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HP pushes AI workstations to cut cloud reliance, expand local computing

HP is positioning so-called agentic AI as a core element of the next workplace and is expanding related hardware and on-device software. The company unveiled new AI PCs and workstation products in Seoul, along with its on-device AI platform, HP IQ. HP said the shift toward AI that understands and executes tasks increases demand for local computing, reducing cloud reliance while strengthening security and performance.

AI & Enterprise

Nvidia denies rumours of buying major PC makers like Dell and HP

Nvidia denied a report that it had been in talks for more than a year to acquire a major PC maker such as Dell or HP. The rumour originated from a report by semiconductor-focused outlet SemiAccurate, which did not name a target but prompted market speculation about Lenovo, Dell, HP, Asus and Acer. Dell shares rose about 6.7 percent and HP shares gained more than 5.3 percent before giving back gains. Nvidia said it is not in acquisition discussions with any PC maker.

Industry

PC DRAM price rise slows, demand broadening in focus

Global PC shipments rose 4 percent in the first quarter from a year earlier, defying expectations of weakening demand, as suppliers and distributors built inventory ahead of higher memory costs, Gartner said. While PC DRAM prices are still climbing, the pace of increases is easing, IBK Investment & Securities said. Intel and AMD are expanding AI PC lineups, while premium monitor displays are gaining traction, adding to focus on second-half demand.