Microsoft and NVIDIA, through their X handles, each teased "A new era of PC," along with the map coordinates "25.0528, 121.5990," which correspond to the Nangang Exhibition Centre, the seat of Computex 2026. If it wasn't obvious already, NVIDIA is announcing its much awaited N1X client PC processor, and it has the full blessings of Microsoft to power Windows 11 AI PCs with full Copilot+ acceleration. The N1X is widely expected to get NVIDIA to supplant Qualcomm's Snapdragon X2 Elite series as the fastest Arm-based processor for Windows, powering experiences on par with high-end x86-64 PC processors from Intel and AMD.

NVIDIA is allegedly building the N1X on the TSMC 3 nm foundry node. The latest leaks hold the chip to be a 20-core processor, with an Arm big.LITTLE configuration of 10 performance cores, and 10 efficiency cores. All 20 cores are custom-designed by NVIDIA, and based on the Arm v9.2 machine architecture. The CPU complex is expected to feature 32 MB of shared, last-level cache. The star attraction here is the iGPU that allegedly doubles up as an NPU. Based on the "Blackwell" graphics architecture, the iGPU is expected to feature up to 48 streaming multiprocessors (SM) for 6,144 CUDA cores, and performance possibly comparable to the discrete GeForce RTX 5060 Ti. The chip will feature LPDDR5X interface, with a unified memory architecture. NVIDIA's plan is to outclass Apple M5 Pro and AMD Ryzen AI Max 400. There's nothing in this class from Intel, unless the company decides to build chips with large iGPUs based on its Xe3 "Celestial" architecture.

HP Inc. and its subsidiaries ("HP") announced fiscal 2026 second quarter net revenue of $14.4 billion, up 9.0% (up 6.3% in constant currency) from the prior-year period.

"During the second quarter, we continued executing our future of work strategy through intelligent devices, edge AI, and connected experiences while navigating rising commodity costs," said Bruce Broussard, Interim CEO, HP Inc. "We introduced innovations across AI PCs, Z workstations, AI-powered print, and HP IQ that simplify work and improve productivity. These reflect our progress in building intelligent devices and services that capture the value of AI at the edge and support long-term growth."

Rambus Inc., a premier chip and silicon IP provider making data faster and safer, today announced its complete DDR5 9600 Client Memory Module Chipset for high-performance CUDIMM, CQDIMM and CSODIMM modules in future generation AI PCs. The chipset includes the new Gen 2 Client Clock Driver (CKD02), delivering breakthrough performance with support for PC memory module operation of up to 9600 MT/s, Power Management IC (PMIC5120) and Serial Presence Detect Hub (SPD Hub).

With the rise of agentic AI, PCs now plan, execute, and adapt workflows in real time. These workloads require persistent context, concurrent processing, and continuous data movement between the processor and system memory requiring significant increases in both bandwidth and capacity. At the same time, scaling DDR5 memory beyond 6400 MT/s introduces new technical challenges, including signal degradation, clock jitter, and timing instability. To address these challenges, the industry is transitioning to clocked memory modules, including CUDIMM and CQDIMM for desktops and CSODIMM for laptops, which incorporate an on-module client clock driver (CKD) to condition and redistribute the clock signal.

NVIDIA reported its Q1 2026 earnings with revenue reaching $81.6 billion, setting a new record. Amid these record-breaking results, the company announced a change in how it reports revenue from its GeForce RTX gaming GPUs. According to NVIDIA CFO Colette Kress, the standalone GeForce RTX GPU gaming revenue is no longer separately listed and is now integrated under the "Edge Computing" segment. This segment "highlights devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive." The last standalone report for gaming revenue was in Q4 2025, where NVIDIA posted $3.7 billion. Now, under the "Edge Computing" category, NVIDIA reported $6.4 billion, an increase of 10% from the previous quarter and 29% from the same period last year, when this segment had a different name.

