ASUS has revealed its upcoming ExpertBook P5 laptop, set to debut alongside Intel's highly anticipated "Lunar Lake" processors. This ultrabook aims to boost AI-capable laptop market, featuring an unspecified Intel Lunar Lake "Core Ultra 200V" CPU at its core. The ExpertBook P5 boasts impressive AI processing capabilities, with over 45 TOPS from its Neural Processing Unit and a combined 100+ TOPS when factoring in the CPU and GPU. The NPU provides efficient processing, with additional power coming from Lunar Lake's GPU with XMX cores, featuring the Xe2 Battlemage architecture. This is more than enough for the Copilot+ certification from Microsoft, making the laptop debut as an "AI PC." The ExpertBook P5 offers up to 32 GB of LPDDR5X memory running at 8333 MT/s, up to 3 TB of PCIe 4.0 SSD storage with two drives, and Wi-Fi 7 support.

The 14-inch anti-glare display features a 2.5K resolution and a smooth 144 Hz refresh rate, ensuring a premium visual experience. Despite its powerful internals, the ExpertBook P5 maintains a solid profile weighing just 1.3 kg. The laptop is housed in an all-metal military-grade aluminium body with a 180-degree lay-flat hinge, making it both portable and versatile. ASUS has also prioritized cooling efficiency with innovative technology that optimizes thermal management, whether the laptop is open or closed. Security hasn't been overlooked either, with the ExpertBook P5 featuring a robust security ecosystem, including Windows 11 secured-core PC framework, NIST-155-ready Commercial-Grade BIOS protection, and biometric login options. While an exact release date hasn't been confirmed, ASUS is preparing ExpertBook P5 and other Lunar Lake-powered laptops to hit the market in the second half of 2024.

According to a recent leak from Golden Pig on Weibo, AMD is gearing up to introduce the Ryzen 7 8745HS, a modified version of the existing Ryzen 7 8845HS APU. The key difference in this new chip lies in its neural processing capabilities. While the 8845HS boasts AMD's XDNA-based NPU (Neural Processing Unit), the upcoming 8745HS is rumored to have this feature disabled. Specifications for the 8745HS are expected to closely mirror its predecessor, featuring eight Zen 4 cores, 16 threads, and a configurable TDP range of 35-54 W. The chip will likely retain the Radeon 780M integrated GPU with 12 Compute Units. However, it is possible that AMD might introduce slight clock speed reductions to differentiate the new model further.

It is also worth pointing out that Hawk Point generation is not Copilot+ certified due to first-generation XDNA NPU being only 16 TOPS out of 40 TOPS required, so having an NPU doesn't help AMD advertise these processors as Copilot+ ready. The success of this new variant will largely depend on its pricing and adoption by laptop/mobile OEMs. Without the NPU, the 8745HS could offer a more budget-friendly option for users who don't require extensive local AI processing capabilities. After all, AI workloads remain a niche segment in consumer computing, and many users may find the 8745HS an attractive alternative if pricing is reduced, especially given the availability of cloud-based AI tools.

Samsung Electronics today announced its all-new Galaxy Z Fold6 and Galaxy Z Flip6, along with Galaxy Buds3 and Galaxy Buds3 Pro at Galaxy Unpacked in Paris.

Earlier this year, Samsung ushered in the era of mobile AI through the power of Galaxy AI. With the introduction of the new Galaxy Z series, Samsung is opening the next chapter of Galaxy AI by leveraging its most versatile and flexible form factor perfectly designed to enable a range of unique mobile experiences. Whether using Galaxy Z Fold's large screen, Galaxy Z Flip's FlexWindow or making the most of the iconic FlexMode, Galaxy Z Fold6 and Flip6 will provide more opportunities to maximize AI capabilities. Built on the foundation of Samsung's history of form factor innovation, Galaxy AI uses powerful, intelligent, and durable foldable experience to accelerate a new era of communication, productivity, and creativity.

Apparently the AMD "Strix Halo" processor is real, and it's large. The chip is designed to square off against the likes of the Apple M3 Pro and M3 Max, in letting ultraportable notebooks have powerful graphics performance. A chiplet-based processor, not unlike the desktop socketed "Raphael," and mobile BGA "Dragon Range," the "Strix Halo" processor consists of one or two CCDs containing CPU cores, wired to a large die, that's technically the cIOD (client I/O die), but containing an oversized iGPU, and an NPU. The point behind "Strix Halo" is to eliminate the need for a performance-segment discrete GPU, and conserve its PCB footprint.

