IDC: AI is a Solution for a PC Industry With a Sales Problem

Business interest in AI PCs is fizzing, at least according to IDC, even though the analyst admits "use cases have yet to be fully articulated." From a report: Such is the hype around generative AI since ChatGPT was made publicly available that big software and hardware brands are looking to shoe horn the tech into every nook and cranny. Just last week HP boss Enrique Lores and Lenovo exec Luca Rossi joined in by confirming both companies are working on a range of AI PCs for general availability between July next year and early 2025. Neither went into fine technical detail on what those machines will have inside because they aren't close to release. IDC research veep for Devices & Displays, Linn Huang, didn't pour any cold water on the hype this week when he said: "Generative AI could be a watershed moment for the PC industry. While uses cases have yet to be fully articulated, interest in the category is already strong. AI PCs promise organizations the ability to personalize the user experience at a deeper level all while being able to preserve data privacy and sovereignty." That's quite a billing. HP and Lenovo certainly seem to think there's margin potential. Huang agreed. "As more of these devices launch next year, we expect a significant boost to overall selling prices."

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