With the new reporting structure, NVIDIA includes revenue from GeForce RTX GPU sales, as well as contributions from AI models, automotive, software libraries, and accelerated networking infrastructure like AI-RAN. These segments now form a smaller portion of NVIDIA's total revenue, collectively referred to as "Edge Computing." This new segment accounted for only 7.84% of the total Q1 revenue, indicating that NVIDIA's reporting structure now aligns with its revenue sources. This might be one of the last ways to track quarterly gaming revenue, as the company is integrating other verticals here. We may not know exactly how the GeForce GPU segment is performing unless NVIDIA provides separate information. Below you can see highlights form the Gaming and AI PC segment in the Q4 2025, versus the "Edge Computing" transition in Q1 2026.

Every IT leader and partner we work with is navigating the same challenges: AI is changing the demands of how teams work, security threats are growing more sophisticated and agents are changing investment decisions for the future. All under greater scrutiny than ever before. The decisions organizations make now about their PC fleet will determine whether they lead through this transformation or spend years trying to catch up.

Microsoft builds Surface to meet these demands. From silicon to software, Surface hardware brings security, hybrid AI capability and intentional design into one integrated platform, so customers do not have to compromise to meet their business outcomes. For customers and partners charting a path forward, Surface is the foundation that makes the rest of the strategy possible:

addlink Technology Corp. is pleased to introduce the addlink 2026 Virtual Showcase, an online product preview highlighting the company's latest storage and memory solutions for AI PCs, gaming systems, creators, and everyday digital workflows. The 2026 showcase features a focused lineup of upcoming products, including PCIe Gen 5 SSDs, high-performance DDR5 CUDIMM memory, portable SSDs, and SSD docking solutions designed to meet growing demand for faster data access, stable performance, flexible expansion, and efficient storage management.

Microsoft in 2024 announced the AI PC specification that introduces a dedicated Copilot key for laptops and desktops. This would be a key dedicated to launching the Copilot or M365 Copilot app, similar to the two Start keys. Quite a few OEMs simply replaced the right-hand Ctrl or Context Menu key with the Copilot key. The company has been reeling in pushback from the userbase over being force-fed Copilot integration with all Microsoft products and services, including XBOX. In light of this, the company is working on an update to Windows 11 that makes the Copilot key reprogrammable by end-users. You should be able to remap the key to a Context Menu key, your missing Right Ctrl key, or an additional Start key.

Lenovo today announced the latest additions to its 2026 ThinkPad portfolio, completing the rollout of its next-generation business devices with new ThinkPad X13 Gen 7 and ThinkPad L Series models. Designed to meet the evolving needs of enterprise customers, the expanded portfolio brings AI-enabled performance, enhanced mobility, and flexible deployment options to organizations of all sizes.

Building on its 2026 portfolio momentum, Lenovo continues to advance its vision of Smarter AI for All through a portfolio of devices designed to support more intelligent and efficient ways of working. Across the latest ThinkPad systems, users benefit from advanced performance alongside the reliability, security, and manageability required in enterprise environments.

MSI, a global leader in AI computing and high-performance technology, has been honored with multiple Red Dot Design Award 2026 wins, showcasing a diverse portfolio that combines performance, innovation, and refined design across various categories. Among the award-winning products are the PRO MAX All-in-One PC Series, designed for modern workspaces with ergonomic versatility and a clean aesthetic; the MEG X870E ACE MAX motherboard, featuring premium craftsmanship and next-generation performance; the MEG CORELIQUID E15 360, which redefines liquid cooling with advanced engineering and a striking AMOLED display; the MEG MAESTRO 900R, a flagship PC case that merges architectural design with flexible system configuration; and the MSI Stealth 16 AI+, a slim, high-performance laptop with Copilot+ technology that offers portability along with advanced AI capabilities for gaming, creation, and productivity. Together, these innovations highlight MSI's commitment to merging cutting-edge technology with refined, user-centric design.

PRO MAX All-in-One PC Series - Thoughtful Design for Modern Workspaces
The PRO MAX All-in-One PC Series is designed to enhance the modern workplace with advanced performance, ergonomic design, and a sleek aesthetic. Available in 24" and 27" sizes, this series features a clean, minimalist industrial design in black or white, enabling seamless integration into both office and home environments.

