Intel Says Newest Laptop Chips, Software Will Handle Generative AI

AI (Artificial Intelligence) letters are placed on computer motherboard in this illustration taken June 23, 2023. (Reuters)
AI (Artificial Intelligence) letters are placed on computer motherboard in this illustration taken June 23, 2023. (Reuters)
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Intel Says Newest Laptop Chips, Software Will Handle Generative AI

AI (Artificial Intelligence) letters are placed on computer motherboard in this illustration taken June 23, 2023. (Reuters)
AI (Artificial Intelligence) letters are placed on computer motherboard in this illustration taken June 23, 2023. (Reuters)

Intel said on Tuesday that a new chip due in December will be able to run a generative artificial intelligence chatbot on a laptop rather than having to tap into cloud data centers for computing power.

The capability, which Intel was expected to show during a software developer conference held in Silicon Valley, could let businesses and consumers test ChatGPT-style technologies without sending sensitive data off of their own computer. It is made possible by new AI data-crunching features built into Intel's forthcoming "Meteor Lake" laptop chip and from new software tools that the company is releasing.

Intel executives also expect to say that the company is on track to deliver a successor chip called "Arrow Lake" next year, and that Intel's manufacturing technology will rival the best from Taiwan Semiconductor Manufacturing Co, as it has promised. Intel was once the best chip manufacturer, lost the lead, and now says it is on track to return to the front.

Intel has struggled to gain ground against Nvidia in the market for the powerful chips used in data centers to "train" AI systems such as ChatGPT. Intel said Tuesday that it was building a new supercomputer that would be used by Stability AI, a startup that makes image-generating software.

But the market for chips that will handle AI work outside data centers is far less settled, and it is there that Intel aimed to gain ground on Tuesday.

Through a new version of software called OpenVINO, Intel said that developers will be able run a version of a large language model, the class of technology behind products like ChatGPT, made by Meta Platforms on laptops. That will enable faster responses from chatbot and will mean that data does not leave the device.

"You can get a better performance, a lower cost and more private AI," Sachin Katti, senior vice president and general manager of Intel's network and edge group, told Reuters in an interview.

Dan Hutcheson, an analyst with TechInsights, told Reuters that business users who are weary of handing sensitive corporate data over to third-party AI firms might be interested in Intel's approach.

"AI is still in that class of technology where you need a PhD to do it," Hutcheson said. Intel Chief Gelsinger's challenge "is to democratize it. If he can pull that off, and make it so that anyone can use it, that creates a much bigger market for chips – the chips that he makes."



Nations Building Their Own AI Models Add to Nvidia's Growing Chip Demand

FILE PHOTO: AI (Artificial Intelligence) letters and robot hand miniature in this illustration, taken June 23, 2023. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: AI (Artificial Intelligence) letters and robot hand miniature in this illustration, taken June 23, 2023. REUTERS/Dado Ruvic/Illustration/File Photo
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Nations Building Their Own AI Models Add to Nvidia's Growing Chip Demand

FILE PHOTO: AI (Artificial Intelligence) letters and robot hand miniature in this illustration, taken June 23, 2023. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: AI (Artificial Intelligence) letters and robot hand miniature in this illustration, taken June 23, 2023. REUTERS/Dado Ruvic/Illustration/File Photo

Nations building artificial intelligence models in their own languages are turning to Nvidia's chips, adding to already booming demand as generative AI takes center stage for businesses and governments, a senior executive said on Wednesday.
Nvidia's third-quarter forecast for rising sales of its chips that power AI technology such as OpenAI's ChatGPT failed to meet investors' towering expectations. But the company described new customers coming from around the world, including governments that are now seeking their own AI models and the hardware to support them, Reuters said.
Countries adopting their own AI applications and models will contribute about low double-digit billions to Nvidia's revenue in the financial year ending in January 2025, Chief Financial Officer Colette Kress said on a call with analysts after Nvidia's earnings report.
That's up from an earlier forecast of such sales contributing high single-digit billions to total revenue. Nvidia forecast about $32.5 billion in total revenue in the third quarter ending in October.
"Countries around the world (desire) to have their own generative AI that would be able to incorporate their own language, incorporate their own culture, incorporate their own data in that country," Kress said, describing AI expertise and infrastructure as "national imperatives."
She offered the example of Japan's National Institute of Advanced Industrial Science and Technology, which is building an AI supercomputer featuring thousands of Nvidia H200 graphics processors.
Governments are also turning to AI as a measure to strengthen national security.
"AI models are trained on data and for political entities -particularly nations - their data are secret and their models need to be customized to their unique political, economic, cultural, and scientific needs," said IDC computing semiconductors analyst Shane Rau.
"Therefore, they need to have their own AI models and a custom underlying arrangement of hardware and software."
Washington tightened its controls on exports of cutting-edge chips to China in 2023 as it sought to prevent breakthroughs in AI that would aid China's military, hampering Nvidia's sales in the region.
Businesses have been working to tap into government pushes to build AI platforms in regional languages.
IBM said in May that Saudi Arabia's Data and Artificial Intelligence Authority would train its "ALLaM" Arabic language model using the company's AI platform Watsonx.
Nations that want to create their own AI models can drive growth opportunities for Nvidia's GPUs, on top of the significant investments in the company's hardware from large cloud providers like Microsoft, said Bob O'Donnell, chief analyst at TECHnalysis Research.