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

AInvestSunday, 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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