The betting on the ‘AI PC’ race is ignoring the true AI leader: Nvidia

by | Jan 16, 2024 | Stock Market

“Nvidia has history on its side.”

You couldn’t take 10 steps at CES, the annual Consumer Electronics Show in Las Vegas, without hearing about AI. All the key players in the AI PC race were present last week in force, including Intel
INTC,
-0.13%,
AMD
AMD,
+8.31%,
Qualcomm
QCOM,
+0.66%
and Microsoft
MSFT,
+0.46%.

Intel made the most noise at the event by hosting a press conference and keynote to highlight its latest consumer chip, the Intel Core Ultra. Meanwhile, AMD released a pre-recorded “special address” to talk about its advancements in the AI PC space, including more details on its new Ryzen 8040 series of chips that also have an integrated network processing unit (NPU) for accelerating AI. AMD showed new comparative benchmarks for these chips against Intel’s Core Ultra product; as you would expect, the comparisons are favorable both in the AI results shown and the integrated-graphics performance, and attempt to dissuade the industry from thinking Intel’s latest chip is leaving AMD in the dust.  But since the “AI PC” mantra started sometime in the middle of last year, there has been one name curiously missing from the debate: Nvidia
NVDA,
+3.06%.
The company is hoping to change that mindset by putting some serious muscle of its own into the marketing and positioning of AI on the PC. After all, Nvidia has history on its side: It was the hardware vendor that paved the road that the AI markets are all driving down today when it introduced CUDA, programmable graphics processing unit (GPU) chips, and created a software ecosystem rivaling anyone in the industry. With Nvidia reaching its $1 trillion valuation on the back of the growth of the AI market for data centers — selling GPUs that cost tens of t …

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“Nvidia has history on its side.”

You couldn’t take 10 steps at CES, the annual Consumer Electronics Show in Las Vegas, without hearing about AI. All the key players in the AI PC race were present last week in force, including Intel
INTC,
-0.13%,
AMD
AMD,
+8.31%,
Qualcomm
QCOM,
+0.66%
and Microsoft
MSFT,
+0.46%.

Intel made the most noise at the event by hosting a press conference and keynote to highlight its latest consumer chip, the Intel Core Ultra. Meanwhile, AMD released a pre-recorded “special address” to talk about its advancements in the AI PC space, including more details on its new Ryzen 8040 series of chips that also have an integrated network processing unit (NPU) for accelerating AI. AMD showed new comparative benchmarks for these chips against Intel’s Core Ultra product; as you would expect, the comparisons are favorable both in the AI results shown and the integrated-graphics performance, and attempt to dissuade the industry from thinking Intel’s latest chip is leaving AMD in the dust.  But since the “AI PC” mantra started sometime in the middle of last year, there has been one name curiously missing from the debate: Nvidia
NVDA,
+3.06%.
The company is hoping to change that mindset by putting some serious muscle of its own into the marketing and positioning of AI on the PC. After all, Nvidia has history on its side: It was the hardware vendor that paved the road that the AI markets are all driving down today when it introduced CUDA, programmable graphics processing unit (GPU) chips, and created a software ecosystem rivaling anyone in the industry. With Nvidia reaching its $1 trillion valuation on the back of the growth of the AI market for data centers — selling GPUs that cost tens of t …nnDiscussion:nn” ai_name=”RocketNews AI: ” start_sentence=”Can I tell you more about this article?” text_input_placeholder=”Type ‘Yes'”]

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