While 2024 is off to a strong start so far for AI PC shipments with Q2 showing triple digit sequential growth, the true growth story for AI PCs will be in 2025.
Intel believes the AI PC “promises to be a huge improvement for everyday PC usages,” as it “represents a fundamental shift in how our computers operate.” Lenovo executives believe that “AI enables a personalized user experience that, once adopted, will lead to significant productivity gains and foster greater innovation and creativity.” AMD’s executives have explained that they “see AI as the biggest inflection point in PC since the Internet with the ability to deliver unprecedented productivity and usability gains.” Qualcomm’s CEO has said that he believes the AI PC “is as significant as Windows 95.
Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge.” For a deeper dive on AI PCs and industry commentary on the growth potential, refer to AI PC Stocks: Emerging 2024 And 2025 Story (io-fund.com).
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