AI PC Stocks: Emerging 2024 And 2025 Story [Forbes]
Microsoft Corporation (MSFT)
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Source: Forbes
applications, which in turn, will help AI developers build a bigger ecosystem. Currently, there is a major bottleneck right now for AI applications to where client devices are not powerful enough or energy efficient enough to leverage AI capabilities at the edge. We've discussed the in late 2023 for our premium members with executive commentary on how AI PCs will accelerate the PC market's growth rate. Industry research organizations similarly see strong growth in AI PCs, with some forecasting annual AI PC shipments to more than triple by 2028. In other words, AI-capable PCs are projected to rise from ~19% of total PC shipments this year to more than 70%, even up . The rapid adoption curve “with a strong inclination towards commercial adoption.” There is indication the early majority will adopt AI PCs in 2025, and the late majority in 2026. This leaves time for consumers to participate, which thus far has been a challenge for AI, as it's been predominately driven forward by Big Tech
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