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Lenovo and other PC makers have seen mixed benefits from rising AI demand. AI PCs accounted for 31% of the total global PC market globally by the end of 2025, according to research firm Gartner. This new technology upgrade cycle gives Lenovo and other manufacturers a fresh opportunity to pitch new hardware. In Lenovo’s fiscal third-quarter earnings, reported last month, total revenue grew 18%, driven by strong demand for AI-related products. AI revenue increased by 72% from the prior year and now accounts for a third of Lenovo’s total business.