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CES 2026 proved the PC industry is hosed this year

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Dell's XPS 14 now costs over $2,000. An AMD executive predicts that PC builders will likely make piecemeal upgrades this year, instead of building entirely new systems. And new AI supercomputers from NVIDIA and AMD are gobbling up the RAM market. At CES 2026, it was hard not to notice the dire year ahead for the computing industry, one that will likely lead to higher prices and more limited availability for consumer goods across the board.

Really, though, the show just confirmed what was apparent since RAM prices skyrocketed over the last few months, driven by demand from AI datacenters. As Samsung's marketing leader, Wonjin Lee, told Bloomberg at CES: "There's going to be issues around semiconductor supplies, and it's going to affect everyone. Prices are going up even as we speak."

Dell's new XPS 14 and XPS 16 are among the earliest systems hit by these demands. Last year's models started at $1,699 and $1,899, respectively, and we were initially told the new models would actually come in cheaper at $1,650 and $1,850. But Dell later announced a shocking price jump: The XPS 14 now starts at $2,050, while the XPS 16 is $2,200.

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While it didn't take much to configure the earlier models upwards of $2,000, it's genuinely wild to me that the entry-level models are already starting there. And meanwhile, Apple still hasn't budged its $1,599 MacBook Pro 14-inch pricing. At least Dell still comes in cheaper than the $2,499 MacBook Pro 16-inch.

On the desktop front, AMD's David McAfee, Corporate Vice President and GM of Client Channel Business, noted that the longevity of the company's AM4 and AM5 platforms might be a boon for gamers, since they can upgrade their CPUs without buying new RAM kits and motherboards. That allows for a pathway to better performance without paying out the nose for over-priced RAM.

"I think that will be potentially a trend that we see in 2026 with more component upgrades, as opposed to full system swap outs and, and altogether rebuilds," he said in a group interview with Engadget and other outlets. "Some of the most popular CPUs that are still running in gamers’ platforms are parts like the 2600 back to the Pinnacle Ridge days, or 3000 series... Stepping even from there into a little bit more modern 5,000 series processors in an AM4 socket and motherboard, there's a pretty big boost there."

McAfee added that around 30 to 40 percent of AMD's business still revolves around the AM4 platform, even without the specter of a wild memory market.

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