in the past, growth in PC gaming came naturally with the growth in the adoption of computers around the world.
at saturation of "new to computers" audiences, growth in PC gaming comes from convincing the core gaming demographic, newly-turned 13 year old boys, to agitate for PCs instead of XYZ.
so a big part of it is the retail-marketing experience - the aesthetics of buying - and scalping / sense of urgency plays extremely well with the buyer who actually chooses PC over a nintendo switch, as opposed to a kid who will never make the more expensive choice ever.
this is really a story about saturation than it is about hardware or shortages for AI usage or whatever.