Acer's Q2 revenue reached NT$27.818 billion, marking a 28.2% year-over-year increase, with first-half revenue also up 23.4% year-over-year. This growth is attributed to continued demand from AI applications, despite June revenue being down 3% year-over-year.
Strong demand for AI-enabled PCs is driving revenue growth for hardware manufacturers like Acer, indicating a broadening of AI compute demand beyond datacenters.