“The AI PC is, first and foremost, a radically better PC than pre-AI PCs. It is tangibly faster, more powerful, more capable and more useful. The all-day battery life alone is such a radical system improvement that even without its AI capabilities, it would be worth the upgrade. But perhaps more importantly in the long term, the AI PC also lays the necessary foundation for the next generation of software experience, which will be dominated by agentic AI. As agentic AI begins to insert itself into every application, from search, system management and security to productivity and creativity software, users in both the consumer and the commercial segments will need PCs designed securely to handle agentic AI workloads both in the cloud and locally, in order to take full advantage of the coming disruption/opportunity.”
AI-capable PCs (PCs equipped with an NPU and capable of running some AI training and inference workloads locally) will come to represent at least 40% of new PC shipments by the end of 2025.
Three primary reasons are driving this change.
As AI-capable PCs are an evolution of pre-AI PCs, all previous use cases for PCs still apply. However, new use cases have already begun and will continue to emerge.
Moving some AI Processing from the Cloud to Devices to expand the reach of AI beyond the data center. As large language models and large mixed models (multimodal AI) become more efficient, and AI PC systems become more capable, AI PCs will accelerate the expansion of AI workloads from the cloud to AI-enabled devices. Many of the large language models trained in the cloud a year ago can already be trained directly on-device today. As that trend continues, organizations will increasingly be able to train, test and fine-tune many of these models securely, onsite and at a fraction of the cost they would have otherwise incurred. Additionally, AI PCs allow pre-trained models to be quickly and securely customized by organizations locally rather than in the cloud.
Agentic AI in the PC. As agentic AI begins to transform the way users interface with apps and software, AI-capable PCs will be uniquely positioned to deliver secure, local, highly individualized on-device agentic-AI experiences to users concurrent with more general-use cloud-based agentic AI experiences, Use case examples range from AI agents drafting email responses, managing calendars and performing complex searches in seconds to reducing the time it takes to design a presentation, report or proposal from hours to minutes.
All Day & Multi-Day Battery Life. PCs capable of delivering all-day and multi-day battery life even in thin-lightweight form factors will also transform the way users work and play with their PCs, not only in hybrid and remote work scenarios but at the office as well, with notebook PCs becoming far easier to carry around between meetings.
Research Director Olivier Blanchard covers Intelligent Devices for Futurum. In addition to having co-authored several books about digital transformation and AI with Futurum Group CEO Daniel Newman, Blanchard brings considerable experience demystifying new and emerging technologies, advising clients on how best to future-proof their organizations, and helping maximize the positive impacts of technology disruption while mitigating their potentially negative effects. Follow his extended analysis on X and LinkedIn.
Did I mention that we just published our latest Signal Report?
It cleverly expands the value aperture of enterprise PC vendors to also include peripherals, accessories, XaaS, and the entire AI stack....
@Dell, @Lenovo, @HP, @Microsoft, @Apple, @Acer, @ASUS, @Samsung, etc.
In the latest 𝘍𝘶𝘵𝘶𝘳𝘶𝘮 𝘚𝘪𝘨𝘯𝘢𝘭: 𝘈𝘐-𝘌𝘯𝘢𝘣𝘭𝘦𝘥 𝘌𝘯𝘵𝘦𝘳𝘱𝘳𝘪𝘴𝘦 𝘞𝘰𝘳𝘬𝘴𝘱𝘢𝘤𝘦 report, @Microsoft, @Apple, and @Acer are recognized in the 𝗟𝗲𝗮𝗱𝗲𝗿 𝗭𝗼𝗻𝗲 (𝟴𝟬–𝟴𝟵) for their architectural innovation, execution strength, and enterprise relevance.
Tesla lost the plot 2 years ago. Its global sales numbers and GAAP Net Income together tell the story of that downward trend, which significantly accelerated in 2025.
Electric car sales are up in Europe, but Tesla continues to have a shocker of a Q1.
Sales so far this quarter are down 50.56% from 2025 and 71.12% from 2024.
X keeps disappearing my posts about Tesla earnings, so I may have to start over a third time, but on LI.
Lame.
$MSFT isn't down on its Capex. That is the wrong take.
$META is actually up on its Capex because people realize it means more Rev and EPS from its core ads business.
Microsoft is down because right... now OpenAI revenue is effectively toxic. Even though the compute being built to
"Our conviction in the essential role of CPUs in the AI era continues to grow,” says Intel CEO
@LipBuTan1
1) Yep.
2) Everything I am seeing from @intel lately gives me a high degree of confidence ...that the company's rebound is quickly gathering momentum. 👍
"We exceeded Q4 expectations across revenue, gross margin, and EPS even as we navigated industry-wide supply shortages,” says Intel CFO @dzinsner.
Read more about our business highlights from Q4 2025: http://ms.spr.ly/6013Q8LXX
I wear ties a lot when I attend events, but since there's rarely video evidence, here you go:
What separates today’s vehicles from what comes next isn’t a feature. It’s the system underneath it.
From Six Five On The Road at CES 2026, @OABlanchard and Mark Ng dig into software-defined systems, for a conversation sponsored by @TXInstruments on real-time intelligence, and
In case you thought that Texas Instruments just makes calculators, it's time to dive back into the company and take a look at its product roadmap, because the stuff that they are doing in automotive ...and robotics is pretty foundational.
Smarter machines won’t come from piling on compute. They come from smarter system design.
@TXInstruments' Mark Ng and @OABlanchard break down why software-defined systems depend on consolidation, not sprawl. Zone architectures replace dozens of legacy edge nodes with a handful
Data Center buildout energy demand crunch, meet energy supply crunch:
"The Trump administration has overhauled a set of nuclear safety directives and shared them with the companies it is charged with... regulating, according to documents obtained exclusively by NPR."
There comes a moment in this job where you can consistently infer from product managers' energy -- when they are finally allowed to talk about a product -- whether it's going to be a win or a miss.
...@intel Panther Lake immediately felt like a win.
our Intel Panther Lake laptop CPU review is live. The first chip of Intel’s 18A process is speedy, even on battery power, and a solid option for 1080p gaming https://www.theverge.com/tech/867214/intel-core-ultra-x9-panther-lake-388h-laptop-cpu-review
Edge compute is not getting harder because servers are weaker.
It’s getting harder because operations are now distributed across datacenters and edge sites, where oversight, patching, and security... consistency get messy fast.
The @Signal_65 report is a good reminder that “edge
In case you missed it:
AI is moving beyond the data center.
Today at 1:00 pm ET at Predict 2026, @OABlanchard and @ashimmy explain how edge inference and AI devices are redefining enterprise endpoints and user experience.
Join today: https://buff.ly/Nl7S1j2
#Predict2026 #EdgeAI
And while @Meta is making waves with this decision, the real ripple hits @Apple's XR roadmap.
(Apple should have led with $599/$499/$399 mass market smart/AI glasses, not a $4K niche VR/MR headset.) ...Apple Glasses are coming, but we should already be on Gen 2-3 by now.
Breaking News: Meta plans to make cuts to the division that works on the metaverse and related products, as it leans into A.I. https://nyti.ms/4sDUa8S
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