On Monday local time, Nvidia announced at the International Consumer Electronics Show (CES) that it will launch three new desktop graphics chips with additional components, allowing users to better utilize artificial intelligence on their personal computers without relying on remote services accessed through the internet; The company also claims to be in a leading position in the AI PC competition. Affected by this, Nvidia's stock price surged to a new high.
In addition, on December 15th last year, Lenovo released two AI PC products: ThinkpadX1Carbon AI and Lenovo Xiaoxin Pro16 AI Core Edition, and also launched pre-sales simultaneously. It is understood that these two products have three major characteristics: embedded hybrid AI computing power, innovative/enhanced AI experience, and device experience upgrade, which means that Lenovo Group's AI PC has officially entered the AI Ready stage.
PC has officially entered the AI era, and 2024 is expected to become the first year of AIPC popularization. Huachuang Securities pointed out that low latency and privacy protection are driving the demand for localization of large models, and AI PCs with edge computing power are expected to solve industry pain points, becoming the first large-scale AI terminal to be implemented. AI PCs can achieve some AI applications on PC users, which is expected to drive a large demand for PC replacement and may drive the PC industry into a new upward cycle.
Related ETF: The Hang Seng Technology Index ETF (513180), which includes AI PC concept stocks such as Lenovo Group, SMIC, and Huahong Semiconductor.