Expect Intel, AMD, Qualcomm and Nvidia to announce their plans for AI processing on personal technology devices
“ Every chip company will have to prove it commands technology that is the most powerful, most exciting, and most likely to change your daily computing habits. ”
Take Adobe’s ADBE, -2.66% latest generative AI implementation in its photo editing tools. Today this works by having a user prompt the AI model with some text and then that prompt is sent to GPUs in the cloud to create or augment the image; then it is sent back to the consumers device. In a future where AI processing is readily available on the consumer platform itself, moving that processing to the client means it can be faster and cheaper .
For example, Intel began talking about how its chips could accelerate AI and machine learning as far back as its Ice Lake notebook CPUs in 2019. That momentum seemed to stall out over the last few years, as consumer interest in running AI on PCs was minimal. AMD is also leaning into the future of AI on the PC. It announced its “Ryzen AI” integration in January of this year and started shipping processors with this acceleration engine towards the summer. This IP comes partially from its acquisition of Xilinx, finalized in 2022, but details are still sparse.
Qualcomm. meanwhile, started talking about AI acceleration as a part of its platform story back in 2015, leaning into its chips for smartphones that included a CPU, a GPU, and a DSP . The San Diego-based company has been progressively adding in dedicated IP for AI processing through its product lines, including its chips meant for the laptop space
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