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AMD is Becoming a Software Company. Here's the Plan

Just a few weeks ago, AMD invited us to Barcelona as part of a roundtable, to share their vision for the future of the company, and to get our feedback. On site, were prominent AMD leadership, including Phil Guido, Executive Vice President & Chief Commercial Officer and Jack Huynh, Senior VP & GM, Computing and Graphics Business Group. AMD is making changes in a big way to how they are approaching technology, shifting their focus from hardware development to emphasizing software, APIs, and AI experiences. Software is no longer just a complement to hardware; it's the core of modern technological ecosystems, and AMD is finally aligning its strategy accordingly.

The major difference between AMD and NVIDIA is that AMD is a hardware company that makes software on the side to support its hardware; while NVIDIA is a software company that designs hardware on the side to accelerate its software. This is about to change, as AMD is making a pivot toward software. They believe that they now have the full stack of computing hardware—all the way from CPUs, to AI accelerators, to GPUs, to FPGAs, to data-processing and even server architecture. The only frontier left for AMD is software.

ASUS to Host AI PC Event on July 17, to Launch Nine Designs Based on AMD Ryzen AI 300

ASUS announced a press event on July 17 to launch at least nine notebook designs powered by AMD Ryzen AI 300 series "Strix Point" mobile processors. All these notebooks are AI PCs that meet Microsoft Copilot+ requirements. Each of the 9 designs will have several variants based on the processor model, discrete graphics, and other hardware differentiators, making up dozens of individual SKUs. The AMD "Strix Point" mobile processor is based on a 4 nm monolithic die. It combines a 12-core/24-thread CPU based on a combination of "Zen 5" and "Zen 5c" cores, a 50 TOPS-class NPU, and a powerful iGPU based on the RDNA 3.5 graphics architecture, with 16 compute units.

Among the notebook designs ASUS plans to announce on July 17 are the ROG Zephyrus G16 (GA605), the TUF Gaming A14 (FA401), the TUF Gaming A16 (FA608), the Zenbook S16 (UM5606), Vivobook S14 (M5406), Vivobook S16 (M5506 and M5606), ProArt P16 (HN7606) and ProArt PX13 (HN7306). With these, ASUS is covering pretty much all its notebook market segments, including enthusiast gaming, performance gaming, boutique ultraportability, mainstream, and creative professional.

SK Hynix Develops PCB01 NVMe SSD for AI PCs

SK hynix announced today that it developed PCB01, an SSD product with the industry's best specifications, for on-device AI PCs. The product marks the first case where the industry adopts the fifth generation of the 8-channel PCIe technology and brings innovation to performance including the data processing speed. The company expects the latest advancement in the NAND solution space to add to its success stories in the high-performance DRAM area led by HBM, enhancing its leadership in the overall AI memory space.

With a validation process with a global PC customer underway, SK hynix plans to mass produce and start shipping the products to both corporate customers and general consumers within this year. PCB01 comes with the capabilities of sequential read and write speeds of 14 GB and 12 GB per second, respectively, bringing the performance of an SSD to the level unseen before. The speeds allow the operation of a large language model or LLM, for AI training and inference, in a second.

CSPs to Expand into Edge AI, Driving Average NB DRAM Capacity Growth by at Least 7% in 2025

TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling. Following establishing a significant AI training server infrastructure in 2024, these CSPs are expected to actively expand into edge AI in 2025. This expansion will include the development of smaller LLM models and setting up edge AI servers to facilitate AI applications across various sectors, such as manufacturing, finance, healthcare, and business.

Moreover, AI PCs or notebooks share a similar architecture to AI servers, offering substantial computational power and the ability to run smaller LLM and generative AI applications. These devices are anticipated to serve as the final bridge between cloud AI infrastructure and edge AI for small-scale training or inference applications.

