Experts were optimistic about AI laptops boosting margins, but high costs and a lack of essential apps, combined with tariff discussions, have slowed customer interest.

In the commercial sector, many are still exploring AI’s potential, unsure about which apps are beneficial or permissible given security concerns. Nonetheless, Lenovo, HP, and Dell are pushing these devices into sales channels, making it challenging for consumers to find alternatives. Recent data indicates that 40% of early Q2 notebook sales included AI PCs.

According to Marie-Christine Pygott, a senior analyst, the demand remains sluggish due to a lack of compelling software and other factors like economic uncertainties, exacerbated by tariff ambiguities. This uncertainty is leading consumers to hold off on AI PC investments while waiting for market clarity and possibly lower prices.

Industry leaders acknowledge the risks of purchasing AI PCs, given the absence of software standards. Bryan Ma from IDC noted that the status of AI PC sales is overshadowed by trade war discussions. He also mentioned potential setbacks in adoption due to tariff volatility, particularly when buyers favor cheaper options amidst economic unpredictability.

Amidst these challenges, some companies are pausing PC purchases, affecting AI PC sales further, especially since they represent an upsell. Despite barriers, AI PC adoption is rising gradually, spurred by new products with integrated NPUs becoming standard.

Microsoft is leveraging its partners, while companies like Lenovo, HP, and Dell continue to promote AI hardware. Dell reports an increase in AI PC adoption, correlating it with Windows 11 PC upgrades. HP expects AI PCs to make up a quarter of its year’s sales, owing to new software solutions harnessing AI capabilities. Though AI PCs are priced 10-20% higher than standard models, with predictions that half of HP’s portfolio will feature AI within two years.

Lenovo’s upcoming AI features, like Action Assistant, promise automation and workflow efficiency. However, current prices of AI PCs remain a hurdle for many consumers moving from Windows 10, potentially prompting them to opt for extended support plans instead.