HP CEO Enrique Lores and Canalys CEO Steve Brazier also spoke at the forum, discussing the benefits and challenges of AI PCs. Lores highlighted the security and cost advantages of using AI without needing to access the cloud, while Brazier noted the increased expense and energy use of these devices. Both executives acknowledged the difficulty in defining what constitutes an AI PC.
Key takeaways:
- Executives at major PC manufacturers, including Lenovo and HP, are excited about the potential of AI computers to increase their profit margins, despite the emerging category being somewhat undefined.
- Lenovo plans to bring the AI form factor to market between the second half of 2024 and early 2025, with the AI PC defined as a device that learns about the user continuously and interacts more naturally.
- HP CEO Enrique Lores stated that these machines will allow customers to use LLMs in a more secure way as data will not be uploaded to the cloud, and latency will be another advantage as users will not need to access the cloud to use the AI.
- Despite the optimism, Canalys CEO Steve Brazier and his analyst team are struggling to define what constitutes an AI PC, suggesting that the price tag might be the determining factor.