The AI data center boom is squeezing PC and smartphone sales, with a decrease of more than 10% in the offing this year.
IDC expects 2026 to be another challenging year for the personal computers and smartphone markets amid a global memory ...
PC graphics shipments grew 2.5 percent last quarter, a report by Jon Peddie Associates found Monday. Data center GPUs, however, grew an average of 145 percent. And that’s the state of the market right ...
Nvidia plans an AI laptop chip comeback with Dell/Lenovo, partnering with MediaTek and Intel to power next-gen Windows PCs—see what it means for NVDA.
In early October, research firm IDC released its latest Worldwide Quarterly Personal Computing Device Tracker, which found that PC shipments worldwide grew 9.4 percent from the previous year in the ...
The global PC market ended 2025 on a strong note, with fourth-quarter shipments increasing 9.6% year over year to 76.4 million units, according to the data compiled by International Data Corporation ( ...
TL;DR: Global PC shipments rose 9.6% year-over-year in Q4 2025, led by Lenovo, HP, Dell, and ASUS, driven by holiday demand and Windows 10's end of life. However, looming memory shortages and rising ...
Chatterjee reaffirmed confidence in HP, raising the December 2026 price forecast, citing reduced downside risks to fiscal 2025 estimates. He said HP's fiscal third-quarter results eased investor ...
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AMD taking PC, server market share from Intel

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.
Panic over soaring memory costs in the second half of last year didn't stop the PC market from rebounding in a big way, with global shipments of desktops, laptops, and workstations surging 10.1% to 59 ...
Dell Technologies DELL is benefiting from its leadership in the AI PC market, which is playing an important role in driving Client Solutions Group (CSG) revenue growth. In the second quarter of fiscal ...
The market for PC gaming hardware, including systems and accessories, is projected to grow by 35% in 2025 by Jon Peddie Research. This data is considered "conservative in relation to total PC hardware ...