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NVIDIA Project G-Assist Comes To NVIDIA App In February, An AI Assistant For GeForce RTX AI PCs

Six months ago at Computex, NVIDIA showcased Project G-Assist - a tech demo that offered a glimpse of how AI assistants could elevate the PC experience for gamers, creators, and more. Today, we're excited to announce the initial release of the G-Assist System Assistant feature is coming to GeForce RTX users via the NVIDIA app in February. As modern PCs become more powerful, they also grow more complex to operate. Users today face over a trillion possible combinations of hardware and software settings when configuring a PC for peak performance - spanning GPU, CPU, monitors, motherboard, peripherals, and more.

NVIDIA built Project G-Assist, an experimental AI assistant that runs locally on GeForce RTX AI PCs, to simplify this experience. G-Assist helps users control a broad range of PC settings, from optimizing game and system settings, charting frame rates and other key performance statistics, to controlling select peripherals settings such as lighting - all via basic voice or text commands.

NVIDIA NIM Microservices and AI Blueprints Usher in New Era of Local AI

Over the past year, generative AI has transformed the way people live, work and play, enhancing everything from writing and content creation to gaming, learning and productivity. PC enthusiasts and developers are leading the charge in pushing the boundaries of this groundbreaking technology. Countless times, industry-defining technological breakthroughs have been invented in one place—a garage. This week marks the start of the RTX AI Garage series, which will offer routine content for developers and enthusiasts looking to learn more about NVIDIA NIM microservices and AI Blueprints, and how to build AI agents, creative workflow, digital human, productivity apps and more on AI PCs. Welcome to the RTX AI Garage.

This first installment spotlights announcements made earlier this week at CES, including new AI foundation models available on NVIDIA RTX AI PCs that take digital humans, content creation, productivity and development to the next level. These models—offered as NVIDIA NIM microservices—are powered by new GeForce RTX 50 Series GPUs. Built on the NVIDIA Blackwell architecture, RTX 50 Series GPUs deliver up to 3,352 trillion AI operations per second of performance, 32 GB of VRAM and feature FP4 compute, doubling AI inference performance and enabling generative AI to run locally with a smaller memory footprint.

CyberLink Brings On-Device Generative AI and Creative Editing to Next-Gen AI PCs at CES 2025

CyberLink Corp., a leading provider of digital creative editing software and artificial intelligence (AI) solutions, is showcasing the cutting-edge AI capabilities and NPU (Neural Processing Unit) optimizations of their Generative AI digital marketing design software, Promeo, and award-winning video and photo editing software, PowerDirector and PhotoDirector, this week during CES 2025 in Las Vegas.

Cognizant of the expanding adoption from PC makers of the latest Intel LunarLake platform and capabilities for AI, CyberLink's close partnership with Intel is ensuring PC makers releasing LunarLake enabled hardware, from laptops to mini-PCs, will be able to take advantage of CyberLink's creative editing software's AI functionalities.

Gigabyte Unveils a Diverse Lineup of AI PCs With Groundbreaking GiMATE AI Agent at CES 2025

GIGABYTE, the world's leading computer brand, unveiled its next-gen AI PCs at CES 2025. GiMATE, a groundbreaking AI agent for seamless hardware and software control, takes center stage in the all-new lineup, redefining gaming, creation, and productivity in the AI era. Powered by NVIDIA GeForce RTX 50 Series Laptop GPUs and NVIDIA NIM microservices for advanced AI NIM and RTX AI, AMD Ryzen AI, Intel NPU AI, and enhanced by Microsoft Copilot, the AORUS MASTER, GIGABYTE AERO, and the GIGABYTE GAMING series deliver cutting-edge performance with upgraded WINDFORCE cooling in sleek, portable designs.

GiMATE, GIGABYTE's exclusive AI agent, integrates with an advanced Large Language Model (LLM) and the "Press and Speak" feature, making laptop control more natural and intuitive. From AI Power Gear II for optimal energy efficiency to AI Boost II's precision overclocking, GiMATE ensures optimal settings for every scenario. AI Cooling delivers 0dB ambiance, perfect for work environments, while AI Audio and AI Voice optimize sound for any setting. Safeguard your screen with AI Privacy, which detects prying eyes and activates protection instantly. GiMATE aims to be users' smart AI Mate, that redefines laptops in users' daily lives.

