Erik Woodring: Are PCs on the Rebound?

This podcast episode discusses the analysts' bullish outlook for the PC market, despite the recent downturn and consecutive double-digit year-over-year declines. The analysts believe that the PC market has bottomed out in Q1 2023 and is poised for growth based on factors such as the large PC install base, increasing popularity of generative AI, and the upcoming Windows 10 end-of-life catalyst. The growth is expected to be driven by the commercial market, with a focus on more powerful machines to handle AI workloads. PC companies are projected to outperform in the next 12 months.