NVIDIA Beats Microsoft to Become World's Most Valuable Company, at $3.34 Trillion

With a market capitalization of USD $3.34 trillion, NVIDIA has beaten Microsoft to become the world's most valuable company. The company's valuation doubled year-over-year, thanks to its meteoric rise as the preeminent manufacturer of AI accelerator chips that's in a dominant position to support the productization and mainstreaming of generative AI, and the company only expects further growth of the AI acceleration industry. Chris Penrose, global head of business development for telecom at NVIDIA, speaking at an event in Copenhagen, said "The generative AI journey is really transforming businesses and telcos around the world," he said. "We're just at the beginning." BBC notes that eight years ago, NVIDIA was worth less than 1% of its current valuation.

In the most recent quarterly result, Q1 fiscal 2025, NVIDIA posted a revenue of $26 billion, with the Data Center business handling the company's AI GPUs making up the lion's share of it, at $22.6 billion. The Gaming and AI PC segment, which handles the GeForce GPU product line that used to be NVIDIA's main breadwinner until a few years ago, made just $2.6 billion, in stark contrast. This highlights that NVIDIA is now mainly a data center acceleration hardware company that happens to sell visual compute products on the side, along with a constellation of smaller product lines such as robotics and automobile self-driving hardware. With NVIDIA at the number-1 spot, the top-5 most valuable companies in the world are all American tech giants—NVIDIA, Microsoft, Apple, Alphabet (Google), and Amazon. The other companies in the top-10 list include Meta and Broadcom.

TSMC Begins 3 nm Production for Intel's "Lunar Lake" and "Arrow Lake" Tiles

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.

Samsung Releases Its First Copilot+ PC Galaxy Book4 Edge to Global Markets

Samsung Electronics today announced the immediate availability of the new Samsung Galaxy Book4 Edge in select markets. With next-level AI processing performance and intelligent hybrid AI integrations, the Galaxy Book4 Edge advances the era of AI and introduces users to new levels of seamless work, play and creation on their PC.

"The Galaxy Book4 Edge marks the beginning of a whole new category of PCs, and for Samsung, a continued commitment to expand the power of Galaxy AI and offer the most hyperconnected mobile AI ecosystem yet," said TM Roh, President and Head of the Mobile eXperience Business at Samsung Electronics. "Developed in close collaboration with our industry partners, we believe this next-generation AI PC will redefine the market and more importantly, give people cutting-edge ways to be more productive and creative in their everyday lives."

AMD Ryzen AI 9 300 Posts a 20% Performance Upgrade with Both Graphics and CPU Over Previous Gen

The top-spec AMD Ryzen AI 9 300 series "Strix Point" processor, the Ryzen AI 9 HX 370, is expected to post a 20% performance improvement over both the CPU and integrated graphics fronts, over its predecessor, the Ryzen 9 8945HS "Hawk Point," according to leak by Golden Pig Upgrade. On the CPU front, the HX 370 packs a 12-core/24-thread CPU based on a combination of four "Zen 5" and eight "Zen 5c" cores. The single-thread performance gains on the basis of the "Zen 5" microarchitecture's generational IPC increase, besides higher clock speeds; while the multithreaded performance increases on account on more cores. This performance increase isn't linearly scaling with the 50% increase in core-count.

On "Hawk Point," all eight cores are "Zen 4," capable of boosting to high frequencies, with two of them being marked as CPPC preferred cores, capable of boosting the highest. On "Strix Point," however, only four cores are based on the "Zen 5" architecture and capable of boosting to high frequency bands; while the other eight are "Zen 5c," which don't boost as high. While the IPC of "Zen 5c" is identical to "Zen 5," the fact that it doesn't boost as high, means that the generational multithreaded performance gain from the core-count increase is expected to be closer to 20%, with Golden Pig Upgrade talking about a Cinebench R23 nT score of over 20000 points, with "Hawk Point" scoring around 16000 points.