According to leaks by Harukaze5719, a reliable source with AMD leaks, "Strix Halo" comes in a BGA package dubbed FP11, measuring 37.5 mm x 45 mm, which is significantly larger than the 25 mm x 40 mm size of the FP8 BGA package that the regular "Strix Point," "Hawk Point," and "Phoenix" mobile processors are built on. It is larger in area than the 40 mm x 40 mm FL1 BGA package of "Dragon Range" and upcoming "Fire Range" gaming notebook processors. "Strix Halo" features one or two of the same 4 nm "Zen 5" CCDs featured on the "Granite Ridge" desktop and "Fire Range" mobile processors, but connected to a much larger I/O die, as we mentioned.

Just a few weeks ago, AMD invited us to Barcelona as part of a roundtable, to share their vision for the future of the company, and to get our feedback. On site, were prominent AMD leadership, including Phil Guido, Executive Vice President & Chief Commercial Officer and Jack Huynh, Senior VP & GM, Computing and Graphics Business Group. AMD is making changes in a big way to how they are approaching technology, shifting their focus from hardware development to emphasizing software, APIs, and AI experiences. Software is no longer just a complement to hardware; it's the core of modern technological ecosystems, and AMD is finally aligning its strategy accordingly.

The major difference between AMD and NVIDIA is that AMD is a hardware company that makes software on the side to support its hardware; while NVIDIA is a software company that designs hardware on the side to accelerate its software. This is about to change, as AMD is making a pivot toward software. They believe that they now have the full stack of computing hardware—all the way from CPUs, to AI accelerators, to GPUs, to FPGAs, to data-processing and even server architecture. The only frontier left for AMD is software.

Intel's upcoming Arrow Lake "S" Desktop and "HX" laptop CPUs are reported to launch without dedicated NPU hardware. NPUs will be limited to Arrow Lake-H/U and Lunar Lake chips, with Core Ultra 200V chips offering up to 48 TOPS of AI performance. Currently, AMD is the only manufacturer offering desktop chips with dedicated NPUs in their Ryzen 8000G "Hawk Point" series for the AM5 platform. However, according to Jaykihn, an active Intel-related leaker, Intel may be planning to incorporate NPUs in future Arrow Lake-S and Arrow Lake-HX refreshes.

The potential refresh could include an NPU within the SOC tile, possibly increasing the die size by 2.8 mm compared to current Arrow Lake designs. The package size is expected to remain unchanged, maintaining socket compatibility, however, motherboard manufacturers would need to enable Fast Voltage Mode (FVM) on VccSA rails to support the NPU functionality. While it's early to discuss an Arrow Lake refresh before the initial launch, this development could impact Intel's roadmap and the "AI PC" market segment. Also, it could have possible implications for the release schedule of future architectures like Panther Lake.

During Computex 2024, Intel announced the next-generation compute platform for the notebook segment in the form of the Core Ultra 200V series, codenamed Lunar Lake. Set for release in September 2024, these processors are generating excitement among tech enthusiasts and industry professionals alike. According to the latest leak by VideoCardz, Intel plans to unveil nine variants of Lunar Lake, including Core Ultra 7 and Core Ultra 5 models, with a single high-end Core Ultra 9 variant. While exact specifications remain under wraps, Intel's focus on artificial intelligence capabilities is clear. The company aims to secure a spot in Microsoft's Copilot+ lineup by integrating its fourth-generation Neural Processing Unit (NPU), boasting up to 48 TOPS of performance. All Lunar Lake variants are expected to feature a hybrid architecture with four Lion Cove performance cores and four Skymont efficiency cores.

