Despite AMD's advancements, Microsoft plans to introduce "AI PCs" next year, powered by Intel and Qualcomm instead of AMD chips. AMD's recently released MI300 AI chip is designed to compete with Nvidia's AI GPUs. Despite this competition, Nvidia remains a strong contender with its well-established lead in machine learning software applications and the upcoming release of the H200 GPU and Grace Hopper super chip in 2024.
Key takeaways:
- AMD's vice president, Jason Banta, believes that AI will enhance computer security, personalization, and intuitiveness, and expects laptops to widely adopt generative AI by 2024.
- AMD is working on transitioning from cloud-based AI applications to compact, real-time models that can operate directly on personal computers.
- AMD's MI300 AI chip, released in early December, is meant to rival Nvidia’s AI GPUs used in AI training and inference, and is being shipped to AMD’s OEM partners.
- Despite AMD's strategic positioning, Nvidia remains a strong competitor, with the upcoming release of the H200 GPU and the Grace Hopper super chip in the second quarter of 2024.