Michael Dell has been in the PC game for 40 years—in fact, he famously helped launch the PC revolution as a college student in the 1980s. So while investors were disappointed when executives at his namesake company recently acknowledged that customers have not shifted to the new generation of AI-enabled PCs as quickly as they expected, the Dell founder and CEO tells Fortune he is not concerned.
“I’ve seen this movie a couple times before, and what’s interesting is that the refreshes are usually underestimated, sometimes they go a little bit faster, sometimes a little bit slower,” he said during a recent in-person interview in New York in advance of the company’s product announcements slated for the Consumer Electronics Show (CES) in Las Vegas next month. The latest round of corporate customers refreshing their PCs is “definitely delayed,” he admitted, but added that it’s not a question of if you’ll get a new PC, it’s a question of when enough new features and capabilities are offered.
