IDC report says rise of home offices means a growing PC market for U.S. households -- The portable computer market may be growing faster than the market for desktops, in part because of the rising number of home offices in the United States, according to a report by IDC. The number of home offices in the U.S. will grow from 33.1 million at the end of 2004 to 37.7 million by 2009, meaning an increase of customers likely to purchase advanced, portable, or multiple PCs, analyst Merle Sandler said on Monday. IDC defines home offices as those used by telecommuters or employees working after-hours as well as income-generating offices. Household PC penetration is near 90 percent. Within those households, at the end of 2004 portable computers were at 43.4 percent and growing. At the end of 2003, that number was 42 percent. �Households with home offices are less likely to let the kids near the computers, because of the important information in them. So they�re more likely to buy computers for students to do their homework on,� said Ms. Sandler, lead author of the June 8 report. �Home offices continue to upgrade or add additional PCs, especially higher-margin portable PCs.�
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...