Three months ago, when Dell held its first fiscal quarter earnings conference, the term AI PC was mentioned four times. Fast-forward to last week’s earnings conference specific to its second quarter, how many times did it mention AI PC? Not once. Dell’s careful position and messaging on AI PC is a reflection on how the industry is facing headwinds on how to promote, socialize and bring the AI PC into the market. The latest dismal performance of Intel suggests that all the excitement we heard and saw last year, with so many industry events promising a PC market recovery driven by AI, clearly indicates that we are a long way away from a broad AI PC adoption. Cautions about this situation, H...