The AI bubble over the past year has led to enhanced AI investment and parts for companies, while local home-built PC parts for individuals have stagnated without enhancement.
The Intel 13/14 generation of CPUs are expensive, yet there are many defects and defective products, and many people are reluctant to buy new PCs made by Intel.
However, as companies become AI-specific, personal local PCs will also have to be converted to AI-specific AI PCs.
The requirements for the Copilot+PC are
DDR5 or higher
NPU 40TOPS or more (AI-specific CPU)
In other words, Ryzen 7040 series or higher and a motherboard that can use DDR5 memory are required.
In effect, they will be forced to replace all of their computers with the latest AI-equipped computers released after 2024.
However, inflation and the strong dollar have pushed up the price of parts, and they are finding it hard to decide where to replace them.
This trend will continue until next year or later, when the US Fed cuts interest rates and US stocks fall, causing a shift back to equity investments.
In the case of Japan, the dollar has been pegged at 140 yen or higher by a compromise between the Ministry of Finance and the Fed, and the Japanese yen has been gradually weakened so that the dollar can be used as fertilizer for US equity investments and foreign investors can step on the yen carry trade for foreign profits.
The need to buy NPUs, DDR5-compatible motherboards, and RTX3000 or higher with large VRAM for the summer sales or Black Friday when oil prices drop.
