Computex Qualcomm has used its Computex keynote to pitch the ubiquity of its Snapdragon platform as its problem to x86 CPUs because the engine of PCs – by enabling extra environment friendly AI by way of offloading workloads to a constellation of units.
Senior veep and basic supervisor for cellular, compute, and XR Alex Katouzian opened with a humblebrag that individuals might have a Snapdragon CPU in a PC, smartphone, smartwatch and prolonged actuality glasses. Katouzian then noticed rising demand for AI workloads, and made the apparent level that such workloads are very demanding.
Talking earlier than a Computex crowd lower than half the dimensions of that which gathered to listen to Nvidia CEO Jensen Huang, Katouzian outlined a plan to have Qualcomm allow AI workloads to maneuver round Snapdragon-powered units – assuming a consumer possesses a number of of them.
Offloading AI on this means, he stated, will imply XR glasses can turn out to be smaller as a result of they are often easier units as soon as they offload some AI workloads.
Kedar Kondap, Qualcomm’s senior veep and GM for compute and gaming, identified that native units provide superior efficiency per watt in comparison with cloudy datacenters. He due to this fact predicted that AI workloads will likely be shared between shopper units and clouds – in actual time, if doing so allows one of the best and most effective expertise.
Qualcomm has dabbled in datacenter processors, however the chip store’s reps made no point out of such units within the keynote. So whereas Kondap and Katouzian prompt Snapdragon-powered PCs are redefining the class, at this stage Qualcomm seems to not be considering a full-stack assault.
There was additionally a lot speak of Microsoft and Qualcomm’s mutual affection, and the chip design agency driving the PC to extra intently resemble a cellular machine by permitting always-on connectivity and longer battery life. That combo – and Redmond’s effort to make Home windows 11 sing on Arm-powered processors – was prompt as so potent that Qualcomm will turn out to be an much more critical challenger to what Katouzian known as “incumbent” PC gamers.
He means Intel and AMD.
A have a look at the scoreboard will inform you Qualcomm has made few inroads within the PC market. In February 2023 Analyst agency Counterpoint opined that Arm-powered laptops will get pleasure from 25 p.c market share inside 5 years. Qualcomm and MediaTek will develop at over 50 p.c yr on yr between now and 2025. However Apple is already the Arm laptop computer chief – with 90 p.c market share – and Counterpoint stated Qualcomm and MediaTek will take market share from AMD and Intel.
One other scoreboard that wasn’t talked about was Qualcomm’s financials, which lately took a success as shoppers put away their wallets. Simply what which means for the prospects of linked Snapdragon machines was due to this fact not thought-about.
The keynote ended with a promise that Qualcomm’s long-touted next-gen Oryon CPU structure will ship in 2024. However, as with the speak of offloading workloads to a number of Snapdragon units, no particulars had been provided. ®