Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.
The 16-core Ryzen 9 9950X and three more new CPUs will debut next month
Highly anticipated: AMD has announced new Ryzen 9000 desktop CPUs based on the Zen 5 architecture, alongside new motherboard chipsets to support them. Additional details about the AM5 socket and new mobile chips with a heavy dose of AI were also revealed. We were briefed ahead of the Computex keynote, and are now over in Taipei, covering the floor with more coverage to come.
Something to look forward to: With its newly announced iPads, Apple is fast-tracking the introduction of its M4 processors to compete in the upcoming AI PC race. Although the Cupertino giant claims it has the most powerful NPU on the market, Qualcomm might disagree. Meanwhile, Intel is preparing significant AI performance upgrades over the next year, and Nvidia claims that its GPUs reign supreme in generative AI.
AI PCs should include an NPU, Copilot, and the Copilot key
Why it matters: Microsoft and multiple chipmakers have spent months heralding the arrival of the "AI PC," which utilizes generative AI and large language models to facilitate various tasks in new ways. However, the definition of an AI PC remains somewhat unclear. At a recent event in Taipei, Intel began defining the specifics that it agreed upon with Microsoft.
Some would argue that AI is a fad, the next bubble waiting to burst
Editor's take: Like almost everyone in tech today, we have spent the past year trying to wrap our heads around "AI". What it is, how it works, and what it means for the industry. We are not sure that we have any good answers, but a few things have been clear. Maybe AGI (artificial general intelligence) will emerge, or we'll see some other major AI breakthrough, but focusing too much on those risks could be overlooking the very real – but also very mundane – improvements that transformer networks are already delivering.