Lenovo Announces New Lineup of Yoga and IdeaPad Devices at CES 2025

Today, Lenovo announced a lineup of new Lenovo Yoga and IdeaPad devices and software at CES 2025 that are designed to transform the way smarter technology adapts to and streamlines creative and productivity tasks. Lenovo Yoga laptops feature inventive form factors, never-before-seen innovations, intuitive ecosystems, and functional AI implementations designed to channel users' creative passions and maximize their potential. Embodying this pursuit are:
  • The new Lenovo Yoga Slim 9i (14", 10) with its 98% screen-to-body ratio PureSight Pro OLED display courtesy of its world's first camera-under-display technology in a laptop.
  • The Lenovo Yoga Book 9i (14", 10), featuring two larger PureSight OLED screens that act as the ultimate canvas for AI-driven creative pursuits.
  • The Lenovo Yoga 9i 2-in-1 Aura Edition (14", 10), the newest addition to the Lenovo Yoga Aura Edition family imagined with Intel, a Copilot+ PC2 with a PureSight OLED display and up to Intel Core Ultra 7 processor.
  • The Lenovo Yoga Tab Plus, Lenovo's first on-device AI tablet for amazing productivity with personalized AI experiences.

Lenovo at CES 2025: Redefining Business Technology with Bold Innovations and AI-Powered Solutions

At CES 2025, Lenovo unveiled a bold lineup of AI-powered business solutions designed to redefine the modern workplace. Highlights include the boldly redesigned Lenovo ThinkPad X9 Aura Editions, the innovative and unique ThinkBook Plus Gen 6 with rollable display, and the latest commercial desktops, including the high performance ThinkCentre M90a Pro Gen 6, and the groundbreaking ThinkCentre neo 50q QC powered by Snapdragon. Lenovo also introduces its next-generation ThinkVision P Series monitors and a comprehensive ecosystem of smart accessories, all engineered to elevate productivity and connectivity. Rounding out the announcements, Lenovo showcases cutting-edge proof-of-concept innovations that push the boundaries of technology, offering a glimpse into the future of intelligent, adaptable business solutions.

Lenovo Unveils ThinkPad X9 Series: Revolutionary Design Meets Pro-Level Performance
Lenovo introduces the ThinkPad X9 14 and X9 15 Aura Editions, its latest premium business laptops designed for innovative thinkers from prosumers to small and medium businesses to large corporations. These Copilot+ PCs powered by Intel Core Ultra processors are cutting-edge, AI-enhanced devices for creative professionals that combine powerful and efficient Intel and Windows 11 platforms, personalized AI-enabled experiences, in an all-new progressive design. ThinkPad X9 offers the ideal toolkit for today's hybrid users who demand high performance, proven reliability, and seamless productivity.

ASUS Shows Off Copilot+ Ready NUCs Powered by Lunar Lake and Strix Point, and NUC Pro+

ASUS at the 2025 International CES showed off some of the first NUC desktops that meet Microsoft Copilot+ AI PC logo requirements. The new ASUS NUC 14 Pro AI measures 130 mm x 130 mm x 34 mm. It runs an Intel Core Ultra 200V series "Lunar Lake" processor. Depending on the processor model, you get 16 GB or 32 GB of hardwired LPDDR5X memory. You also get the processor's Xe2 "Battlemage" iGPU. Its NPU provides up to 45 AI TOPS of performance, meeting Copilot+ requirements. Storage is care of an M.2-2280 slot with NVMe Gen 4 x4 wiring. I/O options include two 40 Gbps Thunderbolt 4 ports including DisplayPort passthrough, and networking that includes Bluetooth 5.4 and Wi-Fi 7.

ASUS won't (or probably can't use the "NUC" moniker with AMD processors), and so there's the ExpertCenter PN54 for those who want essentially the same device, but with an AMD Ryzen AI 300 series processor. This mini PC has the same exact dimensions as the NUC 14 Pro AI, and is powered by a Ryzen AI 300 "Strix Point" processor, with options going all the way up to the Ryzen AI 9 HX 370. This chip includes the XDNA 2 NPU with 50 AI TOPS on tap, which means it meets Microsoft Copilot+ AI PC logo requirements. It also features the Radeon 870M RDNA 3.5 graphics with 16 CU. The chip uses standard dual-channel DDR5-5600 using SODIMMs. Storage includes an M.2-2280 slot with Gen 4 x4 wiring. In place of Thunderbolt 4, you get a couple of USB4 ports with 40 Gbps bandwidth and DP passthrough. Comms include Bluetooth 5.4 and Wi-Fi 7, just like on its Intel-powered sibling.

