AI PC is a computer with generative AI capabilities that can use AI to enhance or improve its performance. This type of computer allows users to use AI directly on the device without relying on AI applications running on the cloud.
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Goldman Sachs' financial report preview: Bullish on AMD and ARM, bearish on Intel.
Goldman Sachs expects that AMD's Q2 performance and guidance are expected to meet market expectations, and the data center business may achieve double-digit growth. ARM's Q2 performance and guidance both exceed market expectations, and the compound annual growth rate of revenue in the next three years may reach 23%. In contrast, Intel's Q2 performance and guidance may disappoint Wall Street, and its server CPU market share is still being squeezed by peers.
Microsoft Gains as Piper Sandler Boosts Price Target on Cloud, AI Strength