Intel Takes Aim at the AI Opportunity with Next-Generation PCs
Intel is positioning itself to capitalize on the growing AI market by targeting the next generation of PCs. The chip maker believes that these future PCs will have the capability to run AI inference applications directly, without the need for cloud connectivity. This development could mark a significant shift in the personal computer industry and open up new possibilities for consumers.
Intel CEO Pat Gelsinger recently unveiled plans for what he calls “the AI PC” at a developer event in San Jose. He stated that the goal is to bring AI everywhere at scale. To achieve this, Intel will be launching the Intel Core Ultra processor, codenamed Meter Lake, on December 14. This processor will include Intel’s first integrated neural processing unit for power-efficient AI acceleration and local inference.
The competition to provide chips for AI development and inference is heating up. Nvidia currently dominates the market for graphics processing units (GPUs) used in data centers for AI model creation. However, both Intel and Arm see opportunities for central processing units (CPUs) that can run AI inference applications on laptops and mobile devices. This is especially important as Nvidia’s high-end GPUs are too large and expensive to be included in personal computers.
The shift towards local AI capability on laptops would allow consumers to run generative AI applications without the need for an internet connection. This has the potential to reshape the personal computer industry and give users more autonomy in utilizing AI technology for personal productivity and other tasks.
Gelsinger believes that AI on PCs will be a “sea change moment in technological innovation.” In addition to running AI tasks for personal productivity applications, the new PCs will also be able to handle Microsoft’s Copilot software and other AI-powered software.
Intel also announced plans to build a large AI supercomputer using Intel Xeon processors and Intel Gaudi2 AI hardware accelerators. The project will have Stability.AI as the anchor customer, showcasing Intel’s commitment to advancing AI technology.
Despite these ambitious plans, Intel’s stock experienced a 2.5% drop on the day of the announcement. This could be attributed to investor skepticism or concerns over the intense competition in the AI market.
In conclusion, Intel is making a strategic move to capitalize on the growing demand for AI capabilities in PCs. By developing the Intel Core Ultra processor and enhancing local AI inference applications, the company aims to revolutionize the personal computer industry. Whether or not Intel can successfully compete with Nvidia and other players in this space remains to be seen, but the potential for AI-powered PCs is undoubtedly an exciting prospect.