Snapdragon X Series Continues to Redefine the PC Category with a New Platform, Mini Desktop Form Factors, and NPU Powered AI Experiences

Expanding its AI PC leadership, Qualcomm Technologies, Inc. announced the Snapdragon X Platform, the 4th platform to join the Snapdragon X Series compute portfolio, designed to deliver performance, multi-day battery life, and Copilot+ PC experiences for even more users globally.

Redefining the PC Category for Mainstream Devices at $600
Utilizing the power of an 8-core Qualcomm Oryon CPU, Snapdragon X is delivering essential performance to the next-generation of PCs. This platform delivers up to 163% faster performance at ISO-power than our competitors who also require 168% more power at ISO-performance, the Snapdragon X processor balances performance and built-in intelligence with a 45 TOPS NPU that runs Copilot+ PC experiences more efficiently. With an integrated power efficient GPU, Snapdragon X supports dynamic graphics ideal for creating presentations, web browsing, or streaming content. Snapdragon X is an ideal solution for students, freelance workers, and budget-conscious consumers who need a reliable and powerful laptop that can keep up with their busy lives. Devices powered by Snapdragon X are expected to be available from leading OEMs including Acer, ASUS, Dell Technologies, HP and Lenovo in early 2025 enabling Copilot+ PCs in the $600 range.

Gigabyte Demonstrates Omni-AI Capabilities at CES 2025

GIGABYTE Technology, internationally renowned for its R&D capabilities and a leading innovator in server and data center solutions, continues to lead technological innovation during this critical period of AI and computing advancement. With its comprehensive AI product portfolio, GIGABYTE will showcase its complete range of AI computing solutions at CES 2025, from data center infrastructure to IoT applications and personal computing, demonstrating how its extensive product line enables digital transformation across all sectors in this AI-driven era.

Powering AI from the Cloud
With AI Large Language Models (LLMs) now routinely featuring parameters in the hundreds of billions to trillions, robust training environments (data centers) have become a critical requirement in the AI race. GIGABYTE offers three distinctive solutions for AI infrastructure.

NVIDIA Blackwell GeForce RTX 50 Series Opens New World of AI Computer Graphics

NVIDIA today unveiled the most advanced consumer GPUs for gamers, creators and developers—the GeForce RTX 50 Series Desktop and Laptop GPUs. Powered by the NVIDIA Blackwell architecture, fifth-generation Tensor Cores and fourth-generation RT Cores, the GeForce RTX 50 Series delivers breakthroughs in AI-driven rendering, including neural shaders, digital human technologies, geometry and lighting.

"Blackwell, the engine of AI, has arrived for PC gamers, developers and creatives," said Jensen Huang, founder and CEO of NVIDIA. "Fusing AI-driven neural rendering and ray tracing, Blackwell is the most significant computer graphics innovation since we introduced programmable shading 25 years ago." The GeForce RTX 5090 GPU—the fastest GeForce RTX GPU to date—features 92 billion transistors, providing over 3,352 trillion AI operations per second (TOPS) of computing power. Blackwell architecture innovations and DLSS 4 mean the GeForce RTX 5090 GPU outperforms the GeForce RTX 4090 GPU by up to 2x.

Dell Transforms AI PC Portfolio for Anywhere Productivity

Dell reveals a new AI PC portfolio built for personal and professional computing. From sleek laptops to powerful workstations and versatile desktops, Dell's new AI PC lineup lets you collaborate, create and drive productivity no matter the location. And now it's easier than ever to find the right device with our new AI PCs unified under the Dell brand.

Why It Matters
The AI PC market is quickly evolving. Silicon innovation is at its strongest and everyone from IT decision makers to professionals and everyday users are looking at on-device AI to help drive productivity and creativity. To make finding the right AI PC easy for customers, we've introduced three simple product categories to focus on core customer needs - Dell (designed for play, school and work), Dell Pro (designed for professional-grade productivity) and Dell Pro Max (designed for maximum performance).

