Opinion articles

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Were we wrong about Zen 5?

Misleading comparisons and misconceptions
Recap: We got our first look at AMD's new Ryzen 5 9600X and Ryzen 7 9700X processors last week, and it's fair to say we weren't impressed with what we saw. That said, online reviews were very mixed, despite reporting similar performance data overall. There were minimal gains in games, with mixed productivity performance. But that mixed reception from reviewers left readers confused, with many asking the question: Are these new Zen 5 processors good or bad? It's a fair question, and the answer is, as usual, "it depends."
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Opinion: The rapidly evolving world of AI PCs

We're already seeing some interesting shifts and redefined comparisons in the Copilot+ PC era
Something to look forward to: Even though it's only been two months since they were first announced and just a month since they've shipped, Copilot+ PCs are already having a noticeable impact on the PC market. Major OEMs like Dell, HP, Lenovo, and Microsoft's Surface group have released slick new NPU-accelerated "AI PCs." Other vendors such as Samsung, Acer, and Asus have also joined with impressive new devices.
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Is there a sustainable model for AI factories?

Navigating the heavy freight of AI data processing
Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?
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Opinion: Power Politics and GPUs

The challenge of staying ahead in AI
Editor's take: As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue pushing forward in areas that make some of their big customers uncomfortable.
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AMD leaps into Copilot+ PCs and outlines infrastructure GPU roadmap

Why it matters: AMD is in the unique position of being the primary competitor to Nvidia on GPUs – for both PCs and AI acceleration – and to Intel for CPUs – both for servers and PCs – so their efforts are getting more attention than they ever have. And with that, the official opening keynote for this year's Computex was delivered by AMD CEO Dr. Lisa Su.
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Dell showcases hybrid AI approach, merging cloud and on-premises solutions

Forward-looking: Getting companies interested in deploying generative AI applications is no longer a challenge for tech suppliers. Figuring out how to best use the technology, however, is still difficult for many of these business customers. One new technique that Dell discussed at its Dell Tech World event in Las Vegas is the concept of hybrid AI, where some of the work happens in the cloud, but some is done on premises within an organization's data centers.
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Why is Apple making a data center chip?

"ACDC" (Apple Chips in Data Center) would be the clear winner in 2024's chip naming competition
Editor's take: Of course, Apple is designing its own AI chips for its data centers. This will give them an end-to-end, cloud-to-edge AI system that its competitors will not be able to match anytime soon.