AI-enabled laptops and smartphones are set to drive demand over the next two years.
As the world continues to adapt to the technological advancements driven by artificial intelligence, the hardware replacement cycle is seeing significant changes.
During the COVID-19 pandemic, PC makers experienced a surge in demand, particularly from consumers.
Now, AI-enabled laptops and smartphones are poised to drive demand over the next two years.
Melissa Otto, TMT Analyst with S&P Global Visible Alpha joins Veronica Dudo to discuss.
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