This design targets low-power mobile devices, striking a balance between performance and energy efficiency. For graphics, Intel is incorporating its next-generation Arc technology, dubbed Battlemage GPU, which utilizes the Xe2-LPG architecture. The leaked information suggests that Lunar Lake processors will come with either 16 GB or 32 GB of non-upgradable LPDDR5-8533 memory. Graphics configurations are expected to include seven or eight Xe2 GPU cores, depending on the model. At the entry level, the Core Ultra 5 226V is rumored to offer a 17 W base power and 30 W maximum turbo power, with performance cores clocking up to 4.5 GHz. The top-tier Core Ultra 9 288V is expected to push the envelope with a 30 W base power, performance cores boosting to 5.1 GHz, and an NPU capable of 48 TOPS. You can check out the rest of the SKUs in the table below.

Prices of AMD Ryzen 8000G "Hawk Point" desktop APUs in the Socket AM5 package saw reductions over the week. The Ryzen 7 8700G, the fully unlocked part, is now available for $299, a $30 cut from its launch price of $329. Meanwhile, the Ryzen 5 8600G has now slipped under the $200-mark, with a $199 price-tag. The chip had originally launched at $229. Both these chips feature a 16 TOPS NPU, and are the first desktop processors that are capable of on-chip AI acceleration. Both processors are based on the 4 nm "Hawk Point" monolithic silicon, and feature "Zen 4" CPU cores. The 8700G packs an 8-core/16-thread CPU with an RDNA 3 iGPU that has 12 compute units (CU); while the 8600G is 6-core/12-thread, with an iGPU that has 8 CU.

Things get interesting with the Ryzen 5 8500G, which is now down to $159 from its launch price of $179. This new price makes the processor competitive with the 13th Gen Core i3 and the lower end of the Core i5 lineup. Unlike the other two 8000G series chips, the 8500G lacks an NPU, and is based on the 4 nm "Phoenix 2" silicon that has two "Zen 4" and four "Zen 4c" CPU cores for a 6-core/12-thread CPU configuration. Both kinds of cores share a 16 MB L3 cache. It has a heavily cut-down RDNA 3 iGPU with just 4 CU. The Ryzen 8000G desktop APU series only features PCIe Gen 4 (no Gen 5), which may not mean much for today's discrete GPUs, but limit your SSD upgrade path to Gen 4 (Gen 5 SSDs will be limited to 7 GB/s).

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.

ASUS Republic of Gamers (ROG) today announced the latest version of its critically acclaimed Zephyrus G16 gaming laptop, now featuring an AMD Ryzen AI 9 HX 370 processor. With a built-in NPU for AI-accelerated tasks and a dedicated NVIDIA GPU, the latest Zephyrus G16 stands ready for any scenario, from gaming to productivity and more—all in an ultra-sleek thin-and-light package.

Zephyrus enters the era of AI computing
We're entering a new era of computing, with artificial intelligence at its center—and ROG is charging ahead with the new Zephyrus G16, now a true AI PC thanks to its AMD Ryzen AI 9 HX 370 processor. With 12 cores, 24 threads, a built-in AMD Ryzen AI XDNA 2 NPU capable of 50 TOPS of AI performance, along with 31 TOPS from the CPU and its integrated Radeon 890M graphics, the new Zephyrus G16 stands ready for enhancing productivity in AI-enabled applications, including powerful Windows Copilot tools.

At Computex 2024, ASUS unveiled major updates to its popular laptop lineups, designed for the "Copilot+" era of AI computing. The first is the Zenbook S16 is a premium 16-inch laptop series powered by AMD's latest Ryzen AI 9 HX 370 processors with dedicated AI acceleration. Remarkably, ASUS has managed to pack this high-performance silicon into an ultra-portable 1.1 cm thin chassis weighing just 1.5 kg. The Zenbook S16 integrates AMD's new NPU capable of a 50 TOPS of AI compute for accelerating AI/ML workloads. The centerpiece is the laptop's stunning 16-inch 3K OLED display made with ASUS Lumina technology. It offers 100% vibrant DCI-P3 color gamut coverage, a blazing-fast 120 Hz refresh rate with 0.2 ms response time, and up to 600 nits brightness. ASUS paired this premium visual experience with a six-speaker audio system for an immersive multimedia experience.

Acer today announced a new range of AI-enhanced TravelMate business laptops. Powered with the latest generation of processors with built-in NPUs, the new laptops offer professionals and executives next-level performance, productivity, and mobility, in addition to enhanced security and connectivity features.

