Counterpoint Research’s Post

🚀AI-powered PCs: Lenovo's vision and strategy unveiled🚀 The AI PC landscape is evolving rapidly and #Lenovo aims to be at the forefront of this transformation. At #LenovoTechWorld2023, Chairman and CEO Yuanqing Yang introduced the “pocket-to-cloud” strategy, supported by a substantial US$1 billion investment in AI innovation. This marks a significant shift from Lenovo’s hardware-centric roots to becoming a provider of comprehensive end-to-end solutions. 🎬 Watch the exclusive video interview between Steve Long, Senior VP of the Intelligent Device Group (IDG) at Lenovo and Canalys Principal Analyst Ishan Dutt. This interview sheds light on Lenovo’s AI strategy and future direction: https://lnkd.in/gbHDJKB8 Key insights overview: 💡 “Pocket-to-cloud” strategy: Lenovo’s approach integrates AI across personal devices and cloud solutions, aiming to provide a seamless and comprehensive user experience. 💡3 Ps focus: - Personalization: utilizing on-device models to offer tailored AI experiences. - Productivity: enhancing user efficiency with AI-powered tools like Yoga Creator Zone and Xiaotian.  - Protected experience: strengthening security through features powered by Lenovo’s Neural Processing Unit (#NPU). 💡Collaborative efforts: Lenovo must emphasize collaboration with channel partners, ISVs and developers to drive AI PC adoption and enable its customers to unleash the full potential of on-device AI capabilities. In a highly competitive market, standing out will be difficult. Lenovo’s success will depend on compelling differentiation and effective leveraging of its broad portfolio of products and services to drive beneficial outcomes for its customers. Listen and read more insights: https://lnkd.in/gbHDJKB8 Scott Amoros Nicole Peng Himani Reddy #AI #AIPC #GenAI #Marketinsights #Innovation #Lenovo #Lenovopartners

Differentiation, tailored solutions, and partnerships are key to navigating the evolving AI landscape! Read the full blog post to learn more about: > The "3 Ps" for Driving Adoption > The Importance of Partnerships to collaborate and deliver on AI PC promises > Challenges and Opportunities in the AI PC Landscape #AIPC #PCs #Technology #Lenovo #Innovation #AI #Canalys

#Update In India, AI PC growth will be driven by enterprises, startups, and IT organizations. Microsoft plans to launch Surface Copilot+ PCs soon. Tech enthusiasts and giants like Qualcomm, Intel Corporation, AMD, and Microsoft continue to innovate. AI features are now standard in many products, with AI PCs being the latest trend. These supercharged PCs are designed for advanced AI and machine learning tasks, offering greater computational power, energy efficiency, and security. Microsoft launched its flagship Copilot+ AI PCs globally on June 18th. Read the story: https://ow.ly/URQf50SobyQ IDC, Counterpoint Research Shruti Bhatia, country manager, modern work & surface, India & South Asia, Microsoft Anshika Jain, senior analyst, Counterpoint Research Vinay Sinha, corporate vice president, India Sales, AMD ⁠ Indrajit Belgundi, senior director and general manager, client solutions group, Dell Technologies India Arnold SU, vice president, consumer and gaming pc, system business group, ASUS India Savi Soin, Qualcomm India Story by: Shrabona Ghosh #AIPCs #Microsoft #Qualcomm #Intel #TechEnthusiasts #AMD #ComputationalPower #EnergyEfficiency #MachineLearning #Security

🔍 How did Intel go from the pinnacle of semiconductor success to a potential takeover target? 📉 Strategic decisions and the AI revolution have turned the tide for this iconic U.S. tech giant. A must-read for anyone keen on understanding the dynamics of the tech industry! Here are the key takeaways: - 📉 **Strategic Missteps**: Intel failed to innovate fast enough and fell behind in the mobile chip market. Missed opportunities have piled up, creating a snowball effect. - 🚀 **AI Boom**: The rise of artificial intelligence has reshaped the competition. Companies like NVIDIA are leading the charge with AI-optimized chips, leaving Intel in the dust. - 🌐 **Global Impact**: Intel's decline affects more than just their bottom line—it impacts the entire semiconductor supply chain. - 🎯 **Future Prospects**: The company may face takeover attempts as industry giants eye its remaining assets and patents. 🔮 Implications: Almost every tech-driven industry could feel the ripple effects. As Intel's struggles become more pronounced, we might see further consolidations in the tech world, potentially leading to fewer choices but more integrated solutions. What can business owners learn from this? Adapt quickly, innovate consistently, and anticipate market shifts. Being ahead of the curve is crucial. 👉 If you’d like to sign up to our newsletter (it's free) to join 50,000+ business owners leveraging smart AI systems, click here: https://lnkd.in/gjWhtUK #Intel #Semiconductors #ArtificialIntelligence #TechTrends #Innovation #BusinessStrategy 💡📊

🚀 Exciting times in the AI hardware market as Intel and Nvidia set vastly different sales expectations for their data center operations. According to Tom's Hardware, Intel projects a revenue of $500 million, while Nvidia anticipates a whopping $40 billion. This significant disparity highlights their unique market strategies and the specific applications of AI they are targeting. 🔍 Nvidia's dominance suggests a robust market acceptance for advanced AI solutions in data centers, marking a pivotal shift in how businesses might need to approach their operational models. Companies looking to stay ahead should consider integrating tailored AI models to enhance efficiency and performance. 🛡️ However, it's crucial to navigate this shift thoughtfully. The integration of AI brings about considerations like data privacy and the need for continual technological upgrades. 👥 Let's discuss how these developments could reshape the industry landscape and what it means for future technology deployments in business operations. #AI #DataCenters #BusinessStrategy #TechTrends #Intel #Nvidia

