Rumor mill: Reports indicating that Nvidia plans to compete with Intel, Qualcomm, and AMD in the AI PC processor market have circulated for about a year. As Arm's spat with Qualcomm intensifies and the latter's Arm PC exclusivity license nears its end, other companies, including MediaTek and Nvidia, are expected to broaden the sector next year.
In brief: Makers of AI PCs and processors will be happy with the news that people are buying these products, which feature NPUs designed to accelerate AI tasks. The less welcome caveat is that according to a new report, many people are purchasing them simply because they want or need a new PC – not because of the AI features.
We're already seeing some interesting shifts and redefined comparisons in the Copilot+ PC era
Something to look forward to: Even though it's only been two months since they were first announced and just a month since they've shipped, Copilot+ PCs are already having a noticeable impact on the PC market. Major OEMs like Dell, HP, Lenovo, and Microsoft's Surface group have released slick new NPU-accelerated "AI PCs." Other vendors such as Samsung, Acer, and Asus have also joined with impressive new devices.
The Surface Pro 11 is among the first Copilot+ PCs to feature Qualcomm's Arm silicon. Early mixed reviews point to nice performance and battery life upgrades, an impressive display, and promising AI features, while the bad concern pricing and early-stage software issues.
In context: Poorer performance aside, a big reason for the slow uptake of Arm-based Windows PCs has been the lack of compatibility with many commonly used apps and games. Microsoft has tried to address that with Prism, an emulation layer that lets apps run "great," regardless of whether their developers have baked in support for the architecture; however, Samsung is seemingly contradicting those claims with a new disclaimer.