Optimized to deliver new AI-powered capabilities and user experiences, all of the new business laptops come with Acer TravelMateSense for quick access to device management settings and customizations, a new Acer Experience Zone for the collection of the devices' AI features, and Copilot accessible through a dedicated hotkey. Each model also offers advanced security and administration features to streamline device deployment and management for business, ensuring data are safeguarded with discrete Trusted Platform Module (TPM) 2.0, biometric security, and a camera privacy shutter.

Last week, we got confirmation from the highest levels of Dell and NVIDIA that the latter is making a client PC processor for the Windows on Arm (WoA) AI PC ecosystem that only has one player in it currently, Qualcomm. Michael Dell hinted that this NVIDIA AI PC processor would be ready in 2025. Since then, speculation has been rife about the various IP blocks NVIDIA could use in the development of this chip, the two key areas of debate have been the CPU cores and the process node.

Given that NVIDIA is gunning toward a 2025 launch of its AI PC processor, the company could implement reference Arm IP CPU cores, such as the Arm Cortex X5 "Blackhawk," and not venture out toward developing its own CPU cores on the Arm machine architecture, unlike Apple. Depending on how the market recieves its chips, NVIDIA could eventually develop its own cores. Next up, the company could use the most advanced 3 nm-class foundry node available in 2025 for its chip, such as the TSMC N3P. Given that even Apple and Qualcomm will build their contemporary notebook chips on this node, it would be a logical choice of node for NVIDIA. Then there's graphics and AI acceleration hardware.

NVIDIA is eying a comeback to the client processor business, reveals a Bloomberg interview with the CEOs of NVIDIA and Dell. For NVIDIA, all it takes is a simple driver update that exposes every GeForce GPU with tensor cores as an NPU to Windows 11, with translation layers to get popular client AI apps to work with TensorRT. But that would need you to have a discrete NVIDIA GPU. What about the vast market of Windows AI PCs powered by the likes of Qualcomm, Intel, and AMD, who each sell 15 W-class processors with integrated NPUs capable of 50 AI TOPS, which is all that Copilot+ needs? NVIDIA held an Arm license for decades now, and makes Arm-based CPUs to this day, with the NVIDIA Grace, however, that is a large server processor meant for its AI GPU servers.

NVIDIA already made client processors under the Tegra brand targeting smartphones, which it winded down last decade. It's since been making Drive PX processors for its automotive self-driving hardware division; and of course there's Grace. NVIDIA hinted that it might have a client CPU for the AI PC market in 2025. In the interview Bloomberg asked NVIDIA CEO Jensen Huang a pointed question on whether NVIDIA has a place in the AI PC market. Dell CEO Michael Dell, who was also in the interview, interjected "come back next year," to which Jensen affirmed "exactly." Dell would be in a front-and-center position to know if NVIDIA is working on a new PC processor for launch in 2025, and Jensen's nod almost confirms this

Today at Microsoft Build, AMD (NASDAQ: AMD) showcased its latest end-to-end compute and software capabilities for Microsoft customers and developers. By using AMD solutions such as AMD Instinct MI300X accelerators, ROCm open software, Ryzen AI processors and software, and Alveo MA35D media accelerators, Microsoft is able to provide a powerful suite of tools for AI-based deployments across numerous markets. The new Microsoft Azure ND MI300X virtual machines (VMs) are now generally available, giving customers like Hugging Face, access to impressive performance and efficiency for their most demanding AI workloads.

"The AMD Instinct MI300X and ROCm software stack is powering the Azure OpenAI Chat GPT 3.5 and 4 services, which are some of the world's most demanding AI workloads," said Victor Peng, president, AMD. "With the general availability of the new VMs from Azure, AI customers have broader access to MI300X to deliver high-performance and efficient solutions for AI applications."

Starting Q3 2024 in time for the holiday season, Intel's upcoming client processors (code-named Lunar Lake) will power more than 80 new laptop designs across more than 20 original equipment manufacturers, delivering AI performance at a global scale for Copilot+ PCs. Lunar Lake will get the Copilot+ experiences, like Recall, via an update when available. Building on the success of Intel Core Ultra processors and with the addition of Lunar Lake, Intel will ship more than 40 million AI PC processors this year.

