HP says AI PCs now make up a quarter of its sales, boosting revenue thanks to their higher price tags and the Windows 11 refresh.

The PC and printer maker said that its Personal Systems revenue was up 6 percent year-on-year to $9.9 billion during its financial third quarter ended July 31. This was driven in the commercial segment by the Windows 11 refresh and increased AI PC adoption, according to president and CEO Enrique Lores.

"We continue to shift our mix to higher value segments such as AI PCs, commercial premium and services," Lores said on a conference call to discuss the results.

The HP leader professed himself pleased with what he sees as accelerating demand for the AI-capable PC category, which he said grew in revenue by double digits since the last quarter.

"It has surpassed

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