Computer companies weren’t making money from computers. What they’re doing now is making a killing thanks to AI servers

PC makers are successfully shifting into AI server and data center infrastructure businesses.

Dell and Lenovo posted strong results, driven by surging demand for AI hardware rather than traditional PCs.

Infrastructure divisions are growing much faster than PC units, helping improve revenue, profit, and margins.

HPE, Foxconn, and Quanta Computer are showing the same pivot as AI spending reshapes the hardware market.