Morgan Stanley: Agentic AI shifts value from GPUs to CPUs and memory, creating up to $60bn incremental CPU TAM by 2030

The next phase of artificial intelligence is no longer just about faster GPUs. As AI moves from single-task generation to autonomous, multi-step "agentic" systems, the economic value is migrating to ...

Huawei Launches Stylish New MateBook 14 With HarmonyOS And In-House Kirin X90 CPU

Huawei has introduced the MateBook 14 HarmonyOS Edition, a new laptop that appears aimed at younger buyers through a lighter design, bold color choices, ...

Acer Swift Go 16 vs. ASUS Vivobook 16: What’s the difference?

We recently had the opportunity to review two solid laptops, the Acer Swift Go 16 and the ASUS Vivobook 16, and found both to ...
Rappler

What is Pax Silica? What are its goals, and what concerns does it raise?

A US-led coalition to secure AI and semiconductor supply chains is expanding globally, but its goals and implications for countries like the Philippines are raising questions about economic roles, ...
ZAWYA

Dell Technologies Highlights AI PCs and Workstations as the Next Phase of Enterprise AI in Asia Pacific

SINGAPORE - Media OutReach Newswire - 22 April 2026 - Dell Technologies (NYSE: DELL) today outlined how enterprise AI ...