Nightmare Fuel for Intel: Arm CEO Predicts Arm will Take Over 50% Windows PC Market-share by 2029

Arm CEO Rene Haas predicts that SoCs based on the Arm CPU machine architecture will beat x86 in the Windows PC space in the next 5 years (by 2029). Haas is bullish about the current crop of Arm SoCs striking the right balance of performance and power efficiency, along with just the right blend of on-chip acceleration for AI and graphics, to make serious gains in this market, which has traditionally been dominated by the x86 machine architecture, with chips from just two manufacturers—Intel and AMD. On the other hand, Arm has a vibrant ecosystem of SoC vendors. "Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%." Haas said, in an interview with Reuters.

Currently, Microsoft has an exclusive deal with Qualcomm to power Windows-on-Arm (WoA) Copilot+ AI PCs. Qualcomm's chip lineup spans the Snapdragon Elite X and Snapdragon Elite Plus. This exclusivity, however, could change, with a recent interview of Michael Dell and Jensen Huang hinting at NVIDIA working on a chip for the AI PC market. The writing is on the wall for Intel and AMD—they need to compete with Arm on its terms: to make leaner PC processors with the kinds of performance/Watt and chip costs that Arm SoCs offer to PC OEMs. Intel has taken a big step in this direction with its "Lunar Lake" processor, you can read all about the architecture here.

MSI Unveils Next-Gen AI+ Gaming and Business & Productivity Laptops with Latest Processors at COMPUTEX 2024

MSI, a leading brand in gaming, content creation, and business & productivity laptops, proudly announces the launch of several next-gen AI+ gaming and business productivity laptops featuring the latest Intel and AMD processors at COMPUTEX 2024. These laptops offer more than 100 TOPS of AI computing power and support more than 500 AI models run optimized on Intel Core Ultra processors, making it the most robust platform for AI PC development, with more AI models, frameworks, and runtimes enabled than any other processor vendor. When equipped with a GeForce RTX Laptop GPU, they offer up to 542 TOPS, delivering peak performance and enabling unique AI experiences.

Additionally, MSI unveiled the new Claw 8 AI+ Windows 11 gaming handheld device, powered by Intel Core Ultra processors (codenamed "Lunar Lake") and an 8-inch screen, providing a smoother and broader mobile gaming experience.

ASUS Shows Off Latest and Upcoming PC Hardware at Computex 2024

ASUS today announced the innovative concepts and upcoming designs that it will be demonstrating at its Computex 2024 booths, including AI PCs, prototype AMD and Intel motherboards, as well as fresh CPU coolers.

AI PC-ready hardware
With all the groundbreaking AI-powered apps and features available today, and many more on the horizon, PC enthusiasts the world over are searching for hardware that will let them run AI tools on their own AI PC in addition to using cloud-based subscriptions. At Computex 2024, ASUS is showing off the PC hardware that builders can leverage to explore the future of this revolution. An AI PC is an entire platform ready to unlock advanced AI features—in turn, revolutionizing the way that people build, customize, and use such a device.

ASUS Reveals All-New AI-Powered ExpertBook P5 at Computex 2024

As industry leaders and innovators gather at Computex 2024, ASUS is excited to unveil its latest computing technologies for work. This year's highlight is the debut of the all-new ASUS Expert P series, specifically designed for entrepreneurs, prosumers and home offices, marking a significant expansion in ASUS offerings for business. Leading this series is the flagship model ExpertBook P5 (P5405), the first ASUS next-era AI PC designed for work. It exemplifies the fusion of cutting-edge technology with practical functionality.

Powered by Intel Core Ultra processors (code-named 'Lunar Lake'), ExpertBook P5 embodies a new way of working. It introduces pioneering ASUS AI PC technology, boasting more than 45 TOPS NPU, delivering over 100 platform TOPS and approximately triple the AI performance of the first-generation Intel Core Ultra processor, ensuring quieter and cooler operations ideal for the dynamic environments of today's mobile professionals.

