Ezra Gottheil

PC vendors are embracing the AI PC in hopes that this new offering will propel a vigorous recovery from the recent post-pandemic slump in PC sales. There are, however, only a few unexciting current AI applications that take advantage of the new AI hardware. Compelling applications that rely on PC and smartphone hardware will become available starting in 2025.

Join Senior Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil Thursday, Nov. 30, 2023, at 1 p.m. EST/10 a.m. PST for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot, which is slated for general availability in November 2023.

Demand for PCs and smartphones remains low due to ongoing market saturation resulting from pandemic-era supply and demand imbalances. Additionally, macroeconomic uncertainty has consumers scrutinizing their spending with increasing intensity, further eroding demand for other consumer electronics, such as tablets. However, generative AI (GenAI) has emerged as a revenue opportunity for IT vendors across various industries.