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The Major PC Powers Assemble

The annual Computex computer expo kicks off in Taipei this weekend, and this year’s show promises to be one of the most event-packed yet.

Computex, often compared to CES in its significance for the PC industry, is traditionally attended by numerous local Taiwanese companies such as Asus, MSI, and ASRock. However, in recent years, major chip developers have been increasing their presence. While CES typically garners more high-profile announcements, Computex has been notable for delivering more substantial industry news. This trend is largely because tech firms prefer to align their product launches with the stronger retail periods in the latter half of the year, which includes back-to-school and holiday shopping seasons.

This year, the show is set to be especially significant for the PC ecosystem. Key players such as AMD, Intel, NVIDIA, and Qualcomm will all deliver keynote addresses, likely unveiling new PC products scheduled to ship later this year. It’s unusual to have major announcements from all four companies in a single year, making this year’s Computex a highly anticipated event.

Although the show officially starts on Monday, media briefings have already commenced. Our correspondent, Gavin Bonshor, has been in Taiwan since Tuesday for Intel’s 2024 Tech Tour. Consequently, we anticipate numerous announcements from the major chip makers over the coming days.

As is customary, the keynotes from all four vendors will be broadcast live. Despite the time zone difference (UTC +8), the announcements are scheduled at relatively convenient hours for North American viewers. For those who can’t watch live, we at AnandTech will be live blogging most of these keynotes.

Without further ado, here is a preview of the Computex 2024 keynote schedule and what we expect from these presentations.

NVIDIA: What’s Next for the AI Ecosystem

When: June 2nd, 7:00am ET (4:00am PT)

What: NVIDIA’s CEO Jensen Huang will present a talk outlining the future of the AI ecosystem.

Description: NVIDIA founder and CEO Jensen Huang will deliver a live keynote on June 2 at 7 p.m. Taiwan Time at the NTU Sports Center, sharing how the era of AI is driving a new industrial revolution worldwide.

Where To Watch: https://www.nvidia.com/en-us/events/computex/

What To Expect: Among the four Computex keynotes, NVIDIA’s is both the earliest and the most enigmatic. The company hasn’t revealed much about its intentions or the duration of the keynote. Since NVIDIA’s products intersect the AI market in many ways, the topics could range from servers to smartphones.

Given that NVIDIA already detailed its roadmap for server products at their GTC conference two months ago, they may not have much new to announce. NVIDIA’s consumer GPUs also follow a 2+ year refresh cycle, so updates on this front might not be imminent. Still, with the company’s current success with Grace Hopper-based accelerators, anything is possible.

It’s notable that NVIDIA’s keynote is off-site at the National Taiwan University Sports Center, unlike the other keynotes which will take place at the TaiNEX 2 expo hall.

AMD: The Future of High-performance Computing in the AI Era

When: June 2nd, 9:30pm ET (6:30pm PT)

What: AMD CEO Dr. Lisa Su will present a keynote entitled “The Future of High-performance Computing in the AI Era.”

Description: Dr. Lisa Su will explore how AMD, in partnership with others, is pushing the boundaries in AI and high-performance computing across data centers, edge devices, and end-user devices.

Where To Watch: https://www.amd.com/en/corporate/events/computex.html

What To Expect: AMD’s keynote is the first official Computex keynote and sets the stage for the show. With an AI-focused theme, the presentation will likely touch on multiple product lines. We expect news about AMD’s new Zen 5 CPU core architecture and the associated chips, given the approaching two-year anniversary of Zen 4.

Additionally, AMD is expected to discuss their next-gen EPYC Turin CPUs for servers. Recent comments indicate these CPUs are performing well in early testing. On the GPU/accelerator front, updates on their Instinct MI300 series may also be coming, given the AI-centric theme of this year’s Computex.

AMD’s keynote is notably longer, scheduled for 90 minutes, suggesting a packed presentation.

Qualcomm: The PC Reborn

When: June 3rd, 1:30am ET (10:30pm PT)

What: Qualcomm’s CEO, Cristiano Amon, will present a keynote titled “The PC Reborn.”

Description: The PC industry is at an inflection point, and Amon will discuss how innovative technologies will reshape our interaction with PCs, enhancing productivity, creativity, and entertainment.

Where To Watch: https://www.qualcomm.com/news/releases/2024/05/qualcomm-president-and-ceo-cristiano-amon-will-deliver-a-keynote

What To Expect: As a relatively new player in the PC space, Qualcomm’s keynote will be focused. With their Snapdragon X Elite and X Plus SoCs announced over six months ago and consumer devices about to ship, this keynote will likely showcase new hardware and final silicon details.

The Snapdragon X represents Qualcomm’s most serious effort in the Arm-based SoC for Windows devices. With their high-performance/high-efficiency Oryon CPU core, the company aims to offer a competitive alternative to Intel and AMD’s offerings.

Qualcomm will also likely highlight the NPU capabilities of the Snapdragon X, which is designed to meet Microsoft’s Windows 11 Copilot+ AI hardware requirements. This could make Qualcomm’s new chip a pivotal innovation in the Windows space.

Intel: Bringing AI Everywhere

When: June 3rd, 11:00pm ET (8:00pm PT)

What: Intel CEO Pat Gelsinger will present a keynote entitled “Bringing AI Everywhere.”

Description: Gelsinger will discuss how AI is unlocking new possibilities across data centers, cloud, PCs, and edge applications, featuring Intel’s next-gen data center and client computing products and open ecosystem support.

Where To Watch: https://www.intel.com/content/www/us/en/events/computex.html

What To Expect: Intel’s keynote will cover four major topics: AI PCs, Xeon 6 Processors, Gaudi AI accelerators, and the OpenVINO software ecosystem. They recently teased their upcoming mobile PC SoC, Lunar Lake, which promises significant energy efficiency gains and enhanced performance across CPU, GPU, and NPU components.

For servers, Intel will discuss their upcoming Xeon 6 platform, including the Efficiency-core Xeon, Sierra Forest, which will feature up to 288 E cores. The company is also focused on their Gaudi accelerators, with Gaudi 3 set to challenge NVIDIA in key workloads and offer competitive pricing.

Overall, Intel’s keynote will outline ambitious plans to integrate AI across multiple platforms, making it accessible through open ecosystems.

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