ASUS Republic of Gamers Announces ROG Zephyrus G16 (2024) GA605

ASUS Republic of Gamers (ROG) today announced the latest version of its critically acclaimed Zephyrus G16 gaming laptop, now featuring an AMD Ryzen AI 9 HX 370 processor. With a built-in NPU for AI-accelerated tasks and a dedicated NVIDIA GPU, the latest Zephyrus G16 stands ready for any scenario, from gaming to productivity and more—all in an ultra-sleek thin-and-light package.

Zephyrus enters the era of AI computing
We're entering a new era of computing, with artificial intelligence at its center—and ROG is charging ahead with the new Zephyrus G16, now a true AI PC thanks to its AMD Ryzen AI 9 HX 370 processor. With 12 cores, 24 threads, a built-in AMD Ryzen AI XDNA 2 NPU capable of 50 TOPS of AI performance, along with 31 TOPS from the CPU and its integrated Radeon 890M graphics, the new Zephyrus G16 stands ready for enhancing productivity in AI-enabled applications, including powerful Windows Copilot tools.

AMD Zen 5 Powered Ryzen AI 300 Series Mobile Processors Supercharge Next Gen Copilot+ AI PCs

AMD today launched its Ryzen AI 300 series mobile processors, codenamed "Strix Point." These chips implement a combination of the AMD "Zen 5" microarchitecture for the CPU cores, the XDNA 2 architecture for its powerful new NPU, and the RDNA 3+ graphics architecture for its 33% faster iGPU. The new "Zen 5" microarchitecture provides a 16% generational IPC uplift over "Zen 4" on the backs of several front-end enhancements, wider execution pipelines, more intra core bandwidth, and a revamped FPU that doubles performance of AI and AVX-512 workloads. AMD didn't go in-depth with the microarchitecture, but the broad points of "Zen 5" are detailed in our article for the Ryzen 9000 "Granite Ridge" desktop processors. Not only is AMD using these faster "Zen 5" CPU cores, but also increased the CPU core count by 50%, for a maximum of 12-core/24-thread.

The "Strix Point" monolithic silicon is built on the 4 nm foundry node, and packs a CPU core complex (CCX) with 12 CPU cores, four of these are "Zen 5," which can achieve the highest possible boost frequencies, the other eight are "Zen 5c" cores that feature an identical IPC and the full ISA, including support for SMT; but don't boost as high as the "Zen 5" cores. AMD is claiming a productivity performance increase ranging between 4% and 73% for its top model based in the series, when compared to Intel's Core Ultra 9 185H "Meteor Lake" processor. The iGPU sees its compute unit (CU) count go all the way up to 16 from 12 in the previous generation, and this yields a claimed 33% increase in iGPU gaming performance compared to the integrated Arc graphics of the Core Ultra 9 185H. Lastly, the XDNA 2 NPU sees more that triple the AI inference performance to 50 AI TOPS, compared to the 16 TOPS of the Ryzen 8040 "Hawk Point" processor, and 12 TOPS of Core Ultra "Meteor Lake." This makes the processor meet Microsoft's Copilot+ AI PC requirements.

AMD Computex Keynote Address Liveblog: Big Announcements

We are live from Computex 2024 in Taipei, where AMD CEO Dr Lisa Su takes center-stage to announce what's next from the world of AMD. The company is expected to announce its new "Zen 5" CPU architecture powering new processors across form-factors. In particular, the company is expected to announce processors for the new AI PC Copilot+ standard announced recently by Microsoft. Several more announcements are expected from the world of datacenters and AI GPU acceleration.

01:26 UTC: Setting the tone of things to come is this graphic flashing on the screens. Given the colors, we expect AI announcements both in the enterprise and client segments, but beginning with the enterprise side of it.
01:38 UTC: And we're up, with a TAITRA introduction of AMD.

