On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP‘s Guayente Sanmartin, Senior Vice President and Division President, Commercial Systems and Displays Solutions for a conversation on how HP is revolutionizing the enterprise world with artificial intelligence. Guayente Sanmartin delves into the innovative realm of AI PCs and shares how HP is making AI a tangible reality that is reshaping our work.
Their discussion covers:
- HP’s journey since launching AI PCs and the key learnings, challenges, and customer pain points encountered.
- How HP is leveraging AI to create new and valuable experiences for PC users.
- Insights into the Commercial products HP launched, emphasizing their impact and innovation.
- What sets HP’s newest next-gen AI PC apart from competitors, highlighting unique features and capabilities.
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Transcript:
Patrick Moorhead: The Six Five is On the Road here at the HP Garage in Palo Alto, California. Literally, “The Birthplace of Silicon Valley,” the brass plate on the front of the home says it.
Dan, this is great. We’re here for HP Imagine 2024, and we’re in where Silicon Valley started.
Daniel Newman: We talk about the experience economy, and experiences. This is an experience, Pat. We like to think we either are hanging around the coolest technology companies, and founders on the planet. But when you think about that, you’ve got to look back, and think about companies like Hewlett-Packard in its earliest days. This was where it happened, literally right here.
Patrick Moorhead: Yeah, it’s great stuff. The announcements have been great at HP Imagine 2024. We’ve seen consumer solutions. We’ve also seen commercial solutions. I think it’s time we talk commercial. With us, we have back from a previous Six Five appearance, Guayente, great to see you. Welcome back to The Six Five. Congratulations on all the announcements.
Guayente Sanmartin: Thank you for having me here again in a very special place.
Patrick Moorhead: Right.
Daniel Newman: It really is. It just makes my heart skip a bit. I don’t know. I call myself a techno-optimist. Just being here, you can just kind of feel it. Speaking of feeling it, there’s a lot of feeling it going on around AI PC right now. We know there’s this big wave. There’s debates about when are people going to start buying, and how fast does it get deployed. But you’re at the center of it, and you’re working on the commercial side with the businesses, with the enterprises. I’d love to get your take on the early feel on these customers you’re working with. What are their challenges? What are their pain points? What are they excited about as you’ve started this rollout process?
Guayente Sanmartin: Let me tell you one thing that I think I shared in the previous time that we talked. I do have three beliefs, and I’m going to tell you on the beliefs, what I have learned. The first belief is that AI is going to change the way we work. If we look at the latest work relationship index, customer has told us that they believe, like 68% of the knowledge workers, believe AI is going to make their work more fun. That is one thing. The customers are waiting for it. Enterprises, and IT managers are now testing. They want to test, and get the return. That is the first belief. The second belief is going to be hybrid. Meaning AI, there are many workloads that are better on the cloud, others on the PC. This is why companies like Adobe are starting to develop features, but it’s early stages. The learning, it takes a while for software companies to deploy AI workflow for the PC, but this is happening. The third thing, AI is a journey. It’s not everybody’s jumping in. It’s a journey of change. That is what is happening. People are learning, that is the first thing, to start adapting to it.
Patrick Moorhead: Yeah. There’s so many things going on in the enterprise here, and it acts pretty different from the consumer market, and different devices. In the consumer market, you have users, a person who buys something. In commercial, you have the people who buy it, and then you have the people who use it. You’ve got people maintaining it, and making sure that it’s secure. Their jobs depend on this. I’m super excited about the work index with AI, and what came out. It was actually higher than I would’ve thought. I think that’s a plus. Then you connect that, and in the commercial world, it is about solving known pain points. Then you have a winner. I’m curious. What are some of the things, some of the innovations of products that you’re putting out there, that are helping to solve those pain points with AI?
Guayente Sanmartin: First, let me tell you before defining the product, how we are approaching the look for what a product … Let me tell you, a product solution should be in the …
Patrick Moorhead: Like a philosophy, in a way.
Guayente Sanmartin: Exactly. A little bit like the philosophy, and how we work. First, one of the things, we have always been very customer-obsessed. But in this era of AI, understanding each of you, how you work, is very personal. It’s your jobs to be done, how you get ready for the meeting, how you read document, how you want to be in a Zoom meeting, your presence is very personal. What we have done is a very deep analysis of the use cases. What are the jobs that every single persona that we call has to do during the day? Then we look at it, and we say, “What are the things that HP could do with AI, and AI tools, in order to make the day more meaningful?” We believe, as I told you, AI is going to remove tedious task. But it’s also going to allow customers, and us to do things we couldn’t do before. Like in the next meeting, hopefully, I will be here speaking in Spanish, which will be much better. You will have live translation. Now, you have it in the PC. By the way, if we do it locally, like the information that you and I share, will stay locally, if you want, unless we want to. That’s a little bit the philosophy. But we are launching many new products.
