U.S. Notebook PC Sales Surpass Desktop PC Sales in May -- For the first time in U.S. history, retail sales of notebook computers surpassed those of desktops in May, according to research firm Current Analysis. Notebook sales grew from 45.9 percent of the total PC retail market in May 2004 to 53.3 percent of last month. "The past few months have seen an increase in the number of retail notebook players, with lesser-known value players Acer and Medion gaining shelf space at major retailers such as Best Buy, Circuit City and CompUSA," said analyst Sam Bhavnani. "In addition, notebook pricing has dropped considerably." Prices, in fact, have fallen an average of 17 percent over the past year. The firm said that notebooks nearly topped desktops in August 2004, on the strength of intense back�to-school advertising by Toshiba.
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...