, I wrote about the launch of the AI PC by Microsoft, Qualcomm, and their PC partners. One of the core objectives is to create new excitement about PCs, and they hope this will cause a considerable refresh cycle.
For many, the PC has become a mainstream digital tool and is less exciting now. However, the AI PC is about to reenergize the PC market, and as competition heats up from Intel and AMD, the PC market will become interesting again. Depending on how Apple integrates AI into the Mac and iPhone and, more importantly, how it taps into its rumored partnership with OpenAI to deliver generative AI integration to its smartphone, it will most likely determine if Apple is about to launch a significant refresh cycle for its iPhone customers.
However, his commentary and other analysts suggest that adding AI to smartphones will make them exciting again, just as the PC industry believes that adding AI to PCs will drive new demand for the personal computer.
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