Intel Will Not Be Affected by Microsoft’s Decision to Snub AI PC Technology

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Qualcomm-powered laptops with AI features have been marketed as the future of PC technology, with Microsoft backing these new Arm-based processors. Microsoft’s Copilot+ PC requirement mandates a neural processing unit capable of 40 trillion operations per second and 16GB of RAM, which only Qualcomm’s Snapdragon X processors currently meet.

These Copilot+ PCs offer AI-powered features such as text-to-image conversion in Paint, webcam filters, live captions with translations, and a recall feature. However, reviews of these features have been underwhelming, with critics noting that they are not particularly impressive or unique. Additionally, concerns about privacy and security have delayed some features, like the recall feature.

Despite Microsoft’s focus on Qualcomm chips for AI capabilities in laptops, experts believe that Intel and AMD will soon catch up. AMD is set to launch its Ryzen AI chips with ample processing power, while Intel’s Lunar Lake Potato Chips are expected to be released later this year. As a result, Qualcomm’s Copilot+ exclusivity may not provide a significant advantage in the long term.

Although laptops with Qualcomm chips have other appealing features such as performance and battery life, the current AI capabilities seem more like marketing gimmicks. The true potential of AI in devices is expected to evolve over time, with both Intel and AMD releasing competitive AI-enabled CPUs.

Ultimately, AI technology will revolutionize the way people use computers, but significant changes may take years to materialize. By the time AI features become a key selling point, both Intel and AMD are projected to have powerful AI-enabled CPUs on the market. Despite Microsoft’s current preference for Qualcomm, it is unlikely to give the company a lasting edge over market leaders like Intel.

In conclusion, while Qualcomm-powered laptops boast AI features, the current offerings seem to be more hype than substance. As AI technology advances, Intel and AMD are expected to catch up and offer competitive options in the PC CPU market. The true impact of AI on computing is still on the horizon, and it remains to be seen how Qualcomm’s exclusive features will fare in a rapidly evolving technological landscape.

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https://www.fool.com/investing/2024/07/03/microsofts-ai-pc-snub-wont-hurt-intel/