Advanced Micro Devices (AMD) has announced the launch of a new range of semiconductors designed for artificial intelligence (AI)-enabled business laptops and desktops. This move signifies the chip designer’s strategic expansion into the lucrative “AI PC” market.
According to a press release from AMD, these chips are slated to be integrated into platforms from HP and Lenovo, with availability expected in the second quarter of 2024.
AI-enabled PCs possess the capability to execute large-language models and applications powered by AI technology directly on the device, without relying on cloud computing. AMD’s latest offerings include the Ryzen PRO 8040 Series tailored for business laptops and mobile workstations, along with the AMD Ryzen PRO 8000 Series designed for desktop use by business professionals.
Following this announcement, AMD’s shares surged by more than 2% during early trading.
Industry experts anticipate a potential revival in the PC market driven by the introduction of AI-enabled PCs, as consumers seek to upgrade their systems with enhanced capabilities. The rise of generative AI technology has fueled a significant demand for advanced semiconductors capable of developing and executing complex AI programs.
In the competitive landscape of AI PCs, AMD faces formidable rivals such as Intel and Nvidia, renowned for its leadership in graphics processing units (GPUs). AMD had previously introduced the Ryzen 8000G Series of desktop chips in January, catering to the demanding workloads associated with AI-driven tasks.
Coinciding with AMD’s announcement, Nvidia unveiled its own lineup of AI PC chips, branded as the “GeForce RTX SUPER” desktop GPUs. The company disclosed partnerships with major manufacturers including Acer, ASUS, Dell Technologies, HP, Lenovo, and Samsung for the release of AI laptops featuring Nvidia’s technology.
Intel also made headlines in January, revealing its ambitious plan to ship approximately 40 million AI PCs in 2024 alone, underscoring the intense competition and high stakes in the rapidly evolving AI PC market.