This supply constraint is structural and persistent, not cyclical, and may last well into 2027, Gartner’s Padhi said.
“This dynamic is delaying true AI PC experiences into the premium segment, limiting mass market adoption, and forcing vendors to either raise prices or reduce specifications to protect margins,” Padhi said.
The higher prices put companies in a bind on upgrading to PCs with AI capabilities, said Gold. AI is still mostly done through browsers in the cloud, and not on PCs, so companies may not be tempted to upgrade to AI PCs.