Dell Technologies Presents Its Simplified PC Portfolio at CES 2025

Dell Technologies builds on decades of PC innovation with a new, simplified portfolio featuring on-device AI for greater end-user creativity and productivity. To accelerate AI PC adoption across enterprises, Dell also provides developers and IT administrators with the tools to seamlessly build and deploy AI applications to Dell AI PCs.

As the number one provider of commercial AI PCs, Dell expands its portfolio with new product designs, increased performance and battery life, the latest silicon innovation and AI accelerators, and industry-leading capabilities across software, management and sustainability. Dell has unified its brand across PCs, displays, services and accessories to make it even easier for customers to find the right technology solutions they need today and in the future.

HP Unveils AI-Powered Experiences to Supercharge Productivity and Shape the Future of Work

Today at CES 2025, future business leaders will be wowed by new and powerful AI PCs and solutions from HP Inc. that empower them to collaborate and lead like never before.

Working with Purpose to Drive Impact
As the work landscape evolves, so do expectations for technology. That's why HP meticulously designed its latest lineup of commercial next-gen AI PCs to give professionals the right tools for their unique work experiences. With HP's newest EliteBooks, fast presentation creation, personalized emails, and a built-in recording studio are possible with just a simple click of a button, alongside built-in security and intelligence thanks to Wolf Security.

AMD Expands Copilot+ Capable Ryzen AI 300 Series, Debuts Ryzen 200 Series Mainstream Mobile Processors

AMD today vastly fleshed out its mobile processor lineup with the introduction of two new processor lines besides the Ryzen AI Max 300 series. This includes the introduction of more processor models in the Ryzen AI 300 series that are powered by the "Strix Point" silicon, and the introduction of the Ryzen 200 series mobile processors, which are based on the older "Hawk Point" silicon. In 2024, AMD had debuted the Ryzen AI 300 series "Strix Point," but with just the top-end Ryzen AI 9 370 and 365, which came with maxed out 12-core/24-thread (4x Zen 5 + 8x Zen 5c) core configuration, and a maxed out iGPU with 16 CU. Today the company is introducing the Ryzen AI 7 350, the Ryzen AI 5 340, and their AMD PRO variants for commercial notebooks. Both the consumer and commercial parts have identical specs, except for the latter featuring the AMD PRO feature-set.

The Ryzen AI 7 350 comes with a CPU configuration of 8-core/16-thread (4x Zen 5 + 4x Zen 5c). All cores have a base frequency of 2.00 GHz, the Zen 5 cores boost up to 5.00 GHz. The iGPU on offer is the Radeon 860M, with 12 CU and an engine clock of up to 3.00 GHz. TDP is configurable between 15 W to 55 W. The Ryzen AI 5 340 comes with a 6-core/12-thread configuration (3x Zen 5 + 3x Zen 5c), and CPU clock speeds of 2.00 GHz base with 4.80 GHz boost achievable on the Zen 5 cores. The iGPU is heavily cut down, with just 4 CU available, and an iGPU engine clock of 2.90 GHz. Notebook designers can configure this chip with a wide power range from 15 W to 55 W. All four processor models mentioned above come with a Ryzen AI XDNA 2 NPU that's capable of 50 AI TOPS, which means they're all Microsoft Copilot+ AI PC logo eligible.

AMD Debuts Ryzen AI Max Series "Strix Halo" SoC: up to 16 "Zen 5" cores, Massive iGPU

AMD at the 2025 International CES debuted the Ryzen AI Max 300 series of mobile processors. These chips are designed to go up against the Apple M4 Pro, or the chip that powers the Apple MacBook Pro. The idea behind it is to provide leadership CPU and graphics performance from a single package, minimizing the PCB footprint from having a discrete GPU. In stark contrast, the Intel Core Ultra 200V "Lunar Lake," is designed more to go against the Apple M4, or the chips that power the latest MacBook Air but not quite the MacBook Pro. What sets "Strix Halo" functionally apart from "Lunar Lake" or even the M4 Pro, is that the AMD chip doesn't have memory-on-package (MoP), it relies on discrete LPDDR5X memory chips.

