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Sunday, June 11, 2023

The PC Revolution: HP's Vision of AI-Enhanced Computing


AI in PCs: Say Hello to Your New Spreadsheet Conversationalist

I was part of the "PC Revolution" - and then moving businesses off 'big iron' to local area networks.  No cloud.  5.25"Floppy install disks. Green and amber monochrome displays.

In a decade, the AS-400s evaporated and millions of desktops took their place.

I missed the beginning of the analog to digital(copier) evolution; another decade-long transformation. 

This one is different.

AI will live in the cloud BUT we will all have the opportunity to have our own, personalized AI Agent - our machines will need the newest, AI-optimized chip architecture...and this means every, single computer, laptop, phone, and smart device will need the newest microchip.

Today's devices will be obsolete in the blink of an eye, not in a decade.

HP, Nvidia, Intel...all of them no this.

Get ready.
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  1. HP CEO Enrique Lores sees a bright future for the PC market despite a recent slowdown, projecting that demand will pick up in the second half of the year, especially with seasonal trends like back-to-school shopping and holiday sales.
  2. Lores believes that the integration of AI into PCs will be a game-changer, transforming how we interact with computers. PCs will evolve to process large language models, essentially enabling them to build and converse with spreadsheets, improving user experience significantly.
  3. He also emphasizes the necessity of upskilling in the face of AI advancements. As AI automates more tasks, employees' roles will shift from executing tasks to interpreting outputs. Lores sees this transition as an opportunity to make companies more efficient and cost-effective.
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Straddling the balance like a chef dashing between a sizzling stove and demanding diners, HP's Q2 results were a little lighter than the market's hunger for numbers. Picture this: PCs selling slower than hotcakes in a nunnery, but HP's captain, Enrique Lores, paints a portrait of more appetizing days ahead. Enrique believes that the scales will tip in favor of PC demand, and the secret ingredient spicing up his optimism? AI. He stirs the pot on Yahoo Finance Live, saying that AI is going to be the dash of hot sauce that "radically changes" how we wield our PCs.

Our conversation, like a complex recipe, unwraps itself in layers, revealing more nuances as we delve deeper. HP, the culinary colossus of computing, serves up its quarterly earnings better than expected, amidst a backdrop of tepid PC demand. Still, the bubbling broth of AI's growing presence promises a flavorful future. Lores breaks down the mixed flavors of the PC market and assures us, much like a chef promising his diners, that the next course will be better.

The conversation continues to marinate in both consumer and corporate demands, and Enrique assures us that the second half of the year will sizzle with heightened demand as seasonal trends start to kick in. Back-to-school shopping, holiday sprees; the great feasts of consumer spending are yet to come.

AI is set to be the secret ingredient that transforms our traditional computing recipes, giving the humble PC a five-star upgrade. Imagine this: your PC builds spreadsheets for you, and you can converse with your spreadsheet, extracting information like squeezing juice from a ripe orange.

The conversation shifts gears, much like a waiter changing your plates for the next course. From Nvidia's crunch for chips to how AI will change career trajectories, Enrique keeps the conversation flowing, much like a well-oiled kitchen during a dinner rush. He reminds us that AI will require upskilling and adaptation, a fundamental shift from 'doing' to 'interpreting'.

The picture of the future is tantalizing. Enrique paints a portrait of a technology-driven future where AI doesn't just augment our tasks, but radically changes our experience and interaction with PCs. Much like a master chef bringing new flavors to traditional dishes, AI is set to transform the PC landscape. The job isn't done, and the future is ripe with opportunities. So, don your apron and sharpen your knives - we're about to see a revolution in the kitchen of computing.
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Tweet: "#HP's Enrique Lores predicts a sizzling second half for the PC market, seasoned with a dash of #AI. The future of computing isn't just about faster processors; it's about redefining interactions. Ready to converse with your spreadsheet? It's closer than you think. #FutureOfComputing #Upskilling"

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Greg Walters, Incorporated
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