“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.
There's a lot going on in the PC space this year. In the enterprise segment specifically, this is a thread you should absolutely pull on. @Dell is doing some very interesting things with their PC ...portfolio.
Enterprise PCs are entering a new innovation cycle.
@OABlanchard sits down with Rob Bruckner, Zach Noskey, and Paul Doczy of @DellTech to discuss the new Dell Pro portfolio, accelerated roadmaps, modular design, and what the next generation of enterprise PCs means for IT teams
I warned about this 2 years ago.
I still don't see anything in the product roadmap or business strategy that fixes this.
Robots won't replace cars.
Robotaxis won't scale enough.
So... feel free to ...articulate the turnaround plan to me if you know something I don't.
Investor confidence 101: Time to start telling a credible ROI roadmap (and timeline) story.
Futurism and big ideas will only buy you so much runway, no matter how much money you throw at them.
I see... what you're spending, but... "where's the beef?"
Mag 7 Holders have become Bag Holders 📉📉📉
Just one more bad prediction to add to the 2029 "didn't happen" list. 🙄
Elon Musk: "Optimus will be the world's best surgeon within three years."
Stealing that line.
Guilty until proven durable.
I still think that Meta is far more exposed than Microsoft on the AI front. That might help explain why its plunge is far more severe in that far right quarter.
The Magnificent Seven stock beatdown has been particularly painful for $META and $MSFT
http://yhoo.it/4tg2BXy
Apple knew they messed up, adapted and pivoted.
Is this a story of Apple innovation? Absolutely not.
Is this a story of Apple agility and ingenuity? You bet.
One isn't better than the other.
It's ...okay that adaptability has replaced innovation as Apple's core driver of success.
Apple really nailed AI by doing fucking nothing lol.
$135 billion in the bank. stole google’s model for a measly $ 1B, now forcing competitors to plug their models into siri if they want access to 2.5B apple users
patience (or laziness) paid off massively
Did I mention that we just published our latest Signal Report?
It cleverly expands the value aperture of enterprise PC vendors to also include peripherals, accessories, XaaS, and the entire AI stack....
@Dell, @Lenovo, @HP, @Microsoft, @Apple, @Acer, @ASUS, @Samsung, etc.
In the latest 𝘍𝘶𝘵𝘶𝘳𝘶𝘮 𝘚𝘪𝘨𝘯𝘢𝘭: 𝘈𝘐-𝘌𝘯𝘢𝘣𝘭𝘦𝘥 𝘌𝘯𝘵𝘦𝘳𝘱𝘳𝘪𝘴𝘦 𝘞𝘰𝘳𝘬𝘴𝘱𝘢𝘤𝘦 report, @Microsoft, @Apple, and @Acer are recognized in the 𝗟𝗲𝗮𝗱𝗲𝗿 𝗭𝗼𝗻𝗲 (𝟴𝟬–𝟴𝟵) for their architectural innovation, execution strength, and enterprise relevance.
Tesla lost the plot 2 years ago. Its global sales numbers and GAAP Net Income together tell the story of that downward trend, which significantly accelerated in 2025.
Electric car sales are up in Europe, but Tesla continues to have a shocker of a Q1.
Sales so far this quarter are down 50.56% from 2025 and 71.12% from 2024.
X keeps disappearing my posts about Tesla earnings, so I may have to start over a third time, but on LI.
Lame.
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