Recently, Lenovo Group announced its financial report for the second quarter of the 2023 fiscal year, showing that the company continues to maintain growth momentum supported by strong sales of smart devices. For the three months ending in September, Lenovo's net profit increased by 44% year-on-year to $359 million, slightly surpassing analysts' expectations of $355 million. As the world's largest personal computer manufacturer, Lenovo's ongoing investments in artificial intelligence technology are gradually showing results. Company executives stated that they are committed to launching AI-powered personal computers.

In the field of generative AI, Apple's efforts seem to be primarily focused on mobile devices, especially the latest iOS 18 system. However, the new Apple M4 chip demonstrates powerful performance in the recently released Mac Mini and MacBook Pro, enabling effective local operation of the most powerful open-source large language models (LLMs) available today, such as Meta's Llama-3.1405B, Nvidia's Nemotron70B, and Qwen.

Recently, there have been reports that OpenAI is preparing to launch an autonomous AI agent named 'Operator' that can control computers and independently perform various tasks. According to Bloomberg, this AI agent is expected to debut next January as a research preview and developer tool. This move will further intensify the competition among tech giants in the field of AI agents, as recently Anthropic also launched its 'computer usage' feature, while Google is reportedly preparing to do so in December.

Recently, the Google Quantum AI team made remarkable progress, showing that current Noisy Intermediate-Scale Quantum (NISQ) computers can complete benchmark calculations that would take classical computers years to process. This research was published in the journal Nature and utilized the random circuit sampling benchmark, which is one of the most challenging tasks currently executable by quantum computers. Image credit: This image was generated by AI, courtesy of image licensing provider Midjourney. This finding indicates that although quantum computers still have limitations.

According to the latest forecast from market research firm Gartner, by 2026, the market share of AI personal computers is expected to reach 43%. This means that in the future, large enterprises will almost exclusively choose computers equipped with AI technology. Doesn't that sound interesting? Gartner anticipates that the shipment volume of AI personal computers will reach 43 million units by 2024, a nearly 100% increase compared to 2023. Furthermore, by 2025, this figure is expected to surge to 114 million units, reflecting an impressive growth rate of 165%.

AI startup Magic has completed a $320 million funding round, with participation from Eric Schmidt, Alphabet's CapitalG, and investors like Atlassian, bringing the total funding close to $500 million. Magic focuses on AI model development aimed at generating code and automating software development tasks, featuring an exceptionally long context window of up to 100 million tokens, surpassing current commercial models. Magic plans to collaborate with Google Cloud to build two supercomputers to enhance

Amazon Web Services (AWS) has launched a new High Performance Computing (HPC) management service - AWS Parallel Computing Service, aimed at simplifying the process for businesses to access and utilize supercomputing resources, lowering the barrier to entry. This service utilizes the open-source tool Slurm to manage clusters, allowing users to easily set up and manage clusters of Amazon Elastic Compute Cloud (EC2) instances on AWS without complex system administrator support. Businesses only need one AWS account to experiment and test the advantages of their workloads in large-scale computing.

Elon Musk showcased the internal structure of Tesla's Cortex AI supercomputer cluster being built at the Austin headquarters, which is expected to require 130 megawatts of cooling and power upon launch, growing to 500 megawatts by 2026. The cluster contains 70,000 AI servers, primarily used to solve real-world AI issues, particularly for training Tesla's full self-driving system and the AI for the Optimus robot. Cortex will rely entirely on Nvidia's hardware at launch, while Tesla's own hardware is expected.

Nvidia's net income increased by 265% in the fourth quarter, with founder Jensen Huang announcing Nvidia AI services. The company generated $22.1 billion in revenue, with net profit skyrocketing by 769%, exceeding expectations. The Nvidia AI supercomputer DGX can be accessed via web browser and is available on multiple cloud platforms.

Scientists successfully trained a model at ChatGPT level using only 8% of the computing power. The research team utilized innovative technology on the Frontier supercomputer, training a trillion-parameter language model with just thousands of AMD GPUs. They achieved 100% weak scaling efficiency for 175 billion-parameter and trillion-parameter models while utilizing only 8% of computing capacity. The results indicate that training large language models with trillion parameters remains challenging.

In 2024, the personal computer market is expected to grow by 8% as consumers are eager to upgrade their pandemic-era computers, seeking devices with artificial intelligence capabilities. The surge in generative AI is driving PC sales, as consumers strive for smarter devices that enhance productivity and leisure experiences. Microsoft will end support for Windows 10 on October 14, 2025, potentially spurring a wave of upgrades across hundreds of millions of devices and propelling sales of the next generation of personal computers. 2024 is anticipated to see a rebound, with companies like HP introducing AI-enabled PCs to support market growth.

The EU plans to support local AI startups in model training by providing access to supercomputer processing power. The early involvement of Mistral in the EU's supercomputer access program may indicate alignment of ideas. The European Commission has announced that dedicated supercomputer access will be provided to AI startups to help them develop large models. This initiative is the latest move in the EU's increased investment in artificial intelligence, aiming to help European companies compete with the US in this critical field.

The CEO of HP stated that AI capabilities will drive growth in the personal computer market, expecting it to double. The new computers will feature AI capabilities, enabling access to the cloud and the analysis of complex language models. The prices of the new computers will not be significantly higher than other models, with an expected increase of 5% to 10%. The shift to Windows 11 will further boost growth in the PC market, which has already begun to recover. The PC market is projected to grow in 2024 compared to 2023.

🔍 Government Quadruples AI Spending: The UK government will increase spending on AI chips and supercomputers. 🌐 UK Positioned as a Global Hub: The UK government aims to position the country as a global center for AI technology through agreements with international research networks. 🔬 Supercomputer Investment: The government has approved an investment of £100 million for a supercomputer facility in Bristol.

IDC states that AI is viewed as a potential solution to the sales problems in the PC industry, although use cases are not yet fully defined. HP and Lenovo plan to launch a series of AI PCs in the coming years to increase selling prices. The PC industry hopes to revive after nine consecutive quarters of decline through the migration to Windows 11 and AI components. Analysts believe that AI PCs promise to personalize the user experience on a deeper level.

Canalys forecasts that by 2027, 60% of personal computers will be AI-compatible. Initially, AI-compatible personal computers will be used for specific business functions and by professionals requiring AI computations. Optimized large language models and new operating systems will drive the widespread adoption of AI-compatible personal computers. As a core tool for businesses and consumers, personal computers are set to undergo a transformation with deep integration of AI. The development of AI personal computers will be influenced by the strategic direction of processor manufacturers.

Canalys predicts that the shipment of AI-compatible personal computers will reach 175 million units by 2027, accounting for over 60%. Dedicated AI chipsets are key to supporting AI personal computers, and major chip manufacturers are accelerating the launch of AI-optimized processors. The demand for high-performance components such as storage, memory, and GPUs will also grow as AI tools upgrade. In 2023, Apple will be the first manufacturer to produce 100% AI personal computers. In 2024, AMD and Intel will accelerate the enhancement of AI capabilities in personal computers.

Canalys forecasts that by 2027, 60% of personal computers will be AI-compatible. The shipment of AI-compatible personal computers is expected to exceed 175 million units. The market for AI-compatible personal computers is anticipated to experience explosive growth in 2025 and 2026. The compound annual growth rate for AI-compatible personal computers will reach 94%. The latest Windows operating system will enhance features via AI, driving market growth.