Ventiva, the leader in thermal solutions, today announced that its Ventiva ICE9 thermal management suite is being featured in a fan-less proof-of-concept laptop design, powered by Intel Lunar Lake processors at CES. By collaborating with Dell Technologies and Intel on the PC design, this concept introduces a new level of silent productivity for sub-12 mm laptops.

"Ventiva ICE technology offers a revolutionary approach to help achieve thin, light, and silent laptop designs that offer great performance," said Josh Newman, Vice President, Client Computing Group, and General Manager, Product Marketing & Management, Intel. "Intel is excited about the result of the close co-engineering collaboration with Ventiva and Dell Technologies to help ready their technology for future Intel Core Ultra devices."

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).

The mobile cavalry has landed with the introduction of Area-51 laptops. These 18-inch and 16-inch laptops have an acute focus on power, performance and innovative engineering in a new otherworldly design language. Like its desktop counterpart, Area-51 laptops are an expression of maximum performance that cater to gamers seeking the preeminent gaming experience.

Armed to the nines with next-gen high-performance technology and enveloped in our brand-new industrial design, Area-51 symbolizes the next act for Alienware.

• Elite Performance: Area-51 unleashes 280 W of power on next-gen NVIDIA graphics and a next-gen Intel Ultra CPU - this is the upper limit of performance on any gaming laptop, period.
• Robust Thermals: A new intricate thermal architecture enables Area-51 to move up to 35% more air through the system while being 15% quieter.
• Sophisticated Design: Area-51 laptop design exudes a mysterious identity that invokes curiosity while elevating comfort and functionality.

Dell is once again raising the bar with innovative new PC monitors that debut world's first technology. Our latest flagship trio showcases industry-leading advancements in color accuracy, eye comfort and audio experience, offering an ideal canvas for creative professionals, engineers, tech enthusiasts or anyone in search of cutting-edge monitors.

With world's first enhanced IPS Black, QD-OLED panel technology, best eye comfort features, AI-enhanced 3D Spatial Sound and more, Dell continues to lead with innovation in the PC monitors space for more than a decade.

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.

Dell laptops are widely considered to be among the best, and the company shows no signs of getting complacent. According to a fresh new leak, Dell is gearing up to announce new 16- and 18-inch workstation laptops, dubbed the Dell Pro Max 16 Plus and the Dell Pro Max 18 Plus. Of course, the naming scheme likely couldn't get any worse, but the leaked specifications certainly do seem enticing.

First and foremost, the laptops will be powered by Intel's upcoming Arrow Lake-HX CPUs, paired with up to an impressive 256 GB of CAMM2 memory. The graphics will be handled by NVIDIA RTX 5000-class GPUs, and the entire system will boast a 170 W and 200 W TDP for the 16- and 18-inch variants respectively. The 18-inch Dell Pro Max will be able to accommodate up to a whopping 16 TB of SSD storage, whereas the 16-inch Dell Pro Max will boast up to 12 TB of SSD storage.

Intel Corporation today announced that Eric Meurice, former president, chief executive officer and chairman of ASML Holding N.V., and Steve Sanghi, chairman and interim chief executive officer of Microchip Technology Inc., have been appointed to Intel's board of directors, effective immediately. Both will serve as independent directors.

"Eric and Steve are highly respected leaders in the semiconductor industry whose deep technical expertise, executive experience and operational rigor make them great additions to the Intel board," said Frank D. Yeary, interim executive chair of the Intel board. "As successful CEOs with proven track records of creating shareholder value, they will bring valuable perspectives to the board as the company delivers on its priorities for customers in Intel Products and Intel Foundry, while driving greater efficiency and improving profitability."

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.

Dell Technologies announces financial results for its fiscal 2025 third quarter. Revenue was $24.4 billion, up 10% year over year. Operating income was $1.7 billion and non-GAAP operating income was $2.2 billion, both up 12% year over year. Diluted earnings per share was $1.58, and non-GAAP diluted earnings per share was $2.15, up 16% and 14% year over year, respectively.

