[Moo Brief] AI PCs set trend: A 64% future PC market

Moomoo CA joined discussion · Jun 4 03:25

The tech industry is seeing a resurgence with AI-powered PCs, poised to revitalize the declining PC market. This shift is on display at Computex 2024 in Taipei from June 4 to 7, with $NVIDIA(NVDA.US)$, $Advanced Micro Devices(AMD.US)$, $Intel(INTC.US)$, and $Qualcomm(QCOM.US)$ unveiling their latest AI innovations. AI PCs are the main focus, underscoring the broad adoption of AI technology.

[Moo Brief] AI PCs set trend: A 64% future PC market

Amidst the AI surge, $Dell Technologies(DELL.US)$ has become a standout. Despite a dip in stock prices following its earnings report, analysts remain confident in Dell's growth. Semiconductor stocks have also experienced volatility, though the overall trend is positive.

AI PCs could reinvigorate the market, which has seen a slowdown in recent years. Projections indicate that AI PCs will constitute 16% of the market by 2025 and 64% by 2028.

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