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...
ai capable pcs
ai in pcs
ai premiumization
aspuplift
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
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...
ai pcs
aspuplift
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