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Jensen Huang Celebrates Rise of Portable AI Workstations

2024 will be the year generative AI gets personal, the CEOs of NVIDIA and HP said today in a fireside chat, unveiling new laptops that can build, test and run large language models. "This is a renaissance of the personal computer," said NVIDIA founder and CEO Jensen Huang at HP Amplify, a gathering in Las Vegas of about 1,500 resellers and distributors. "The work of creators, designers and data scientists is going to be revolutionized by these new workstations."

Greater Speed and Security
"AI is the biggest thing to come to the PC in decades," said HP's Enrique Lores, in the runup to the announcement of what his company billed as "the industry's largest portfolio of AI PCs and workstations." Compared to running their AI work in the cloud, the new systems will provide increased speed and security while reducing costs and energy, Lores said in a keynote at the event. New HP ZBooks provide a portfolio of mobile AI workstations powered by a full range of NVIDIA RTX Ada Generation GPUs. Entry-level systems with the NVIDIA RTX 500 Ada Generation Laptop GPU let users run generative AI apps and tools wherever they go. High-end models pack the RTX 5000 to deliver up to 682 TOPS, so they can create and run LLMs locally, using retrieval-augmented generation (RAG) to connect to their content for results that are both personalized and private.

AMD Publishes User Guide for LM Studio - a Local AI Chatbot

AMD has caught up with NVIDIA and Intel in the race to get a locally run AI chatbot up and running on its respective hardware. Team Red's community hub welcomed a new blog entry on Wednesday—AI staffers published a handy "How to run a Large Language Model (LLM) on your AMD Ryzen AI PC or Radeon Graphics Card" step-by-step guide. They recommend that interested parties are best served by downloading the correct version of LM Studio. Their CPU-bound Windows variant—designed for higher-end Phoenix and Hawk Point chips—compatible Ryzen AI PCs can deploy instances of a GPT based LLM-powered AI chatbot. The LM Studio ROCm technical preview functions similarly, but is reliant on Radeon RX 7000 graphics card ownership. Supported GPU targets include: gfx1100, gfx1101 and gfx1102.

AMD believes that: "AI assistants are quickly becoming essential resources to help increase productivity, efficiency or even brainstorm for ideas." Their blog also puts a spotlight on LM Studio's offline functionality: "Not only does the local AI chatbot on your machine not require an internet connection—but your conversations stay on your local machine." The six-step guide invites curious members to experiment with a handful of large language models—most notably Mistral 7b and LLAMA v2 7b. They thoroughly recommend that you select options with "Q4 K M" (AKA 4-bit quantization). You can learn about spooling up "your very own AI chatbot" here.

MSI Wins Two Coveted iF DESIGN Awards 2024

The results are in for the iF DESIGN AWARD 2024! This year, MSI takes the award home with its MAG 341CQP QD-OLED curved gaming monitor and MAG CORELIQUID E series liquid cooler in Gaming/VR/AR category. "MSI is honored to be recognized by the prestigious iF DESIGN AWARD. As a world-leading gaming & AI PC brand, MSI has been dedicating great efforts in product designs. We believe that design could impact the globe, and will continue to bring the latest and greatest designs to users," said Sam Chern, MSI Marketing Vice President.

Equipped with Quantum Dot technology and a next-gen OLED panel, the MAG 341CQP QD-OLED features a 3440x1440 UWQHD, 175 Hz refresh rate, ultra-fast 0.03 ms (GtG) response time, catering players a smooth and seamless gaming experience. Better yet, the monitor panel is VESA-certified ClearMR 9000 and DisplayHDR TrueBlack 400, promising vibrant colors and mitigates motion blur. By utilizing a dynamically engineered layer of Quantum Dot technology, it could create 99.3% coverage of DCI-P3 color space. Moreover, the MSI OLED Care 2.0 solution offers a range of screen protection optimization mechanisms and significantly reduce the chances of OLED burn-in.

HP Unveils Industry's Largest Portfolio of AI PCs

HP Inc. today announced the industry's largest portfolio of AI PCs leveraging the power of AI to enhance productivity, creativity, and user experiences in hybrid work settings.

In an ever-changing hybrid work landscape, workers are still struggling with disconnection and digital fatigue. HP's 2023 Work Relationship Index reveals that only 27% of knowledge workers have a healthy relationship with work, and 83% believe it's time to redefine our relationships with work. Most employees believe AI will open new opportunities to enjoy work and make their jobs easier, but they need the right AI tools and technology to succeed.

