Entries by Ben Carbonneau, Senior Data Analyst

From Ecosystem to Execution, NVIDIA Shapes How AI Is Built and Run

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NVIDIA’s increasing emphasis on physical AI signals that the company’s ambitions extend well beyond digital workloads. By linking its agent software stack with simulation, robotics and autonomous systems, NVIDIA is positioning itself as the foundational platform for both virtual and real-world AI applications. GTC 2025 established the importance of inference, and GTC 2026 clarified that the next phase of AI will be defined by agents, and NVIDIA is building the infrastructure to power them from end to end

Supply Chain Threatens the Rise of AI PC in 2026

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AI PC Ambitions Face an Unforgiving Reality of Memory Constraints and Budget Pressure For the PC industry, 2025 was the year that the end of Windows 10 support would drive a massive PC refresh cycle. As part of this refresh, AI PCs, devices with neural processing units (NPUs) designed to execute AI and machine learning […]

Lenovo Aims to Become a Global Solutions Provider through Strategic Partnerships and AI-driven Innovation

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While Lenovo’s portfolio and go-to-market strategy may differ slightly by geography, the company’s pocket-to-cloud and One Lenovo initiatives remain the same around the world and are the basis for the company’s differentiation in the market — a theme during every session of the conference. From smartphones to servers, Lenovo is vying for share in every segment, and by investing in the unification and openness of its portfolio, whether it be through the development of homegrown software or new ecosystem partnerships, the company is positioning to grow in the AI era. Changing its perception from a PC powerhouse to a solution provider remains one of Lenovo’s largest challenges, but the company’s work in sponsoring and supporting FIFA and F1 with its full-stack technology capabilities demonstrates its willingness to invest in overcoming this hurdle.

AMD Lays Out its Road Map to Erode NVIDIA’s Dominance in the AI Data Center

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AMD’s Advancing AI 2025 event served as a testament, reaffirming the company’s open-ecosystem-driven and cost-competitive AI strategy while also highlighting how far the company’s AI hardware portfolio has come over the last few years. However, while AMD’s commitment to an open software ecosystem and open industry standards is a strong differentiator for the company, it is also a major risk as it makes AMD’s success dependent on the performance of partners and consortium members.

Hardware-centric Vendors Continue to Make Their Move Into Software

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Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.

AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

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Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.