“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.
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
Two posts that aren't related and yet feel very much related.
I still don't think that most people appreciate just how disruptive to the PC industry Apple's MacBook Neo launch really was, and how much it is already reshuffling the silicon mix across critical ...price bands.
After Apple threw down the gauntlet with the MacBook Neo, Intel, Google, and Qualcomm are firing back with clever silicon in aggressively priced premium-feel PCs. https://www.pcmag.com/opinions/hallelujah-the-affordable-laptop-renaissance-is-finally-here-computex-2026?taid=6a21d95da7e6970001d4884e&utm_campaign=trueAnthem%3A+Trending+Content&utm_medium=trueAnthem&utm_source=twitter
Good breakdown.
This is the part that has me so agitated.
The SpaceX IPO is the most brazen retail fleecing in modern market history.
NASDAQ has REWRITTEN the index rules specifically for this listing. The 10% minimum free float requirement: gone. The 3 to 12 month seasoning period before index inclusion: cut to 15 trading days.
I'm kind of done talking about this today, but between the revenue math not mathing, rules being changed, requirements being waived, the fine print, and how much of this "investment" will be hinged ...to people's 401Ks without their consent... what are we even doing?
SpaceX is losing money hand over fist, nearly $5bn last year.
@SpaceX’s only profitable business is Starlink, but its new satellites can only be launched by Starship, which the FAA has grounded, again.
Who in their right mind thinks this meme stock of a company is worth $2tn?
It's hard to believe how many people are investing in absolute shit these days without the first clue about things like the fundamentals of a company. Or what makes an asset an asset, and how that ...asset is supposed to create additional value for the investor.
A lot of people got
Nothing against SpaceX: Promising company, solid tech, and intriguing enough business model. There's a lot to be excited about there. But this IPO is absolute trash, and anyone with half a brain (and... an iota of integrity) knows it.
Elon Musk is steamrolling Wall Street to become a trillionaire https://www.theverge.com/podcast/942586/elon-musk-spacex-ipo-x-xai-index-funds
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