Intel Sets 100 Million CPU Supply Goal for AI PCs by 2025

Intel has been hyping up their artificial intelligence-augmented processor products since late last year—their "AI Everywhere" marketing push started with the official launch of Intel Core Ultra mobile CPUs, AKA the much-delayed Meteor Lake processor family. CEO, Pat Gelsinger stated (mid-December 2023): "AI innovation is poised to raise the digital economy's impact up to as much as one-third of global gross domestic product...Intel is developing the technologies and solutions that empower customers to seamlessly integrate and effectively run AI in all their applications—in the cloud and, increasingly, locally at the PC and edge, where data is generated and used." Team Blue's presence at this week's MWC Barcelona 2024 event introduced "AI Everywhere Across Network, Edge, Enterprise."

Nikkei Asia sat down with Intel's David Feng—Vice President of Client Computing Group and General Manager of Client Segments. The impressively job-titled executive discussed the "future of AI PCs," and set some lofty sales goals for his firm. According to the Nikkei report, Intel leadership expects to "deliver 40 million AI PCs" this year and a further 60 million units next year—representing "more than 20% of the projected total global PC market in 2025." Feng and his colleagues predict that mainstream customers will prefer to use local "on-device" AI solutions (equipped with NPUs), rather than rely on remote cloud services. Significant Edge AI improvements are expected to arrive with next generation Lunar Lake and Arrow Lake processor families, the latter will be bringing Team Blue NPU technologies to desktop platforms—AMD's Ryzen 8000G series of AM5 APUs launched with XDNA engines last month.

JPR: Total PC GPU Shipments Increased by 6% From Last Quarter and 20% Year-to-Year

Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 76.2 million units in Q4'23 and PC CPU shipments increased an astonishing 24% year over year, the biggest year-to-year increase in two and a half decades. Overall, GPUs will have a compound annual growth rate of 3.6% during 2024-2026 and reach an installed base of almost 5 billion units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will be 30%.

AMD's overall market share decreased by -1.4% from last quarter, Intel's market share increased 2.8, and Nvidia's market share decreased by -1.36%, as indicated in the following chart.

Samsung & Intel Discuss the Galaxy Book4 Series and Future of AI PCs

Samsung Electronics is making 2024 the year of the AI PC with the release of its most powerful and intelligent Galaxy Book product line yet, the Galaxy Book4 series. This latest lineup—consisting of the Galaxy Book4 Ultra, Galaxy Book4 Pro and Galaxy Book4 Pro 360—offers intelligent performance, enhanced security and a vivid, interactive display, all in an ultra-portable design. From the new Intel Core Ultra Processor to the suite of AI features, the Galaxy Book4 series is packed with cutting-edge technology that aims to not only simplify but amplify users' computing experience.

Visitors discovered the Galaxy Book4 series' full capabilities inside Samsung's booth at Mobile World Congress (MWC) 2024, the world's largest mobile exhibition held from February 26-29 in Barcelona, Spain. Samsung Newsroom sat down with Mincheol Lee, Head of Galaxy Eco Biz Team, Mobile eXperience Business at Samsung Electronics, and David Feng, Vice President of Client Computing Group and General Manager of Client Segments at Intel, to explore how the advancements in the Galaxy Book4 series can enrich the lives of users.

Lenovo Unveils Trailblazing Products and Solutions Designed to Power AI for All at MWC 2024

Today at MWC 2024, Lenovo unveiled its latest portfolio of purpose-built AI devices, software, and infrastructure solutions, as well as showcased two proof-of-concepts devices that challenge the traditional PC and smartphone form factors. The company also revealed the future of hybrid AI fueling multi-device, software, and service offerings for more personalization, collaboration and efficiency.

"Lenovo's suite of AI-enabled, AI-ready, and AI-optimized devices, infrastructure, solutions, and services at MWC provides a wider look at our vision for "AI for All"," said Lenovo Chairman and CEO, Yuanqing Yang. "Lenovo's AI technology benefits organizations of all sizes, driving intelligent transformation across all industries while reinforcing our commitment to sustainability."

Huawei Introduces HONOR MagicBook Pro 16

Global technology brand HONOR today unveiled the HONOR MagicBook Pro 16, a revolutionary AI-powered laptop which sets to redefine the traditional laptop landscape. Based on HONOR's platform-level AI capabilities and joint efforts with technology partners such as Microsoft, Intel and NVIDIA, HONOR is bringing PCs into the AI PC era, marking a significant milestone in computing, offering users an unparalleled AI experience and transforming their device interactions.

"At HONOR, our commitment lies in embracing open collaboration with industry partners to foster a flourishing ecosystem. We firmly believe in the transformative power of collaborative synergy, especially in the era of AI. By leveraging the collective expertise of top industry players, we are dedicated to crafting exceptional products and delivering unparalleled experiences to consumers worldwide," said George Zhao, CEO at HONOR.

