First the pandemicTHEN TARIFF And now AI Squeeze: Tech Shoppers can never bring a break from shortages and rising prices. According to A Report from Market Intelligence Firm TrendforceDell plans to raise system prices by at least 15-20% by the end of December, while Lenovo tells clients that its system price schedule will reset until January 1, 2026.

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Blame the AI, in part. That billions were spent on Strengthening Data Center Infrastructure for AIthe supply of important system components, such as memory storage and SSD, is caught in the act.

Representatives for Dell and Lenovo did not immediately respond to requests for comment.

The timing of the shortages is not good for PC manufacturers, who usually announce a range of products at CES in early January to ship in the first half of the year. It’s also not bad news for manufacturers of complex components, especially Intel and AMD.