The recent launch of Copilot+ PCs, a collaboration between Microsoft and Qualcomm, has taken an unexpected turn in the market. While these devices were promoted for their artificial intelligence capabilities, a Bloomberg report reveals that consumers are primarily drawn to them for their impressive battery life. The Snapdragon X-powered Copilot+ PCs have made a significant impact, securing 20% of global PC sales during their launch week. However, industry analyst Avi Greengart points out that the extended battery life, not the AI features, is driving these sales. Microsoft introduced three AI-powered features exclusive to these PCs: Cocreator, Windows Studio Effects, and Live Captions with Translation. Despite these innovations, many users find these features non-essential for daily use. The delay of the anticipated Recall feature due to privacy concerns has further dampened enthusiasm for the AI aspects of these devices.

The slow reception of on-device AI capabilities extends beyond consumer preferences to the software industry. Major companies like Adobe, Salesforce, and SentinelOne declined Microsoft's request to optimize their apps for the new hardware, citing resource constraints and the limited market share of AI-capable PCs. Gregor Steward, SentinelOne's VP for AI, suggests it could take years before AI PCs are widespread enough to justify app optimization. Analysts project that by 2028, only 40% of new computers will be AI-capable. Despite these challenges, Qualcomm remains optimistic about the future of AI PCs. While the concept may currently be more on the marketing side, the introduction of Arm-based Windows laptops offers a welcome alternative to the Intel-AMD duopoly. As the technology evolves and adoption increases, on-device AI features may become more prevalent and useful. The imminent arrival of AMD Ryzen AI 300 series and Intel Lunar Lake chips promises to expand the Copilot+ PC space further. For now, however, it appears that superior battery life remains the primary selling point for consumers.

Apparently the AMD "Strix Halo" processor is real, and it's large. The chip is designed to square off against the likes of the Apple M3 Pro and M3 Max, in letting ultraportable notebooks have powerful graphics performance. A chiplet-based processor, not unlike the desktop socketed "Raphael," and mobile BGA "Dragon Range," the "Strix Halo" processor consists of one or two CCDs containing CPU cores, wired to a large die, that's technically the cIOD (client I/O die), but containing an oversized iGPU, and an NPU. The point behind "Strix Halo" is to eliminate the need for a performance-segment discrete GPU, and conserve its PCB footprint.

According to leaks by Harukaze5719, a reliable source with AMD leaks, "Strix Halo" comes in a BGA package dubbed FP11, measuring 37.5 mm x 45 mm, which is significantly larger than the 25 mm x 40 mm size of the FP8 BGA package that the regular "Strix Point," "Hawk Point," and "Phoenix" mobile processors are built on. It is larger in area than the 40 mm x 40 mm FL1 BGA package of "Dragon Range" and upcoming "Fire Range" gaming notebook processors. "Strix Halo" features one or two of the same 4 nm "Zen 5" CCDs featured on the "Granite Ridge" desktop and "Fire Range" mobile processors, but connected to a much larger I/O die, as we mentioned.

Just a few weeks ago, AMD invited us to Barcelona as part of a roundtable, to share their vision for the future of the company, and to get our feedback. On site, were prominent AMD leadership, including Phil Guido, Executive Vice President & Chief Commercial Officer and Jack Huynh, Senior VP & GM, Computing and Graphics Business Group. AMD is making changes in a big way to how they are approaching technology, shifting their focus from hardware development to emphasizing software, APIs, and AI experiences. Software is no longer just a complement to hardware; it's the core of modern technological ecosystems, and AMD is finally aligning its strategy accordingly.

The major difference between AMD and NVIDIA is that AMD is a hardware company that makes software on the side to support its hardware; while NVIDIA is a software company that designs hardware on the side to accelerate its software. This is about to change, as AMD is making a pivot toward software. They believe that they now have the full stack of computing hardware—all the way from CPUs, to AI accelerators, to GPUs, to FPGAs, to data-processing and even server architecture. The only frontier left for AMD is software.