Intel Brings AI Everywhere Across Network, Edge, Enterprise

At MWC 2024, Intel announced new platforms, solutions and services spanning network and edge AI, Intel Core Ultra processors and the AI PC, and more. In an era where technological advancements are integral to staying competitive, Intel is delivering products and solutions for its customers, partners and expansive ecosystem to capitalize on the emerging opportunities of artificial intelligence and built-in automation, to improve total cost of ownership (TCO) and operational efficiency, and to deliver new innovations and services.

Across today's announcements, Intel is focused on empowering the industry to further modernize and monetize 5G, edge and enterprise infrastructures and investments, and to take advantage of bringing AI Everywhere. For more than a decade, and alongside Intel's customers and partners, the company has been transforming today's network infrastructure from fixed-function to a software-defined platform and driving success at the edge with more than 90,000 real-world deployments.

AMD's Dr. Lisa Su to Deliver Opening Keynote at Computex 2024

COMPUTEX 2024, a global leading technology exhibition, featuring AIoT applications, generative AI & and startup ecosystems, will take place from June 4th to 7th at the Taipei Nangang Exhibition Center Halls 1 and 2. Themed "Connecting AI," this year's exhibition focuses on the latest global AI technologies and industry trends. The show will attract 1,500 international and local exhibitors using 4,500 booths. The Opening Keynote will be delivered by Dr. Lisa Su, Chair and CEO of AMD, on the morning of June 3rd to set the stage for the event.

COMPUTEX 2024: Global Tech Giants Unite, Paving the Way for the Era of the AI Ecosystem
2024 is acclaimed as the AI PC era, with the development of artificial intelligence propelling products like AI PCs, AI servers, and AI smartphones to thrive in the market. This year's COMPUTEX covers six major themes: AI computing, Advanced Connectivity, Future Mobility, Immersive Reality, Sustainability, and Innovations. Collaborating with international technology powerhouses, including Acer, ASRock, ASUS, Delta, Gigabyte, G.Skill, Intel, MSI, Pro Gamersware, and more, shapes the AI ecosystem. Moreover, the InnoVEX exhibit for startups will connect innovative teams from around the globe, sparking cross-industry collaboration and revitalizing AI technology with fresh energy.

Intel to Present "AI Everywhere" Innovations at MWC Barcelona 2024

At MWC Barcelona 2024, Intel will demonstrate breakthrough innovations across a full spectrum of new hardware, software and services—bringing AI Everywhere - for the network, edge and enterprise in collaboration with the support and enablement of more than 65 pioneering customers and partners. Announcements will span AI network innovations, edge AI platforms, Intel Core Ultra processors and the AI PC. They are about empowering our ecosystem; modernizing and monetizing 5G, edge and enterprise infrastructures; and taking advantage of AI-based innovations. And it's all with the purpose of improving performance and power consumption for a more sustainable future.

Join Intel at MWC Barcelona (Hall 3, Stand 3E31) Feb. 26-29. Visitors will see and hear from ecosystem customers and partners about how innovations and collaborations across network, edge and enterprise create modern networks and opportunities for 5G monetization at the edge and bring AI across organizations making an impact across industries.

IDC Forecasts Artificial Intelligence PCs to Account for Nearly 60% of All PC Shipments by 2027

A new forecast from International Data Corporation (IDC) shows shipments of artificial intelligence (AI) PCs - personal computers with specific system-on-a-chip (SoC) capabilities designed to run generative AI tasks locally - growing from nearly 50 million units in 2024 to more than 167 million in 2027. By the end of the forecast, IDC expects AI PCs will represent nearly 60% of all PC shipments worldwide.

"As we enter a new year, the hype around generative AI has reached a fever pitch, and the PC industry is running fast to capitalize on the expected benefits of bringing AI capabilities down from the cloud to the client," said Tom Mainelli, group vice president, Devices and Consumer Research. "Promises around enhanced user productivity via faster performance, plus lower inferencing costs, and the benefit of on-device privacy and security, have driven strong IT decision-maker interest in AI PCs. In 2024, we'll see AI PC shipments begin to ramp, and over the next few years, we expect the technology to move from niche to a majority."

AI's Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications

In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks. The server sector is expected to see the most significant growth, with content per box for server DRAM projected to rise by 17.3% annually, while enterprise SSDs are forecast to increase by 13.2%. The market penetration rate for AI smartphones and AI PCs is expected to experience noticeable growth in 2025 and is anticipated to further drive the average content per box upward.

Looking first at smartphones, despite chipmakers focusing on improving processing performance, the absence of new AI functionalities has somewhat constrained the impact of AI. Memory prices plummeted in 2023 due to oversupply, making lower-priced options attractive and leading to a 17.5% increase in average DRAM capacity and a 19.2% increase in NAND Flash capacity per smartphone. However, with no new applications expected in 2024, the growth rate in content per box for both DRAM and NAND Flash in smartphones is set to slow down, estimated at 14.1% and 9.3%, respectively.

