Computer Industry Weekly: Microsoft launches COPILOT+PC "Active AI", which may usher in a new era of personal computers
Computing power: A100-80G rental price is flat, and computing power of LUNAR LAKE platform exceeds 100 TOPS
In this week's tracking computing power leasing platform, the graphics card is configured as A100-80G, and the price of Hengyuan Cloud 13 core+128G is 9.00 yuan/hour, which is flat month on month. In terms of industry dynamics, on May 21, Intel officially announced that the next generation Intel Core Ultra client processor, code named Lunar Lake, will be released in the third quarter of 2024, enabling more than 80 new notebook models from more than 20 OEMs, and promoting AI performance optimization of Windows 11 AI PCs worldwide. Lunar Lake uses the new Xe 2 GPU, which has more than 60 TOPS of computing power, and the total computing power of the platform exceeds 100 TOPS.
AI application: Microsoft releases COPILOT+PC, realizing the breakthrough development of AI agent
On May 20, Microsoft released Windows 11 "Copilot+PC", with built-in GPT 4o model, supporting the specialized end side small models Phi Silica and SOTA, and the computing power reached 40 TOPS. According to the official test of Microsoft, the multithreading performance of Surface Pro is 58% higher than that of Apple MacBook Air. It supports 22 hours of local video playback, and 15 hours of web browsing significantly improves the endurance performance. At present, Copilot+PC has two core features: 1) built-in AI hardware (NPU), 256GB SSD hard disk and 16GB RAM, which supports local processing of generated AI Copilot; 2) Equipped with self-developed AI GPUCobalt hardware, supporting cross system AI functions.
AI financing trend: COREWEAVE, a cloud GPU provider, won $7.5 billion in debt financing
Among the financing of AI start-ups in the current period, CoreWeave/Scale AI had the top two financing amounts of $7.5 billion/1 billion respectively. CoreWeave is a cloud GPU provider. Most of the debt financing this time is used to expand the data center, including the purchase of AI chips, servers, network equipment and other related infrastructure. Scale AI combines machine learning and manual supervision, manages and annotates a large amount of data, and provides professional services for different industries. Its customers include Microsoft, Meta, OpenAI, etc.
Investment advice
The leap of Microsoft Copilot+PC performance provides powerful local processing capability for end AI applications. Copilot+PC multimodal model Phi-3 series, especially its