ASUS announced a press event on July 17 to launch at least nine notebook designs powered by AMD Ryzen AI 300 series "Strix Point" mobile processors. All these notebooks are AI PCs that meet Microsoft Copilot+ requirements. Each of the 9 designs will have several variants based on the processor model, discrete graphics, and other hardware differentiators, making up dozens of individual SKUs. The AMD "Strix Point" mobile processor is based on a 4 nm monolithic die. It combines a 12-core/24-thread CPU based on a combination of "Zen 5" and "Zen 5c" cores, a 50 TOPS-class NPU, and a powerful iGPU based on the RDNA 3.5 graphics architecture, with 16 compute units.

Among the notebook designs ASUS plans to announce on July 17 are the ROG Zephyrus G16 (GA605), the TUF Gaming A14 (FA401), the TUF Gaming A16 (FA608), the Zenbook S16 (UM5606), Vivobook S14 (M5406), Vivobook S16 (M5506 and M5606), ProArt P16 (HN7606) and ProArt PX13 (HN7306). With these, ASUS is covering pretty much all its notebook market segments, including enthusiast gaming, performance gaming, boutique ultraportability, mainstream, and creative professional.

During Computex 2024, Intel announced the next-generation compute platform for the notebook segment in the form of the Core Ultra 200V series, codenamed Lunar Lake. Set for release in September 2024, these processors are generating excitement among tech enthusiasts and industry professionals alike. According to the latest leak by VideoCardz, Intel plans to unveil nine variants of Lunar Lake, including Core Ultra 7 and Core Ultra 5 models, with a single high-end Core Ultra 9 variant. While exact specifications remain under wraps, Intel's focus on artificial intelligence capabilities is clear. The company aims to secure a spot in Microsoft's Copilot+ lineup by integrating its fourth-generation Neural Processing Unit (NPU), boasting up to 48 TOPS of performance. All Lunar Lake variants are expected to feature a hybrid architecture with four Lion Cove performance cores and four Skymont efficiency cores.

This design targets low-power mobile devices, striking a balance between performance and energy efficiency. For graphics, Intel is incorporating its next-generation Arc technology, dubbed Battlemage GPU, which utilizes the Xe2-LPG architecture. The leaked information suggests that Lunar Lake processors will come with either 16 GB or 32 GB of non-upgradable LPDDR5-8533 memory. Graphics configurations are expected to include seven or eight Xe2 GPU cores, depending on the model. At the entry level, the Core Ultra 5 226V is rumored to offer a 17 W base power and 30 W maximum turbo power, with performance cores clocking up to 4.5 GHz. The top-tier Core Ultra 9 288V is expected to push the envelope with a 30 W base power, performance cores boosting to 5.1 GHz, and an NPU capable of 48 TOPS. You can check out the rest of the SKUs in the table below.

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.

Samsung Electronics today announced the immediate availability of the new Samsung Galaxy Book4 Edge in select markets. With next-level AI processing performance and intelligent hybrid AI integrations, the Galaxy Book4 Edge advances the era of AI and introduces users to new levels of seamless work, play and creation on their PC.

"The Galaxy Book4 Edge marks the beginning of a whole new category of PCs, and for Samsung, a continued commitment to expand the power of Galaxy AI and offer the most hyperconnected mobile AI ecosystem yet," said TM Roh, President and Head of the Mobile eXperience Business at Samsung Electronics. "Developed in close collaboration with our industry partners, we believe this next-generation AI PC will redefine the market and more importantly, give people cutting-edge ways to be more productive and creative in their everyday lives."

Microsoft has made a last-minute decision to pull its much-debated "Recall" feature from the Windows 11 24H2 update set to launch on June 18th. Instead, the company will roll out Recall as a preview through the Windows Insider Program while it works to build user trust and address security concerns. Recall, one of the flagship features of 24H2, creates a searchable 30-day timeline of a user's activities including files, webpages, and screenshots. However, since its announcement on May 20th, Recall has faced heavy criticism over potential privacy risks from storing user data in unencrypted plain text files. Security researcher Kevin Beaumont labeled Recall a "security nightmare" after finding it logged activities to a SQLite database accessible by non-admin accounts. This raised alarms about the depths of user behavior tracked and stored locally on PCs.

