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Home Themes AI

AI PCs: The Future of Computing or Just Hype?

by Team Lumida
July 9, 2024
in AI
Reading Time: 3 mins read
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Man on his Surface laptop at home with Christmas decorations around

Photo by Surface on Unsplash

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Key Takeaways:

  • According to IDC, only 3% of PCs sold this year will be AI-optimized.
  • Limited software support hinders AI PCs’ potential, with Adobe and Salesforce not yet on board.
  • Qualcomm aims for 25% of the AI PC market by 2026, investing heavily in marketing.

What Happened?

Microsoft and Qualcomm have launched a new category of computers called “AI PCs,” featuring additional processors to enhance AI capabilities like personal assistants and task automation. Despite the hype, only 3% of PCs shipped this year will meet Microsoft’s AI processing standards, per IDC. Initial reviews suggest skepticism, with most AI features seen as gimmicks. Adobe and Salesforce have yet to adapt their software for these new machines, limiting their current usefulness.

Why It Matters?

Investors should note the high stakes for companies like Qualcomm and PC manufacturers such as Dell and HP. Qualcomm aims to challenge Intel’s dominance, betting on AI PCs to rejuvenate the stagnant PC market. Michael Dell believes AI capabilities will drive consumers towards higher-end models, crucial for companies that saw a sales boom during the pandemic but have since stagnated.

While early adoption among tech-savvy users shows promise, broader consumer and enterprise uptake remains slow due to software compatibility issues.

What’s Next?

Expect a gradual increase in AI PC adoption. Qualcomm plans to capture 25% of the AI PC market by 2026, investing over $75 million annually in marketing, including high-profile partnerships like Manchester United. Intel and AMD will release their own AI PCs later this year, potentially resolving compatibility issues and accelerating adoption.

However, according to IDC, broader market penetration will take time, with AI PCs projected to comprise only 20% of new shipments by 2026. Investors should watch for improvements in software support and consumer reception to gauge long-term success.

Source: Bloomberg
Tags: AI PCsIDCMicrosoftQualcommsoftware compatibility
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

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‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
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