On Thursday, Intel held a new product launch called "AI Everywhere." Intel says servers based on the new Xeon processors will be widely rolled out in the first quarter of next year, with the new processors using less power while improving performance and memory, and Xeon is also the only mainstream data center processor with built-in AI acceleration. At the same time, Intel's Core Ultra processors for laptops and desktops will give PCs the ability to run AI applications directly. Core Ultra has a built-in AI acceleration engine, a neural network processing unit known as an NPU, that runs AI programs faster. In addition, the AI chip Gaudi 3 may be Intel's most challenging new product, which will be used for deep learning Xi and large generative AI models. According to Intel, the performance of the Gaudi 3 surpasses that of Nvidia's AI chip, the H100.
Key takeaways
According to Intel, in 2024, Intel Core Ultra processors will bring AI features to more than 230 models from laptop and PC manufacturers around the world. AI PCs are expected to account for 80% of the PC market by 2028. As a carrier for artificial intelligence to reach users, AI PC will deeply transform the PC industry. The rapid development of generative AI and LLM has profoundly changed the way people live and work, and accelerated the intelligent transformation of all walks of life. AI development is shifting from software-led to hardware + software parallel drive, and smart devices, as the ultimate carrier for AI to reach users, are becoming an important breakthrough in the future development and implementation of AI. AIPC combines AI models with PCs to bring innovations in architecture design, interaction methods, content, and application ecology, which will deeply transform the PC industry.
Analysis of the relevant subject
Shunluo ElectronicsAI PC belongs to the field of consumer electronics, which is classified as the company's layout of the stock market for a long time and has a certain market share.
Emdoor informationThe former company's AI PC is in the stage of project hardware research and development and underlying software.
Green PrecisionThe company is a professional manufacturer of precision structural parts, which can provide a package of technical solutions and "one-stop" manufacturing and delivery services for precision structural parts for terminal products such as AI PC.
Kinwong: The company's HDI SLP factory products are mainly high-end HDI Anylayer, carrier-like boards, carrier boards, etc., with the best capabilities of mobile phones and AI PC motherboards.
Huaqin TechnologyIn 2015, the company began to lay out the notebook and PC market, and currently Intel Products (Chengdu) * is one of the shareholders of the company.
JMicronAs a core partner of Intel, the company has business cooperation with a variety of products such as OPS terminals, cloud terminals, minipcs, edge servers, and edge gateways.
Wingtech TechnologyThe company is a long-term and stable partner of Qualcomm, Intel, AMD, Samsung, Lenovo, Honor and other manufacturers.
Yidong ElectronicsThe company's products are ultimately used in the PC field, and the company's products are ultimately used in Lenovo-related products.
Spring and Autumn ElectronicsThe company has many years of business relationship with Lenovo Group, and continues to maintain close cooperation with Lenovo Group in new product areas.
Fei RongdaThe company's PC customers include Microsoft, Lenovo, Huawei, Dell, HP, Honor, Xiaomi, Samsung, Google, etc. It will bring more application opportunities to the company's heat dissipation modules, fans and other related products.
Yi'an Technology: The company mainly provides notebook computer structural parts to Lenovo.
Sort out the incomplete hope to understand, if you have a better target, welcome to discuss in the comments.
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