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Just days ago, Nvidia showed the world how valuable the AI market is to silicon and solution providers by announcing a new set of hardware and services during its annual GPU Technology Conference in San Jose. While that news was focused

Just days ago, Nvidia showed the world how valuable the AI market is to silicon and solution providers by announcing a new set of hardware and services during its annual GPU Technology Conference in San Jose. While that news was focused on data center AI compute in the form of multi-million dollar servers powered by some of the largest processors and chips ever produced, the world of client AI, where AI runs on individual laptops and PCs, presents an equally appealing, and profitable, arena for technology giants to take advantage of.

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Nvidia conference shows it’s still on track for AI dominance

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Nvidia conference shows it’s still on track for AI dominance

In what seems like just one in a series of critically important moments for the most followed and scrutinized tech company in the world, Nvidia hosted developers, partners, and analysts this week in San Jose for its annual GTC event. This is Nvidia’s preeminent showcase of everything AI; at least it has become that as it shifted its focus from gaming and graphics, to compute and artificial intelligence.

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Can Qualcomm become the NVIDIA of the AI PC race?

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Can Qualcomm become the NVIDIA of the AI PC race?

In the world of AI, and the computing infrastructure that powers AI, there is only one king: Nvidia. The company has skyrocketed to one of the largest in the world on the back of it success leading the transition to an AI computing ecosystem. It has a dominant hold on the chips that power the data centers and servers that enable companies like Microsoft, Amazon, and Google to deliver the AI services that gather the headlines.

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AMD offers Ryzen 8040 series AI PC chips to compete with Intel Core Ultra

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AMD offers Ryzen 8040 series AI PC chips to compete with Intel Core Ultra

AMD first unveiled its new Hawk Point processors at its AI event in December, now branded as the Ryzen 8040 series of APUs. Ahead of CES this week in Vegas, the company briefed me on some new performance metrics of interest that it plans to show off in its exhibit area, across a range of AI tests, content creation, and gaming.

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AMD is setting stage for huge AI growth in 2024

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AMD is setting stage for huge AI growth in 2024

Starting off the company’s “Accelerate AI” event held in San Jose yesterday, CEO Lisa Su tried to squelch some of that debate. One of the first slides she showed described how the projected TAM (total addressable market, or the market size to which AMD could potentially target with its chips) for data center AI accelerators through 2027 has increased from $150B to a projected $400B in just the last year. That is a growth rate of more than 70% for the next 4 years and justified the last words I heard from Lisa on stage: 

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Is Nvidia well positioned to sustain its meteoric growth in AI?

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Is Nvidia well positioned to sustain its meteoric growth in AI?

Not a surprise to any, it turns out that Nvidia made a lot of money last quarter. The company reported $18.1B in revenue, an increase of 206% compared to just one year ago. Earnings per share were up 6 times or 12 times, depending on if you view at the GAAP or non-GAAP numbers. Nvidia has been raising eyebrows with investors and analysts in the markets for some time, and yesterday’s results continue to do so.

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How Microsoft’s new chip for AI could disrupt big tech — especially Nvidia, AMD and Intel

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How Microsoft’s new chip for AI could disrupt big tech — especially Nvidia, AMD and Intel

During a Microsoft Ignite event this morning the company took the wraps off one of the more important reveals in the chip market in a long time. Microsoft now has both a custom-designed AI processing chip and a custom Arm-based CPU to add its growing stable of products to help it vertically integrate its services and solutions.

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Nvidia continues to gain ground in high performance and quantum computing

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Nvidia continues to gain ground in high performance and quantum computing

Though Nvidia was built on the promise of the GPU for gaming and advanced rendering, its rise to a $1 trillion valuation was on the back of high performance compute and AI. What began as a small project called “general purpose GPU” (GPGPU) that looked at in-game physics and video transcoding applications transformed the company into the titan of the silicon space, displacing Intel as the clear thought-leader for the future of computing.

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New Qualcomm laptop chips will pressure Intel, AMD in 2024

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New Qualcomm laptop chips will pressure Intel, AMD in 2024

Earlier this week I published a piece here on MarketWatch describing the coming interest and marketing dynamics in the chips landscape centered around the idea of client AI, or AI processing that runs locally on a device like a laptop or a smartphone, rather than in the cloud. Now this week, during the company’s annual technology summit, Qualcomm has taken the wraps off an interesting combination of products paired with some eye-opening claims. These new products have the capability to shift the balance of power in the PC space.

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