AI PCs and Servers Set to Drive Growth in 2024, Boosted by Microsoft’s Memory Capacity Upgrade to 16 GB
The year 2024 is poised to witness significant growth in the field of artificial intelligence (AI), specifically in the domains of AI PCs and AI servers. Key players in the tech industry, like Microsoft and Google, are engaging in an intense AI race with the shared goal of integrating the capabilities of generative AI into mainstream consumer applications. This push has already been demonstrated through Microsoft’s Bing AI and Google’s Bard.
However, the future of AI technology is taking a new turn with the rise of Edge AI. This concept involves deploying AI algorithms and models directly on devices such as smartphones, enabling offline or local processing instead of relying on cloud or data centers. This shift towards Edge AI reflects the evolving needs of consumers and the desire for faster, more efficient AI experiences.
According to a report by TrendForce, the global AI server market is expected to surpass 1.6 million units in 2024, marking a remarkable 40% year-on-year growth. This surge in demand is primarily driven by the rapid development of AI in various markets and the increasing focus of Cloud Service Providers (CSPs) on this sector. Consequently, suppliers like NVIDIA and AMD are poised to reap significant financial gains this year.
Another emerging area in the tech industry is the adoption of AI PCs, which are set to play a pivotal role in the advancement of AI markets. With current-generation products like Intel’s Meteor Lake laying the groundwork, future lineups, particularly Team Blue’s Lunar Lake, are expected to bring substantial progress in AI computation. Intel has already promised up to 3x faster Neural Processing Unit (NPU) performance for Lunar Lake, along with AI-specific accelerators in its Arrow Lake gaming lineup.
Furthermore, the competition in this space is growing with the likes of Qualcomm’s Snapdragon Elite X and AMD’s next-generation Strix Point lineup of CPUs. This intensifying battle between the x86 and Arm CPU architectures will undoubtedly fuel further market growth and innovation.
TrendForce also highlights a crucial development by Microsoft: the company has raised the minimum requirements for AI PCs to 16 GB of memory (LPDDR). This decision signals a positive outlook for the DRAM and memory industry as the demand for higher capacity memory increases in the future of the AI PC segment.
Looking ahead to 2024, the tech industry holds great promise, according to market researchers. Tremendous growth is anticipated in the PC and client businesses, presenting an exciting landscape for innovation and competition. The coming years will undoubtedly shape the trajectory of AI technology, and it will be fascinating to witness how this evolution unfolds.
Source: [newsapi:link]
