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Newsletter - September 2024

Tantra Analyst

Research | Analysis | Advocacy

发布日期: 2024年10月2日

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Is it time to buy an AI-powered Copilot+ PC?

What is a Copilot+ PC, and why do you need it?
All Copilot+ PCs are not created equal
Why is this a good time to buy them?

Galaxy Book4 Edge Copilot+ PC review - A laptop you can fall in love with, but with some minor quirks

Gorgeous looks, excellent performance?& hardware
Copilot+, Samsung features – Some useful, others good to have
App compatibility – Vastly improved, but still a “work in progress”

AMD SVP and GM on Edge, FPGA market, and Adaptive SoCs

For the first time, an AMD executive joins our podcast. In this episode, I sit down with Salil Raje, SVP and GM of Adaptive and Embedded Computing Group at AMD. As a pioneer in the FPGA market, Salil provides unique insights into the industry's current landscape and AMD's strategic direction.

We delve into the status of Xilinx's integration into AMD after two years of acquisition, the challenges and opportunities of Edge computing/AI, and how AMD's upcoming Versal 2 platform aims to revolutionize this space.

Lenovo Innovation World 2024 - Recap and Analysis

Lenovo Innovation World 2024 was held in Berlin on September 4th—5th. During this event, the company announced a slew of Copilot+ PCs powered by the new Intel Core Ultra 400v, AMD Ryzen AI 300, and Qualcomm Snapdragon X Plus (8-core) SoCs.

In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event.