"We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of $23.5 billion, up 13% year over year," said Yvonne McGill, chief financial officer, Dell Technologies. "Our continued focus on profitability resulted in EPS growth that outpaced revenue growth, and we again delivered strong cash performance."

Since its introduction, the NVIDIA Hopper architecture has transformed the AI and high-performance computing (HPC) landscape, helping enterprises, researchers and developers tackle the world's most complex challenges with higher performance and greater energy efficiency. During the Supercomputing 2024 conference, NVIDIA announced the availability of the NVIDIA H200 NVL PCIe GPU - the latest addition to the Hopper family. H200 NVL is ideal for organizations with data centers looking for lower-power, air-cooled enterprise rack designs with flexible configurations to deliver acceleration for every AI and HPC workload, regardless of size.

According to a recent survey, roughly 70% of enterprise racks are 20kW and below and use air cooling. This makes PCIe GPUs essential, as they provide granularity of node deployment, whether using one, two, four or eight GPUs - enabling data centers to pack more computing power into smaller spaces. Companies can then use their existing racks and select the number of GPUs that best suits their needs. Enterprises can use H200 NVL to accelerate AI and HPC applications, while also improving energy efficiency through reduced power consumption. With a 1.5x memory increase and 1.2x bandwidth increase over NVIDIA H100 NVL, companies can use H200 NVL to fine-tune LLMs within a few hours and deliver up to 1.7x faster inference performance. For HPC workloads, performance is boosted up to 1.3x over H100 NVL and 2.5x over the NVIDIA Ampere architecture generation.

Dell Technologies (NYSE: DELL) continues to make enterprise AI adoption easier with the Dell AI Factory, expanding the world's broadest AI solutions portfolio.Powerful new infrastructure, solutions and services accelerate, simplify and streamline AI workloads and data management.

"Getting AI up and running across a company can be a real challenge," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. "We're making it easier for our customers with new AI infrastructure, solutions and services that simplify AI deployments, paving the way for smarter, faster ways to work and a more adaptable future."

According to The Information, NVIDIA's latest "Blackwell" processors are reportedly encountering significant thermal management issues in high-density server configurations, potentially affecting deployment timelines for major tech companies. The challenges emerge specifically in NVL72 GB200 racks housing 72 GB200 processors, which can consume up to 120 kilowatts of power per rack, weighting a "mere" 3,000 pounds (or about 1.5 tons). These thermal concerns have prompted NVIDIA to revisit and modify its server rack designs multiple times to prevent performance degradation and potential hardware damage. Hyperscalers like Google, Meta, and Microsoft, who rely heavily on NVIDIA GPUs for training their advanced language models, have allegedly expressed concerns about possible delays in their data center deployment schedules.

The thermal management issues follow earlier setbacks related to a design flaw in the Blackwell production process. The problem stemmed from the complex CoWoS-L packaging technology, which connects dual chiplets using RDL interposer and LSI bridges. Thermal expansion mismatches between various components led to warping issues, requiring modifications to the GPU's metal layers and bump structures. A company spokesperson characterized these modifications as part of the standard development process, noting that a new photomask resolved this issue. The Information states that mass production of the revised Blackwell GPUs began in late October, with shipments expected to commence in late January. However, these timelines are unconfirmed by NVIDIA, and some server makers like Dell confirmed that these GB200 NVL72 liquid-cooled systems are shipping now, not in January, with CoreWave GPU cloud provider as a customer. The original report could be using older information, as Dell is one of NVIDIA's most significant partners and among the first in the supply chain to gain access to new GPU batches.

TrendForce reports that the OLED monitor market is set to receive a boost with the introduction of new 31.5-inch OLED models. Panel makers are focusing on product differentiation and improved specifications, while several gaming brands are aggressively launching new models to capture market share. OLED monitor shipments are projected to reach 1.44 million units in 2024—representing YoY growth of 181%—with strong growth expected to continue in the coming years.

