20250507 - AI computers aren’t selling because users don’t care
Manage episode 481205751 series 3662020
If you build it, they will not, in fact, come.
Text version: https://pivot-to-ai.com/2025/05/07/ai-computers-arent-selling-because-users-dont-care/
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Sources:
Intel Reports First-Quarter 2025 Financial Results https://www.intc.com/news-events/press-releases/detail/1737/intel-reports-first-quarter-2025-financial-results
Q1 2025 Intel Corporation Earnings Conference Call (video) https://edge.media-server.com/mmc/p/ot7cpdai/
Q1 2025 Intel Corp Earnings Call (transcript) https://uk.finance.yahoo.com/news/q1-2025-intel-corp-earnings-115855701.html
Intel's AI PC chips aren't selling well — instead, old Raptor Lake chips boom https://www.tomshardware.com/pc-components/cpus/intels-ai-pc-chips-arent-selling-instead-last-gen-raptor-lake-booms-and-creates-a-shortage
Qualcomm, Microsoft Lean on AI Hype to Spur PC Market Revival https://www.bloomberg.com/news/articles/2024-07-08/qualcomm-microsoft-lean-on-ai-hype-to-spur-pc-market-revival
Copilot PCs represent only a tiny fraction of laptop sales — compatible laptops accounted for less than 10% of total shipments in 3Q24 https://www.tomshardware.com/laptops/copilot-pcs-represent-only-a-tiny-fraction-of-laptop-sales-compatible-laptops-accounted-for-less-than-10-percent-of-total-shipments-in-3q24
I've spent 48 hours with a Copilot Plus PC and I'm already worried https://www.androidauthority.com/copilot-plus-pc-48-hours-3452954/
Microsoft, PC makers cut prices of Copilot+ gear in Europe, analyst stats confirm https://www.theregister.com/2025/01/14/ai_pcs_europe_sales/
Copilot+ PCs? Customers just aren't buying it – yet https://www.theregister.com/2025/02/06/ai_copilot_pc_sales/
Microsoft introduces Surface PCs that run AI models and cost less than earlier versions https://www.cnbc.com/2025/05/06/microsoft-introduces-surface-pcs-that-can-handle-ai-but-cost-less.html
41 episodes