On October 15th local time, at the Lenovo Tech World conference, several AI super players with a combined market value of over $8 trillion, including NVIDIA, AMD, Qualcomm, Microsoft, Meta, Intel, and others, gathered together.
On that day, Intel and AMD, which are competing in the chip industry, announced the formation of the X86 ecosystem consulting group, which is a rare collaboration; Lenovo and Nvidia have collaborated in multiple fields, including jointly launching server products equipped with liquid cooling technology and launching artificial intelligence computing DCUs in the field of automotive computing.
The First Financial News reporter saw that Intel CEO Pat Gelsinger, AMD CEO Su Zifeng, and Nvidia CEO Huang Renxun personally came to the venue to give speeches. Among them, Pat and Su Zifeng's speeches were both focused on the morning, and the two companies just announced today that they have reached a cooperation on X86 ecology; And their strongest competitor, Nvidia CEO Huang Renxun, had a conversation in the afternoon session.
In addition, Qualcomm CEO Anmon, who has recently been rumored to acquire Intel, as well as Microsoft CEO Satya and Meta CEO Zuckerberg, appeared at the event in the form of video speeches.
The implementation of chips, software, and intelligent hardware complement each other. Behind an AI PC, various types of chips such as CPU (central processing unit), GPU (graphics processing unit), NPU (neural network processor), etc. are required. In the era of AI, high-performance and low-power AI chips are the core driving force for improving the performance of intelligent hardware, and the popularity of intelligent hardware drives chip companies to accelerate research and development to meet diverse application needs; The deep integration of chips with hardware, software and other industry chains, and whether AI PCs will change the competitive landscape of the chip industry, has also become a focus of attention in the industry.
There are quite a few people coming to support, but what's more important is the practical experience, "Lenovo Chairman Yang Yuanqing told reporters today. Lenovo's direction and route for hybrid artificial intelligence are clear. In an open ecosystem, Lenovo's role as the general integrator is very important in connecting its" friend circle ".
Intel and AMD collaborate for the first time in history
Intel CEO Pat Kissinger was the first to appear among Lenovo's chip partners. He first mentioned the cooperation reached with AMD, stating that this may be the unprecedented first collaboration between Intel and AMD.
He said that for people like himself who have been involved in the technology industry for over 40 years, the industry is now entering the most exciting era. He said in an exaggerated tone: "It's like when the Internet first appeared, I went online today, wow! And I used it twice today, wow! Now my children are using it all the time."
Artificial intelligence will have the same impact, from the initial 'wow' to being ubiquitous, "Pat said.
He believes that AI hardware devices have fundamentally changed the cost economics of AI. Users do not need to go to the cloud, nor do they need to bring their precious data to the cloud. AI is on their own devices, and there is no need for network fees. It is on the user's own device.
IDC predicts that the market share of the AI PC category will reach half of the overall PC market next year and reach 100% within ten years. Pat revealed that Intel has sold over 20 million AI PC devices and established its own ecosystem.
He also responded to rumors in the market about Intel X86 and announced a partnership with AMD. In the past, Intel's x86 architecture led the PC field, but Qualcomm's Arm architecture has more advantages in the mobile device field. Some industry insiders believe that X86 is going to be phased out, and the X86 era is over. But Pat said, "I have to tell you that the rumors about the 'deadline' have been greatly exaggerated. We are still alive and doing well, and X86 is thriving He said that now is one of the most important innovation periods for Intel, and the X86 architecture, which has been the computing foundation for decades, is about to undergo a period of customization, scalability, and scalability, which is exactly the opportunity brought by artificial intelligence.
Just this morning, Intel and AMD announced the formation of the X86 Ecosystem Advisory Group, aimed at jointly shaping the future of X86, simplifying software development, ensuring interoperability and interface consistency, and providing developers with standard architecture tools and instruction sets.
Immediately after, when AMD CEO Su Zifeng took office, Yang Yuanqing joked with her: "This year, even the Nobel Prize in Physics and Chemistry were given to scientists related to artificial intelligence. I don't know if you will win next year
Su Zifeng laughed and patted Yang Yuanqing. However, regardless, a clear trend in the industry is that the trend of hybrid artificial intelligence is becoming increasingly clear, and the outside world expects chip companies to take AI to a higher level.
Today, Su Zifeng said that artificial intelligence is indeed the most important technological turning point he has seen in his over 30 year career. The most surprising thing is that it is still in a very early stage, but the pace of innovation is faster than ever before.
A few days ago, AMD announced the launch of its new AI chip MI325X, which will compete with Nvidia Blacewell. It will enter mass production in the fourth quarter of this year and be officially launched in 2025. First Financial reporters learned that Lenovo will also receive supply in the first quarter of next year.
