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.
Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
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