"With breakthrough power efficiency, the trusted compatibility of x86 architecture and the industry's deepest catalog of software enablement across the CPU, GPU and NPU, we will deliver the most competitive joint client hardware and software offering in our history with Lunar Lake and Copilot+," said Michelle Johnston Holthaus, Intel executive vice president and general manager of the Client Computing Group.

Today, Microsoft and Surface introduced the fastest, most intelligent Windows PCs ever: Copilot+ PCs. The all-new Surface Pro and Surface Laptop are the ultimate Copilot+ PCs, delivering incredible performance, all-day battery life and brand-new AI experiences. They showcase the beauty and innovation that happens at the intersection of software and hardware.

Surface was created to lead the PC industry with innovation and technology that showcases the best of Microsoft and empowers our customers to achieve more. We've been at the forefront of new PC categories, with thoughtful designs and new features that inspire our customers. And as we dive into the new wave of AI, Surface continues to put our customers first.

ASUS today announced a new generation of AI-powered computing at its online-only Next Level. AI Incredible. launch event, dedicated to the launch of the ASUS Vivobook S 15 (S5507). Powered by the Snapdragon X Elite, the device is the company's first Copilot+ PC, with Windows AI features and a collection of exclusive ASUS AI apps that aim to improve the user's work and play.

"As ASUS embarks on this journey, marked by the launch of our first AI PC, we stand at the beginning of a new era of personal computing." ASUS Co-CEO S.Y. Hsu said, speaking at the event, "The launch of our first Copilot+ PC powered by Snapdragon X Elite is an important milestone for us, and we believe that these devices are the future of consumer PCs and will drastically change the way we will work, study, create, and play."

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.

Acer today launched its first Copilot+ PC with the Swift 14 AI laptop, in collaboration with Microsoft and Qualcomm Technologies, Inc., ushering in a new AI era with brand new user experiences and AI capabilities on Windows 11. The Swift 14 AI has multiple device models, powered by Snapdragon X Elite and Snapdragon X Plus platforms, and both feature one of the world's fastest NPUs for laptops to enable on-device AI processing. Users can streamline everyday tasks with smarter PC functions and tackle complex workloads more effectively.

"Engineered for AI from the inside out, the Swift 14 AI is the first among many Acer Copilot+ PCs to come," said Jerry Kao, COO, Acer Inc. "These next-generation AI PCs see significant leaps in AI processing power, unlocking brand new experiences that we know users will love."

Samsung Electronics today unveiled the Galaxy Book4 Edge, the next-generation of AI PCs. With 45 TOPS NPU AI computing performance and cutting-edge hybrid AI integrations, the Galaxy Book4 Edge amplifies the PC experience and offers the most hyperconnected mobile AI ecosystem yet. Together, Samsung and leading industry partners are propelling AI innovation and unleashing a next-generation AI PC with the Galaxy Book4 Edge.

"The Galaxy Book4 Edge expands our vision of AI connectivity—bridging the gap between mobile and PC, while democratizing AI experiences that change the way we operate each and every day," said TM Roh, President and Head of Mobile eXperience Business at Samsung Electronics. "This next-generation AI PC unlocks new levels of computing performance, made possible by our proven Samsung Galaxy interface and open collaboration with industry leaders to bring our users world-class hardware and software solutions."

ORIGIN PC, a leader in custom high-performance systems, today launched their latest laptops - the EON16-SX, NSX-16, NSL-14, and NSL-16. For gamers, the EON16-SX offers powerful 40-Series performance and the latest in processing efficiency with an Intel Core Ultra processor. Professionals have a much broader selection of workstation laptops moving forward with the introduction of the brand new NSX-16, NSL-14, and NSL-16 laptops. Designed for the Generation of AI, the new Intel Core Ultra processors also feature a built-in NPU and Intel AI Boost. Experience improved productivity, efficiency, and performance with AI-acceleration that can be used for video editing, multi-tasking, and more. All four of the new laptops meet MIL-STD-810H-SPEC standards, meaning they have passed extensive stress tests including extreme temperatures, humidity, shock, and more. Durable and powerful, yet completely portable, ORIGIN PC is proud to announce the newest editions to their world-class lineup of custom PCs.

