A new value added service plan for AI PCs to collude with terminal manufacturers?

Mondo Technology Updated on 2024-01-23

Ding Science and Technology Network ObservationIn the view of Ding Science and Technology Network, in the days when PC sales were up and down, called "traditional productivity tools" by "latecomers", and even accompanied by the emergence of "folding screens", it was once said that "it will be replaced by smartphones", PC manufacturers may have wanted to re-prove themselves to the outside world and prove themselves to themselves more than once.

In the last months of 2023, when the concept of AI is extremely hot, the opportunity seems to be coming: PCs want to embrace AI tightly, embrace generative AI, and even embrace "big models".

The wind is blowing more like from the upstream: Intel is declaring an "AI PC era", AMD integrates AI computing engine, and Qualcomm, which is a latecomm in the PC field, has launched the Snapdragon X Elite, and the related performance is said to be quite "capable of playing", which is quite a bit of a challenge to Intel and AMD....

At present, the attitude of most terminal manufacturers is not very clear, except for Lenovo: at the 2023 Lenovo Tech World Innovation and Technology Conference with the theme of "AI for All", Lenovo's first AI PC was displayed.

Screenshot from "Lenovo China" Weibo).

However, in the view of Ding Science and Technology Network, this time, compared with the emergence of smart phones, the giants are more or less "coerced" by the torrent of the times: in the face of vertical AI companies, cloud service providers, and even system and software service providers, they are taking advantage of the trend on the one hand, and on the other hand, they are also actively "arming".

System and software service providers have actually brought AI capabilities to PCs much earlier. For example, Microsoft has Cortana, but she has retired as the "first AI assistant"; Now, Microsoft has Copliet, which deploys and embeds Office in Windows 11.

Even if it embraces the new generative AI and even "large models", system and software service providers are also ahead of hardware manufacturers, such as WPS, which is also office software, and there has been continuous news since the first half of the year. There are many similar situations.

In other words, if there is suitable computing power, under the "arming" of the above systems and software, the PC can already be the AI PC described in the concept.

Therefore, here, Ding Technology Network believes that compared with the flat state of ending the sales of terminal products, the giants may hope to achieve profitability on the new path through "new value-added services".

For example, at the 2023 Lenovo Tech World Innovation and Technology Conference, there is Nvidia CEO Jensen Huang "platform". With the "great world controversy" of generative AI, NVIDIA, a company that used to be a prominent label of "graphics card", has entered the "AI artificial intelligence computing company" a few years ago. At the conference, Lenovo, along with NVIDIA, launched a hybrid AI initiative for enterprise users.

The specific information related is:

Bringing the next generation of cloud AI technology to enterprise users around the world. Lenovo offers new enterprise-grade AI solutions based on the NVIDIA MGX architecture, Lenovo hybrid AI services, and more. Through the partnership, Lenovo provides a fully integrated system that brings AI-driven computing power to every place where data is generated, from edge to cloud, to help enterprises deploy customized generative AI applications that drive innovation and transformation across industries. Supported by Lenovo's latest AI professional services, these solutions enable enterprises to take a hybrid cloud approach, building custom AI models through NVIDIA AI Foundation cloud services, which are then run on hardware devices and software-powered Lenovo on-premises systems powered by NVIDIA's latest generative AI design. ”

Offering a completely new service, which is what "AI PC" wants to do, or at least what Lenovo wants to do.

After all, in the view of Ding Science and Technology Network:

First, the concept of "AI PC" is not very moving, in the current technical situation, AI has become the terminal "standard", become a "general skill", is a general trend, which means that in the follow-up process, whether to put the term "AI" on the lips will become irrelevant. Just like the current popularization of smartphones, if you don't deliberately strengthen the concept, there is almost no need to add the word "smart" in front of the mobile phone.

Second, "AI PC", after all, what is needed is computing power and experience, which is not what terminal manufacturers are good at, when the demand is ubiquitous, it may not be the ability of a certain terminal manufacturer to meet, what is needed is still the collaboration of end, edge, cloud, and network, and even more dependent on cloud and network.

Third, before "AI PC", there have been concepts such as "smart PC" and "smart PC", but for now, the market impact is limited, and the similarity between "AI PC" and them is that they want to "proprietary" "standard capabilities", which may not be easy to achieve.

However, although the concept is not impressive, we can see the determination of terminal manufacturers to engage in services, which may be a good thing for the future enterprise and consumer service markets. (Ding Science and Technology Network original, **Be sure to indicate "**Ding Science and Technology Network").

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