Intel Reports Fourth-Quarter and Full-Year 2023 Financial Results

Intel Corporation today reported fourth-quarter and full-year 2023 financial results. "We delivered strong Q4 results, surpassing expectations for the fourth consecutive quarter with revenue at the higher end of our guidance," said Pat Gelsinger, Intel CEO. "The quarter capped a year of tremendous progress on Intel's transformation, where we consistently drove execution and accelerated innovation, resulting in strong customer momentum for our products. In 2024, we remain relentlessly focused on achieving process and product leadership, continuing to build our external foundry business and at-scale global manufacturing, and executing our mission to bring AI everywhere as we drive long-term value for stakeholders."

David Zinsner, Intel CFO, said, "We continued to drive operational efficiencies in the fourth quarter, and comfortably achieved our commitment to deliver $3 billion in cost savings in 2023. We expect to unlock further efficiencies in 2024 and beyond as we implement our new internal foundry model, which is designed to drive greater transparency and accountability and higher returns on our owners' capital." For the full year, the company generated $11.5 billion in cash from operations and paid dividends of $3.1 billion.

AMD Ryzen 7 8840U APU Benched in GPD Win Max 2 Handheld

GPD has disclosed to ITHome that a specification refresh of its Win Max 2 handheld/mini-laptop gaming PC is incoming—this model debuted last year with Ryzen 7040 "Phoenix" APUs sitting in the driver's seat. A company representative provided a sneak peek of an upgraded device that sports a Team Red Ryzen 8040 series "Hawk Point" mobile processor, and a larger pool of system memory (32 GB versus the 2023 model's 16 GB). The refreshed GPD Win Max 2's Ryzen 7 8840U APU was compared to the predecessor's Ryzen 7 7840U in CPU-Z benchmarks (standard and AX-512)—the results demonstrate a very slight difference in performance between generations.

The 8040 and 7040 APUs share the same "Phoenix" basic CPU design (8-cores + 16-threads) based on the prevalent "Zen 4" microarchitecture, plus an integration of AMD's Radeon 780M GPU. The former's main upgrade lies in its AI-crunching capabilities—a deployment of Team Red's XDNA AI engine. Ryzen 8040's: "NPU performance has been increased to 16 TOPS, compared to 10 TOPS of the NPU on the 'Phoenix' silicon. AMD is taking a whole-of-silicon approach to AI acceleration, which includes not just the NPU, but also the 'Zen 4' CPU cores that support the AVX-512 VNNI instruction set that's relevant to AI; and the iGPU based on the RDNA 3 graphics architecture, with each of its compute unit featuring two AI accelerators, components that make the SIMD cores crunch matrix math. The whole-of-silicon performance figures for "Phoenix" is 33 TOPS; while 'Hawk Point' boasts of 39 TOPS. In benchmarks by AMD, 'Hawk Point' is shown delivering a 40% improvement in vision models, and Llama 2, over the Ryzen 7040 "Phoenix" series."

Windows 12 Might be a Windows 11 24H2 Update, Still Carries AI-Centric Features

According to the report by Windows Central, Microsoft is preparing a major update for Windows 11, codenamed Hudson Valley, which is expected to be released later this year as "version 24H2" or the 2024 Update. This update is anticipated to be a substantial upgrade from last year's version 23H2, featuring performance, security, quality-of-life updates, and new features. The star of the 24H2 update is going to be the focus of next-generation AI experiences, a concept Microsoft has hinted at over the past year. Rumors suggest the introduction of an advanced Copilot that will leverage AI and machine learning to enhance the Windows user experience for improved productivity across apps, search, and more. According to sources, Microsoft is aiming for a September release window for version 24H2, with plans to finalize the update over the summer. Despite speculation that this update might be called "Windows 12" due to its alignment with next-gen AI PCs and experiences, sources indicate that it will likely remain a significant Windows 11 update, especially following the departure of ex-Windows chief Panos Panay.

Microsoft is currently testing some of the features of this next release in the Insider Canary Channel, providing a glimpse into the new features. The update will enhance Snap Layouts with machine learning, suggesting commonly snapped apps for a more streamlined user experience. File Explorer will now support the creation of 7zip and TAR compressed archive files, and PNG files will support viewing and editing metadata. The Quick Settings panel will be updated, allowing users to scroll through all available settings and include a new refresh button for the Wi-Fi list. Phone Link will also see improvements, including using a linked phone as a webcam. A new "Energy Saver" mode will be introduced, reducing system performance and saving energy on battery-powered and plugged-in PCs. General improvements include a new "Install drivers" button during the Wi-Fi setup page, the removal of several built-in Windows apps from the OS image, and a new "Windows protected print mode" for Mopria-certified printers.
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