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Intel's AI PC Ambitions Surge as Shipments Soar Towards 100 Million Milestone

Word on the StreetSunday, Dec 1, 2024 4:00 am ET
1min read

Intel has set ambitious targets for the AI PC segment, anticipating shipments surpassing 100 million units by the end of next year. Already, 20 million AI PCs powered by Core Ultra processors have been shipped by October, with projections to double this number to 40 million by the end of 2024. This marks a significant milestone since Intel's pioneering introduction of the AI PC concept in September last year, which has sparked widespread interest and a wave of PC upgrades in the market.

The AI PC market is rapidly growing, as evidenced by recent data showing global shipments of AI PCs reached 13.3 million units in the third quarter of 2024, accounting for 20% of the total PC shipments during this period. This growth is largely fueled by key players like HP, Lenovo, and Dell, which are actively incorporating Intel's AI processors into their product offerings. Additionally, new AI PC models are slated for release by the end of this year.

On the server front, Intel continues to expand its capabilities, particularly in data centers that demand ever-increasing computing power and efficiency. October marked the announcement of an expansion of Intel's Chengdu packaging and testing facility, a strategic move to enhance server chip production capacity. The facility aims to meet the diverse needs of the Chinese market more effectively and expedite response times to customer demands.

The demand for more robust cooling solutions has led to an industry-wide focus on liquid cooling, especially as data centers face escalating power and heat challenges. Intel, in collaboration with various technology partners, has made strides in advancing green initiatives for data centers. Of particular interest is the development of oil-immersion cooling systems. This new approach involves the use of eco-friendly cooling fluids, designed to provide efficient thermal management for high-wattage chips.

Intel's solution, leveraging the environmentally acceptable cooling oils and G-Flow immersion cooling, aims to enable high-performance heat dissipation. Components such as CPUs typically reach peak temperatures well below the oil's flashpoint, ensuring safety and efficiency. With preliminary studies yielding promising results, Intel anticipates broader adoption of this technology, establishing it as a feasible alternative to traditional cooling methods.

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Dosimetry4Ever
12/01
$INTC https://www.tomshardware.com/tech-industry/taiwan-ready-to-discuss-2nm-transfer-to-u-s-following-trumps-comments Trump's statements benefit Intel but are unfavorable for TSMC.
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Ok-Swimmer-2634
12/01
@Chado69 $DELL is the stock with the strongest momentum at the moment.
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CantaloupeWarm1524
12/01
$INTC has received some critical feedback.
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INVESTOR PILLIA
12/01

Not sure why we would want a Republican Administration, the American Stock Markets are up 12.9% on average when the Democrats are in office, and only 7.4% on average when Republicans are in office.  The stock market has gone higher under every single Democrat President since 1933……the market was down, and is going higher. Is time to invest to enjoy more when is higher, and be benfit for it.
I started early this year with KARLA ELLISON on Facebook. And I'm benefited from her platform on Facebook.  

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HARRISON DEBBIE
12/01

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GarlicBreadDatabase
12/01
My portfolio's got $INTC, long-term hold for me
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Interesting_Award_86
12/01
HP, Lenovo, Dell riding the AI wave with Intel
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Bothurin
12/01
Oil-immersion cooling? That's some next-level stuff. Could be a game-changer for data centers. Wonder if it's scalable though.
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Value Vet
12/01
Intel's AI PC push is 🔥. Those numbers are wild. Wonder how $INTC will handle the heat (literally) in data centers.
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Traditional_Wave8524
12/01
AI PCs are the future, Intel's on fire
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GrapeJuicex
12/01
100M AI PCs by 2025? That's a bold bet. But hey, if anyone can do it, it's Intel. Gotta keep an eye on this.
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Just_Fox_5450
12/01
Oil-immersion cooling could be a game-changer. Less heat, less power, more efficiency. Gonna watch this space closely.
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BenGrahamButler
12/01
Oil-immersion cooling? Game changer for data centers.
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cfeltus23
12/01
Liquid cooling hype, but oil might be the real MVP 😎
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TobyAguecheek
12/01
100M AI PCs by '25, Intel's setting records
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