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.
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.
Enterprises are starting to drive productivity and cost savings from generative AI with AT&T among the most vocal about returns. The catch: These returns require investment in IT and data infrastructure.
PepsiCo's second quarter earnings were better than expected, but the real story is that its transformation efforts for processes, supply chain, technology and business services have gone so well it has good visibility into 2024.
Adam Nathan, CEO of Almanac, said modern work is broken and needs to be fixed by reframing remote work, creating writing-based cultures and processes and providing enough space for the magic of human collaboration.
PC executives are hopeful demand will start to improve in part because enterprises will need devices capable of handling generative AI models, data science, analytics and collaboration workloads.