The "Strix Halo" processor is "Fire Range" on steroids. There are one or two "Zen 5" CCDs, for up to a 16-core/32-thread core configuration. Each of these "Zen 5" cores are unlike the ones on "Strix Point," in that they feature a fully unlocked AVX512 hardware pipeline (512-bit FP). The CCD shares a lavish 32 MB of L3 cache among 8 "Zen 5" cores. This is hardly the star attraction. Unlike "Fire Range," which features the small 6 nm client I/O die from "Granite Ridge," The new "Strix Halo" features a massive SoC die built on the 5 nm EUV foundry node. This packs the star attraction of the processor, it's oversized iGPU that has a massive 40 compute units (2,560 stream processors).

Samsung Diversifies AI PC Lineup With New Galaxy Book5 Pro and Galaxy Book5 360

Samsung Electronics Co., Ltd. today announced the global launch of the Galaxy Book5 Pro and Galaxy Book5 360, expanding the Galaxy Book5 lineup to meet a wider range of AI needs for all users. Powered by Intel Core Ultra processors (Series 2) featuring NPUs up to 47 TOPs, these latest PCs come directly integrated with Galaxy AI capabilities like the innovative AI Select as well as cutting-edge features that deliver personalized experiences across the Galaxy ecosystem. With the addition of AI Select, PC users can easily search anything, anytime with a simple click, just like on their phone except on a much larger, immersive display.

"We are thrilled to make Galaxy AI and cutting-edge innovation accessible to more people than ever before, addressing their unique productivity needs on PC and other Galaxy devices," said Changtae Kim, EVP & Head of New Computing R&D Team, Mobile eXperience Business at Samsung Electronics. "Alongside our trusted industry partners, we are delivering an AI experience on Galaxy Book that empowers users to work, create and connect in more intelligent ways through our growing ecosystem."

Intel Announces Core Ultra 200H Series—Arrow Lake Gets LP Island Cores

The Core Ultra 200H series of mobile processors is designed to cover the majority of mobile device use-cases from the next-generation. These chips are very much based on the latest "Arrow Lake" microarchitecture, but with a few clever design changes. This is a tile-based processor, just like the 200HX series; but the various tiles are different. The Compute tile, which packs the main CPU complex, is noticeably smaller, with 6 "Lion Cove" P-cores, and two "Skymont" E-core clusters with 8 E-cores sharing a 24 MB L3 cache, and a ringbus interconnect. Things get interesting with the SoC tile, which now contains two Low-power Island E-cores. At this point, it is unclear if these are "Skymont," or are older generation "Crestmont" cores, which would mean that Intel has carried over the SoC tile from "Meteor Lake-H."

The SoC tile also contains at 13 TOPS-class NPU, which means these chips miss out on Microsoft Copilot+ AI PC logo. The idea behind this could be that Intel is trying to promote the Core Ultra 200V series "Lunar Lake," which comes with a powerful 45 TOPS NPU. The company is announcing several new models of "Lunar Lake" today, including vPro ones. Switching focus back to "Arrow Lake-H," and our attention is drawn back to the SoC and I/O tiles, which miss out on the number of PCIe lanes, particularly Gen 5 ones, which the Core Ultra 200HX chips come with. The game changer for this chip, however, is the large Graphics tile. The iGPU of "Arrow Lake-H" is based on the same Xe-LPG graphics architecture as the one on "Meteor Lake," and not Xe2 "Battlemage" like on "Lunar Lake." However, this iGPU is vastly different from the one the "Arrow Lake-HX" comes with.

Intel Confirms CES 2025 Keynote, Teases "AI Inside" Era and Core Ultra 200H/HX/S CPUs

Intel has officially announced its presence at CES 2025, teasing what appears to be a significant focus on AI capabilities in its upcoming processor lineup. The tech giant shared a preview image featuring their tagline "AI Inside for a New Era." The announcement suggests that the company will be showcasing new developments in AI processing capabilities integrated directly into their consumer processors. Intel's upcoming lineup is expected to feature the mobile-focused "Arrow Lake" Core Ultra 200H/HX processors alongside the Arrow Lake-based Core Ultra 200S series designed for desktop systems with 35 W and 65 W power configurations. The company is also supposedly introducing new mid-range and workstation-class 800-series processors for desktop platforms.

