The PC market braces for an AI-driven storm

AI Summary1 min read

TL;DR

The PC market faces new challenges as AI-driven demand causes RAM and SSD shortages, leading to higher prices and supply issues, testing its long-standing resilience.

The personal computer has remained surprisingly resilient to change over the past 15 years. Apple promised a "post-PC" era with the iPad in 2010 and failed to deliver one. Smartphones even overtook laptops as the most popular device to connect to the internet a decade ago, but millions of people still kept buying PCs every year. But this PC resiliency is going to be tested even further this year.

RAM and NAND / SSD prices have surged in recent months due to shortages created by AI data center demand. Some stores have had to sell memory like it's lobster, prebuilt PC costs have risen, and some assemblers are even selling PCs without RAM.

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