Bloomberg Surveillance TV: May 30, 2024
Bloomberg Surveillance
Navigating the PC Refresh Cycle and AI Evolution
Exploring the opportunities in the upcoming PC refresh cycle, particularly focusing on servers and high-end storage, while also delving into the evolution of smartphones into 'Intellifones' with embedded intelligence. The chapter discusses the transition of the AI wave from hardware to software, emphasizing Apple's strategy and the challenges faced by enterprises in adopting machine learning.
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