Enterprise AI PC adoption set to slow in 2026

Core Insights - The adoption of AI PCs in enterprises is expected to grow significantly, with predictions indicating that they will represent 55% of the market by 2026 as organizations seek to enhance AI capabilities [5] - The global AI PC market is projected to grow at a compound annual growth rate of 38% over the next five years, potentially reaching nearly $350 billion by 2030 [7] Group 1: Market Dynamics - AI PC adoption has experienced fluctuations in 2025, with growth slowing due to tariffs and macroeconomic uncertainties impacting enterprise investment [5] - The need to future-proof organizations for AI is identified as a key driver for enterprise AI PC adoption [5] - The sunsetting of support for Windows 10 was a primary motivator for enterprises to adopt AI PCs in 2025, but growth rates are expected to normalize by 2027 as adoption aligns with a predictable PC refresh cycle [7] Group 2: Company Performance - Dell Technologies raised its AI shipment guidance to $25 billion for the full fiscal year, reflecting a 150% year-over-year increase [6] - HP reported that AI PC shipments accounted for 30% of its overall shipments in the fourth quarter ending October 31 [6] Group 3: Future Outlook - IT decision-makers are looking for AI PCs that enhance worker productivity, improve security, lower total cost of ownership, and provide better return on investment [4] - The current AI PCs in the market have limited capabilities for enterprise use, but this is expected to change as software vendors introduce more on-device AI functionalities [3][4]