AI PCs will make up 31% of the worldwide PC market by the end of 2025, according to Gartner. Shipments are projected to hit 77.8 million units this year, with adoption accelerating to 55% of the global market in 2026 and becoming the standard by 2029.

“AI PCs are reshaping the market, but their adoption in 2025 is slowing because of tariffs and pauses in PC buying caused by market uncertainty,” said Ranjit Atwal, senior director analyst at Gartner, in a statement. Despite this, users are expected to continue investing in AI PCs to prepare for greater edge AI integration.

AI laptop adoption is projected to outpace desktops, with 36% of laptops expected to be AI-enabled by 2025, compared to 16% of desktops. By 2026, nearly 59% of laptops will fall into this category. Businesses largely favour x86 on Windows, which is expected to represent 71% of the AI business laptop market next year, while Arm-based laptops are anticipated to see more substantial consumer traction.

To support this shift, Gartner predicts that 40% of software vendors will prioritise developing AI features for PCs by 2026, up from just 2% in 2024. Small language models (SLMs) running locally on devices are expected to drive faster, more secure, and energy-efficient AI experiences.

Looking ahead, Gartner notes that vendors must focus on software-defined, customisable AI PCs to build stronger brand loyalty. “The future of AI PCs is in customisation,” Atwal said.

Still, the rapid rise of AI PCs masks an industry-wide “TOPS race.” While Microsoft, AMD, Intel, and Qualcomm position AI PCs as the future, performance claims around neural processing units (NPUs) remain contested. 

As industry leaders push for more TOPS, analysts warn that real-world AI performance may hinge less on specifications and more on practical workloads, software maturity, and user adoption.

The post AI PC Shipments to Hit 77 Million Units This Year: Report appeared first on Analytics India Magazine.

Source link

Hexaware Technologies has partnered with Replit to accelerate enterprise software development and make it more accessible through secure Vibe Coding. The collaboration combines Hexaware’s digital innovation expertise with Replit’s natural language-powered development platform, allowing both business users and engineers to create secure production-ready applications.

The partnership aims to help companies accelerate digital transformation by enabling teams beyond IT, such as product, design, sales and operations, to develop internal tools and prototypes without relying on traditional coding skills.

Amjad Masad, CEO of Replit, said, “Our mission is to empower entrepreneurial individuals to transform ideas into software—regardless of their coding experience or whether they’re launching a startup or innovating within an enterprise.”

Hexaware said the tie-up will facilitate faster innovation while maintaining security and governance. 

Sanjay Salunkhe, president and global head of digital and software services at Hexaware Technologies, noted, “By combining our vibe coding framework with Replit’s natural language interface, we’re giving enterprises the tools to accelerate development cycles while upholding the rigorous standards their stakeholders demand.”

The partnership will enable enterprises to democratise software development by allowing employees across departments to build and deploy secure applications using natural language. 

It will provide secure environments with features such as SSO, SOC 2 compliance and role-based access controls, further strengthened by Hexaware’s governance frameworks to meet enterprise IT standards. 

Teams will benefit from faster prototyping, with product and design groups able to test and iterate ideas quickly, reducing time-to-market. Sales, marketing and operations functions can also develop custom internal tools tailored to their workflows, avoiding reliance on generic SaaS platforms or long IT queues.

In addition, Replit’s agentic software architecture, combined with Hexaware’s AI expertise, will drive automation of complex backend tasks, enabling users to focus on higher-level logic and business outcomes.

The post Hexaware, Replit Partner to Bring Secure Vibe Coding to Enterprises appeared first on Analytics India Magazine.

Source link

NVIDIA disclosed on August 28, 2025, that two unnamed customers contributed 39% of its revenue in the July quarter, raising questions about the chipmaker’s dependence on a small group of clients.

The company posted record quarterly revenue of $46.7 billion, up 56% from a year ago, driven by insatiable demand for its data centre products.

In a filing with the U.S. Securities and Exchange Commission (SEC), NVIDIA said “Customer A” accounted for 23% of total revenue and “Customer B” for 16%. A year earlier, its top two customers made up 14% and 11% of revenue.

The concentration highlights the role of large buyers, many of whom are cloud service providers. “Large cloud service providers made up about 50% of the company’s data center revenue,” NVIDIA chief financial officer Colette Kress said on Wednesday. Data center sales represented 88% of NVIDIA’s overall revenue in the second quarter.

“We have experienced periods where we receive a significant amount of our revenue from a limited number of customers, and this trend may continue,” the company wrote in the filing.

One of the customers could possibly be Saudi Arabia’s AI firm Humain, which is building two data centers in Riyadh and Dammam, slated to open in early 2026. The company has secured approval to import 18,000 NVIDIA AI chips.

The second customer could be OpenAI or one of the major cloud providers — Microsoft, AWS, Google Cloud, or Oracle. Another possibility is xAI.

Previously, Elon Musk said xAI has 230,000 GPUs, including 30,000 GB200s, operational for training its Grok model in a supercluster called Colossus 1. Inference is handled by external cloud providers. 

Musk added that Colossus 2, which will host an additional 550,000 GB200 and GB300 GPUs, will begin going online in the coming weeks. “As Jensen Huang has stated, xAI is unmatched in speed. It’s not even close,” Musk wrote in a post on X.Meanwhile, OpenAI is preparing for a major expansion. Chief Financial Officer Sarah Friar said the company plans to invest in trillion-dollar-scale data centers to meet surging demand for AI computation.

The post NVIDIA Reveals Two Customers Accounted for 39% of Quarterly Revenue appeared first on Analytics India Magazine.

Source link