NVIDIA Computex 2024 Keynote Address: The Big Daddy of AI Acceleration takes on AI PCs

We're in Taipei to catch NVIDIA's Computex 2024 keynote address. AI would be decades behind where it is without NVIDIA's single-minded focus on accelerating it, and supporting the most fundamental research in AI, to bring it where it is now—in a position to drive a whole new industrial revolution of the kind the Internet did some 30 years ago. While NVIDIA's AI acceleration focuses on hard iron AI GPUs for the data-centers, the company hasn't lost sight of the hundreds of millions of gamers with a GeForce RTX GPU that's capable of accelerating AI faster than any NPU could by far. The company has set sights on the AI PC. It's already been running AI-based applications for gamers for over 5 years now, with DLSS, but has been consistently releasing AI-based apps, such as the most recent ChatRTX. The company is looking to make gamers' lives even more enjoyable with the magic of AI. Join us in this live blog as we unwrap NVIDIA's latest toys for gamers.

10:59 UTC: And we're live!

11:09UTC: The show is running a little late.

11:12 UTC: NVIDIA CEO Jensen Huang takes stage at the NTU Sports Center stadium.

Acer Launches New Line of TravelMate Business AI Laptops

Acer today announced a new range of AI-enhanced TravelMate business laptops. Powered with the latest generation of processors with built-in NPUs, the new laptops offer professionals and executives next-level performance, productivity, and mobility, in addition to enhanced security and connectivity features.

Optimized to deliver new AI-powered capabilities and user experiences, all of the new business laptops come with Acer TravelMateSense for quick access to device management settings and customizations, a new Acer Experience Zone for the collection of the devices' AI features, and Copilot accessible through a dedicated hotkey. Each model also offers advanced security and administration features to streamline device deployment and management for business, ensuring data are safeguarded with discrete Trusted Platform Module (TPM) 2.0, biometric security, and a camera privacy shutter.

addlink Showcases Several Innovative New Flash Storage Products Ahead of Computex

addlink Technology Co., Ltd, a leading innovator in digital storage technology, invites you to visit the addlink's Virtual Showcase 2024. This premier online event will unveil a series of state-of-the-art storage and memory solutions tailored for AI professionals, gamers, and IT experts. Mark your calendars and be part of a technological evolution.

The AddGame G55 Gen5x4 SSD features a sophisticated, gorgeous black heatsink and a robust new 7 nm controller, pushing speeds up to 10,000 MB/s. Perfect for AI PCs, this SSD combats thermal issues and enhances reliability without sacrificing performance. Whether you're a professional on the go or a tech enthusiast, the P50 and P60 USB SSDs deliver seamless plug-and-play connectivity with fast data transfer rates of up to 1050 MB/s. Both models are equipped with USB 3.2 Gen 2 technology and provide up to 2 TB of storage. Featuring USB Type-C and Type-A options, these SSDs ensure broad compatibility with the latest laptops, Android devices, and iPhones, including the iPhone 15. Ideal for those who need top performance on the go.

NVIDIA's Arm-based AI PC Processor Could Leverage Arm Cortex X5 CPU Cores and Blackwell Graphics

Last week, we got confirmation from the highest levels of Dell and NVIDIA that the latter is making a client PC processor for the Windows on Arm (WoA) AI PC ecosystem that only has one player in it currently, Qualcomm. Michael Dell hinted that this NVIDIA AI PC processor would be ready in 2025. Since then, speculation has been rife about the various IP blocks NVIDIA could use in the development of this chip, the two key areas of debate have been the CPU cores and the process node.

Given that NVIDIA is gunning toward a 2025 launch of its AI PC processor, the company could implement reference Arm IP CPU cores, such as the Arm Cortex X5 "Blackhawk," and not venture out toward developing its own CPU cores on the Arm machine architecture, unlike Apple. Depending on how the market recieves its chips, NVIDIA could eventually develop its own cores. Next up, the company could use the most advanced 3 nm-class foundry node available in 2025 for its chip, such as the TSMC N3P. Given that even Apple and Qualcomm will build their contemporary notebook chips on this node, it would be a logical choice of node for NVIDIA. Then there's graphics and AI acceleration hardware.

