The market for artificial intelligence (AI) is growing rapidly in the enterprise sector, but it has not yet made a significant impact on the consumer PC market. Despite a decline in worldwide PC shipments from 341 million in 2021 to 241 million in 2023, there are signs that a PC recovery is on the horizon. With Microsoft ending support for Windows 10 next year, the adoption of next-generation PCs optimized for AI applications is expected to drive growth. Gartner projects that AI PCs will represent 43% of PC shipments in 2025, up from 17% in 2024, signaling a strong upgrade cycle.
At Extreme Investor Network, we identify investment opportunities that are poised for growth, and in the AI-driven PC market, two stocks stand out:
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Micron Technology (NASDAQ: MU) – Micron Technology leads in memory and solid-state drives, creating opportunities in the data-center market. The company recently experienced record data-center revenue, driven by demand from traditional and AI servers. As more powerful AI-optimized PCs require additional memory and storage capacity, Micron is positioned to benefit. The company anticipates strong sales next year with the end of support for Windows 10 and the launch of Windows 12, driving demand for its latest products. Despite weak PC demand this year, Micron’s data-center business has shown robust growth, with revenue up 93% year over year. Wall Street analysts expect earnings to increase by 42%, with the stock potentially reaching $204 next year, implying significant upside.
- Dell Technologies (NYSE: DELL) – Dell Technologies is another player in the AI-driven PC market, with a strong presence in AI servers. While its PC business has faced challenges, its infrastructure products have shown exceptional growth, driving an 86% increase in earnings. Dell expects its client-solutions business to improve with the upcoming PC refresh cycle, as AI creates long-term growth opportunities in the market. With a conservative forward P/E ratio of 16 and earnings expected to rise by 19% in 2025, Dell stock could deliver strong returns.
At Extreme Investor Network, we believe that the convergence of AI and PC technology presents a lucrative investment opportunity. By focusing on companies like Micron Technology and Dell Technologies, investors can capitalize on the growing demand for AI-optimized PCs and data-center solutions. Don’t miss out on this chance to profit from the future of the PC market.