北美硬件与存储-花旗全球技术大会：硬件与科技供应链要点-North America Hardware & Storage-Citi’s Global Technology Conference; Day 1 Hardware & Tech Supply Chain Takeaways

V i e w p o i n t | 04 Sep 2025 06:26:57 ET │ 28 pages HPQ noted PCs MSD unit growth thru 2025 as well as grow in 2026, with drivers including covid-era purchase refresh beginning now, plenty of runway left on Win11 transition and the continued transition to AI PCs. While on Print near-term pressure includes Enterprise prioritization of other investments like AI and PCs, though the company expects this to be temporary as print hardware will have to eventually be replaced. CDW noted recent performance has be ...