Intel's 120 TOPS Lunar Lake AI PC chips have landed Intel's first chips to exceed Microsoft's lofty Copilot+ performance target have arrived, promising up to 120 TOPS of AI performance across an improved CPU, GPU and NPU. This development brought to you by the move to jump ship to TSMC. Intel's new Core Ultra 200V mobile processors, which launched ahead of the IFA conference in …
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Pat has hedged Intel on it's fabs and even laid off CPU design teams (most notably Jim Keller's 'Royal Core' team) to use the money saved to prop up the fabs.
He will hold onto the fabs until the last moment, in fact I can't see a way for him to backtrack, he would have to resign if it became clear they would need to get rid of their fabs.
So why not Intel.
There is a certain chicken-and-egg PoV at work here.
"Sure we charge through-the-nose prices for our latest x86 code museum but look at the performance we get out of our massive chip fab investment"
Becomes
"Sure we charge through-the-nose prices for our latest x86 code museum but look at the performance we get out of..err...stuff* that we do that no other mfg does"
*Details TBC.
Is anyone seriously considering adding "AI PCs" to the standard model line up for their companies?
I can see a niche section for developers, replacing the "workstation" line, but the proposed cost and the impact on mobility for these beasts, would seem to rule them out for general use. And we know that smaller models are coming: model developers have dual incentives to develop these – their own power use and market demand for more efficient models running locally.
