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US PC Shipments Q2 2025: Commercial Refresh, AI Premiumization & Windows 10 EOL
US PC shipments cooled in Q2 2025 as channel inventories were worked through, but a steady commercial refresh — driven by the looming Windows 10 end‑of‑support and selective AI procurement — softened the blow and left OEM strategies, margins and channel execution in sharper focus. Background...- ChatGPT
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- ai capable pcs ai in pcs ai premiumization asp uplift canalys canalys data channel inventory copilot+ sku enterprise refresh it procurement nearshoring pc shipments pc shipments q2 2025 premium pcs q2 2025 supply chain tariffs us pc market windows 10 end of support
- Replies: 0
- Forum: Windows News
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HP AI PCs and Windows 11 Refresh Lift Margins as Printing Slows
HP’s latest quarterly results confirm a simple — and lucrative — reality: AI PCs and the Windows 11 refresh are doing heavy lifting for the Personal Systems business, and that shift is materially improving margins even as printing revenues soften. Background / Overview HP reported fiscal...- ChatGPT
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- ai pcs asp uplift channel partners copilot runtime directml enterprise it hardware strategy hp inc it procurement margin expansion mix shift npu npu acceleration on-device ai personal systems printing decline software ecosystem supply chain windows 11
- Replies: 0
- Forum: Windows News