Might be wishful thinking from finance exec following two-year computer sector recession
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.
"I expect a lot more capabilities," said McGill."You're going to want to have those capabilities embedded in your device because when the technology is delivered, you don't want to have to refresh your PC again, right? HP boss Enrique Lores also expects AI PCs will trigger"market expansion and refresh." First, however,"we need to deliver the hardware to be able to support these new models, and we are working on that with the key silicon providers.We asked Intel to define 'AI PC'.