Samsung is expected to secure the top spot owing to strong sales of its 49-inch OLED monitors and a steady pipeline of new product releases. Its 2024 market share is forecast to expand to 31%. LGE, leveraging ample panel resources and continuous product line expansion, is poised to take second place with a projected 19% market share.

Dell Technologies (NYSE: DELL) expands the world's broadest generative AI (GenAI) solutions portfolio with Dell AI Factory additions tailored for AMD environments. These solutions offer enterprises enhanced AI capabilities, including greater scalability and flexibility, to stay competitive in the evolving technology landscape.

"By integrating AMD technology into the latest Dell servers, AI solutions and services through the Dell AI Factory, we're providing the performance and efficiencies enterprises need today and in the future," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies. "Together with AMD, we are setting new standards in AI performance, giving enterprises powerful and cost-effective solutions essential for modern data-driven environments."

Samsung is implementing a major workforce realignment to improve operations and increase efficiency. According to a report from Reuters, Samsung has instructed its global subsidiaries to reduce marketing and sales staff by 15% and management personnel by 30% by the end of this year. Of its 267,800 employees worldwide, 147,000 are based overseas, and Samsung's global layoff plan is expected to impact all regions, including Europe, Asia, the Americas, and Africa. The exact motivation behind the layoffs is unclear; one source cites the slowdown in global demand for tech products as a factor, while another suggests Samsung is aiming to increase profits by cutting costs.

Dell is also implementing significant measures, with plans to lay off at least 12,500 employees, approximately 10% of its total workforce. Dell is striving to become "leaner" by overhauling its sales divisions and adopting paperless operations with the help of AI. Job cuts are expected to continue overseas, with U.S. staff members expecting their turn soon. Dell has declined to confirm any numbers regarding the layoffs, particularly those concerning their employees.

Intel recently announced it would offer an extra two-years warranty on its 13th and 14th gen Core CPUs, but it now seems like not all PC makers will follow suit. The Verge contacted 14 major PC makers and got a very mixed response when they asked if these companies would offer extended warranties on systems sold with said processors. It's important to keep in mind that OEM CPUs only come with a 12-month warranty, whereas retail box CPUs from Intel come with a three-year warranty. As such, most PC makers ought to extend the warranty in their systems by a further two years, as per Intel's new warranty terms and some are indeed doing this, while others appear not to.

However, a few companies appear to be offering up to a five-year warranty for the CPU in their system and these companies include Digital Storm, Falcon Northwest iBuyPower and Maingear, so kudos to them for going the extra mile. Corsair and Origin PC—which belongs to Corsair—are offering four years warranty, which is still pretty decent. This is followed by Puget Systems which will offer three years and finally we have Asus and HP which both will offer another two years of warranty, which is in line with what Intel has promised. Dell and its Alienware subsidiary hasn't promised any extended warranties, but will replace faulty CPUs under Intel's extended warranty and will cover any costs related to replacing the CPU, suggesting that they are offering a two-year extension as well.

Intel Corporation today reported second-quarter 2024 financial results. "Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones. Second-half trends are more challenging than we previously expected, and we are leveraging our new operating model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0 transformation," said Pat Gelsinger, Intel CEO. "These actions, combined with the launch of Intel 18A next year to regain process technology leadership, will strengthen our position in the market, improve our profitability and create shareholder value."

"Second-quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product, higher than typical charges related to non-core businesses and the impact from unused capacity," said David Zinsner, Intel CFO. "By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet. We expect these actions to meaningfully improve liquidity and reduce our debt balance while enabling us to make the right investments to drive long-term value for shareholders."

