Lenovo claimed it won 24 percent of the PC market and saw AI PCs account for over ten percent of notebook sales. Group president Luca Rossi said PC sales should improve as buyers have two good reasons to upgrade: end of life for devices bought to run Windows 10 which are now ripe for replacement, and a desire to adopt AI PCs and offer users new experiences.
Windows 10 EOL is a fair argument. I have yet to see any research showing consumers looking to buy "AI PCs" specifically. I suspect most people just get a new laptop and it happens to be an "AI PC".