AMD Not Convinced of Dramatic Increase in Desktop Sales Due to AI

Key Highlights :

1. Intel plans to invest in AI soon because it is relevant to prepare desktops for AI.

2. Every user will soon want to run LLMs and ML technologies on desktops, Gelsinger said.

3. The IDC believes that companies want to get ready for these technologies and prefer to wait until devices supporting AI are available.

4. Justin Galton, the director of global business development at AMD, sees it differently. He said many buyers will still want to purchase the Ryzen 5000 and 6000 models.

5. AMD currently has an AI accelerator present in one CPU. Galton does indicate that several chips will arrive next year that support AI from AMD.

     The advent of artificial intelligence (AI) has been touted as a major game-changer for the computing industry, with many predicting a dramatic increase in the number of desktops sold. However, AMD seems to be the only one not convinced of this prediction. According to the chip manufacturer, AI-on-the-desktop will not be a reality soon. Major competitor Intel and PC builder Dell think otherwise.

     At the Innovation Conference, Pat Gelsinger, CEO of Intel, mainly mentioned the word AI. The chip manufacturer plans to invest heavily in this technology, in order to prepare desktops for AI. Gelsinger believes that every user will soon want to run LLMs and ML technologies on desktops, including private users. He summarizes his idea as the ‘AI PC generation’. This idea is in line with Dell Technologies, and analysts at the International Data Corporation (IDC) also agree. IDC expects PC sales to rise again starting in 2024, and that PCs responsive to AI will be in high demand.

     Justin Galton, the director of global business development at AMD, sees it differently. He believes that small to mid-sized businesses will not be positive about AI. AMD currently has an AI accelerator present in one CPU, and Galton indicates that several chips will arrive next year that support AI from AMD. However, he does not believe that the market is currently favourable to plan everything around AI. He believes that the chip already available would be enough to bring Microsoft’s plans around the AI assistant Copilot to fruition.

     Gelsinger sees challenges for the ‘AI PC generation’ in the app market. He believes that more apps with an AI element are needed in order to make the ‘AI PC generation’ a reality. AMD's Galton also believes that the app market needs to be addressed in order to make AI-on-the-desktop a reality.

     Overall, AMD does not seem to be convinced of the dramatic increase in the number of desktops sold due to the advent of AI. Intel and Dell, on the other hand, are optimistic about the future of AI-on-the-desktop. In order for this to become a reality, however, both the hardware and the app market need to be addressed.

Continue Reading at Source : techzine