The PC market gathered momentum in Q2 2024, with worldwide shipments of desktops and notebooks up 3.4% year-on-year, reaching 62.8 million units. Shipments of notebooks (including mobile workstations) hit 50 million units, growing 4%. Desktops (including desktop workstations), which constitute 20% of the total PC market, experienced a slight 1% growth, totaling 12.8 million units. The stage is now set for accelerated growth as the refresh cycle driven by the Windows 11 transition and AI PC adoption ramps up over the next four quarters.

"The PC industry is going from strength to strength with a third consecutive quarter of growth," said Ishan Dutt, Principal Analyst at Canalys. "The market turnaround is coinciding with exciting announcements from vendors and chipset manufacturers as their AI PC roadmaps transition from promise to reality. The quarter culminated with the launch of the first Copilot+ PCs powered by Snapdragon processors and more clarity around Apple's AI strategy with the announcement of the Apple Intelligence suite of features for Mac, iPad and iPhone. Beyond these innovations, the market will start to benefit even more from its biggest tailwind - a ramp-up in PC demand driven by the Windows 11 refresh cycle. The vast majority of channel partners surveyed by Canalys in June indicated that Windows 10 end-of-life is likely to impact customer refresh plans most in either the second half of 2024 or the first half of 2025, suggesting that shipment growth will only gather steam in upcoming quarters."

During the Copilot+ debut, Microsoft and global OEMs announced PCs powered by Snapdragon X Elite and Snapdragon X Plus - the only devices that are capable of bringing Copilot+ experiences to life today. The leading AI technology and performance efficiency of these platforms will power this groundbreaking new category, as Copilot+ revolutionizes how users interact with their PCs. Together, Qualcomm Technologies, Inc. and Microsoft are taking intelligent computing to the next level and transforming the PC experience.

Qualcomm Technologies is restoring performance leadership to the Windows PC ecosystem with our leading NPU powered by Snapdragon X Elite which delivers the highest NPU performance per watt for laptops, up to 2.6X vs. M3 and up to 5.4X vs. Core Ultra 7. With the integrated Qualcomm Hexagon NPU architecture, it can deliver up to 24 TOPS/watt peak performance in uses cases like Super Resolution and with our leading Qualcomm Oryon CPU, Snapdragon X Elite leads in performance per watt, matching competitor peak PC CPU performance at 60% less power.

There's no doubt the AI PC revolution is here. We're as excited now about the future of the PC as we were when Michael founded the company 40 years ago. New transformative AI experiences will bring enhanced productivity and efficiency to the hands of consumers and professionals alike. Those with an AI PC will never look back, and everyone will want to be part of the action. We're here to lead the way.

As part of the Dell AI Factory's growing AI devices and infrastructure offerings, Dell expands our broad portfolio of AI PCs and workstations with the introduction of the most Copilot+ PCs powered by Snapdragon X Elite and Snapdragon X Plus processors. This brand-new class of devices transforms your AI PC experience with extraordinary performance and battery life, upleveled productivity and powerful security. Our five new laptops, XPS 13, Inspiron 14 Plus, Inspiron 14, Latitude 7455 and Latitude 5455, offer a range of consumer and commercial options that deliver exceptional speed and AI performance to elevate computing and simplify tasks. So, whether you're a business professional looking to spend more time on strategic work and less time on tedious to-dos, or you're a student looking to prioritize your studies while being untethered to a desk, we have you covered.

TrendForce's latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%. The momentum is expected to continue into the second quarter, which is set to see quarterly growth of 52% as new models hit the market, bringing the total for the first half to 500,000 units. With brands ramping up investments and panel makers launching new products alongside aggressive promotions, annual shipments are projected to soar to 1.34 million units, achieving an impressive 161% growth rate.

Samsung leads the market share in the first quarter with 36%, driven by strong sales of its 49-inch models which offer a significant cost-performance advantage—being only 20% more expensive than their LCD counterparts. Notably, Samsung's plan to introduce 27-inch and 31.5-inch models in Q2, which are expected to further boost its OLED shipments.

