On Tuesday, Advanced Micro Devices (AMD.O) introduced a new line of semiconductors designed for artificial intelligence (AI)-enabled business laptops and desktops, aiming to expand its presence in the lucrative “AI PC” market.
According to AMD’s press release, these chips will be available in platforms from HP (HPQ.N) and Lenovo (0992. HK) starting in the second quarter of 2024.
AI-enabled PCs possess the capability to execute large-language models and applications powered by AI directly on the device, bypassing the need for cloud processing.
The latest offerings from AMD include the Ryzen PRO 8040 Series, tailored for “business laptops and mobile workstations,” and the AMD Ryzen PRO 8000 Series, designed as a desktop processor for business users.
Following this announcement, AMD’s shares experienced a more than 2% increase in early trading.
Industry experts foresee a potential resurgence in the PC market with the emergence of AI PCs, as consumers seek to upgrade their systems to leverage these new capabilities.
The rise of generative AI technology has resulted in heightened demand for advanced semiconductors capable of developing and executing complex AI programs.
In the competitive world of AI PCs, AMD competes fiercely with industry giants such as Intel (INTC.O) and Nvidia (NVDA.O), renowned for their leadership in graphics processing units (GPUs).
Earlier in January, AMD revealed the Ryzen 8000G Series of desktop chips, targeting heavy workloads associated with AI tasks.
Simultaneously, Nvidia introduced its own AI PC chips, the “GeForce RTX SUPER” desktop GPUs, with plans for Acer, ASUS, Dell Technologies (DELL.N), HP, Lenovo, and Samsung (005930. KS) to launch AI laptops featuring its technology.
Intel stated its projection in January, anticipating to “ship approximately 40 million AI PCs in 2024 alone.”