Signs that the client-side PC market is improving have become more apparent as bellwethers Intel and AMD reported their most recent earnings. For the Intel Client Computing Group, revenues, while down 12% year-on-year in its Q2, grew by 17% quarter-on-quarter. AMD client net revenues surged 35% from its Q1 to Q2 while the segment operating loss narrowed. Though MPUs may be cannibalized by GPUs as AI demand takes hold, a bottom for the PC market could spell pricing challenges ahead in H1 2024.