On this year's CES stage, AI has become the absolute protagonist. The day before the opening, the war drums of the chip giants were the first to sound.
In the field of GPU chips, Nvidia (NVDANASDAQ) and AMD (AMDNASDAQ) almost monopolizes the global market share and is known as the industry's top performer. On January 8, local time, NVIDIA launched the GeForce RTX Super series of graphics cards, allowing gamers, designers and other computer users to make better use of artificial intelligence (AI) on personal computers (PCs).AMD released the highly anticipated Ryzen 8000G series desktop processors, which means that AMD's layout in AI officially covers the desktop platform.
Source: Picture Worm Creative.
Specifically, NVIDIA's GeForce RTX Super series graphics cards have three new products: RTX 4080 Super, RTX 4070 Ti Super, and RTX 4070 Super.
Justin Walker, vice president of Nvidia, said that the new graphics cards meet export control requirements and can be made available to Chinese consumers, which also provides another option for researchers who do not have access to Nvidia's most powerful chips. But he did not say which product was supplied to the Chinese market.
*In terms of this, Nvidia said that the chips are updated versions of existing products and will be available in a "new ** for discounts". Among them, the RTX 4080 Super will be available on January 31, with prices starting at 8099;The RTX 4070 Ti Super went on sale on January 24, with prices starting at 6499 yuanThe RTX 4070 Super was launched on January 17 with a price starting at 4,899 yuan.
Not only do these graphics cards outperform their predecessors, but they also have the superpower of NVIDIA's advanced ray tracing and AI technology platform, RTX, to improve the performance of games, applications, and AI tasks. "The GeForce RTX Super graphics card supports more than 500 RTX games and apps and will prepare users for the wave of generative AI applications on PCs," said Matt Wuebbling, vice president of marketing at NVIDIA's global GeForce. ”
It is reported that brands such as Acer, Asus, Dell, HP, Lenovo, MSI and others will release AI laptops based on the GeForce RTX Super series.
For AMD, the Ryzen 8000G series processors are the desktop processor product line that has been upgraded again after 2 years and 9 months, with a total of four models: Ryzen 7 8700G, Ryzen 5 8600G, Ryzen 5 8500G and Ryzen 3 8300G.
Among them, the 8-core Ryzen 7 8700G and the 6-core Ryzen 5 8600G use a larger area of Phoenix 2 cores and integrate XDNA1 Ryzen AI accelerators to provide more powerful AI performance. The 6-core Ryzen 5 8500G and the 4-core Ryzen 3 8300G use a smaller Phoenix core and eliminate the Ryzen AI accelerator.
With the gradual popularization of AI applications, AMD has begun to deploy in the new AI battlefield in advance. In addition to last year's Ryzen 7040 debuting to announce the X86 processor's official entry into the AI era, this year's Ryzen 8000G extends this advantage to the desktop platform.
AMD has not yet announced the official launch of the Ryzen 8000G series processors**, only that the Ryzen 7 8700G, Ryzen 5 8600G, and Ryzen 5 8500G will be available on January 31, while the Ryzen 3 8300G will not be directly available in the retail market, but will be available to system assemblers within the first quarter of 2024.
The year 2024 is known as the first year of AI PC development. An AI PC is defined as a personal computer equipped with a dedicated chipset block to carry the load of AI running on the device side.
Source: Picture Worm Creative.
At present, the development of AI PCs, similar to the development of the early Windows system, makes user interaction more convenient and improves user work efficiency through software updates and iterations under the condition that the hardware performance can meet the richer applications, and finally realizes the replacement of the earlier DOS system. Fan Zhiyuan, chief analyst of the electronics industry of Guojin ** (600109), wrote a research report.
According to Canalys, global PC shipments are expected to be 24.9 billion units, a year-on-year decrease of 124%, and PC shipments are expected to be 26.7 billion units, a year-on-year increase of 76%。At the same time, AI PCs will account for 20% of the PC market in 2024, and in 2027, this proportion will grow rapidly to more than 60%.
To accommodate this trend, companies including Dell (DellNYSE), Hewlett-Packard (HPQ.).NYSE) and Lenovo (00992.)HK) plans to launch a series of new models with AI acceleration from 2024. These PCs will be equipped with a new generation of CPUs and Windows 11 to provide a better AI experience.
In addition, Nvidia, Intel (INTCNasdaq), AMD and other chip manufacturers are also constantly showing a variety of new software and hardware products to cope with the new era of AI, accelerating the arrival of the AI PC era.
As of the day, Nvidia's U.S. stock price rose 643% at 522$53 shares, a new high, with a total market capitalization of 1$29 trillion. At the same time, it led to a sharp rise in U.S. chip stocks, with AMD rising more than 5% and Intel rising more than 3%.