HP Inc. The Six Five Summit: AI Unleashed 2026

I think it is a real shift in the market, right? I'm sure there's some marketing on top of it as well. But it is a new category, and I think we're seeing some of this in a lot of the work that we're doing at Signal65, where we're starting to look at not just do these AI PCs integrate an NPU, or what the performance is, or if they have higher end GPUs, but memory capacity is becoming something that's very important as well as people look to extend what the size and capabilities of the models that they really have on there. I think the arguments about data locality, and where that memory is resident at is really important to the conversation. I think something that we want to pay attention to is what are the procurement and RFPs at these giant enterprises really starting to look like?

I think more and more of them understand the potential value of running this AI locally, both from a security, privacy standpoint, but also just raw cost savings as well. I think there's some interesting changes that have to happen on the software side for that to really take off. But people should be thinking through, what does my hardware need to look like today to be a part of that near-term future?

Yeah, I just had another kind of enterprise sort of lens on that. It is whether IT actually has any policies in place for deciding which workloads belong on device versus what would belong on the cloud or elsewhere. You could think in some ways the hardware is, the capability of that is slightly ahead of that decision making. Until that catches up, the sort of personal intelligent device branding is, I would say in some ways, it is kind of a technical shift that enterprises in the whole are not necessarily positioned to fully exploit. I think there is definite value in the devices, is whether how it fits into that whole IT sort of coherent framing.