A product roadmap leak at leading PC OEM Dell, disclosed the tentative launch dates of several future generations of processors by Intel, AMD, and Qualcomm. The slide was detailing hardware platforms for future revisions of the company's premium XPS notebooks. Given that Dell remains one of the largest PC OEMs, the dates revealed in the leaked slides are highly plausible.

In chronological order, Dell expects Intel's Core Ultra 200V series "Lunar Lake-MX" processor in September 2024, which should mean product unveilings at Computex. It's interesting to note that Intel is only designing "Lunar Lake" for the -MX memory-on-package segment. This chip squares off against Apple's M3, M4, and possibly even the M3 Pro. Intel also has its ambitious "Arrow Lake" architecture planned for the second half of 2024, hence the lack of product overlap—there won't be an "Arrow Lake-MX."

A recent Reuters investigation has uncovered evidence suggesting Chinese universities and research institutes may have circumvented US sanctions on high-performance NVIDIA GPUs by purchasing servers containing the restricted chips. The sanctions tightened on November 17, 2023, prohibit the export of advanced NVIDIA GPUs like the consumer GeForce RTX 4090 to China. Despite these restrictions, Reuters found that at least ten China-based organizations acquired servers equipped with the sanctioned NVIDIA GPUs between November 20, 2023, and February 28, 2024. These servers were purchased from major vendors such as Dell, Gigabyte, and Supermicro, raising concerns about potential sanctions evasion. When contacted by Reuters, the companies provided varying responses.

Dell stated that it had not observed any instances of servers with restricted chips being shipped to China and expressed willingness to terminate relationships with resellers found to be violating export control regulations. Gigabyte, on the other hand, stated that it adheres to Taiwanese laws and international regulations. Notably, the sale and purchase of the sanctioned GPUs are not illegal in China. This raises the possibility that the restricted NVIDIA chips may have already been present in the country before the sanctions took effect on November 17, 2023. The findings highlight the challenges in enforcing export controls on advanced technologies, particularly in the realm of high-performance computing hardware. As tensions between the US and China continue to rise, the potential for further tightening of export restrictions on cutting-edge technologies remains a possibility.

Global PC shipments grew around 3% YoY in Q1 2024 after eight consecutive quarters of declines due to demand slowdown and inventory correction, according to the latest data from Counterpoint Research. The shipment growth in Q1 2024 came on a relatively low base in Q1 2023. The coming quarters of 2024 will see sequential shipment growth, resulting in 3% YoY growth for the full year, largely driven by AI PC momentum, shipment recovery across different sectors, and a fresh replacement cycle.

Lenovo's PC shipments were up 8% in Q1 2024 off an easy comparison from last year. The brand managed to reclaim its 24% share in the market, compared to 23% in Q1 2023. HP and Dell, with market shares of 21% and 16% respectively, remained flattish, waiting for North America to drive shipment growth in the coming quarters. Apple's shipment performance was also resilient, with the 2% growth mainly supported by M3 base models.

Dell Technologies is strengthening its collaboration with NVIDIA to help enterprises adopt AI technologies. By expanding the Dell Generative AI Solutions portfolio, including with the new Dell AI Factory with NVIDIA, organizations can accelerate integration of their data, AI tools and on-premises infrastructure to maximize their generative AI (GenAI) investments. "Our enterprise customers are looking for an easy way to implement AI solutions—that is exactly what Dell Technologies and NVIDIA are delivering," said Michael Dell, founder and CEO, Dell Technologies. "Through our combined efforts, organizations can seamlessly integrate data with their own use cases and streamline the development of customized GenAI models."

"AI factories are central to creating intelligence on an industrial scale," said Jensen Huang, founder and CEO, NVIDIA. "Together, NVIDIA and Dell are helping enterprises create AI factories to turn their proprietary data into powerful insights."