A Silver Lining Amidst the RAM Shortage: Reduced Talk of AI PCs
The ongoing RAM shortage has brought about a welcome change in the conversation around "AI PCs". In recent years, manufacturers have been touting these systems as a way to drive sales, but consumers have largely remained skeptical. The soaring prices of RAM, which has led to higher costs for PC makers and customers alike, has reduced interest in AI PCs.
Analysts expect PC sales to be more tumultuous in 2026 due to the ongoing RAM shortage. To mitigate the impact, manufacturers plan to raise prices and release computers with lower memory specs. This move is expected to prioritize midrange and premium systems to offset higher component costs, especially memory.
The RAM shortage has also led to a shift away from AI PCs, as evident from Dell's decision to discontinue its XPS brand of consumer laptops and desktops in 2025. The company acknowledged that the AI PC market was quickly evolving and that consumers were not buying into the hype.
Meanwhile, Microsoft is taking a different approach. CEO Satya Nadella has expressed disappointment with the consumer version of Copilot and has delegated some of his responsibilities to focus on improving the tool. This indicates a shift away from the marketing spiel surrounding AI PCs and towards providing more relevant solutions to customers.
The idea of AI PCs isn't inherently bad, but in recent years, it felt like technology companies were exploiting generative AI to convince people and companies to buy more or more powerful devices. Now, with a RAM crunch and lack of customer demand, there's hope for AI PC marketing to relent somewhat and for PC companies to focus on providing solutions that address real problems.
As the RAM shortage continues, it will be interesting to see how manufacturers adapt their strategies and prioritize the needs of their customers. With the reduced talk of AI PCs, consumers may finally get a more realistic view of what these systems can offer and whether they're worth the investment.
The ongoing RAM shortage has brought about a welcome change in the conversation around "AI PCs". In recent years, manufacturers have been touting these systems as a way to drive sales, but consumers have largely remained skeptical. The soaring prices of RAM, which has led to higher costs for PC makers and customers alike, has reduced interest in AI PCs.
Analysts expect PC sales to be more tumultuous in 2026 due to the ongoing RAM shortage. To mitigate the impact, manufacturers plan to raise prices and release computers with lower memory specs. This move is expected to prioritize midrange and premium systems to offset higher component costs, especially memory.
The RAM shortage has also led to a shift away from AI PCs, as evident from Dell's decision to discontinue its XPS brand of consumer laptops and desktops in 2025. The company acknowledged that the AI PC market was quickly evolving and that consumers were not buying into the hype.
Meanwhile, Microsoft is taking a different approach. CEO Satya Nadella has expressed disappointment with the consumer version of Copilot and has delegated some of his responsibilities to focus on improving the tool. This indicates a shift away from the marketing spiel surrounding AI PCs and towards providing more relevant solutions to customers.
The idea of AI PCs isn't inherently bad, but in recent years, it felt like technology companies were exploiting generative AI to convince people and companies to buy more or more powerful devices. Now, with a RAM crunch and lack of customer demand, there's hope for AI PC marketing to relent somewhat and for PC companies to focus on providing solutions that address real problems.
As the RAM shortage continues, it will be interesting to see how manufacturers adapt their strategies and prioritize the needs of their customers. With the reduced talk of AI PCs, consumers may finally get a more realistic view of what these systems can offer and whether they're worth the investment.