They're Building AI PCs, Will Users Come?

In yesterday's newsletter I highlighted the following quote from Jensen Huang during his keynote address at Computex:

This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. Microsoft and Nvidia are going to reinvent the PC. This is the first completely re-engineered, reinvented line of PCs that has happened in 40 years.

A few folks messaged that this is little more than marketing hogwash, echoing my own "hype" comment. Computers, of course, have been reinvented many times over many decades, not just with the smartphone. And even the PC itself has been reinvented over and over again. Will the 'RTX Spark' even lead to more profound change in the space than, say, Apple Silicon has?

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