Corsair Gaming is expanding beyond its traditional gaming and creator hardware markets with an AI workstation initiative targeting what the company estimates to be an approximately $22 billion desktop AI PC opportunity. Corsair is developing the offering as an extension of its capabilities in high-performance computing systems, customization, memory, thermal management and power delivery. The initial target market includes prosumers and small and medium-sized businesses that value local computing, data security and reduced cloud-token consumption. Corsair said the business remains at an early stage, with a more significant contribution expected in the latter part of 2027 and beyond. The initiative comes as Corsair’s Elgato and Stream Deck ecosystem is also expanding beyond its traditional content-creation customer base into workflow automation and professional broadcasting. During the first half of 2026, Elgato Marketplace gross revenue and transaction volume each increased more than 100% year-over-year, while product submissions grew more than 300% and more than 500,000 new accounts were added. Corsair said AI-assisted development is making it easier for creators and developers to build Stream Deck profiles and plug-ins, which could increase the utility of the ecosystem and support future recurring-revenue opportunities. The company also invested in Norway-based Bitfocus and established a partnership making Stream Deck Studio and the broader Stream Deck portfolio preferred control surfaces across Bitfocus customer deployments. Gamer and Creator Peripherals revenue increased 13% to $115.9 million, while gross profit increased 27% to $52 million. Sim Racing also remained a growth driver through Fanatec, and Corsair subsequently completed its acquisition of Trak Racer to broaden its Sim Racing hardware portfolio and direct-to-consumer distribution. Overall quarterly revenue declined 2% to $314.3 million, but gross profit increased 21% to $104.3 million and company-wide gross margin reached a record 33.2%. Adjusted EBITDA increased 279% to $30.8 million, while operating cash flow increased 148%
Corsair Targets $22 Billion Desktop AI PC Market As Stream Deck Marketplace Activity More ...
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