Qualcomm has garnered attention as the chipmaker for Microsoft’s Copilot+ PCs, yet Intel is not standing still in the evolving AI PC landscape. Long before Microsoft's announcement, Intel was already developing chips tailored for AI-driven computing. On the same day as Microsoft's news, Intel unveiled its Lunar Lake processor, which is expected to power over 80 new laptop designs from 20 manufacturers, with a planned release in Q3 2024.
At Computex, Intel shared architectural insights about the Lunar Lake processor, promising a significant boost in performance with up to 40% improvement in system-on-chip (SoC) power and over three times the AI computing capacity. Pavan Davuluri, Microsoft’s Corporate Vice President of Windows + Devices, emphasized the impact of Lunar Lake, highlighting its 40+ TOPS neural processing unit (NPU) that will enhance Copilot+ experiences at scale.
The Lunar Lake processor features two microarchitectures: the Performance Core (P-core), codenamed Lion Cove, and the Efficient Core (E-core), codenamed Skymont. It incorporates Intel’s fourth-generation NPU capable of delivering up to 48 tera-operations per second (TOPS) in AI performance—three times the capability of its predecessor. Additionally, the new Battlemage GPU architecture merges Xe2 GPU cores for enhanced graphics with Xe Matrix Extension (XMX) arrays for AI functionality. This GPU promises over 80% improved gaming performance and more than five times the AI throughput compared to earlier models, reaching over 60 TOPS.
Lunar Lake also includes an innovative low-power island and a novel compute cluster designed for efficiently managing background and productivity tasks.
As Microsoft paves the way for AI PCs, innovation in this sector is accelerating. Intel's announcement follows Nvidia and AMD's efforts to incorporate AI features into laptops supporting Copilot+. Nvidia teased upcoming “RTX AI PC” laptops, while AMD revealed its Strix laptop CPU.
Projections suggest that AI PCs will account for nearly 60% of new PCs by 2027. The first wave of computers compatible with Microsoft’s Copilot+ will be available in just weeks, with expectations of strong competition prompting chipmakers to develop robust NPUs that support AI PC operating systems.
When it launches, Intel’s Lunar Lake is anticipated to introduce 80 more PC options into the market, although specific OEM partners have yet to be disclosed. The new chip is expected to facilitate Copilot+ features for users via over-the-air updates, including the notable Recall feature.
Intel's announcements, coupled with the introduction of its Xeon 6 chip and Gaudi 3 pricing, come as the company counters competitors challenging its market position. During Computex, Intel CEO Pat Gelsinger responded to Nvidia CEO Jensen Huang’s claim that Moore’s Law is dead, asserting, “Moore’s Law is alive and well” while showcasing the capabilities of the Lunar Lake chip.