[News] AMD Hosts Innovation Summit, CEO Lisa Su Highlights the Beginning of AIPC Era

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Following NVIDIA’s GTC 2024, AMD also hosted an AI PC Innovation Summit on March 21st, with CEO Lisa Su leading the top executives in attendance. As per a report from Commercial Times, by collaborating with partners including brands ASUS, MSI, and Acer, AMD has showcased its exciting applications in AI PCs.

AMD highlights that future language models will evolve in two directions: one is the large-scale models introduced by tech giants, which use increasingly more parameters and become more complex in operation, with closed architecture being a major characteristic.

The other direction is small open-source models, which are becoming more widely accepted by the public. These models with fewer parameters can run smoothly on edge devices, especially AI PCs, expecting a significant influx of developers.

Furthermore, the AI compute requirements for large and small language models are entirely different. AMD has different hardware positioning to meet all demands.

Lisa Su emphasizes that artificial intelligence is driving a revolution, reshaping every aspect of the tech industry, from data centers to AI PCs and edge computing. AMD is excited about the opportunities presented by this new era of computing.

TrendForce previously issued an analysis in a press release, indicating that the AI PC market is propelled by two key drivers: Firstly, demand for terminal applications, mainly dominated by Microsoft through its Windows OS and Office suite, is a significant factor. Microsoft is poised to integrate Copilot into the next generation of Windows, making Copilot a fundamental requirement for AI PCs. Secondly, Intel, as a leading CPU manufacturer, is advocating for AI PCs that combine CPU, GPU, and NPU architectures to enable a variety of terminal AI applications.

Introduced around the end of 2023, Qualcomm’s Snapdragon X Elite platform is set to be the first to meet Copilot standards, with shipments expected in the second half of 2024. This platform is anticipated to deliver around 45 TOPS.

Following closely behind, AMD’s Ryzen 8000 series (Strix Point) is also expected to meet these requirements. Intel’s Meteor Lake, launched in December 2023 with a combined CPU+GPU+NPU power of 34 TOPS, falls short of Microsoft’s standards. However, Intel’s upcoming Lunar Lake might surpass the 40 TOPS threshold by the end of the year.

The race among Qualcomm, Intel, and AMD in the AI PC market is set to intensify the competition between the x86 and Arm CPU architectures in the Edge AI market. Qualcomm’s early compliance with Microsoft’s requirements positions it to capture the initial wave of AI PC opportunities, as major PC OEMs like Dell, HPE, Lenovo, ASUS, and Acer develop Qualcomm CPU-equipped models in 2024, presenting a challenge to the x86 camp.

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(Photo credit: AMD)