Initially, Microsoft had planned for Recall to be enabled by default in 24H2. However, following the backlash, the company backtracked on June 7th, making it an opt-in feature requiring Windows Hello authentication and adding encryption. Those adjustments were still not enough to satisfy Microsoft. In a new blog post, the firm stated Recall did not yet meet its "own standards of quality and security" and that it "must be trustworthy, secure and robust" before a wider rollout. By moving Recall to the Insider Program for further testing and refinement, Microsoft is giving itself more time to get the technology right and rebuild user confidence. A future blog will provide instructions for Insiders to preview Recall on compatible Copilot+ PCs with added security protections.

Arm CEO Rene Haas predicts that SoCs based on the Arm CPU machine architecture will beat x86 in the Windows PC space in the next 5 years (by 2029). Haas is bullish about the current crop of Arm SoCs striking the right balance of performance and power efficiency, along with just the right blend of on-chip acceleration for AI and graphics, to make serious gains in this market, which has traditionally been dominated by the x86 machine architecture, with chips from just two manufacturers—Intel and AMD. On the other hand, Arm has a vibrant ecosystem of SoC vendors. "Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%." Haas said, in an interview with Reuters.

Currently, Microsoft has an exclusive deal with Qualcomm to power Windows-on-Arm (WoA) Copilot+ AI PCs. Qualcomm's chip lineup spans the Snapdragon Elite X and Snapdragon Elite Plus. This exclusivity, however, could change, with a recent interview of Michael Dell and Jensen Huang hinting at NVIDIA working on a chip for the AI PC market. The writing is on the wall for Intel and AMD—they need to compete with Arm on its terms: to make leaner PC processors with the kinds of performance/Watt and chip costs that Arm SoCs offer to PC OEMs. Intel has taken a big step in this direction with its "Lunar Lake" processor, you can read all about the architecture here.

At Computex 2024, ASUS unveiled major updates to its popular laptop lineups, designed for the "Copilot+" era of AI computing. The first is the Zenbook S16 is a premium 16-inch laptop series powered by AMD's latest Ryzen AI 9 HX 370 processors with dedicated AI acceleration. Remarkably, ASUS has managed to pack this high-performance silicon into an ultra-portable 1.1 cm thin chassis weighing just 1.5 kg. The Zenbook S16 integrates AMD's new NPU capable of a 50 TOPS of AI compute for accelerating AI/ML workloads. The centerpiece is the laptop's stunning 16-inch 3K OLED display made with ASUS Lumina technology. It offers 100% vibrant DCI-P3 color gamut coverage, a blazing-fast 120 Hz refresh rate with 0.2 ms response time, and up to 600 nits brightness. ASUS paired this premium visual experience with a six-speaker audio system for an immersive multimedia experience.

AMD today launched its Ryzen AI 300 series mobile processors, codenamed "Strix Point." These chips implement a combination of the AMD "Zen 5" microarchitecture for the CPU cores, the XDNA 2 architecture for its powerful new NPU, and the RDNA 3+ graphics architecture for its 33% faster iGPU. The new "Zen 5" microarchitecture provides a 16% generational IPC uplift over "Zen 4" on the backs of several front-end enhancements, wider execution pipelines, more intra core bandwidth, and a revamped FPU that doubles performance of AI and AVX-512 workloads. AMD didn't go in-depth with the microarchitecture, but the broad points of "Zen 5" are detailed in our article for the Ryzen 9000 "Granite Ridge" desktop processors. Not only is AMD using these faster "Zen 5" CPU cores, but also increased the CPU core count by 50%, for a maximum of 12-core/24-thread.

The "Strix Point" monolithic silicon is built on the 4 nm foundry node, and packs a CPU core complex (CCX) with 12 CPU cores, four of these are "Zen 5," which can achieve the highest possible boost frequencies, the other eight are "Zen 5c" cores that feature an identical IPC and the full ISA, including support for SMT; but don't boost as high as the "Zen 5" cores. AMD is claiming a productivity performance increase ranging between 4% and 73% for its top model based in the series, when compared to Intel's Core Ultra 9 185H "Meteor Lake" processor. The iGPU sees its compute unit (CU) count go all the way up to 16 from 12 in the previous generation, and this yields a claimed 33% increase in iGPU gaming performance compared to the integrated Arc graphics of the Core Ultra 9 185H. Lastly, the XDNA 2 NPU sees more that triple the AI inference performance to 50 AI TOPS, compared to the 16 TOPS of the Ryzen 8040 "Hawk Point" processor, and 12 TOPS of Core Ultra "Meteor Lake." This makes the processor meet Microsoft's Copilot+ AI PC requirements.

