Barron's had a related pitch in November, link after the jump,
From The Register, January 8:
Generative AI - huh - what is it good for? Premium priced PC sales, apparently says Canalys
The AI-capable PC is coming to save a shrinking market, according to Canalys, although vendors need to be far clearer about any benefits to charge higher margins for the devices.
The definition of an AI-capable PC is, says Canalys in its "Now and next for AI-capable PCs" report, at minimum, "a desktop or notebook possessing a dedicated chipset or block to run on-device AI workloads."
Older PCs with decent CPUs and GPUs can also run AI workloads, however, dedicated hardware is needed for better responsiveness, lower latency, and, importantly, running on-device without an internet connection. Some workloads simply aren't suited for the cloud.
It has been just over a year since ChatGPT turned up and turned the tech world on to AI. Canalys said: "Generative AI is now positioned as the single most impactful accelerator across nearly every facet of the technology industry." Although the PC is currently regarded as a productivity workhorse, the analyst sees a chance for embedded AI technology to drive the next wave of innovation and user experience.
Assuming, of course, vendors reeling from declining sales figures can explain to a wary public what the benefits are.
IDC talked up the buzz around AI PCs in October, describing generative AT as a "watershed moment for the PC industry", but conceded at the time that "use cases have yet to be fully articlated"....
....MUCH MORE
November 5, 2023Barron's: The AI Trade Is.....PC's
Huh.
AI Is About to Remake the PC. These 2 Stocks Could Be Big Winners.....
