year

Details about Intel’s next-gen Nova Lake CPUs keep leaking — an attempt to establish a timeline based on what we know so far

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The timeline above is fairly straightforward. Intel has, short of 2025, launched a new generation of desktop processors in the fall every year for the past five years. This annual cadence was even more intense previously…

U.S. PC shipments drop 7%, market isn’t expected to bounce back until 2029 — price hikes and component shortages take hold as PC market declines, Omdia report s

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Outside of Lenovo and Dell, though, everyone else took a hit. HP is down, Acer is down, and even Apple is down 1.6% year on year. The nebulous “others” category that contains other major and minor manufacturers declined …

U.S. PC shipments drop 7%, market isn’t expected to bounce back until 2029 — price hikes and component shortages take hold as PC market declines, Omdia report s

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Outside of Lenovo and Dell, though, everyone else took a hit. HP is down, Acer is down, and even Apple is down 1.6% year on year. The nebulous “others” category that contains other major and minor manufacturers declined …

U.S. PC shipments drop 7%, market isn’t expected to bounce back until 2029 — price hikes and component shortages take hold as PC market declines, Omdia report s

by

Outside of Lenovo and Dell, though, everyone else took a hit. HP is down, Acer is down, and even Apple is down 1.6% year on year. The nebulous “others” category that contains other major and minor manufacturers declined …

U.S PC shipments drop 7%, market isn’t expected to bounce back until 2029 — price hikes and component shortages take hold as PC market declines, Omdia report su

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Outside of Lenovo and Dell, though, everyone else took a hit. HP is down, Acer is down, and even Apple is down 1.6% year on year. The nebulous “others” category that contains other major and minor manufacturers declined …

[Daily Due Diligence] NVDA NVDA

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[Daily Due Diligence] NVDA NVDA Why this is trending How the UK Is Turning Sovereign AI Ambition Into Action With NVIDIA Technologies NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more

[Daily Due Diligence] NVDA NVDA

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[Daily Due Diligence] NVDA NVDA Why this is trending How the UK Is Turning Sovereign AI Ambition Into Action With NVIDIA Technologies NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft action while … Read more