The company said that it is “on track to ship more than 40 million AI PCs by year-end.”
“Lunar Lake, our next-generation AI CPU, achieved production release in July 2024, ahead of schedule, with shipments starting in the third quarter. Lunar Lake will power over 80 new Copilot+ PCs across more than 20 OEMs,” the news release added.
“The AI portfolio roadmap looks solid in terms of Lunar Lake for AI PC, Granite Rapids, Clearwater Forest on 18A node for Datacenters and Gaudi 3 for GPUs AI servers,” Shah added. “However,” he noted, “to catalyze this AI roadmap, Intel will have to be leaner and meaner. Investment in AI software, toolsets to optimize the models for the Intel silicon and make it easier for developers to accelerate time to market should be the key focus from the savings coming from cost-reduction measure.”