Talking at the Morgan Stanley Technology, Media and Telecom 2024 conference last week, Dell exec Yvonne McGill pointed out that the PC industry has just emerged from eight straight quarters of shrinking shipments. "We've been in the longest digestion cycle … in the history of PCs, and so we know it's back-to-back years of double-digit decline, pretty amazing, never seen before results. But it's time for a refresh, right?" she asked the interviewer and the audience.
Cutting through some of the hype around the emerging class of client devices, Morgan Stanley's interviewer mused:"When should we think about the real use cases to drive adoption ? There's some skepticism." The Dell exec responded by trying to define an AI PC as one with an neural processing unit (NPU) or a specialized GPU. Likewise, Intel"But how do you really take advantage of it? What capabilities do you need? I think that's really what everyone is talking about." "I expect a lot more capabilities," said McGil