AI PCs Set to Capture 31% of Global Market as Tech Giants Race for Silicon Supremacy
Silicon Valley’s halo effect is putting personal computers back in the spotlight. Once thought to be a stagnant market, PCs are being reimagined as AI-powered machines built for the new era of productivity. According to Gartner, these next-gen devices are expected to make up 31% of global computer shipments by the end of 2025, with volumes reaching 77.8M units thanks to soaring demand from customers.
- LenovoLNVGY hit record quarterly revenue of $18.8B, while securing the top position in Windows-based AI systems and achieving a record 24.6% global share of PC units.
- Similarly, HP’sHPQ AI-enabled computer sales have climbed at double-digit rates quarter-over-quarter, as CEO Enrique Lores points to strong commercial demand for productivity tools.
Future-proofing victory: The surge comes not just from AI hype but also from a practical shift: consumers are increasingly unwilling to invest in hardware that can’t keep pace with rapidly evolving software demands. As Lores explains, “If you are buying a new PC now, you don’t want to buy a PC that will not be able to take advantage of all these improvements that will continue to come to market in the coming months and years, so you better upgrade to an AI PC” (WSJ). Gartner forecasts this momentum will accelerate, with AI machines expected to claim 55% of the category by 2026 — putting traditional PCs on the endangered species list.