last week, Microsoft Introduced a line of artificial intelligence (AI)-ready personal computers.
New discoveries by Morgan Stanley – the subject of a report on Sunday (May 26) by Seeking Alpha – which argues that the tech giant’s launch could lead to a cap. The new wave of PC sales.
“We believe the business PC market will be the first adopter of AI PCs Marketed primarily as productivity tools,” the Morgan Stanley report said.
The report cited several factors that could accelerate PC sales in the second half of this year and into 2025: a starting price of $1,000 or more, a 13% larger business PC installed base than before the pandemic and the pending Windows 10. Wind down.
According to Morgan Stanley, 75% of CIOs in Europe and the US are evaluating or planning to evaluate AI PCs. The bank’s initial AI PC forecast expects new PCs to account for 2% of total PCs this year before rising to 64% by 2028.
As PYMNTS wrote last week, Microsoft’s new “Copilot+ PCs” — a new iteration of Windows machines designed to handle AI processes developed in-house — show what the company is betting is the future of computing. Powered by AI — and users want that intelligence at their fingertips rather than in the cloud.
Developed in collaboration with chipmakers and original equipment manufacturers (OEMs), these AI-powered PCs come with neural processing units capable of delivering up to 40 Tera Operations per second, 16GB of RAM and 256GB of storage.
As noted here, the move toward local AI implementation on personal computers represents a major shift in the industry. As AI applications grow more and more, the need to solve such problems is increasing Data Privacy and performance bottlenecks associated with cloud-based implementation. By equipping personal computers with specialized hardware for AI tasks, Microsoft hopes to provide users with a more secure and efficient computing experience.
“However, it remains to be seen how well these machines will perform in real-world scenarios and whether they justify the higher costs associated with advanced hardware,” PYMNTS wrote.
Meanwhile, Microsoft CEO Satya Nadella Pushing back against the idea of ​​human-like AI assistants last week, Bloomberg told TV: “I don’t like it. Anthropogenic AI. I believe it is a tool.
In fact, he thinks the term “artificial intelligence” is a misnomer.
“I wish we had called it ‘differential intelligence,'” Nadella said. “Because I have my wits about me. I don’t need any artificial intelligence.
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