Heard on the Street: AI Isn't Selling PCs Yet

Heard on the Street: AI Isn't Selling PCs Yet · The Wall Street Journal

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Personal computers may be getting smarter, but that alone isn't enough to get them flying off the shelves. Lenovo and HP saw slight gains in unit sales during the quarter while Dell and Apple saw their sales fall on a year-over-year basis, IDC said. “Even with a full lineup of Windows-based AI PCs for both Arm and x86 in the third quarter of 2024, AI PCs did not boost the demand for PCs since buyers have yet to see their clear benefits or business value,” Gartner analyst Mikako Kitagawa noted in Wednesday’s report.