What goes up when all else goes down?

Q1’18 GPU and PC shipments broke a lot of records. Q1 is traditionally a down quarter for PCs (see Figure 1). Q1’18 was down 14.1%, not a record, it went down 16.2% in Q1’16, but a big drop nonetheless. Figure 1: PC shipments and quarter-to-quarter change   As the chart indicates, the PC market has been exhibiting a steady seasonal behavior for the past 10 years. PCs have GPUs and AIBs in them, if they didn’t, you wouldn’t be able to see the blue screen of death now, would you? So if PC shipments go down, then doesn’t follow that