“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.
High risk, high reward. I get that. And scale can deflect some market headwinds. But where the check engine lights start flashing for everyone is 1) So much of this is tied to a bet on OpenAI, and 2)... aside from that, does the revenue model math even make ROI sense? So... yeah.
$ORCL just had its worst one-week stock performance in 25 years.
Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the market is starting to price the risk of funding a hyperscale buildout without $MSFT, $GOOGL, $AMZN
Oh boy.
For the love of puppies, tech companies need to stop drinking their own internal design KoolAid and start designing their AR glasses for real people in the real world. No product that makes its users... look like clowns is going to scale. (And yes, that also applies to cybertrucks.)
See your world through a new Lens with SPECS, augmented reality glasses that make computing more human. Pre-order now.
The AI trade continues to face volatility, but the long-term demand picture remains intact.
On @FoxBusiness’s 𝘔𝘢𝘬𝘪𝘯𝘨 𝘔𝘰𝘯𝘦𝘺, @TheFuturumGroup CEO @danielnewmanUV ...discussed why recent concerns around AI spending and semiconductor pullbacks do not change the broader
Still a lot of hard work to do for this vision to become reality, but we've been here before with Qualcomm (XR, automotive, etc.), and the company knows how to get into new verticals and scale there.... The presentation was solid, and @cristianoamon stuck the landing.
It’s been an incredible week in New York unveiling the new @Qualcomm. We gave updates on our data center strategy, business outlook and our technology roadmap. Here are my thoughts from the event. Take a look!
#QCOMInvestorDay
My preview of @Qualcomm's Investor Day today was, predictably, very focused on the company's expansion into the Data Center.
$QCOM Bull Case: Legacy Tech Moat Meets AI Data Center Growth
Olivier Blanchard's QCOM Bull Case: Legacy Tech Moat Meets AI Data Center Growth | Schwab Network
"Qualcomm (QCOM) was an AI company before it was cool," says Olivier Blanchard, pointing to subtle ways the compan...
schwabnetwork.com
This a great move for @Qualcomm. Not only does it get a great software platform that is legitimately one of the best for workload disaggregation, but also gets one of the best minds in AI software as... part of the deal. Can't wait to hear what the company says about this today.
$QCOM nearly doubles its FY 29 forecast today earmarking $15 billion in datacenter revenue.
Hey, happy Juneteenth, to all who celebrate.
82 years ago today, more than 150,000 Allied troops crossed the English Channel and stormed the beaches of Normandy.
Many of them never made it off the sand. They went anyway — into the water, ...into the gunfire, knowing the odds — because the alternative was a world ruled by
Whether it is or not, I'm sorry but this all comes across as cartoonishly villainous, crooked moustaches and all.
The Musk exception on banking fees for SpaceX https://ft.trib.al/nlrjR01
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