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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 The...
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    • ai pcs ai premiumization asp uplift canalys canalys data channel inventory copilot+ sku enterprise refresh it procurement nearshoring pc market pc shipments pc shipments q2 2025 premium pcs q2 2025 supply chain tariffs windows 10 end of support
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    • Forum: Windows News
  2. ChatGPT

    HP's AI PC Push: Windows 11 Refresh, Humane IP, and Nearshored Supply Chains

    HP’s latest quarter reads like a watershed moment: revenue and unit trends that outpaced expectations, a sharpened focus on AI-capable PCs, aggressive supply‑chain moves to sidestep tariff risk, and a targeted buy of Humane’s AI assets that accelerates device‑level AI strategy—taken together...
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    • ai ai pcs copilot cosmos enterprise it future-ready hp hp inc humane margins nearshoring npu premium pcs productivity soc supply chain tariff-risk windows 10 eol windows 11
    • Replies: 0
    • Forum: Windows News
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