Edge AI to Propel CSPs’ Expansion, Fueling 7% Growth in NB DRAM Capacity by 2025

Computex Taipei

In the fast-paced world of technology, it’s always exciting to get a glimpse into what the future holds. And according to TrendForce, a leading market intelligence firm, the future of AI servers and PCs is looking pretty bright.

In their latest report, TrendForce predicts that major cloud service providers like Microsoft, Google, Meta (formerly known as Facebook), and AWS will continue to be the primary buyers of high-end AI servers in 2024. These servers are crucial for tasks like large language models (LLM) and AI modeling. But that’s not all – TrendForce also expects these CSPs to expand into edge AI in 2025.

So, what exactly does “edge AI” mean? Well, it’s all about bringing AI capabilities closer to where the action is happening. Instead of relying solely on the cloud for AI processing, edge AI involves setting up smaller AI models and servers at the edge of the network. This allows for faster and more efficient AI applications across various sectors like manufacturing, finance, healthcare, and business.

But it’s not just the big players in the cloud that are getting in on the action. AI PCs and notebooks are also becoming more powerful and capable of running smaller AI applications. These devices serve as a bridge between cloud AI infrastructure and edge AI for smaller-scale tasks like training or inference applications.

At this year’s Computex event, Intel and AMD launched their latest chipsets for AI PCs – Lunar Lake and Strix Point, respectively. These chipsets offer substantial computational power and meet the standards required for AI PCs. And they were definitely the stars of the show, stealing the spotlight from other announcements.

Popular brands like ASUS, Acer, and MSI wasted no time in showcasing their new AI PCs at COMPUTEX. These devices, equipped with Lunar Lake and Strix Point chipsets, are priced between $1,399 and $1,899. With their impressive performance capabilities, they are sure to catch the attention of tech enthusiasts and professionals alike.

But what does all this mean for the average consumer? Well, as AI applications continue to mature in 2025, we can expect smarter and more efficient devices that can handle complex tasks, improve user experiences, and boost productivity. This will undoubtedly drive up the demand for AI notebooks, with TrendForce estimating a penetration rate of 20.4% by 2025.

And with the rise of AI notebooks, there will also be an increase in the demand for high-frequency, power-efficient memory. In this regard, LPDDR (low-power double data rate) memory has a clear advantage over DDR (double data rate) memory. LPDDR offers better scalability and energy efficiency, making it an attractive option for AI notebooks. In fact, TrendForce predicts that LPDDR will continue to replace DDR in the coming years.

So, whether you’re a cloud service provider looking to expand into edge AI or a consumer in search of a smarter and more efficient device, it’s clear that AI servers and PCs are set to play a major role in the future of technology. With advancements in chipsets and memory technology, we can expect exciting developments that will shape the way we interact with AI in the years to come.

Background Information

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About Acer:

Acer is a globally recognized technology brand known for its extensive range of products, including laptops, desktops, monitors, and electronic devices. With a focus on innovation and affordability, Acer caters to diverse consumer needs, providing reliable and high-performance solutions. From gaming enthusiasts to professionals, Acer's products span various segments, making it a significant player in the technology industry.

  

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About AMD:

AMD, a large player in the semiconductor industry is known for its powerful processors and graphic solutions, AMD has consistently pushed the boundaries of performance, efficiency, and user experience. With a customer-centric approach, the company has cultivated a reputation for delivering high-performance solutions that cater to the needs of gamers, professionals, and general users. AMD's Ryzen series of processors have redefined the landscape of desktop and laptop computing, offering impressive multi-core performance and competitive pricing that has challenged the dominance of its competitors. Complementing its processor expertise, AMD's Radeon graphics cards have also earned accolades for their efficiency and exceptional graphical capabilities, making them a favored choice among gamers and content creators. The company's commitment to innovation and technology continues to shape the client computing landscape, providing users with powerful tools to fuel their digital endeavors.