ECS Unveils New AI PC and Light Gaming Motherboard for COMPUTEX 2024

Elitegroup Computer Systems (ECS) is pleased to announce its participation in the COMPUTEX 2024 show in Taipei, Taiwan, from June 4 to 7, 2024. ECS will showcase a wide range of motherboards designed for light gaming, commercial, and vertical markets, alongside the comprehensive LIVA mini-PC and fanless box PC, as well as intelligent EV charging solutions.

COMPUTEX 2024 visitors will find ECS in Nangang Hall 1, on the fourth floor, in booth M0604, from June 4-7, 2024. Visitors can see live demos of products at the ECS booth.
LIVA Z7 PLUS Mini PC X5A Mini PC B760H7-M8 Black Series P200 Mini PC Venus EV Charger

Lenovo Releases Fiscal Year 2023/24 Earnings Report

Lenovo Group today announced Q4 and full-year results for fiscal year 2023/24. After resuming growth in Q3, the Group reported year-on-year revenue growth across all business groups in Q4, with Group revenue increasing nearly 10% year-on-year to US$13.8 billion, net income doubling year-on-year to US$248 million, and non-PC revenue mix reaching a historic high of 45%. The Group's Q4 and overall 2nd half performance demonstrates how Lenovo has navigated the past year's industry downturn, captured the tremendous growth opportunities presented by AI, and accelerated momentum across the business. Revenue for the full fiscal year was US$56.9 billion, and net income was US$1 billion. From the second half of the fiscal year, Lenovo achieved year-on-year revenue growth of 6% and net margin recovered from a first half year-on-year decline to flat in the second half.

The Group is leading in an era of unprecedented AI opportunities with its pocket-to-cloud portfolio, strong ecosystem and partnerships, and full-stack AI capabilities. Since announcing its AI strategy in October 2023 at its annual Tech World event, Lenovo has launched its first wave of AI PCs as well as AI capabilities covering other smart devices, smart infrastructure, and smart solutions and services. The Group expects the AI PC - which is defined as equipped with a personal AI agent based on natural interactions, heterogeneous computing, personal knowledge base, connected to an open AI application ecosystem, and with privacy and security protection - to grow from its current premium position to mainstream over the next three years, driving a new refresh cycle for the industry. Hybrid AI is also driving greater demand for AI infrastructure and customers are increasingly asking for customized AI solutions and services, particularly consulting, design, deployment and maintenance of AI.

NVIDIA Announces Financial Results for 1Q Fiscal 2025, Data Center Revenue Now 10x Gaming Revenue

NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 28, 2024, of $26.0 billion, up 18% from the previous quarter and up 262% from a year ago. For the quarter, GAAP earnings per diluted share was $5.98, up 21% from the previous quarter and up 629% from a year ago. Non-GAAP earnings per diluted share was $6.12, up 19% from the previous quarter and up 461% from a year ago. "The next industrial revolution has begun—companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center—AI factories—to produce a new commodity: artificial intelligence," said Jensen Huang, founder and CEO of NVIDIA. "AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.

"Our data center growth was fueled by strong and accelerating demand for generative AI training and inference on the Hopper platform. Beyond cloud service providers, generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets. "We are poised for our next wave of growth. The Blackwell platform is in full production and forms the foundation for trillion-parameter-scale generative AI. Spectrum-X opens a brand-new market for us to bring large-scale AI to Ethernet-only data centers. And NVIDIA NIM is our new software offering that delivers enterprise-grade, optimized generative AI to run on CUDA everywhere—from the cloud to on-prem data centers and RTX AI PCs—through our expansive network of ecosystem partners."