Last week, we got confirmation from the highest levels of Dell and NVIDIA that the latter is making a client PC processor for the Windows on Arm (WoA) AI PC ecosystem that only has one player in it currently, Qualcomm. Michael Dell hinted that this NVIDIA AI PC processor would be ready in 2025. Since then, speculation has been rife about the various IP blocks NVIDIA could use in the development of this chip, the two key areas of debate have been the CPU cores and the process node.

Given that NVIDIA is gunning toward a 2025 launch of its AI PC processor, the company could implement reference Arm IP CPU cores, such as the Arm Cortex X5 "Blackhawk," and not venture out toward developing its own CPU cores on the Arm machine architecture, unlike Apple. Depending on how the market recieves its chips, NVIDIA could eventually develop its own cores. Next up, the company could use the most advanced 3 nm-class foundry node available in 2025 for its chip, such as the TSMC N3P. Given that even Apple and Qualcomm will build their contemporary notebook chips on this node, it would be a logical choice of node for NVIDIA. Then there's graphics and AI acceleration hardware.

NVIDIA is eying a comeback to the client processor business, reveals a Bloomberg interview with the CEOs of NVIDIA and Dell. For NVIDIA, all it takes is a simple driver update that exposes every GeForce GPU with tensor cores as an NPU to Windows 11, with translation layers to get popular client AI apps to work with TensorRT. But that would need you to have a discrete NVIDIA GPU. What about the vast market of Windows AI PCs powered by the likes of Qualcomm, Intel, and AMD, who each sell 15 W-class processors with integrated NPUs capable of 50 AI TOPS, which is all that Copilot+ needs? NVIDIA held an Arm license for decades now, and makes Arm-based CPUs to this day, with the NVIDIA Grace, however, that is a large server processor meant for its AI GPU servers.

NVIDIA already made client processors under the Tegra brand targeting smartphones, which it winded down last decade. It's since been making Drive PX processors for its automotive self-driving hardware division; and of course there's Grace. NVIDIA hinted that it might have a client CPU for the AI PC market in 2025. In the interview Bloomberg asked NVIDIA CEO Jensen Huang a pointed question on whether NVIDIA has a place in the AI PC market. Dell CEO Michael Dell, who was also in the interview, interjected "come back next year," to which Jensen affirmed "exactly." Dell would be in a front-and-center position to know if NVIDIA is working on a new PC processor for launch in 2025, and Jensen's nod almost confirms this

Microsoft Auto Super Resolution (ASR), the standardized game super-resolution based performance enhancement, is initially only being offered to Copilot+ AI PCs powered by Qualcomm Snapdragon X Elite processors, says the Microsoft FAQ for Copilot+ AI PCs. "At initial launch, this feature will be exclusive to Copilot+ PCs equipped with a Qualcomm Snapdragon X Elite processor and a curated set of games that can be found here, a third-party open-source site that Microsoft has contributed compatibility data to," the FAQ answer reads, in response to the question "What is automatic super resolution?"

The way we understand this, Microsoft ASR will be launched initially only Windows Arm devices, specifically those powered by the Snapdragon X Elite SoC. The Snapdragon X Plus is excluded; but more importantly, all x86-64 platforms (Intel or AMD) are excluded from the initial rollout. This doesn't mean that ASR won't make it to x86, it just will at a later date. Copilot+ devices based on the Snapdragon X Elite tend to have a high degree of design collaboration between the OEM and Microsoft, and Redmond wants to use them as tech demonstrators, mostly since these platforms lack the usual super resolution tech such as AMD FSR, Intel XeSS, or NVIDIA DLSS. It's important to note that ASR is a super-resolution tech that's not meant to be confused with DirectSR, the API it's based on. Development of DirectSR for Windows PCs on x86-64 platforms continues.

