Jen-Hsun must up his recreation as a result of we've run the numbers and AMD's CES keynote hit 1.8 mentions of AI per minute—much more than Nvidia
Did you watch each CES presentation this yr? In the event you did not, don’t fret, you did not miss a lot. We are inclined to maintain a detailed eye on Nvidia and AMD for any information about upcoming merchandise, however this yr, it was all about AI. I’ve run the numbers, with slightly assist from AI-powered transcription, and the mentions of AI are moderately staggering.
In the event you thought Nvidia was emperor of AI, assume once more. The firm’s presentation was primarily centered on AI and robotics, nevertheless it logged a mere 120 mentions of AI throughout its 91 minute runtime. That is only one.3 mentions of AI per minute (AI/min).
- 1.2% of all phrases spoken throughout AMD’s present had been ‘AI’
- 0.95% of all phrases spoken throughout Nvidia’s present had been ‘AI’
Although neither firm may match Lenovo. Our Andy sat in on Lenovo’s occasion within the Las Vegas Sphere and had some opinions on that have, and justifiably so taking a look at these numbers. Lenovo managed 219 mentions of AI in a 114 minute runtime. That is 1.9 AI/min.
As for gaming, AMD and Lenovo talked about that particular time period simply thrice all through their respective exhibits. So we see the place the cash is coming from today.
That mentioned, AMD nonetheless earns almost as a lot from shopper and gaming gross sales because it does from knowledge centre income, at slightly over $4 billion a chunk. Nvidia is rather more centered on knowledge centre gross sales—solely $4.3 billion of its $57 billion income close to the tip of final yr was from gaming. Which may clarify why Nvidia had zero mentions of the phrase ‘gaming’ in its CES presentation—although it posted a separate pre-recorded presentation particularly on gaming bulletins.
None of that is stunning. AMD, Nvidia, and a lot of the tech world are at a fever pitch for synthetic intelligence proper now. Whereas I, nor Dell, see the identical kind of fervour for AI merchandise when it comes to shopper spending, I did simply use AI to transcribe all of those very lengthy shows in 20 minutes. So, any complaints with the methodology or outcomes, ship these to the massive AI companies. Cheers.