Daniel Newman: Yeah, I love that. I think it opens the world. Because we do have so many languages, so many cultures. Even just English, when you deal between us with English speakers from England, from South Africa, from Australia, there’s dialect issues there. But then you’ve got … I’m always impressed, by the way. You say it wouldn’t be great. It’s great. You sound great. That’s just one example. But just how much, how quickly, and how meaningfully we can gain access, and you said another key word which is secure, and private. We’ve talked to other execs on your team like Alex Cho. He also doubled it down on that exact topic. I think that’s a big part of what makes the AI PC so important, is being able to do it local, have your stuff on your machine, and have it protected. Companies owned data is the most important. It’s not what’s open. Let me ask you this. Everybody likes to have a moment on our show to talk about what they’ve announced. We’re here at HP Imagine. From a commercial standpoint, what did you announce today?
Guayente Sanmartin: As I told you, it’s a journey. A journey, of course, that innovation, and we’re going to be launching products and solutions over the next month. What we have announced, we have the new AMD HP EliteBook X. This product, let me tell you, starting with the customer, we are targeting it to what we call the technical expert, our consultants, analysts, people that manage a lot of data. Sometimes, they had to decide, “Do I go out for a workstation?” It’s too heavy. Now, you have the highest performance in the market. We are announcing the 55 tops NPU in this product. It is the highest performance. But not only this, it has the highest speed memory. When thinking about those users, that they have to do many things, create meetings, create content, present, they are going to have a partner now with the new product. Their partner is going to help them extracting site quickly. It’s going to help them edit videos quickly. That’s on the performance. But that’s the first P, that I say.
The second is going to be on the personalization. These devices have a new software that is called HP AI Companion that will allow you to personalize how you work. Like event, you can say through voice, you can change the settings, like volume map. That is the second. Third, as you were saying, is we feel like this product is going to be the one that will protect more people, not only from the sense of attacks, that now there are AI attacks, but also because these devices following all the HP sustainability values that we have, it’s going to protect the world, too. The three Ps, this product uniquely has. But that’s only from the PC side. But also, we are launching monitors, like the displays, the Series 5 monitors. One of the things that I really love about them is that they are now like you want to remove clutter from your desk. With one USB cable, you can power charge, and connect three devices, only one cable. Also, they are becoming intelligent, the displays, too. They have noise cancellation to avoid noise around us. Also, they are going to be able to detect when you’re close in order to decide to turn off the lighting of the PC, and save energy when you move out, unlike when you get closer to start the system.
Patrick Moorhead: Now, that’s great. We’ve heard a little bit about the philosophy of how you want to put AI in your PCs, talked a little bit specifically about what you announced here. We talked also about what you’ve learned with your customers as well. We’ve been asking this last question to all the guests, so we have to ask you. There’s a lot of noise in the AI PC market, a lot of discussions being had. There’s four primary vendors, including you, that do most PCs on the planet. How are you distinctive, and different from the competitors?
Guayente Sanmartin: I’m going to tell you four. That is very easy, then everyone remembers. Four Ps. One is performance to run local AI, what I told you before. 55 tops is one thing, like the high-speed performance. Second is we believe our solution, you can personalize more for the way you work, like with HP AI Companion. Second P. Third, protection. The new device is the world’s most secure AI PC, next-gen AI PC in the planet. And, four, we have the broadest portfolio of products from the PC to the display, to the room that no one has. Four Ps, easy to remember.
Patrick Moorhead: How about that? I was wondering what those are going to be. Now, we know. Thank you.
Daniel Newman: Yeah, absolutely. I think as we see this massive rollout, and this deployment, this is going to happen, as more apps and more capabilities come, I think the demand is going to start to skyrocket, and we’ll learn. As analysts, we have to keep a critical eye. But what we’re seeing are some very impressive. By the way, just playing with them here today, it’s been very fun. I’m very impressed, and continue to be, by the innovation that HP has put out. I know, Pat, you and I share a similar sentiment there. Guayente, we really appreciate you joining us here on The Six Five, coming all the way out here to the HP Garage where it all began, to talk about the beginning of this next wave.
Guayente Sanmartin: Exactly.
Daniel Newman: Which is the AI PC, which was not invented in a garage, in very beautiful facilities in here in Palo Alto. But it sticks with us, remembering where it all began. Thanks for joining us. Let’s do it again soon.
Guayente Sanmartin: Thank you very much.
Patrick Moorhead: Thank you.
Guayente Sanmartin: Thank you. See you soon again.
Patrick Moorhead: Appreciate that.
Guayente Sanmartin: Thank you.
Daniel Newman: Thank you so much for sitting down with us, or standing up. However you’re watching this, we appreciate all of you as part of our Six Five community. We’re here at HP Imagine 2024 in Palo Alto. We’re in the HP Garage, in case you didn’t listen to the whole thing, and hear us talk about it before. Subscribe, join us, be part of our community. We appreciate you, but we got to go. We’ll see you later.
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