  

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About ASUS:

ASUS, founded in 1989 by Ted Hsu, M.T. Liao, Wayne Hsieh, and T.H. Tung, has become a multinational tech giant known for its diverse hardware products. Spanning laptops, motherboards, graphics cards, and more, ASUS has gained recognition for its innovation and commitment to high-performance computing solutions. The company has a significant presence in gaming technology, producing popular products that cater to enthusiasts and professionals alike. With a focus on delivering and reliable technology, ASUS maintains its position as a important player in the industry.

  

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About Google:

Google, founded by Larry Page and Sergey Brin in 1998, is a multinational technology company known for its internet-related services and products. Initially for its search engine, Google has since expanded into various domains including online advertising, cloud computing, software development, and hardware devices. With its innovative approach, Google has introduced influential products such as Google Search, Android OS, Google Maps, and Google Drive. The company's commitment to research and development has led to advancements in artificial intelligence and machine learning.

  

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About Intel:

Intel Corporation, a global technology leader, is for its semiconductor innovations that power computing and communication devices worldwide. As a pioneer in microprocessor technology, Intel has left an indelible mark on the evolution of computing with its processors that drive everything from PCs to data centers and beyond. With a history of advancements, Intel's relentless pursuit of innovation continues to shape the digital landscape, offering solutions that empower businesses and individuals to achieve new levels of productivity and connectivity.

  

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About Microsoft:

Microsoft, founded by Bill Gates and Paul Allen in 1975 in Redmond, Washington, USA, is a technology giant known for its wide range of software products, including the Windows operating system, Office productivity suite, and cloud services like Azure. Microsoft also manufactures hardware, such as the Surface line of laptops and tablets, Xbox gaming consoles, and accessories.

  

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About MSI:

MSI (Micro-Star International) is a globally recognized company that specializes in the development and manufacturing of a wide range of computer products. With a rich history dating back to its establishment in 1986, MSI has emerged as a key player in the technology industry, consistently delivering innovative solutions that cater to the needs of both casual users and hardcore enthusiasts. The company's product portfolio encompasses a diverse array of products, including motherboards, graphics cards, laptops, desktops, monitors, and various gaming peripherals. MSI's commitment to quality and performance is evident in its dedication to technologies, sleek designs, and rigorous testing standards. for its gaming-focused products under the MSI Gaming brand, the company has earned a reputation for delivering high-performance components that enhance the gaming experience.

  

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Event Info

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About Computex:

Computex, held annually in Taipei, Taiwan, stands as one of the world's leading technology trade shows, showcasing cutting-edge innovations in computing hardware, software, and emerging technologies. With a focus on industry trends and product launches, it serves as a pivotal platform for tech giants and startups alike to unveil their latest advancements and forge key partnerships, attracting a global audience of industry professionals, enthusiasts, and media representatives.

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Technology Explained

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AWS: Amazon Web Services (AWS) is a cloud platform powered by Amazon that enables users to access cloud computing services, such as storage, data analytics, and distributed computing. It offers users the ability to utilize both on-demand and pay-as-you-go computing services, making it a great option for the computer industry. It offers a wide range of services with great flexibility for a variety of uses. It can help companies build powerful web and mobile applications, run large-scale analytics, quickly provision servers and other services, design sophisticated architectures for data storage, and more. AWS provides access to a wide range of services such as virtualization, storage, database, monitoring, analytics, and other services that can help organizations increase agility, manage complexity, and remain on the cutting edge of technology. Many big and famous organizations use AWS services to give them a competitive edge, and more and more companies are turning to this service for their computer needs.

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LLM: A Large Language Model (LLM) is a highly advanced artificial intelligence system, often based on complex architectures like GPT-3.5, designed to comprehend and produce human-like text on a massive scale. LLMs possess exceptional capabilities in various natural language understanding and generation tasks, including answering questions, generating creative content, and delivering context-aware responses to textual inputs. These models undergo extensive training on vast datasets to grasp the nuances of language, making them invaluable tools for applications like chatbots, content generation, and language translation.

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