The "AI Inside" messaging indicates that Intel is positioning itself to compete more aggressively in the AI computing space, particularly as PCs increasingly handle AI workloads locally. While specific details about the presentation remain under wraps, we can anticipate announcements regarding new Arrow Lake configurations, enhanced AI capabilities, and possibly new partnerships or software ecosystems designed to leverage these features. The keynote could also shed light on Intel's strategy for maintaining competitiveness in an increasingly AI-focused computing landscape. Michelle Johnston Holthaus, interim co-CEO, and Jack Weast, an Intel Fellow and VP of Intel Automotive, will deliver the live keynote. Intel's agenda also shows next-generation AI silicon so we can get information on accelerators like Falcon Shores.

GEEKOM to Reveal High-performance Mini PCs at CES 2025

GEEKOM, a Taiwanese tech company famous for making high quality mini PCs, is heading to CES for the second consecutive year in 2025 with an exciting lineup of new products. Known as the Green Mini PC Global Leader, GEEKOM always focuses on improving the quality and reliability of its products, and it also spares no effort in cutting down carbon emissions and making the world a greener place.

Among the many mini PCs that GEEKOM plans to put on show at CES 2025, there are many industry firsts. The GEEKOM QS1, for instance, is the world's first mini PC powered by a Qualcomm chipset. The tiny computer sports an Arm-based Qualcomm Snapdragon X1E-80-100 processor with twelve 4.0 GHz Oryon CPU cores, a 3.8 TFLOPS Adreno X1-85 GPU and a 45 TOPS Hexagon NPU. It is smart and fast enough to breeze through all of your daily home and office computing chores, yet energy-efficient enough to significantly cut down your electric bill.

GIGABYTE Sets the Benchmark for HPC at CES 2025

Renowned for its groundbreaking innovations in computing technology, GIGABYTE Technology continues to spearhead advancements that redefine the industry. From January 7 to 10, 2025, GIGABYTE will participate in CES, showcasing its latest breakthroughs in high-performance computing and personal computing solutions. Under the theme "ACCEVOLUTION," GIGABYTE's booth will present a diverse range of cutting-edge technologies. Highlights include:
  • Rack-scale cluster computing solution for large-scale data centers
  • AI servers supporting next-generation "superchips"
  • Advanced cooling technologies that optimize energy efficiency and performance
  • Workstations tailored for smaller-scale workloads
  • Mini-PCs, embedded systems, and in-vehicle platforms designed for endpoint deployment and commercial applications

Microsoft Loosens Windows 11 Install Requirements, TPM 2.0 Not Needed Anymore

Microsoft has finally opened the iron gate guarding the Windows 11 upgrade for systems running incompatible hardware, including systems lacking TPM 2.0. This is excellent news for users who are rocking older systems or have been without the TPM 2.0 module in their system but want to upgrade to the newer OS release. Microsoft opened an official support page, noting that "Installing Windows 11 on a device that doesn't meet Windows 11 minimum system requirements isn't recommended. If Windows 11 is installed on ineligible hardware, you should be comfortable assuming the risk of running into compatibility issues. A device might malfunction due to these compatibility or other issues. Devices that don't meet these system requirements aren't guaranteed to receive updates, including but not limited to security updates."

However, an interesting disclaimer appears once a user tries to install Windows 11 on a PC that doesn't meet minimum requirements:
MicrosoftThis PC doesn't meet the minimum system requirements for running Windows 11 - these requirements help ensure a more reliable and higher quality experience. Installing Windows 11 on this PC is not recommended and may result in compatibility issues. If you proceed with installing Windows 11, your PC will no longer be supported and won't be entitled to receive updates. Damages to your PC due to lack of compatibility aren't covered under the manufacturer warranty. By selecting Accept, you are acknowledging that you read and understand this statement.

Intel at CES 2025: Pioneering AI-Driven Innovation in Work and Mobility

AI is fundamentally changing technology - from the PC to edge and cloud—and redefining the way we work, create and collaborate. Next-generation technologies will empower workers through powerful new tools that enhance productivity and make intelligent, personalized computing more accessible than ever. At CES 2025, Intel will show how it's advancing what's possible on the AI PC—for on-the-go professionals and enthusiasts - by designing for the needs and experiences of tomorrow with breakthrough efficiency, no-compromise compatibility and an unmatched software ecosystem. Intel will also showcase the latest automotive innovations as the industry embraces software-defined connected electric vehicles powered by AI.

