And some tactical.
Nvidia CEO Jensen Huang introduced several innovations, including Cosmos, an open-source tool for generating realistic training data for robotics. This is expected to significantly reduce costs for self-driving car technologies, which Huang predicts will be the first multitrillion-dollar robotics market. Nvidia is also collaborating with Toyota on an autonomous driving operating system.
Nvidia entered the agentic AI market with its Llama Nemotron family of large language models, based on Meta’s foundation models, aimed at enhancing enterprise automation. The company unveiled a blueprint for converting PDFs into podcasts and is working with partners on industry-specific AI solutions for tasks like customer support and fraud detection. Nvidia also launched a personal supercomputer designed to enable local AI deployment, improving accessibility and efficiency for businesses and individuals.
Intel revealed its Arrow LakeCore Ultra 2 chips for laptops, designed for gamers, content creators, and ultraportables. While they feature neural processing units for AI tasks, their 13 TOPS (trillion operations per second) performance falls short of competitors like Qualcomm and AMD, which offer 45 and 50 TOPS, respectively. Intel’s co-CEO Michelle Johnston Holthaus reaffirmed the company’s commitment to the discrete graphics market, citing the success of its Arc B580 GPU and announcing the upcoming B570 GPU and Panther Lake chips for late 2025.
AMD launched new processors for laptops, desktops, and gaming handhelds, reporting a 28.7% share of the desktop CPU market in Q3 2024—a notable year-over-year increase. Its new Fire Range series for midrange laptops promises lower power consumption, while the upcoming Ryzen AI 300 and AI Max processors aim to boost AI performance, launching in early 2025.
Dell announced the rebranding of its PC lineup, retiring multiple brands, including XPS and Optiplex. The new structure focuses on Dell, Dell Pro, and Dell Pro Max for mainstream, professional-grade, and high-performance PCs, respectively. Each line includes Base, Plus, and Premium pricing tiers.
Finally, Reddit introducedReddit Pro Trends, a tool for businesses to monitor real-time discussions about their brands or products. It also launched a new ad format for Ask Me Anything (AMA) sessions, allowing businesses to promote these interactive events through Reddit’s ad manager.
This isn’t a show that one should expect massive B2B outcomes from, yet one that drives mindshare and has practical underpinnings. The chip and computing platforms all saw incremental updates. Thematically, there is not a lot of “new” here.