AI PCs to make up more than half of sales in 2026, says Asus co
American AI hardware giant Nvidia this week announced its entry into the consumer PC arena, in collaboration with Asus and other companies.
Asus expects artificial intelligence-enabled personal computers to account for more than half of its PC sales in 2026, putting the Taiwanese hardware group among the companies betting that AI will become a mainstream device feature rather than a premium experiment.
The forecast was framed around a shift from generative AI toward agentic AI, where software can take more actions on behalf of users and therefore requires stronger local computing capability on laptops and desktops.
Co-chief executive Samson Hu pointed to faster adoption of AI PCs as the user experience changes. Asus has previously discussed a 60 per cent market-share target for AI PCs, with adoption expected to continue rising into 2027 if consumer and enterprise use cases become clearer.
The timing is important because Nvidia is also moving deeper into the consumer PC market through collaborations with Asus and other hardware partners. Its RTX Spark superchip is being positioned as a way to bring more powerful AI computing into Windows-based personal devices.
For PC makers, the commercial question is whether AI can restart a replacement cycle after years in which many consumers had little reason to upgrade. Better chips alone will not be enough if buyers do not see practical everyday uses.
The competition is also becoming a distribution contest. Asus, Nvidia and other suppliers need developers, enterprise software vendors and device makers to agree on what an AI PC is supposed to do beyond faster model inference.
For Greater China technology companies, the AI PC push sits inside a broader hardware race that includes chips, memory, operating systems and local AI models. The winners will be those that turn technical capacity into reliable workflows for office, design, coding and consumer services.
AI PCs become a durable sales category or remain a marketing label attached to the next hardware cycle remains an open question.