“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.
AMD CEO @LisaSu officially kicks off CES 2026:
- AI just starting, is everywhere and for everyone with 5B users in 5 years
- reiteration of the mission, vision (very consistent; hasn’t changed in ...years)
- 100x increase in compute in 3 years but still not enough; need another
Leadership silicon on a leadership process node - it’s what SVP & GM of Intel Products Jim Johnson says is the foundation of what makes Intel Core Ultra 3, launching today at #CES2026, such a ...game changer.
$NVDA Rubin Pod 1152 GPU cluster in 16 racks. 144 GPUs per rack.
Oh…and it is in production now. 26 Ramp looks to be on schedule. 👏🏻
During her CES keynote, @AMD CEO @LisaSu framed the next phase of infrastructure in the AI space as a leap from roughly 100 zettaflops of global compute today to more than 10 yottaflops in the next ...five years. That kind of expansion is not a “bigger GPU” story. It is a systems
ICYMI UT09x06: This episode of @UtilizingTech focuses on edge AI, AI assistants, & agents with @OABlanchard of @TheFuturumGroup, @FredericVHaren of @HighFens, & @SFoskett of @TechFieldDay
...#UtilizingTech #AgenticAI #EdgeAI #GenAI #AIInfrastructure
Watch:
AI Agents are Coming to the Real World with Olivier Blanchard of The...
We are surrounded by intelligent devices and these increasingly use various AI interfaces and processing capabilities ...
buff.ly
In closing...
@intel at #CES2026
Also good to see @intel focus on more edge AI use cases and form factors outside of PCs.
Ohhh! Nice! A reference board + AI robotics dev suite!
Pay attention to future references to VLMs: Visual ...Language Models.
@intel at #CES2026
Good to see @perplexity_ai speaking to the news for both cloud-based AI and local AI working in concert to deliver the best possible performance, security, control, and economics (vs one without the ...other).
@intel #CES2026
For context.
@intel #CES2026
Today Intel launches #IntelCoreUltra Series 3 processors for PCs and edge AI applications. It’s one of the most important launches of the new Intel CEO @LipBuTan1 is building. Here’s why:
Jim is back on stage to talk about AI in the Cloud vs AI on-device. I hope this goes where I think it might.
For now, it's more about @intel's Windows ML compatibility advantage.
@intel #CES2026
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