AMD has surpassed Intel in market value, and Su Zifeng also talked about the cooperation between the two companies on site, stating that the goal is to accelerate the development of computing technology and promote its widespread application.
She mentioned that the opportunity of AI for the entire industry lies in the ability to truly use artificial intelligence to solve the world's most important and challenging problems. Both AMD and Lenovo are committed to end-to-end AI, which involves enterprises, cloud, edge computing, and personal computers.
Su Zifeng revealed that AMD is working with partners in the data center ecosystem such as Lenovo to create solutions and drive the transformation of data centers. For example, both parties provide computing power to Cloudflare, PayPal, and numerous corporate clients. She also stated that AI will completely change the personal computer experience and truly transform it into a more intelligent and personalized device, thereby truly changing the way we work and connect.
Building an AI ecological circle of friends
In the eyes of industry insiders, the collaboration between AMD and Intel in the X86 field directly targets Qualcomm's Windows on Arm.
Qualcomm has already entered the field of AI PCs, and ARM based processors have begun to catch up with x86 in terms of energy efficiency. Next, whether AI PCs will change the competitive landscape of the chip industry and become the focus of industry attention. Previously, Morgan Stanley analyst Charlie Chan and others pointed out in a report that they are optimistic about the prospects of Windows on Arm (WoA) AI PC. Analysts believe that AI personal computers based on Arm architecture are expected to gain a larger market share in the coming years.
Today, Qualcomm CEO Amon announced through a video that the Copilot Plus PC product portfolio, equipped with Qualcomm Snapdragon's latest series of computing platforms, has improved performance and achieved large-scale energy savings, allowing users to enjoy a seamless multitasking AI experience. According to the reporter's understanding, Qualcomm will announce Snapdragon's new flagship and a series of latest developments in AI at the Snapdragon Summit next week.
And Huang Renxun, the biggest dark horse in the chip industry and CEO of Nvidia, appeared in the afternoon conversation. He said that from the PC revolution to the Internet revolution and the mobile cloud revolution, the industry has experienced several computer revolutions together, and is now trying to reshape computers and the entire technology stack. What used to be coding has now become machine learning. Coding is designed to run on CPUs, and machine learning is designed to run on GPUs. Surprisingly, coding has created software, driving the formation of a huge industry, and now machine learning is creating artificial intelligence, which will be the biggest industrial revolution we have ever seen
He stated that in the early stages of the new computer revolution, the best thing Nvidia could do was to accelerate the roadmap. Because when the performance can be improved by 2, 3, or even more times, it can effectively reduce the cost of AI, lower its energy consumption, and increase its revenue generating ability.
He also talked about his optimism about AI agents in the conversation, saying that as time goes by, agents will become better and better. "In addition to online intelligent agent information robots, we will also have physical robots
Today, Lenovo Group and Nvidia reached a series of collaborations, covering various aspects from infrastructure to software and services, including creating Lenovo's hybrid artificial intelligence advantage set and deploying enterprise AI agents for customers; Jointly launched the latest server product ThinkSystem SC777 equipped with liquid cooling technology; In terms of vehicle computing, an artificial intelligence computing DCU will be launched; In terms of service, it is NIM Blueprints.
In addition to chip giants, Meta CEO Zuckerberg and Microsoft CEO Satya Nadella also gave video speeches.
The relationships between chip companies are often subtle. However, the artificial intelligence field has a complex chain, significant technological barriers, and diverse application scenarios. The landing of artificial intelligence technology requires collaborative innovation and open collaboration between industries, which are indispensable driving forces. "An industry insider commented on the First Financial Journalist after watching today's conference.
Zuckerberg is wearing a white T-shirt, a long gold necklace around his neck, and a striking watch in his hand. He mentioned in the video speech that Lenovo has developed an intelligent agent based on Meta's Llama model. Recently, Meta has just released Llama 3.2, which is Meta's first open-source multimodal model.
Zuckerberg believes that open source is currently the most cost-effective, customizable, trustworthy, and high-performance choice. Nowadays, Llama is at the forefront, just like the position of "Linux" in the field of operating systems.
Microsoft CEO Satya Nadella revealed in a speech that Lenovo and Microsoft are collaborating to integrate Azure AI's content security capabilities into Lenovo's personal AI agents to assist in detecting and intercepting potential risks, threats, and quality issues.
Satya Nadella expressed excitement in the video about the progress of the Copilot+PCs project. From AMD, Intel to Qualcomm, Lenovo is working closely with the entire chip industry ecosystem to bring AI innovation upgrades to product lines such as Yoga and ThinkPad. And all of this is just the beginning.