AI-capable PCs are expected to be an explosive trend through 2025 and beyond. The trajectory of AI will increase when more people can access AI-powered applications, which in turn, will help AI developers build a bigger ecosystem. Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge.
We’re closely tracking a semiconductor name that has tie-ins to the AI PC industry and growth forecast, and may soon add this name to our portfolio. Our premium members will receive real-time trade alerts and an updated buy plan on this stock. Learn moreA look at the broader PC market shows that the industry finally inflected back to growth after a challenging two-year stretch of declines; however, this came against an easy comp of a nearly YoY decline in Q1 2023, per IDC.
He further clarified that of the new AI PC products, HP expects “a stronger traction in consumer because commercial requires some evaluation done by customers. That takes some time. But over time, we expect the penetration in commercial to grow and to be more relevant in 2025 and in 2026.”Despite have one of the largest AI PC lineups in the industry, Dell’s management has been a bit more opaque about the opportunity, though they remain bullish on AI PCs.
there's been 14, 15 years of trying to break Arm into the Windows PC market with very little success in large part because we had a very strong road-map
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