Snapdragon X Failed: Qualcomm Sold 720,000 PCs in Q3, Around 0.8% Market Share

The latest market data from Canalys reveals a complex landscape for AI-capable PCs, with Qualcomm's Snapdragon X platform showing modest growth in the age of AI PC. Despite sequential growth of 180% in Q3 2024, Snapdragon X-powered devices represent less than 1.5% of the Windows market, according to research. Qualcomm managed to sell around 720,000 Snapdragon X devices, which accounts for only 0.8% of all PCs sold in Q3 2024. Microsoft leads the adoption of the Snapdragon X, having integrated the platform across much of its Surface lineup. The broader AI-capable PC market, however, tells a different story. Shipments reached 13.3 million units in Q3 2024, claiming 20% of total PC shipments. Windows devices dominated this category for the first time, securing a 53% market share, driven by the Windows 11 refresh cycle and advances in processor technology.

Canalys also noted some significant challenges ahead. A recent survey indicates hesitancy among channel partners, with 31% planning to avoid Microsoft's Copilot+ PCs in 2025 and 34% expecting these devices to constitute less than 10% of their sales. These premium offerings, which require a minimum of 40 NPU TOPS, are constantly being evaluated over their value proposition. Major manufacturers are pursuing diverse strategies to differentiate themselves. HP focuses on ISV partnerships to enhance AI capabilities, while Lenovo develops proprietary tools like Creator Zone and Lenovo AI Now. Dell and Lenovo are integrating on-device AI within their broader service ecosystems. With Windows 10's end-of-support approaching, manufacturers face pressure to drive upgrades among users with aging devices. The industry's sequential growth of 49% in AI-capable PCs suggests increasing market appetite, though customer adoption of premium AI features remains selective.

NVIDIA and Microsoft Showcase Blackwell Preview, Omniverse Industrial AI and RTX AI PCs at Microsoft Ignite

NVIDIA and Microsoft today unveiled product integrations designed to advance full-stack NVIDIA AI development on Microsoft platforms and applications. At Microsoft Ignite, Microsoft announced the launch of the first cloud private preview of the Azure ND GB200 V6 VM series, based on the NVIDIA Blackwell platform. The Azure ND GB200 v6 will be a new AI-optimized virtual machine (VM) series and combines the NVIDIA GB200 NVL72 rack design with NVIDIA Quantum InfiniBand networking.

In addition, Microsoft revealed that Azure Container Apps now supports NVIDIA GPUs, enabling simplified and scalable AI deployment. Plus, the NVIDIA AI platform on Azure includes new reference workflows for industrial AI and an NVIDIA Omniverse Blueprint for creating immersive, AI-powered visuals. At Ignite, NVIDIA also announced multimodal small language models (SLMs) for RTX AI PCs and workstations, enhancing digital human interactions and virtual assistants with greater realism.

AMD to Cut its Workforce by About Four Percent

According to CRN, AMD is looking to make some cuts to its workforce of approximately 26,000 employees. The company hasn't announced a specific number, but in a comment to the publication AMD said that "as a part of aligning our resources with our largest growth opportunities, we are taking a number of targeted steps that will unfortunately result in reducing our global workforce by approximately 4 percent". In actual headcount numbers that should be just north of a thousand people that the company will let go. It's not clear which departments or divisions at AMD will be affected the most, but the cutback appears to be a response to AMD's mixed quarterly report.

AMD's statement also doesn't make it clear on exactly what the company will be putting its focus on moving forward, but CRN seems to suggest that the embedded and gaming business is where AMD is struggling. That said, it's not likely that AMD will put an increased focus on those businesses, but instead the company is more likely to invest more into its server products, least not to try and catch up with NVIDIA in the AI server market. According to CRN, AMD has also seen a strong demand in AI PCs, such as the Ryzen AI 300-series of mobile SoCs, so it's possible AMD will put an extra effort into is mobile product range. The Ryzen 9000-series is thankfully also doing well, so it's unlikely there will be any big cutbacks here. We already know that AMD is not going after NVIDIA with a new flagship GPU to compete with NVIDIA's GeForce RTX 5000-series flagship SKU, so it's possible that the company will cut back on some people in its consumer GPU team for the time being, but this should become clear come CES in January.
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