Avalue Technology Inc. (TPEx: 3479.TWO), a provider specializing in industrial computer solutions, announces the launch of its next-generation value Technology Inc. (TPEx: 3479.TWO), a provider specializing in industrial computer solutions, announces the launch of its next-generation ECM-PTL 3.5" Micro Module, powered by the latest Intel Core Ultra Series 3 processors. Purpose-built for AI-driven edge computing and industrial automation, ECM-PTL brings AI PC architecture to the edge, delivering powerful AI acceleration, enhanced energy efficiency, and advanced heterogeneous computing capabilities.

Extending AI PC Architecture to the Edge
Designed in line with the evolution of AI PCs, ECM-PTL integrates CPU, GPU, and a dedicated NPU to enable efficient workload distribution. The built-in NPU is optimized for sustained AI workloads, allowing real-time AI inference while reducing CPU and GPU utilization. This architecture makes ECM-PTL ideal for edge scenarios requiring continuous AI processing, including machine vision, smart surveillance, and intelligent automation, where performance, efficiency, and responsiveness are critical.

Intel Corporation today announced two key leadership appointments to strengthen its core product business and advance the company's innovation agenda.

Alex Katouzian Appointed to Lead Client Computing & Physical AI Group
Alex Katouzian will join Intel as executive vice president and general manager of the Client Computing and Physical AI Group. In this role, Katouzian will align Intel's client computing business with emerging physical AI systems that span robotics, autonomous machines, and other AI devices.

One of the first Intel "Wildcat Lake" laptops has been revealed, showcasing a design language that closely resembles Apple's highly popular $599 MacBook Neo model. Intel's own reference design model features a standard 6-core "Wildcat Lake" configuration with two Xe3 cores and a 17 TOPS NPU, all housed in an aluminium chassis with a bright color theme, similar to Apple's MacBook Neo. The Intel reference design "Wildcat Lake" laptop operates with a 17 W PL1 mode, which measures the base TDP, and a 35 W PL2 for running the new WCL chip at maximum turbo frequency. There is also a high-performance mode for maximizing core performance with a 22 W PL1 base TDP, as well as a mode for fanless operation. In the PL1 power mode at 11 W, WCL chips can function in fanless environments, making them very versatile.

When Intel launched the "Wildcat Lake" Core 300 series of processors, the company aimed to satisfy value-oriented buyers seeking good CPU performance and basic GPU output in small form-factor commercial and edge AI PCs. The platform's hybrid core configuration, combining two "Cougar Cove" P-cores with four LPE "Darkmont" cores, should provide sufficient CPU power for basic tasks in the entry-level segment. Especially when paired with the NPU 5, Xe display and media engine, and a GPU that includes up to two Xe3 cores, this SoC should handle tasks with ease, along with some very light entry-level gaming.

Intel has officially unveiled its "Wildcat Lake" Core 300 series of processors for the entry-level PC segment. These CPUs are designed for value-oriented buyers looking for good CPU performance and basic GPU output in small form-factor commercial and edge AI PCs. Officially rated at 40 TOPS, these processors are capable of Copilot+ AI PC certification, meaning Intel has managed to provide basic local AI processing functionality to entry-level buyers. As part of the Core 300 series non-Ultra family, Intel's main selling point is all-day battery life in laptops with local AI processing. There are three segments, each featuring a hybrid core configuration, pairing two "Cougar Cove" P-cores with four LPE "Darkmont" cores.

The actual SoC package integrates two dies. The first and most important one, built on the 18A internal Intel node, features a 6-core CPU configuration, NPU 5 with 40 TOPS of INT8 data, Xe display and media engine, and a GPU that includes up to two Xe3 cores. This die also contains the memory controller and cache pool, supporting LPDDR5X memory running at 7,467 MT/s or up to 6,400 MT/s for DDR5. The memory-side cache includes 4 MB to help tasks "buffer" into this cache before and after accessing memory. Intel dedicates the second die to I/O handling, as the platform supports 6 PCIe Gen 4 lanes, two Thunderbolt 4 connections, two USB 3.2 connectors, and up to eight USB 2.0 connectors. For Wi-Fi, there is the Wi-Fi 7 standard, and Intel also includes Bluetooth 6.0.

