PC Rebounds, AI Surges, MSPs Expand, Guard's Rae, OpenAI Focuses

PC spending has seen a significant rebound, with Gartner reporting a 9.3% rise in worldwide PC shipments in late 2025, primarily driven by corporate IT upgrades to meet Windows 11 requirements. This recovery, which saw 10.1% growth in Q4 2025 according to Omnia data, highlights a shift from consumer-led demand to necessity-driven upgrades. Despite supply chain challenges in memory and storage, leading to cost increases, 57% of B2B partners anticipate growth in their PC business, underscoring a sustained demand for hardware management and support among MSPs.

Concurrently, worldwide spending on artificial intelligence is projected to reach approximately $2.5 trillion by 2026, a 44% increase from the previous year, according to Gartner. This surge is fueled by substantial investments in AI infrastructure, which is expected to account for $1.37 trillion of the total spending. John David Lovelock of Gartner emphasizes that AI adoption success hinges not only on financial investment but also on organizational maturity and self-awareness, suggesting that the value derived from this investment is not yet as certain as the spending itself. For MSPs, this indicates a growing need to navigate the complexities of AI infrastructure deployment and demonstrate tangible value to clients.

In the realm of managed services, recent strategic moves by several companies signal an evolving MSP landscape. Corsica Technologies announced 105% year-over-year growth in managed services bookings for 2025 and expanded its portfolio through acquisition, aiming for consolidation and integrated offerings. Net at Work nearly doubled its managed services division size by acquiring a regional competitor, prioritizing scale. Rhubarb IT, spun out from Mac Center, is focusing on a niche Apple-focused IT managed services model, aiming for differentiation. These expansions highlight varying strategies—consolidation, scale, and specialization—that MSPs must consider when evaluating market opportunities and competitive positioning.

The implications for MSPs are multi-faceted. The PC market's recovery emphasizes the continued importance of hardware lifecycle management and support services. The explosive growth in AI spending necessitates careful evaluation of infrastructure versus value, with potential risks for organizations rushing capacity purchases without clear demand justification. Furthermore, the diverse expansion strategies among MSPs underscore the need for clear operational, contractual, and financial planning to manage integration, delivery consistency, and customer expectations. The appointment of Rob Rae as a strategic advisor to Guards highlights the critical need for transparency in vendor relationships, particularly concerning incentives, as undisclosed financial arrangements can introduce bias and risk for MSPs who rely on objective evaluation of technologies and partners.

Four things to know today

00:00 PC Spending Reflects Operational Necessity While AI Spending Bets on Unproven Demand

03:57 OpenAI Promises to Offset Energy and Water Impact as AI Infrastructure Outpaces Regulation

05:45 MSP Growth Paths Diverge as Corsica, Net at Work, and Rhubarb IT Make Different Strategic Bets

09:09 Guardz’s Rob Rae Advisory Appointment Raises Transparency and Governance Questions for MSPs

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