Category: PCs and Devices

Olivier Blanchard, Research Director at The Futurum Group, shares his notes about Apple’s recent AI partnership announcements and rumors, and frames how disruption of the competitive landscape in the Mobile and PC segments by next-gen on-device AI capabilities may have blindsided the tech giant.
The Six Five team discusses Copilot + PCs ship.
Olivier Blanchard, Research Director at The Futurum Group, digs into the market implications of the Copilot+ PC launch, including Microsoft vs Apple, Windows on Arm’s long-overdue big moment, the disruptive potential of Qualcomm’s Snapdragon X PC platform, and the threat it represents to Intel’s PC segment incumbency, and whether or not the PC segment is truly ready for new AI features and experiences.
Daniel Newman and Patrick Moorhead share their insights on Intel's latest developments and performance at Computex, revealing how these announcements could shape the future of technology.
Microsoft Scales Back Azure for Operators, Dell and Nokia Bolster Cloud RAN Alliance, and Ericsson Provides Perspective on P5G Boosting Airport Operations
The Futurum Group’s Ron Westfall and Tom Hollingsworth assess major 5G ecosystem developments including Microsoft’s dramatic scale back of Azure for Operators unit, Nokia and Dell strengthening their alliance to help accelerate Cloud RAN deployments, and Ericsson spotlight on how P5G can play integral role in streamlining airport operations.
In our latest research brief, Intel AI Everywhere: Ready to Transform the AI Ecosystem, we analyze why Intel is perfectly suited to pace the AI Everywhere proposition. We look at why Intel is fundamentally committed to the core proposition of bringing AI everywhere, through key offerings such as Intel Xeon processors, Gaudi accelerators, and Intel Core Ultra Processors, which are aimed at ushering in the age of AI PC and securely distributing AI workloads in data center, cloud, and edge environments.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights from Computex 2024 about the transition from traditional PCs to AI PCs, the market opportunity for Windows Copilot+ PCs, how Qualcomm, AMD, and Intel already look to be positioning themselves in the Copilot+ market, key benefits of Copilot+ PCs and individual platforms, and what to expect for the PC segment in the short and mid term.
The Six Five team discusses Computex 2024.
Pavan Davuluri, Corporate VP at Microsoft, joins Daniel Newman and Ryan Shrout to share his insights on Microsoft’s vision for AI in transforming the PC experience with Copilot+ PCs. Discover how AI redefines what's possible in computing.
Daniel Newman and co-hosts share their insights on the latest AI and tech innovations from Computex 2024, analyzing how these breakthroughs are driving industry transformation and what to anticipate in the future of technology.
Anshel Sag to share his insights on Qualcomm’s Snapdragon X Elite and X Plus devices, spotlighting the blending of cutting-edge technologies with practical applications in major industries.
Don McGuire, SVP & CMO at Qualcomm, shares his insights on how Snapdragon is broadening its horizons beyond mobile to redefine technology sectors such as AI PCs, bringing innovative computing to the forefront.

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