Skip to content
Sign in
Artwork for AI Breakdown
AI Breakdown ยท Yesterday ยท 8 min

Your Laptop Refresh Costs More Because AI Eats Memory

๐“๐ก๐ž ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ๐จ๐ซ, ๐ฆ๐ž๐ฆ๐จ๐ซ๐ฒ ๐š๐ง๐ ๐ฌ๐ญ๐จ๐ซ๐š๐ ๐ž ๐ง๐จ๐ฐ ๐ฆ๐š๐ค๐ž ๐ฎ๐ฉ ๐Ÿ”๐Ÿ–% ๐จ๐Ÿ ๐ญ๐ก๐ž ๐›๐ข๐ฅ๐ฅ ๐จ๐Ÿ ๐ฆ๐š๐ญ๐ž๐ซ๐ข๐š๐ฅ๐ฌ ๐Ÿ๐จ๐ซ ๐š $๐Ÿ—๐ŸŽ๐ŸŽ ๐ง๐จ๐ญ๐ž๐›๐จ๐จ๐ค. ๐Ÿ‘€ That is TrendForce's figure for the third quarter, which means most of what you pay for a mainstream laptop is the three components AI demand is competing for. This week on ๐“๐ก๐ž ๐€๐ˆ ๐๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง, we close the theme: ๐€๐ˆ ๐ˆ๐ฌ ๐Œ๐จ๐ฏ๐ข๐ง๐  ๐ญ๐จ ๐˜๐จ๐ฎ๐ซ ๐ƒ๐ž๐ฌ๐ค Something has to give. The sticker price, the memory in the box, or the maker's margin. A buyer should assume at least one of those moves. Inside the episode: ๐Ÿ”ด Notebook shipments projected down a low single digit percentage next year, reaching high single digits if memory and processor prices stay elevated ๐Ÿ”ด DRAM supply likely to stay tight on AI related demand, with storage chip shortages expected to ease later in the year ๐Ÿ”ด An AI model that sent a false murder tip to police, found two months later, and the internet access since switched off for internal evaluations ๐Ÿ”ด An agent given its own email address, and why it belongs on the same footing as a new hire's account ๐Ÿ”ด Docs, Slides and Design out of beta on every plan, with a standalone site closing and projects to download before it does Plan the refresh before the market plans it for you. ๐ŸŽ™๏ธ Stream on : โ–ถ๏ธ Youtube: https://www.youtube.com/@SMBAIHUB โ–ถ๏ธ Spotify: https://open.spotify.com/show/03455lXXM29joyuucQkkyq โ–ถ๏ธ Amazon Music: https://music.amazon.in/podcasts/b93fd52f-bc53-4ee9-98d7-3b9e10ea0e6f/ai-breakdown โ–ถ๏ธ Apple Podcast: https://podcasts.apple.com/in/podcast/ai-breakdown/id6799578599 โ–ถ๏ธ iHeart Radio : https://www.iheart.com/podcast/1333-ai-breakdown-340815159/ โ–ถ๏ธ Web: smbaimagazine.com โ–ถ๏ธ Web: smbaipodcast.com Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.

0:00-8:55
Play in

transcript

No transcript โ€” this publisher did not publish one.

show notes

๐“๐ก๐ž ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ๐จ๐ซ, ๐ฆ๐ž๐ฆ๐จ๐ซ๐ฒ ๐š๐ง๐ ๐ฌ๐ญ๐จ๐ซ๐š๐ ๐ž ๐ง๐จ๐ฐ ๐ฆ๐š๐ค๐ž ๐ฎ๐ฉ ๐Ÿ”๐Ÿ–% ๐จ๐Ÿ ๐ญ๐ก๐ž ๐›๐ข๐ฅ๐ฅ ๐จ๐Ÿ ๐ฆ๐š๐ญ๐ž๐ซ๐ข๐š๐ฅ๐ฌ ๐Ÿ๐จ๐ซ ๐š $๐Ÿ—๐ŸŽ๐ŸŽ ๐ง๐จ๐ญ๐ž๐›๐จ๐จ๐ค. ๐Ÿ‘€

That is TrendForce's figure for the third quarter, which means most of what you pay for a mainstream laptop is the three components AI demand is competing for.

This week on ๐“๐ก๐ž ๐€๐ˆ ๐๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง, we close the theme:

๐€๐ˆ ๐ˆ๐ฌ ๐Œ๐จ๐ฏ๐ข๐ง๐  ๐ญ๐จ ๐˜๐จ๐ฎ๐ซ ๐ƒ๐ž๐ฌ๐ค

Something has to give. The sticker price, the memory in the box, or the maker's margin. A buyer should assume at least one of those moves.

Inside the episode:

๐Ÿ”ด Notebook shipments projected down a low single digit percentage next year, reaching high single digits if memory and processor prices stay elevated

๐Ÿ”ด DRAM supply likely to stay tight on AI related demand, with storage chip shortages expected to ease later in the year

๐Ÿ”ด An AI model that sent a false murder tip to police, found two months later, and the internet access since switched off for internal evaluations

๐Ÿ”ด An agent given its own email address, and why it belongs on the same footing as a new hire's account

๐Ÿ”ด Docs, Slides and Design out of beta on every plan, with a standalone site closing and projects to download before it does

Plan the refresh before the market plans it for you. ๐ŸŽ™๏ธ

Stream on :

โ–ถ๏ธ Youtube: https://www.youtube.com/@SMBAIHUB

โ–ถ๏ธ Spotify:ย  https://open.spotify.com/show/03455lXXM29joyuucQkkyq

โ–ถ๏ธ Amazon Music: https://music.amazon.in/podcasts/b93fd52f-bc53-4ee9-98d7-3b9e10ea0e6f/ai-breakdown

โ–ถ๏ธ Apple Podcast: https://podcasts.apple.com/in/podcast/ai-breakdown/id6799578599

โ–ถ๏ธ iHeart Radio :ย  https://www.iheart.com/podcast/1333-ai-breakdown-340815159/

โ–ถ๏ธ Web: smbaimagazine.com

โ–ถ๏ธ Web: smbaipodcast.com

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.

links7

more episodes

All episodes