GoKawiilAI PC push lets HP, Dell, Lenovo grow revenue despite falling shipments
IDC reports global PC shipments dropped 4.9% in the second quarter, yet HP, Dell and Lenovo all posted double-digit revenue gains in their PC segments by prioritizing pricier, AI-capable machines. Tight memory chip supplies driven by AI infrastructure demand have pushed component costs up, prompting manufacturers to shift production toward premium systems rather than budget models.