 series and the Ryzen 9000 series for AI laptops and desktops at Computex Taipei. The competition in the AI chip market is intensifying, with both companies aiming to redefine compute power, performance, and affordability. Intel’s new offerings, including the Xeon 6 processors featuring up to 144 e-cores designed for cloud, web scale, and digital services, and the competitively priced Gaudi 3 AI accelerator chips, are set to provide high performance at a lower cost .Intel predicts that AI-powered computers will represent 80% of the market by 2028, a projection supported by a Boston Consulting Group analysis . This bold forecast underscores the rapid growth and integration of AI technologies in everyday computing, signaling a transformative period in the industry.

Key points

  • Intel and AMD unveiled new AI-focused processors at Computex 2024, with Intel introducing Lunar Lake and Xeon 6, and AMD showcasing Ryzen AI 300 and Instinct MI325X.
  • Intel’s Lunar Lake processors are expected to be integrated into over 80 new laptop designs, aiming to ship 40 million PCs by the end of 2024.
  • AMD emphasized the transformative potential of AI and announced partnerships with major laptop manufacturers for its Ryzen processors.
  • Intel predicts that AI-powered computers will dominate 80% of the market by 2028.

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