Qualcomm's Success with Windows AI PC Drawing NVIDIA Back to the Client SoC Business

NVIDIA is eying a comeback to the client processor business, reveals a Bloomberg interview with the CEOs of NVIDIA and Dell. For NVIDIA, all it takes is a simple driver update that exposes every GeForce GPU with tensor cores as an NPU to Windows 11, with translation layers to get popular client AI apps to work with TensorRT. But that would need you to have a discrete NVIDIA GPU. What about the vast market of Windows AI PCs powered by the likes of Qualcomm, Intel, and AMD, who each sell 15 W-class processors with integrated NPUs capable of 50 AI TOPS, which is all that Copilot+ needs? NVIDIA held an Arm license for decades now, and makes Arm-based CPUs to this day, with the NVIDIA Grace, however, that is a large server processor meant for its AI GPU servers.

NVIDIA already made client processors under the Tegra brand targeting smartphones, which it winded down last decade. It's since been making Drive PX processors for its automotive self-driving hardware division; and of course there's Grace. NVIDIA hinted that it might have a client CPU for the AI PC market in 2025. In the interview Bloomberg asked NVIDIA CEO Jensen Huang a pointed question on whether NVIDIA has a place in the AI PC market. Dell CEO Michael Dell, who was also in the interview, interjected "come back next year," to which Jensen affirmed "exactly." Dell would be in a front-and-center position to know if NVIDIA is working on a new PC processor for launch in 2025, and Jensen's nod almost confirms this

Windows Auto Super Resolution Limited to Copilot+ PCs with Snapdragon X Elite SoCs Only—Not x86

Microsoft Auto Super Resolution (ASR), the standardized game super-resolution based performance enhancement, is initially only being offered to Copilot+ AI PCs powered by Qualcomm Snapdragon X Elite processors, says the Microsoft FAQ for Copilot+ AI PCs. "At initial launch, this feature will be exclusive to Copilot+ PCs equipped with a Qualcomm Snapdragon X Elite processor and a curated set of games that can be found here, a third-party open-source site that Microsoft has contributed compatibility data to," the FAQ answer reads, in response to the question "What is automatic super resolution?"

The way we understand this, Microsoft ASR will be launched initially only Windows Arm devices, specifically those powered by the Snapdragon X Elite SoC. The Snapdragon X Plus is excluded; but more importantly, all x86-64 platforms (Intel or AMD) are excluded from the initial rollout. This doesn't mean that ASR won't make it to x86, it just will at a later date. Copilot+ devices based on the Snapdragon X Elite tend to have a high degree of design collaboration between the OEM and Microsoft, and Redmond wants to use them as tech demonstrators, mostly since these platforms lack the usual super resolution tech such as AMD FSR, Intel XeSS, or NVIDIA DLSS. It's important to note that ASR is a super-resolution tech that's not meant to be confused with DirectSR, the API it's based on. Development of DirectSR for Windows PCs on x86-64 platforms continues.

Intel AI Platforms Accelerate Microsoft Phi-3 GenAI Models

Intel has validated and optimized its AI product portfolio across client, edge and data center for several of Microsoft's Phi-3 family of open models. The Phi-3 family of small, open models can run on lower-compute hardware, be more easily fine-tuned to meet specific requirements and enable developers to build applications that run locally. Intel's supported products include Intel Gaudi AI accelerators and Intel Xeon processors for data center applications and Intel Core Ultra processors and Intel Arc graphics for client.

"We provide customers and developers with powerful AI solutions that utilize the industry's latest AI models and software. Our active collaboration with fellow leaders in the AI software ecosystem, like Microsoft, is key to bringing AI everywhere. We're proud to work closely with Microsoft to ensure Intel hardware - spanning data center, edge and client - actively supports several new Phi-3 models," said Pallavi Mahajan, Intel corporate vice president and general manager, Data Center and AI Software.
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