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AI Fuels PC Hardware Surge: 2026 Outlook
25 Dec, 2025
Summary
- AI is driving accelerated server demand, impacting PC hardware companies.
- Micron expects DRAM shortages extending into 2026 and 2027.
- Dell projects a high-single-digit CAGR for PC sales through fiscal 2030.
The computer hardware market is gearing up for a significant shift, with AI poised to be a primary driver for growth through 2026 and beyond. Senior Technology Analyst Woo Jin Ho discussed the evolving landscape, highlighting accelerated server demand fueled by artificial intelligence, which is top of mind for key industry players.
Dell, in particular, is expected to benefit from an expanding customer base, projecting a high-single-digit compound annual growth rate for its PC sales through fiscal year 2030. This optimism is underpinned by robust AI order activity and sustained momentum in traditional server and storage markets.
Conversely, the outlook for PC sales and margins at companies like HP and Dell faces headwinds due to anticipated DRAM supply constraints. Micron predicts that tightness in DRAM supply will persist at least through 2026 and into 2027, forcing PC manufacturers to navigate challenging decisions regarding unit volume versus sales, especially impacting premium product offerings.
