May 26, 2024

Last week, Microsoft debuted a line of artificial intelligence (AI)-ready personal computers.

New findings by Morgan Stanley — the subject of a report Sunday (May 26) by Seeking Alpha — argue that the tech giant’s rollout could usher in a new wave of PC sales.

“We believe that the commercial PC market will be the initial adopters of AI PCs given they are primarily being marketed as productivity tools,” the Morgan Stanley report said.

The report cited a number of factors that could accelerate PC sales in the second half of this year and into 2025: an initial price of $1,000 or more, a commercial PC installed base that is 13% bigger than before the pandemic, and Windows 10’s pending...

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