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PC market recovery gathers pace as Intel, AMD tout potential of 'AI PC'

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The earnings of Intel (INTC.O) and Advanced Micro Devices (AMD.O) have offered more evidence a recovery is gathering pace in the personal computer market, boding well for an industry that had been grappling with a supply glut after the pandemic.

A smartphone with a displayed Intel logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File Photohave offered more evidence a recovery is gathering pace in the personal computer market, boding well for an industry that had been grappling with a supply glut after the pandemic.

AI-enabled PCs refer to machines that come with advanced chips capable of running large-language models and apps powered by the technology directly on the device, instead of the cloud. "We are finally starting to see a bottoming of this trend. This should lead to a typical inventory refresh and an improvement in the market."PC makers have been trying to clear their inventory as they expect a boost in demand during the holiday season and ahead of an expected Windows update next year from Microsoft

 

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