AI PC Stocks: Emerging 2024 And 2025 Story

Jul. 08, 2024 9:16 AM ET, , , , , 5 Comments
(21min)

Summary

  • Currently, there is a major bottleneck right now for AI applications, where client devices are not powerful enough or energy-efficient enough to leverage AI capabilities at the edge.
  • AI-capable PCs are projected to rise from ~19% of total PC shipments this year to more than 70%, even up to 80% by 2028.
  • Competition in AI PCs is quickly heating up, with Intel forecasting a surge in its PC chip shipments, while Nvidia, AMD, and others line up Arm-based CPUs to take on Qualcomm.
  • This idea was discussed in more depth with members of my private investing community, Tech Insider Network. Learn More »

Hispanic Latin American couple, software engineer developer use computer, work on program coding together at home office. Programming language development technology, freelance job concept

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AI-capable PCs are expected to be an explosive trend through 2025 and beyond. The trajectory of AI will increase when more people can access AI-powered applications, which in turn, will help AI developers build a bigger ecosystem. Currently, there is a major bottleneck right now


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This article was written by

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Beth Kindig is the CEO and Lead Tech Analyst for the Tech Insider Network and has over ten years of experience as a professional in the tech industry. She is a regular speaker at tech conferences and on financial news programs such as: Fox Business, TDAmeritrade, CoinDesk, NPR, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis. She is known for making bold calls on tech stocks.

Beth is the leader of the investing group Tech Insider Network, where she utilizes her team’s nearly two decades of Silicon Valley experience to combine fundamental and technical analysis to consistently beat Wall Street funds such as ARKK and QQQ (the performance is fully audited). Features of Tech Insider Network include: A fully transparent portfolio, institutional-level research reports, real-time trade notifications and market signals, automated hedging signals, weekly webinars, and chat.

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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