Intel Sets 100 Million CPU Supply Goal for AI PCs by 2025

[T0@st]

Intel has been hyping up their artificial intelligence-augmented processor products since late last year—their "AI Everywhere" marketing push started with the official launch of Intel Core Ultra mobile CPUs, AKA the much-delayed Meteor Lake processor family. CEO, Pat Gelsinger stated (mid-December 2023): "AI innovation is poised to raise the digital economy's impact up to as much as one-third of global gross domestic product...Intel is developing the technologies and solutions that empower customers to seamlessly integrate and effectively run AI in all their applications—in the cloud and, increasingly, locally at the PC and edge, where data is generated and used." Team Blue's presence at this week's MWC Barcelona 2024 event introduced "AI Everywhere Across Network, Edge, Enterprise."

Nikkei Asia sat down with Intel's David Feng—Vice President of Client Computing Group and General Manager of Client Segments. The impressively job-titled executive discussed the "future of AI PCs," and set some lofty sales goals for his firm. According to the Nikkei report, Intel leadership expects to "deliver 40 million AI PCs" this year and a further 60 million units next year—representing "more than 20% of the projected total global PC market in 2025." Feng and his colleagues predict that mainstream customers will prefer to use local "on-device" AI solutions (equipped with NPUs), rather than rely on remote cloud services. Significant Edge AI improvements are expected to arrive with next generation Lunar Lake and Arrow Lake processor families, the latter will be bringing Team Blue NPU technologies to desktop platforms—AMD's Ryzen 8000G series of AM5 APUs launched with XDNA engines last month.



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[Minus Infinity]

When you add an NPU to all your cpu's what other outcome do you expect? No one is demanding this crap, you are the one's driving the growth artificially.

 

[phanbuey]

When you add an NPU to all your cpu's what other outcome do you expect? No one is demanding this crap, you are the one's driving the growth artificially.

So like apple cpus, and also AMD 8000 series that all have NPUs? If anything Intel is the last one to this party.

I tested Meteor Lake CPUs on Intel's optimized AI tools: AMD's chips often beat them | Tom's Hardware (tomshardware.com)

 

[MaMoo]

When you add an NPU to all your cpu's what other outcome do you expect? No one is demanding this crap, you are the one's driving the growth artificially.

Hype and dump investment. We can make a lot of money buying stocks related to AI before the bubble bursts.

 

[TumbleGeorge]

also AMD 8000 series that all have NPUs?

No. From 8000 series only top 2 has NPU (to this moment). ZEN 5 probably will be 9000 series and seems all will have.

 

[Wirko]

When you add an NPU to all your cpu's what other outcome do you expect? No one is demanding this crap, you are the one's driving the growth artificially.

If you want to know who that no one is (as if you hadn't known before)...

 

[Noyand]

Hype and dump investment. We can make a lot of money buying stocks related to AI before the bubble bursts.

Some aspect of ML/A.I will probably die off, but it's not going to completely disappear from our life. The dotcom burst didn't suddenly turn the internet into a dry, unlucrative land. There's just going to be a big clean-up between what will be deemed useful, and what's not. Generative A.I is in the spotlight, but there's more stuff that ML can enable to our benefits.

If anything, the NPU will ensure that your GPU and CPU resources are not being used by tasks running in the background when you need them. Running stuff locally at a reduced computing resource cost is especially good if sharing your data with a distant server irks you.

 

[watzupken]

Well, nobody can opt out of it since it’s part of every new CPU being rolled out. So not sure if this target is meaningful.

 

[MaMoo]

Some aspect of ML/A.I will probably die off, but it's not going to completely disappear from our life. The dotcom burst didn't suddenly turn the internet into a dry, unlucrative land. There's just going to be a big clean-up between what will be deemed useful, and what's not. Generative A.I is in the spotlight, but there's more stuff that ML can enable to our benefits.

If anything, the NPU will ensure that your GPU and CPU resources are not being used by tasks running in the background when you need them. Running stuff locally at a reduced computing resource cost is especially good if sharing your data with a distant server irks you.

Great point.