Alex Wong
The Client Electronics Present is normally headlined by the presence of flashy automobiles, new PCs and TVs. Nonetheless, the overwhelming majority of consideration this yr is anticipated to be on one thing individuals cannot contact: synthetic intelligence.
The annual confab comes after tech had a powerful 2023 and the euphoria is more likely to result in firms displaying “main developments throughout all the AI ecosystem,” Wedbush Securities analyst Dan Ives wrote on Friday.
“We consider AI will take middle stage at CES as essentially the most talked about matter as this AI led 4th Industrial Revolution is now on the doorstep for enterprises and customers globally,” Ives wrote. “Whereas in prior years there have been expertise that was fringe (drones, robots doing dishes), this mainstream expertise wave is not like something now we have seen because the Web in 1995.”
AI all over the place
Everybody and their mom will probably be throwing AI at this yr’s CES, which brings collectively billionaires and non-billionaires alike to the intense lights of Las Vegas. However it is going to take a discerning attendee to determine who’s promoting an thought and who’s altering the world and it begins with the standard suspects.
The standard suspects can have a presence on the occasion, which brings collectively the glitz and glamor of Sin Metropolis. Nvidia (NASDAQ:NVDA), Microsoft (MSFT), Intel (INTC), Dell (DELL) and plenty of others will showcase their newest wares with business analysts, journalists and tech lovers wanting on with bated breath.
Nvidia, led by Jensen Huang, is anticipated to showcase a number of new GPUs on the occasion — the RTX 4080 Tremendous, the 4070 Ti Tremendous, and the 4070 Tremendous —because it appears to be like to take care of its lead within the area and maintain firms on the innovative as their generative AI must proceed to mount.
AMD (AMD), which lately unveiled its personal AI accelerator lineup to the world (to a lot enthusiasm), can also be anticipated to have a presence and make a number of bulletins.
Intel is more likely to construct off its latest AI bulletins, with its time spent at CES specializing in bringing the expertise to PCs, Ives stated.
Financial institution of America analyst Vivek Arya expects to listen to extra give attention to AI in PCs and smartphones.
“We count on AI to be a key theme on the convention, with firms highlighting plans to include the tech to boost product options and advance shopper capabilities,” Arya wrote.
Vehicles, automobiles, automobiles
CES has grow to be extra of a automotive present in recent times and corporations like BMW, Mercedes, Ford (F), Honda (HMC), GM (GM) and others are anticipated to have a big displaying.
Ives stated the standard bulletins about infotainment updates, new automotive tech and new electrical autos ought to make headlines, although the elevated use of AI in automobiles can also be more likely to be a theme.
Superior driving help techniques and autonomous driving are more likely to be on full show, together with the continued push of Degree 3 and Degree 4 autonomous driving —the place the automobiles can do many of the work themselves with no human effort — S&P World senior analyst Brock Walquist stated.
Walquist additionally stated firms like Bosch are more likely to showcase the bringing collectively of leisure and navigation techniques and driver help capabilities “in a software-intensive central laptop on a single [system-on-a-chip].”
AI is A-okay
Smooth new automobiles and tech gear could garner the eye of CES ground walkers, however on the finish of the day, the theme of the occasion continues to be targeted on two letters: AI.
Greater than half of all firms that Wedbush surveyed stated they see greater than 20 use instances for generative AI and greater than 80% stated they see 10 or extra, together with knowledge evaluation, advertising and marketing content material creation, doc enhancing/summarization and different methods to enhance effectivity, Ives defined.
The introduction of OpenAI’s ChatGPT to the world in late 2022 has moved the expertise from being a wallflower on the dance to at least one that garners all the eye, particularly as firms see a solution to each lower prices and generate income. This development is more likely to proceed for a while, analysts consider.
“We consider firms will probably be executing and constructing off of this development with CES a serious launching pad to kick off 2024 as software program, chip, and {hardware} tech gamers guess closely on AI,” Ives stated.