August 18, 2026
How Tokenomics Might Save AI PCs
There are some interesting things happening in the PC market these days and, more importantly, the potential for even more impactful changes over the next year or so. At a high level, of course, overall PC shipments have been predicted to and indeed are starting to decline on a unit basis. Driven primarily by the huge increases in memory and storage costs, the average selling prices for PCs have gone up significantly over the last year and that has dampened overall demand, particularly for the cost-sensitive consumer and other low-end PC segments. Despite this, however, the major PC makers—notably, Dell, HP and Lenovo—have all reported higher overall PC revenues and are expecting PC revenues to be up for 2026. The reason is that demand for higher-end, more capable PCs continues to be strong and the greater revenues that these much more expensive PCs are generating is more than offsetting the revenue losses from lower-priced models. That, in itself, is both interesting and surprising. However, I believe we could be on the precipice of an even larger shift: a significant increase in demand for AI-capable PCs.
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July 24, 2026
AMD Lays Out AI Vision Across Cloud, Client and Robotics
When a market is utterly dominated by a single player, as the AI infrastructure world has been by Nvidia, it can be tough to make an impact. No company knows this better than AMD. They’ve been battling in many segments against Nvidia, as well as other semiconductor giants like Intel, for decades now. Clearly the challenge hasn’t deterred AMD in the least. In fact, based on the impressive array of announcements the company made at its recent Advancing AI event in San Francisco, it’s actually inspired them.
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