It was announced on Wednesday that US chip company Intel Corporation will make high-end semiconductors for Microsoft, as the organisation races to develop further AI models. Chief executive Pat Gelsinger, who took the helm three years ago, said that Intel is set to “rebuild western manufacturing at scale”, buoyed by geopolitical concerns in Washington about the need to bring leading-edge manufacturing back to the US. What are your thoughts on the announcement? Let us know in the comments ⬇️ #TechNews #AI #GenerativeAI #ArtificialIntelligence #Microsoft #Intel #TechManufacturing #Tech #Innovation #Technology #TechRecruitment https://lnkd.in/eBipibwa

Are they late or just in time for the party? Intel Corporation has just spun off a new enterprise-focused platform company, Articul8 AI, emerging from a collaboration with Boston Consulting Group. This innovative generative AI system, initially fine-tuned for BCG, is now scaling up to serve sectors needing high security and specialized knowledge, including finance, aerospace, and telecom. Articul8 AI: Built for Enterprises - Tailored for rapid deployment, scalability, and security. - Keeps data and operations within the enterprise security perimeter. - Offers flexibility with cloud, on-premises, or hybrid deployment options. Leadership and Support - Led by Arun Subramaniyan, ex-VP at Intel’s data center and AI group. - Backed by prominent investors like DigitalBridge and Fin Capital. - Intel retains a stake and plans a joint go-to-market partnership. Intel's Vision and Strategy - Part of CEO Pat Gelsinger’s plan to expand Intel's software offerings. - Aligns with efforts to build new chip factories and introduce advanced manufacturing nodes. - Aims to rival competitors with GenAI products, enhancing Intel hardware appeal. Intel and Articul8 AI remain strategically aligned, with Intel leveraging the spinout's enterprise gen AI software both internally and for its customers. This move marks Intel's latest effort to seek outside capital for business units, following the spinout of Mobileye and other divisions. The Bigger Picture - Reflects Intel's strategy to raise capital for expansion and innovation. - Positions Intel to deliver cutting-edge software products and services. - Strengthens competition with industry giants like Nvidia and AMD. https://lnkd.in/g5p5k2WZ Join for more - https://lnkd.in/gnS9kVeh #Intel #Articul8AI #EnterpriseAI #GenerativeAI #TechInnovation #BusinessStrategy #artificialintelligence

Following a record-breaking quarter, AMD CEO Lisa Su shared exciting highlights on CNBC's 'Squawk on the Street'. Excicintg news? 🤖 AI Revolution: AI technology emerges as a significant driver, with AMD Instinct accelerator revenue projections raised to $4.5 billion. 💬 CEO Insights: Lisa Su hailed AI as the most significant tech advancement in the past 50 years. 📊 Revenue Growth: Q2 saw Data Center revenue more than double, with a promising outlook for the second half of the year. 🏆 High Demand: AMD's compute power experiences massive demand across diverse sectors. Key Points: 🎯 Customer Success: Notable achievements and solid partnerships with Microsoft, Meta, Oracle, and OEMs. 💻 AI PCs: AI-enabled PCs are game-changers, setting the stage for growth through 2025. 📈 Market Position: Positioned to capture market share and drive the AI industry, expected to hit $400 billion in 5 years. Lisa Su remains optimistic about AI's potential and AMD's strategic growth. Watch the full interview here: https://lnkd.in/gTFR3w8F #AMD #AI #Technology #Innovation #Datacenter

Intel launches independent AI platform with backing from DigitalBridge Intel, in collaboration with global investment firms such as DigitalBridge, has introduced Articul8, an independent enterprise AI company. Articul8 aims to provide customers with a vertically-optimized solution, ensuring the confidentiality of customer data, training, and inference within the enterprise security perimeter. The platform is an extension of Intel's successful proof-of-concept partnership with Boston Consulting Group (BCG). In that project, BCG utilized Intel's AI supercomputer to empower a foundation model capable of extracting and summarizing information from extensive lists of multi-page documents. The model, trained on BCG proprietary data, operated securely within the group's data centers. Articul8's platform leverages Intel hardware architectures, including Xeon Scalable Processors and Intel Gaudi accelerators, and is adaptable to various hybrid infrastructure options. Arun Subramaniyan, former vice president and general manager of Intel's Data Center and AI Group, assumes the role of CEO at Articul8. #lureit #wannabelured #hardware #network #base #data #it #project #development #company #digital #group #plan #building #ai #business #platform #intel #digitalbridge

Did you know that Qualcomm is making a big bet on AI? Qualcomm is investing significantly in AI, which is greatly impacting PC and laptop users. With new AI-focused features that will initially only work on machines powered by Qualcomm chips, we can expect faster and more powerful AI PCs to hit the market soon. Companies like Dell Technologies. have already announced new "AI PC" models based on Qualcomm chips, set to go on sale this month. Microsoft even projected that 50 million AI PCs will be shipped over the next 12 months, showing that this new category is off to a flying start. It's an exciting time for the industry, and we can't wait to see the impact of these advancements! Read this article from Bloomberg: https://hubs.ly/Q02Gm4ch0 If your company is thinking about updating or decommissioning electronic equipment, read this article from an ITAD working with a financial institution: https://hubs.ly/Q02Gm5zs0 #ITAD #Technology #Qualcomm #AIPCs #TechNews