ai pcs

Intel’s latest play is simple to state and hard to ignore: move AI inference off the cloud and onto the PC — and build those PCs in the United States. Background Intel this week unveiled the Core Ultra Series 3 family, code‑named Panther Lake, the first client SoCs manufactured on the company’s...

PC shipments climbed again in the third quarter of 2025 — but the recovery is uneven: global volumes reached roughly 75.8 million units, up about 9.4% year‑on‑year, while regional patterns, tariff shocks, education refresh cycles and a halting enterprise migration to Windows 11 have combined to...

The approaching end of support for Windows 10 has turned routine hardware refresh conversations into a time‑boxed migration problem—and many small and medium businesses are answering that problem by buying into a new category of Windows 11 machines marketed as AI PCs or Copilot+ PCs that promise...

PC shipments to the United States cooled in Q2 2025, slipping 1.4% year‑on‑year to about 18.6 million units, even as the commercial sector expanded and vendors doubled down on marketing AI-capable PCs ahead of the Windows 10 end‑of‑support deadline. Background The broader story behind the soft...

Pure Storage’s latest set of announcements reframes storage as a central enabler for enterprise AI by tying high‑performance flash, cloud‑native block services, and hardened cyber‑resilience features to the leading AI compute and software stacks from Nvidia and Microsoft. The company has...

D&H’s message to partners is blunt and practical: use Microsoft Copilot as the conversational entry point to sell AI, storage and PCs — and lean on distribution to deliver the infrastructure, security and services that make those Copilot projects real and repeatable. D&H Distributing’s senior...

Built for speed and ready to scale, the push toward Windows 11 Pro devices—especially Copilot+ systems and Intel vPro® machines powered by Intel® Core™ Ultra—is no longer marketing fluff: it’s the practical backbone of a modern, hybrid SMB strategy that combines measurable performance gains, new...

US PC shipments cooled in Q2 2025 as channel inventories were worked through, but a steady commercial refresh — driven by the looming Windows 10 end‑of‑support and selective AI procurement — softened the blow and left OEM strategies, margins and channel execution in sharper focus. Background The...

Microsoft’s decision to draw a line under Windows 10 on October 14, 2025 is doing more than closing a chapter — it is sharpening the upgrade calculus for millions of users and accelerating a hardware-led shift toward AI-enabled PCs, commonly sold as Copilot+ or “AI PC” devices. What began as an...

Microsoft’s public guidance has shifted from cautious optimism to a firmer promise: the company now expects another year of double‑digit revenue and operating‑income growth, a refinement that matters because Microsoft’s ability to sustain double‑digit expansion underpins lofty valuations and...

Lenovo’s IFA keynote and hands-on demos in Berlin crystallized a simple, audacious claim: within four to five years every personal computer will be an “AI PC” — a device with a built‑in Neural Processing Unit (NPU) and the on‑device intelligence to run many AI tasks locally. That declaration...

Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...

With the clock counting down to October 14, 2025, millions of PCs face a stark choice: upgrade to Windows 11, pay for a short-term safety net, or keep running an increasingly risky, unsupported Windows 10—while the debate over hardware compatibility, drivers and sustainability suddenly looks...

Microsoft’s October 14, 2025 deadline for Windows 10 support has turned what was a predictable lifecycle milestone into a full‑blown tech and policy story: PC manufacturers HP and Dell warn that roughly half of active machines still run Windows 10 and that the migration to Windows 11 will be...

As the calendar races toward October 14, 2025, a striking and inconvenient truth has emerged: a very large portion of the global PC installed base is still running Windows 10, even as Microsoft prepares to stop issuing free security updates and feature patches for that OS. PC makers, market...

Hanmi Pharmaceutical’s decision to equip its field force with 5G-enabled Surface Copilot+ PCs and roll out Microsoft 365 Copilot across the business marks a clear inflection point in how a major R&D-centric pharmaceutical company is defining the “AI PC” era — a move intended to marry anywhere...

Microsoft’s push to fold advanced generative AI into Azure and Microsoft 365 is no longer an experimental add‑on — it’s a full‑scale platform strategy that reshapes product roadmaps, enterprise buying decisions, and how companies monetize intelligence across workflows. Background Microsoft first...

HP’s latest quarterly results confirm a simple — and lucrative — reality: AI PCs and the Windows 11 refresh are doing heavy lifting for the Personal Systems business, and that shift is materially improving margins even as printing revenues soften. Background / Overview HP reported fiscal...

HP’s latest quarter did more than steady investor nerves — it refocused the market’s narrative from a collapsing PC cycle to a disciplined recovery powered by AI-capable PCs, strategic supply‑chain moves and a tightly managed printing business that, for now, is holding margins within targeted...

Silicon Motion’s move to accelerate production of PCIe Gen5 controllers coincides with an unexpectedly brisk corporate refresh cycle driven by the upcoming Windows 10 end-of-support deadline, and together these forces are reshaping the client SSD supply chain, NAND demand dynamics, and the...