4 Oct 2024
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1 Oct 2024
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3 Sep 2024
How many times did Dell mention “AI PC” in its latest earnings conference on 29 August 2024? Not once. That was down from four mentions three months earlier. Combined with Intel’s dismal quarter, this means the AI PC is not here yet. There may be great traction for...
16 Aug 2024
I believe Lenovo is the first company to signal positive momentum in the AI PC sector on the front end. Most of the positive news about AI PCs has come from companies that are behind the scenes, like AMD, Nvidia, and others, who are primarily involved in building the...
11 Aug 2024
In our initial read of the ITAD sector’s performance in the second quarter of 2024, we first assumed Iron Mountain’s positive quarterly results may have reflected what was happening in the market, in particular in the component sector. Well, that’s not really the...
