Santa isn't bringing you an AI PC in 2024
Earnings results from Dell Technologies and HP indicate that a long overdue PC refresh cycle is going to be delayed.
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Intel launches Lunar Lake laptops, aims to scale AI PCs, spur upgrade cycle
Intel joined the AI PC parade with its Intel Core Ultra 200V series, code named Lunar Lake, with a launch designed to show that x86 architecture can compete with Arm in Copilot+ PCs.
PC upgrade cycle to be driven by AI, but calling timing has been difficult
Personal computers powered by artificial intelligence haven't surged ahead just yet, but demand appears to be strong enough to spur an upgrade cycle. That's a key takeaway from earnings results from Best Buy, Dell and Hewlett-Packard.
Enterprises start to harvest AI-driven exponential efficiency efforts
Enterprises are beginning to leverage AI and widen their profit moats just as some companies are seeing customers wobble. The efficiency gains are beginning to highlight how digital transformation and AI strategies are becoming self-funding, keeping expenses below the rate of inflation and optimizing processes.
SpreadsheetLLM may yet decipher, democratize spreadsheets for rest of us
Microsoft researchers have cooked up SpreadsheetLLM, a method that encodes and optimizes large language models (LLMs) so they can understand spreadsheets.
Education tech in turmoil amid genAI: Why consolidation is next
The education technology market has been rattled by generative AI, cautious enterprise and institutional spending and a set of overlapping companies with similar annual revenue profiles.
Anthropic adds more collaboration features to Claude for Pro, Team customers
Anthropic's move to couple its Claude LLM with collaboration features is a smart one that can win out with businesses over time.
Smartsheet preps new pricing model June 24
The new model will have broader access to Smartsheet features including AI and include more users in a plan.
Will Meta's Workplace shutdown be a boon for Zoom's Workvivo?
Meta is shuttering its Workplace enterprise platform with a June 1, 2026, sunset and the move could be a boon for Zoom's Workvivo, which was acquired a little more than a year ago.
Coursera's outlook highlights how genAI reskilling will be lumpy
Coursera CEO Jeff Maggioncalda said, "we remain in the early stages of understanding how generative AI will reshape the way we live, learn and work."
Monday's Musings: In An Age of AI, Death To The Pyramid Model, Long Live The Diamond
Most professional services firms have operated in a pyramid model where the most senior owner of a P&L would have a staffing ratio of 1:3 to 1:5 and their next reports would have a staffing ratio of 1:5 to 1:10. This pyramid structure would continue until the last level.
PC industry's big dream: AI enabled PCs spur upgrade cycle
PC giants are all betting that AI-enabled PCs will get sales growing again and create new use cases, but it's unclear whether technology buyers will play along.
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