The brand new EON16-SX and NSX-16 laptops are a fusion of high-performance and fully portable design. While only 4.29 lbs light and 0.77 inches thin, they offer high-performance via quality hardware like an Intel Core Ultra 7 155H, NVIDIA GeForce RTX 4070, DDR5 memory, and a spacious amount of high-speed SSD storage. Both laptops are also designed with a 16" 240 Hz 2560x1600 display, providing an expansive view of games, videos, and software. The two new laptops also take advantage of NVIDIA Optimus which automatically switches between the high performance dedicated GPU and power-efficient integrated GPU to maximize power efficiency. Packed with the latest technology, they boast a generous battery lifespan of 4 hours and 40 minutes. Customize the EON16-SX or NSX-16 with up to 64 GB of DDR5 memory and 16 TB of SSD storage, while also accessing a wide array of connectivity options.

Intel has prepared the Core Ultra 5-238V, a Lunar Lake-MX CPU that integrates 32 GB of LPDDR5X memory into the CPU package. This new design represents a significant departure from the traditional approach of using separate memory modules, promising enhanced performance and efficiency, similar to what Apple is doing with its M series of processors. The Core Ultra 5-238V is the first of its kind for Intel to hit mass consumers. Previous attempt was with Lakefield, which didn't take off, but had advanced 3D stacked Foveros packaging. With 32 GB of high-bandwidth, low-power LPDDR5X memory directly integrated into the CPU package, the Core Ultra 5-238V eliminates the need for separate memory modules, reducing latency and improving overall system responsiveness. This seamless integration results in faster data transfer rates and lower power consumption with LPDDR5X memory running at 8533 MT.

Applications that demand intensive memory usage, such as video editing, 3D rendering, and high-end gaming, will be the first to experience performance gains. Users can expect smoother multitasking, quicker load times, and more efficient handling of memory-intensive tasks. The Core Ultra 5-238V is equipped with four big Lion Cove and four little Skymont cores, in combination with seven Xe2-LPG cores based on Battlemage GPU microarchitecture. The bigger siblings to Core Ultra 5, the Core Ultra 7 series, will feature eight Xe2-LPG cores instead of seven, with the same CPU core count, while all of them will run the fourth generation NPU.

AMD is rumored to be discontinuing driver support for the Windows 10 operating system for its next-generation mobile processors, starting with the upcoming Ryzen 9000 "Strix Point" (and possibly "Strix Halo" and other chips from the generation). This would mean a lack of official drivers for the XDNA 2 NPU, SoC components, and possibly even the iGPU. This who know their way around manual driver installation might have some luck getting the Windows 11 drivers to work on Windows 10, but for the most part, notebooks and pre-built SFF desktops powered by these chips will not come with Windows 10 preinstalled, since there won't be any official drivers from AMD.

The CPU of Ryzen 9000 "Strix Point" processors should still very much work with Windows 10. This however doesn't cover the upcoming Ryzen 9000 "Granite Ridge" desktop processors, which have minimal hardware that need drivers, except for the basic iGPU they pack. Microsoft is discontinuing Windows 10 from regular updates on October 14, 2025. Those who want to hold on to the operating system need to pay for extended security update plans that get progressively pricier with each year.

Personal computers (PCs) have been used as the major productivity device for several decades. But now we are entering a new era of PCs based on artificial intelligence (AI), thanks to the boom witnessed in generative AI (GenAI). We believe the inventory correction and demand weakness in the global PC market have already normalized, with the impacts from COVID-19 largely being factored in. All this has created a comparatively healthy backdrop for reshaping the PC industry. Counterpoint estimates that almost half a billion AI laptop PCs will be sold during the 2023-2027 period, with AI PCs reviving the replacement demand.

Counterpoint separates GenAI laptop PCs into three categories - AI basic laptop, AI-advanced laptop and AI-capable laptop - based on different levels of computational performance, corresponding use cases and the efficiency of computational performance. We believe AI basic laptops, which are already in the market, can perform basic AI tasks but not completely GenAI tasks and, starting this year, will be supplanted by more AI-advanced and AI-capable models with enough TOPS (tera operations per second) powered by NPU (neural processing unit) or GPU (graphics processing unit) to perform the advanced GenAI tasks really well.