Microsoft has been addressing the recent wave of "Microslop" criticism that has emerged online in response to the forced integration of AI into its products. Specifically, Microsoft has been promoting its Copilot applications, products, and even Copilot-branded hardware like Copilot+ AI PCs to consumers. However, this is just the scratching the surface, as the actual number of Copilot variants is much higher than what the average PC enthusiast might consider. If you've ever wondered how many Copilot applications exist, the official count stands at 80 Copilot applications, products, services, and hardware that the Redmond giant has developed. Across every Microsoft vertical, there is a Copilot icon in some form, even present on Copilot+ PCs with its own dedicated Copilot key. This represents the biggest branding overhaul in Microsoft's history, as the company traditionally distinguished products with unique features and names.

However, the popularity of its ecosystem is at an all-time low, particularly within the PC community, which interacts most with the Windows 11 operating system and the Microsoft 365 suite of applications, formerly known as the Office package, including Excel, Word, PowerPoint, and others. Regular consumers are largely unaware of the extent of the Copilot branding, as Microsoft has extended its AI narrative to consumer and business chatbots, developer tools, desktop applications, Copilot applications within other applications, enterprise platforms, hardware, and business software serving the enterprise sector. At some point, the community narrative suggests that the branding is being pushed a bit too aggressively, as Windows 11 users, who interact daily with the world's most widely distributed operating system, have openly discussed the drawbacks of the forced Copilot integration.

DEEPX, a Seoul-based fabless semiconductor company developing ultra-low-power AI inference chips for physical AI applications, has secured 27 commercial purchase orders across eight countries within seven months of starting mass production of its first-generation AI chip—a pace that industry observers describe as highly unusual for an emerging fabless company at such an early stage of commercialization.

The orders span seven major Physical AI application domains, including robotics, smart factories, edge AI servers, industrial AI, surveillance, AI IT services, and smart cities, with deployments now active across Asia, North America, and Europe.

Dell Technologies (NYSE: DELL) today introduces a transformed commercial portfolio spanning Dell Pro notebooks, Dell Pro Precision workstations, desktops, monitors and client peripherals. Thinner, lighter and more powerful, the new lineup brings a bold, refined design language to commercial devices—prioritizing sleeker silhouettes, premium materials and modern details that elevate everyday productivity. With advances in cooling, power efficiency and support for on-device AI, the portfolio delivers improved performance and long battery life in more portable form factors, enabling a consistent, elevated experience for everyone from frontline workers to senior executives.

Why it matters
Users want sleek, powerful devices. IT needs security, manageability and budget discipline. Dell's reimagined commercial portfolio delivers both. Advanced engineering—modular architecture, improved thermals, AI-ready silicon—allows thinner, lighter designs that maintain enterprise-grade performance and control. Organizations can now deploy modern hardware that professionals prefer without compromising on the standards IT demands.

Intel has reportedly informed its major PC clients of a planned 10% price increase on its consumer CPUs. According to industry sources cited by ET News, this price hike will affect Intel's Core Ultra family of processors, which power hundreds of millions of PCs worldwide. As a result, PC OEMs may need to alleviate the increased material costs by promoting their AI PCs and premium devices more aggressively. To maintain positive margins, these OEMs will likely have to raise prices further and emphasize their higher-end AI PC offerings to capture better margins.

PC gamers have faced challenges over the past year, with memory and storage prices climbing rapidly, reaching exorbitant levels for simple RAM kits. The high demand from data centers has depleted memory and storage inventories months in advance. GPUs have also been affected, as gamers have struggled to purchase them at MSRP, instead facing inflated prices due to the shortage of GDDR memory (VRAM) used in these GPUs. Now, CPUs are joining this trend, with Intel targeting its consumer CPU sector first. This price increase will impact everything from pre-built systems and DIY PCs to laptops and other consumer CPU variants. For example, the 10% increase will significantly affect PC pricing, depending on the CPU's share of the bill of materials. We are waiting to see how these changes will affect popular retailers like MicroCenter, Amazon, Newegg, and others before drawing further conclusions.

