HP talks about AI PC: 10% of total shipments in the second half of the year.

Only an AI computer can save HP. HP on Wednesday after the bell reported second-quarter results, revenue of $12.8 billion, EPS of 82 cents are higher than expected, including PC sales for the first time in two years to achieve growth, which is inseparable from the recent fire AI computers. HP shares rose more than 2 percent in after-hours trading. AI computers will be the next key growth point for HP, especially this financial report showed that HP's home printer sales fell 16%, and commercial printer sales fell 12%. HP CEO Enrique Lores said on Wednesday that existing computer equipment is aging, and both small and large companies are realizing the need to update their AI computers. AI computers are expected to account for 10 percent of the company's computer shipments in the second half of this fiscal year. HP launched the first generation of AI computer products powered by Intel and AMD chips in early May, and will launch a new Copilot+ product powered by Qualcomm's Snapdragon X processor in June. Lores said that the new shipments will last from early May to November, because the mass production of these powerful AI computers "will take some time." In the early days, it is mainly individual consumers who buy AI computers, while institutional customers need more time to evaluate the performance of AI computers before making large purchases, and the demand for AI computers will grow significantly in the next few years. "We expect AI computers to account for 40 to 50 percent of total PC shipments in the next three years," he said confidently. "AI computers will become very important." According to data analysis firms IDC and Gartner, HP and its foundry will ship about 50 million AI computers globally this year, which will account for 22% of global PC shipments in 2024. Lores stressed that as AI computer hardware upgrades and Microsoft will end updates and support for Windows 10 in October 2025, customers are moving to Windows 11, and Win 11 is an AI system with Copilot embedded. These factors are driving customers to buy AI computers. He also said: "At present, some customers are still waiting to update AI computers, and they will speed up the cycle of updating computers in the future, after all, AI computers are very valuable to improve production efficiency."