The demand for artificial intelligence (AI) is surging in the enterprise sector, but it's not yet translating into growth for the consumer PC market. Statista reports a decline in global PC shipments from 341 million in 2021 to 241 million in 2023. However, improvements are anticipated as Microsoft ends support for Windows 10 next year, likely pushing consumers towards next-gen PCs designed for AI. Gartner predicts that AI PCs will constitute 43% of shipments by 2025, up from 17% in 2024, suggesting a strong upgrade trend. Two stocks to consider for capitalizing on this growth potential are: 1. **Micron Technology** (NASDAQ: MU): Micron has established itself as a leader in memory and solid-state drives (SSDs), notably soaring in its data-center revenue, driven by demand from traditional and AI servers. With the anticipated end of Windows 10 support and the introduction of Windows 12, the company expects increased sales of memory and storage solutions, as new AI applications demand more resources. Even amidst weak current PC demand, Micron's data-center business surged, with a year-over-year revenue increase of 93%. Analysts foresee a significant earnings boost of 42% in 2025, implying a potential stock price rise to $204, representing a 94% upside. 2.

**Dell Technologies** (NYSE: DELL): Although Dell's stock has risen over the past year, it remains 32% below its highs, primarily due to weakness in the PC segment, which comprises half of its business. Nonetheless, the demand for Dell's AI servers is robust, with a 38% year-over-year revenue jump in infrastructure products leading to an 86% earnings increase. Dell anticipates a recovery in the PC market with the upcoming Windows refresh, projecting improvement in its client-solutions segment. With its addressable AI hardware market valued at $174 billion and growing at 22% annually, investors have a solid rationale for purchasing Dell stock. Analysts project a 19% earnings increase in 2025, with potential for even greater returns given the tailwinds in AI. In conclusion, strategic investments in Micron and Dell could yield significant profits as the market adapitates to the evolving AI landscape. Also, there are "Double Down" stock alerts for three companies that may be poised for growth. *John Ballard has no stake in any mentioned stocks. The Motley Fool has investments in Microsoft and recommends it, alongside Gartner, while maintaining a disclosure policy. *