Tech stocks tank on Wall Street. Is the chip bubble finally popping?
Nvidia, Micron, Qualcomm, and other major tech names sank Tuesday as the AI rally came under new pressure, but some analysts say this still does not look like a bubble burst.
ComputerWorld AI·
Nvidia and Microsoft this month touted the reinvention of computers with a new class of “agentic AI PCs” that will “reinvent the way PCs work.” That’s how Nvidia CEO Jensen Huang described the computers at the recent Computex trade show. At the event, Nvidia introduced its first AI-focused PC chip called N1X, which has an integrated CPU and GPU and will be used in agentic AI PCs. Nvidia’s new RTX Spark PCs are the first in a major “PC reinvention for 40 years,” Huang said, likening them to AI phones. “You could talk to it, it could look at you. You could ask it to read files… [or] go help you do research.” Not so fast, say analysts, who argue the computers are mostly repackaged AI PCs that shouldn’t necessarily drive enterprise upgrades. “Agentic AI PCs is a strange term that should probably be deemphasized,” said Leonard Lee, principal analyst at neXt Curve. “Depending on use case, PCs of the last two generations are ‘agentic AI’-capable.” Skeptical of the hype, analysts said many cu
Read full articleNvidia, Micron, Qualcomm, and other major tech names sank Tuesday as the AI rally came under new pressure, but some analysts say this still does not look like a bubble burst.
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