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.
WTF?! Arm's CEO has sounded a warning bell about the energy requirements needed to advance AI algorithms. He cautions that in a few years, "AI data centers" could require so much electricity that it could jeopardize the US power grid.
Why it matters: Five years ago there were only two companies that made CPUs, today there are a dozen. Most of the new entrants went after the big, profitable data center market, but now competitors are coming for PCs. Nvidia and AMD are reportedly preparing Arm-based CPUs for PCs. With Microsoft opening up the market for Arm laptop CPUs, this spells bad news for Qualcomm today, and potentially bad news for Intel over the very long term.
Something to look forward to: After years of monotony and relative stasis in the PC industry, things are starting to change. And man, it's getting exciting again! Earlier this year, AMD launched the Ryzen 7040, the first PC SoC with a built-in NPU (Neural Processing Unit) – otherwise known as an AI accelerator. Then a few weeks ago, Intel debuted its Core Ultra chip featuring its own AI accelerator. Now Qualcomm is putting an exclamation point on the AI PC trend with the launch of its Snapdragon X Elite SoC for PCs.