ASUS today announced the ExpertCenter PN55 Mini PC, a compact Copilot+ PC powered by the latest AMD Ryzen AI 400 Series processors with class-leading multithreaded performance and advanced XDNA 2 NPU delivering up to 55 AI TOPS. Integrated AMD Radeon 800M graphics provides prosumers and content creators with exceptional, incredibly detailed visuals. Despite its small footprint, ExpertCenter PN55 offers dual LAN and up to six USB ports, giving it the flexibility to take on a variety of tasks including AI-accelerated productivity, collaboration, and content creation. It also offers design features that enable tool-less upgrades.

Enhanced productivity with Copilot+
ASUS ExpertCenter PN55 Mini PC is powered by an up to AMD Ryzen AI 9 HX 470 processor featuring up to 55 TOPS of XDNA2 NPU performance. This robust compute engine enables smooth generative AI tasks, allowing users to generate ideas, create content, and upscale images in seconds. Paired with up to 96 GB of DDR5 memory, ExpertCenter PN55 ensures rapid access to AI-accelerated workloads and supports seamless multitasking for everyday productivity tasks such as web browsing, presentations, and content creation. AI PCs accelerate everyday tasks by automating repetitive work, helping users save time and work more efficiently.

AMD has published a guide for running OpenClaw locally on Windows through two distinct hardware paths it calls "RyzenClaw" and "RadeonClaw," both built around its own silicon and designed to keep AI agent workloads off the cloud entirely. The push is part of AMD's broader "Agent Computer" narrative, where it argues that not every AI workload belongs in a data center, people and businesses want control over their data, affordable always-on AI without usage limits, and the confidence that their models are running locally rather than on someone else's infrastructure. The setup runs through WSL2 with LM Studio handling local LLM inference via llama.cpp, and supports Memory.md through local embeddings, no cloud dependency required. AMD says the environment can be configured in under an hour, targeting early adopters and developers experimenting with personal AI agents.

The RyzenClaw path is built around a Ryzen AI Max+ system with 128 GB of unified memory, AMD specifically recommends reserving 96 GB as variable graphics memory for this use case. Running the Qwen 3.5 35B A3B model, that configuration delivers around 45 tokens per second, processes 10,000 input tokens in roughly 19.5 seconds, supports a 260K token context window, and can run up to six agents concurrently. AMD is positioning this as capable of "agent swarm" experimentation on consumer hardware. RadeonClaw takes a different approach, pairing OpenClaw with the Radeon AI PRO R9700, a workstation-class card with 32 GB of VRAM. That setup is considerably faster, around 120 tokens per second with the same model, and 10,000 input tokens processed in about 4.4 seconds. The tradeoff is a smaller 190K token context window and support for only two concurrent agents, compared to six on the Ryzen AI Max+ path.

Rising memory and storage costs are pricing entry-level PC buyers out of the market, which may disappear entirely. According to the analyst firm Gartner, the sub-$500 PC sector might vanish by 2028. Their analysis indicates that memory, which used to be just a small part of the total bill of materials (BOM) at 16% of the total PC cost in 2025, is expected to rise to nearly a quarter of the PC's cost at 23%, making the entry-level PC segment unsustainable. "This sharp increase removes vendors' ability to absorb costs, making low-margin entry-level laptops nonviable. Ultimately, we expect the sub-$500 entry-level PC segment will disappear by 2028," said Ranjit Atwal, Senior Director Analyst at Gartner. He added, "In addition, rising AI PC prices will delay the projected 50% market penetration of AI PCs until 2028."

We have witnessed multiple price increases across many PC components such as DRAM, NAND Flash, and GPUs. With manufacturers unable to produce PCs at any tangible profit levels in the sub-$500 PC sector, it might entirely disappear from the mainstream PC market. The concept of budget builds might become obsolete, with the majority of PCs ending up in categories above that threshold, near or beyond four figures. Gartner estimates that there will be about a 130% increase in combined DRAM and NAND Flash pricing by the end of this year, increasing PC prices by about 17% compared to 2025 levels. This situation will push consumer and enterprise demand toward premium PCs.

At MWC 2026, Lenovo builds on the momentum from CES and Tech World to highlight its latest portfolio of AI-powered business devices, intelligent form factors, and enterprise-ready platforms, designed to help organizations scale AI with confidence. From modular AI PC concepts and rugged frontline tablets to the trusted ThinkPad portfolio and human-centric AI companions, Lenovo's MWC showcase highlights how innovation, reliability, and repairability come together to support modern work.

