A quiet shift in the PC chip hierarchy could sideline GPUs — and AMD is poised to strike.
AMD is exploring the development of a discrete neural processing unit (NPU) for PCs as an energy-efficient alternative to standalone GPUs, with executive Rahul Tikoo confirming ongoing discussions with OEMs and customers. While details remain under NDA, AMD’s integration of AI engines from its Xilinx acquisition suggests technical readiness. Industry players like Dell are already deploying discrete NPUs such as Qualcomm’s AI 100 card, and startups like Encharge AI are pushing ultra-efficient, high-TOPS solutions, signaling a broader shift in how AI workloads are handled in PCs.
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