𝐓𝐡𝐞 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐨𝐫, 𝐦𝐞𝐦𝐨𝐫𝐲 𝐚𝐧𝐝 𝐬𝐭𝐨𝐫𝐚𝐠𝐞 𝐧𝐨𝐰 𝐦𝐚𝐤𝐞 𝐮𝐩 𝟔𝟖% 𝐨𝐟 𝐭𝐡𝐞 𝐛𝐢𝐥𝐥 𝐨𝐟 𝐦𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 𝐟𝐨𝐫 𝐚 $𝟗𝟎𝟎 𝐧𝐨𝐭𝐞𝐛𝐨𝐨𝐤. 👀
That is TrendForce's figure for the third quarter, which means most of what you pay for a mainstream laptop is the three components AI demand is competing for.
This week on 𝐓𝐡𝐞 𝐀𝐈 𝐁𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧, we close the theme:
𝐀𝐈 𝐈𝐬 𝐌𝐨𝐯𝐢𝐧𝐠 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐃𝐞𝐬𝐤
Something has to give. The sticker price, the memory in the box, or the maker's margin. A buyer should assume at least one of those moves.
Inside the episode:
🔴 Notebook shipments projected down a low single digit percentage next year, reaching high single digits if memory and processor prices stay elevated
🔴 DRAM supply likely to stay tight on AI related demand, with storage chip shortages expected to ease later in the year
🔴 An AI model that sent a false murder tip to police, found two months later, and the internet access since switched off for internal evaluations
🔴 An agent given its own email address, and why it belongs on the same footing as a new hire's account
🔴 Docs, Slides and Design out of beta on every plan, with a standalone site closing and projects to download before it does
Plan the refresh before the market plans it for you. 🎙️
Stream on :
▶️ Youtube: https://www.youtube.com/@SMBAIHUB
▶️ Spotify: https://open.spotify.com/show/03455lXXM29joyuucQkkyq
▶️ Amazon Music: https://music.amazon.in/podcasts/b93fd52f-bc53-4ee9-98d7-3b9e10ea0e6f/ai-breakdown
▶️ Apple Podcast: https://podcasts.apple.com/in/podcast/ai-breakdown/id6799578599
▶️ iHeart Radio : https://www.iheart.com/podcast/1333-ai-breakdown-340815159/
▶️ Web: smbaimagazine.com
▶️ Web: smbaipodcast.com
Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.