The new announcements reflect a continued focus on delivering democratized AI that is productive, adaptable, and protected, addressing the real-world needs of professionals, IT leaders, and enterprises operating across increasingly distributed environments. By combining AI-ready devices with strong repairability, platform choice across leading silicon partners, and enterprise-grade security and services, Lenovo is enabling businesses to adopt AI-powered computing without added complexity.

At Mobile World Congress 2026, AMD announced an expanded Ryzen AI portfolio with the launch of the AMD Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors. The new processors deliver powerful on-device AI acceleration and next-generation performance, enabling users to run AI applications and LLMs locally and tackle compute-intensive applications, including those for design and engineering, with ease. Additionally, AMD is expanding the Ryzen AI 400 Series mobile portfolio to include workstations.

With these additions, Ryzen AI 400 Series processors enable original equipment manufacturers (OEMs) to offer next-gen AI PCs across high-performance desktops, laptops and mobile workstations optimized for modern workloads.

At MWC 2026, Lenovo introduces a new generation of adaptive AI devices and forward-looking concepts designed for business professionals, creators, students, and gamers. Headlined by new modular PC architecture, a glasses-free 3D laptop concept, a foldable gaming handheld device, and the initial rollout of Lenovo Qira, Lenovo's showcase reflects a broader shift in personal computing toward systems that adapt intelligently to people and their environments. Across its portfolio, Lenovo continues to focus on delivering technology that is more personalized, proactive, and protected, while building a unified AI ecosystem that works naturally across devices.

"The AI era will not be defined by a single device or application, but by intelligent systems that work seamlessly across everything we use," said Luca Rossi, President, Intelligent Devices Group, Lenovo. "We are demonstrating how Lenovo and Motorola are bringing that vision to life, combining adaptive hardware innovation with a single, unified system-level AI integration that works naturally across PCs, smartphones, tablets, wearables, and beyond. From premium mobile devices and transformative form factors, to the rollout of Lenovo Qira, we are building the widest AI portfolio that delivers more connected, more intuitive personal computing experiences designed around people."

We recently reported on a Lenovo MWC leak that claimed Lenovo would show off a Legion Go Fold at Mobile World Conference in Barcelona in early March. Now, a new leak shared by evleaks on X has shown off what Lenovo will apparently call the "ThinkBook Modular AI PC Concept." The leaker didn't provide much information other than the name and two images of the device, but the combination of the word "modular" in the name and the clues from the images provide a pretty clear idea of what's going on.

From the looks of it, the ThinkBook concept will have a traditional clamshell design, but the space where the keyboard deck would usually be on a traditional laptop will instead be a space for modular accessories. The accessories shown off in the leaked renders of the device are a laptop keyboard and a display equal in size to the main display in the top of the clamshell. This looks to be an iteration of devices like the Lenovo ThinkBook Flip, although the ThinkBook Modular AI PC Concept could achieve a similar effect, especially in terms of screen real-estate and possibly ergonomics, although likely with significantly lower costs, thanks to a simpler design without a flexible OLED panel. The new concept would also offer users more flexibility—you could just leave the lower display at home or pack both displays and a mechanical keyboard and mouse for better ergonomics and all the other benefits better peripherals offer.

Micron chose to unveil its latest developments in graphics memory via a blog post titled "The new performance bottleneck: How more GPU memory unlocks next gen gaming and AI PCs" which explains that its latest GDDR7 memory will allow for graphics cards with as much as 96 GB of VRAM. Micron isn't the first company with 24 Gbit or 3 GB density GDDR7 memory chips, as Samsung sampled partners back in November of last year.

Samsung's 3 GB GDDR7 chips are also offering 36 Gbps bandwidth, so Micron doesn't stand out here either and this might be why the company snuck out the details of its new product in a blog post rather than putting out a press release. Micron claims that its new GDDR7 chips offer improved efficiency, but doesn't go into any details as to what this means. The rest of the blog post is mostly about the benefits of GDDR7 at higher density and speeds and the benefits it will bring to graphics cards, AI PCs and what not. The chips aren't listed on Micron's website as yet, despite the blog linking to Micron's GDDR7 product page.