“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.
Outstanding conversation about the partnership between @AnthropicAI and @amazon, how Anthropic approaches AI value differently from its competitors, and how culture *does* still very much matter in ...the AI space.
More problem-solving than low-hanging-fruit use cases. #unboxed2025
At @Amazon #unboxed2025 and the demo for Creative Agent was super impressive. This is basically a *free* AI-powered creative agency for SMBs (and major brands) that allows them to quickly create high... quality ads in the Amazon marketplace and ecosystem. VERY impressive.
At its annual UnBoxed event, @Amazon unveiled Ads Agent, an AI-powered tool that the company said can draft campaigns, optimize bids, manage targeting across channels, and engage in media buying. https://bit.ly/47KhGJj
Well. Hello Nashville.
#unboxed2025
11/11. 🌹
My grandfather fought in WW1 (and was one of the lucky ones). It isn't ancient history. Not by a longshot.
Remembering those who made the ultimate sacrifice, whether they did so willingly... or had little choice in it.
AI Agents are Coming to the Real World with Olivier Blanchard of The Futurum Group
Watch here:
@TechFieldDay @SFoskett @FredericVHaren @OABlanchard @TheFuturumGroup #UtilizingTech #AI #AgenticAI... #AIAssistants
Always fun to get to swing by the @SchwabNetwork desk on the floor of the NYSE to talk with @NPetallides about how tech companies, especially the Mag7, are doing.
Tech stocks hit new highs as AI drives growth. @OABlanchard is bullish on MSFT, GOOGL, AAPL, and AMZN's earnings this week. Apple briefly reaches $4T market cap, AMD secures $1B DOE deal.
Qualcomm Steps Into the Rack-Scale AI Arena
@Qualcomm's new AI200 and AI250 platforms mark a major expansion into the AI infrastructure space, one that could make the company among the most ...well-rounded AI players in the market. Across compute, client, automotive, wearables,
Always good to see the rubber hit the road quickly.
.@Qualcomm and @HUMAINAI are deploying the world’s first fully optimized edge-to-cloud AI infrastructure in Saudi Arabia, including 200MW of AI200 and AI250 rack solutions—accelerating scalable, high-performance inferencing for enterprises and government. https://www.qualcomm.com/news/releases/2025/10/humain-and-qualcomm-to-deploy-ai-infrastructure-in-saudi-arabia-
Significant strategic move for @qualcomm, and yes, expect to see the company greatly expand its data center solutions footprint.
- Extremely power-efficient inference will increasingly be a ...competitive differentiator.
Meet Qualcomm AI200 and Qualcomm AI250—rack-scale inference solutions built for the #AI era. Launching in 2026 and 2027. Learn more here:
https://bit.ly/4nk2qqR
How the market is reacting to Tesla earnings: Not the "banger" that Tesla stans claim it was. Not the catastrophe that Tesla haters claim it was. Bottom-line: It didn't really move the needle. It ...doesn't matter what Musk said or promised. This right here is the outcome:
I feel like one of the more important parts of my job as a tech industry analyst is to distinguish between what's real and what isn't. And so, whenever I bump into people calling out nonsense with ...absolute clarity, it makes me happy.
Nurture your unapologetic bullshit-meters.
Hilarious $TSLA call.
Elon is talking about "infinite money glitch" like the bot scammers under his posts on X.
He called advisory firms "corporate terrorists" for disaproving of his ridiculous $1 trillion dollar package.
He said that "NOW" he has "clarity" about Tesla's
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