PC Market Rebounds as AI Promise Lures Upgrades
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Intel and AMD earnings show recovery gathering pace in PC market after pandemic glut.
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Execs tout potential growth from AI-enabled PCs. These have chips to run AI apps locally rather than the cloud.
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PC makers clearing inventory ahead of holiday season and expected Windows update in 2023.
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Research firms like Canalys see return to growth for PC shipments during holidays, then faster adoption of AI PCs from 2025.
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Unclear if "killer app" will drive AI PC upgrade cycle. Microsoft so far only major firm with AI offerings for PCs.