Counterpoint Research

Apple announced price increases for some products due to surging memory chip costs, which rose approximately 90% between the last quarter of 2025 and the first quarter of this year. Analysts attribute the chip shortage to increased demand from AI infrastructure, with experts predicting undersupply will persist through 2028.

The U.S. government's ban on Anthropic's Fable and Mythos models for non-U.S. users has accelerated adoption of open-source AI, particularly from Chinese labs like DeepSeek and Moonshot AI. Chinese models, including Knowledge Atlas's GLM-5.2, are gaining traction globally due to their cost-effectiveness and accessibility, with four Chinese models now dominating OpenRouter's most-used list.

Nvidia unveiled RTX Spark superchips combining CPU and GPU capabilities for AI-powered Windows laptops and desktops, with Microsoft and Dell set to release models this fall. The new chips enable local AI agent processing, aiming to revolutionize personal computing by bringing advanced AI functions to consumer devices.

Nvidia unveiled new RTX Spark superchips combining CPU and GPU capabilities to power AI personal computers, with Microsoft and Dell set to release models this fall. The chips aim to enable local AI agent processing in laptops and desktops, positioning Nvidia to expand its AI market presence.

By 2027, over 80% of premium smartphones will have agentic AI capabilities, and by 2032, a similar proportion of wearable devices will be AI-enabled. Counterpoint Research forecasts this trend, driven by vendors seeing AI as a premium feature. This shift is expected to impact the smartphone and wearables markets significantly.