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Intel Reiterates Goal To Put Its Chips in 100M AI-Enabled PCs
Chip giant Intel has fired a shot across Nvidia's bow, promising its hardware will be the backbone of 100 million AI-enabled PCs by 2025.
Executives from the company told Nikkei Asia this week that it plans to "deliver 40 million AI PCs this year and 60 million next year -- more than 20% of the projected total global PC market in 2025."
The 100-million-PCs target is a reiteration of the goal Intel first announced last fall, when it launched its AI PC Acceleration Program. The program's aim is to connect PC and device manufacturers, as well as ISVs, to Intel resources in an effort to "accelerate the pace of AI development across the PC industry."
Hardware is a key battleground of today's AI wars, with LLM model makers like Microsoft and Amazon making strategic partnering decisions based on which chipmaker can best meet their processing needs. More often than not, that chipmaker is not Intel, but Nvidia, which owns 70 to 90 percent of the AI chip market (depending on the analyst) thanks to its high-powered H100 processors.
However, when it comes to PCs, Intel is the long-reigning king. The company is estimated to own 63 percent of the global x86 CPU market, followed very distantly by AMD.
With partner Microsoft expected to ramp up production of AI-enabled Windows PCs starting this year -- and with shipments of AI-enabled PCs in general expected to boom -- Intel's 100-million-PC goal is no longshot.
Whether Intel will come close to putting a dent in Nvidia's dominance, however, is another matter; at CES last month, Nvidia announced its own AI PC initiative, chips included.