JM
- 41%
- Accuracy
- 37 of 41
- Analyst ranking
- 3
- Predictions scored
- 5
- Still to fall due
1 mostly right2 wrong
Infrastructure & Telecoms ▾
Scored predictions1
Wrong · 0%And sometime early next year, Tirias Research expects Microsoft support for both desktop and mobile PCs using discrete graphics processing units (GPUs).
What happened. Copilot+ PC status still required a 40+ TOPS NPU through 2025. Microsoft only began letting Copilot+ language-model features run on discrete GPUs (Nvidia RTX 30-series and later) in June 2026, and then only experimentally, through a Windows Insider experimental channel with developer mode on. Nothing happened in 2025. The only movement was an experimental GPU path in mid-2026, which did not make discrete-GPU PCs Copilot+ PCs. If Jay treats the 2026 test as the event, the year-call rule would give Half right. Sources: tomshardware.com, geektopia.es, tomshardware.com.
Source: The AI PC Revolution Is Just Beginning (Forbes) · 'next year' rule
Still to fall due2 predictions
- Dec 2028
Tirias Research forecasts 2028 data center power consumption of close to 4,250 megawatts, a 212X increase over 2023
Infrastructure & Telecoms · made May 2023 · source - Dec 2028
Tirias Research forecasts that on the current course, generative AI data center server infrastructure plus operating costs will exceed $76 billion by 2028
Infrastructure & Telecoms · made May 2023 · source