NVIDIA today announced at Microsoft Build new AI performance optimizations and integrations for Windows that help deliver maximum performance on NVIDIA GeForce RTX AI PCs and NVIDIA RTX workstations. Large language models (LLMs) power some of the most exciting new use cases in generative AI and now run up to 3x faster with ONNX Runtime (ORT) and DirectML using the new NVIDIA R555 Game Ready Driver. ORT and DirectML are high-performance tools used to run AI models locally on Windows PCs.

WebNN, an application programming interface for web developers to deploy AI models, is now accelerated with RTX via DirectML, enabling web apps to incorporate fast, AI-powered capabilities. And PyTorch will support DirectML execution backends, enabling Windows developers to train and infer complex AI models on Windows natively. NVIDIA and Microsoft are collaborating to scale performance on RTX GPUs. These advancements build on NVIDIA's world-leading AI platform, which accelerates more than 500 applications and games on over 100 million RTX AI PCs and workstations worldwide.

AMD on Monday said that its 2024 Computex Keynote address slated for June 3, will see a slew of next-generation product announcements. "Join us as Dr. Lisa Su delivers the Computex 2024 opening keynote and shares the latest on how AMD and our partners are pushing the envelope with our next generation of high-performance PC, data center and AI solutions," the brief release said.

AMD is widely expected to unveil its next-generation Ryzen 9000 "Strix Point" mobile processors for AI PCs capable of powering the recently announced Microsoft Copilot+, its next-generation Ryzen 9000 "Granite Ridge" desktop processors, its 5th Generation EPYC "Turin" server processors, and possibly even its next-generation Radeon RX RDNA 4 generation. At the heart of all its processor announcements is the new "Zen 5" CPU microarchitecture that's expected to introduce an over 10% IPC improvement with significant improvements in AVX512 performance over "Zen 4," which should benefit certain kinds of AI workloads.

Starting Q3 2024 in time for the holiday season, Intel's upcoming client processors (code-named Lunar Lake) will power more than 80 new laptop designs across more than 20 original equipment manufacturers, delivering AI performance at a global scale for Copilot+ PCs. Lunar Lake will get the Copilot+ experiences, like Recall, via an update when available. Building on the success of Intel Core Ultra processors and with the addition of Lunar Lake, Intel will ship more than 40 million AI PC processors this year.

"With breakthrough power efficiency, the trusted compatibility of x86 architecture and the industry's deepest catalog of software enablement across the CPU, GPU and NPU, we will deliver the most competitive joint client hardware and software offering in our history with Lunar Lake and Copilot+," said Michelle Johnston Holthaus, Intel executive vice president and general manager of the Client Computing Group.

Today, Microsoft and Surface introduced the fastest, most intelligent Windows PCs ever: Copilot+ PCs. The all-new Surface Pro and Surface Laptop are the ultimate Copilot+ PCs, delivering incredible performance, all-day battery life and brand-new AI experiences. They showcase the beauty and innovation that happens at the intersection of software and hardware.

Surface was created to lead the PC industry with innovation and technology that showcases the best of Microsoft and empowers our customers to achieve more. We've been at the forefront of new PC categories, with thoughtful designs and new features that inspire our customers. And as we dive into the new wave of AI, Surface continues to put our customers first.

ASUS today announced a new generation of AI-powered computing at its online-only Next Level. AI Incredible. launch event, dedicated to the launch of the ASUS Vivobook S 15 (S5507). Powered by the Snapdragon X Elite, the device is the company's first Copilot+ PC, with Windows AI features and a collection of exclusive ASUS AI apps that aim to improve the user's work and play.

"As ASUS embarks on this journey, marked by the launch of our first AI PC, we stand at the beginning of a new era of personal computing." ASUS Co-CEO S.Y. Hsu said, speaking at the event, "The launch of our first Copilot+ PC powered by Snapdragon X Elite is an important milestone for us, and we believe that these devices are the future of consumer PCs and will drastically change the way we will work, study, create, and play."

Today, at a special event on our new Microsoft campus, we introduced the world to a new category of Windows PCs designed for AI, Copilot+ PCs. Copilot+ PCs are the fastest, most intelligent Windows PCs ever built. With powerful new silicon capable of an incredible 40+ TOPS (trillion operations per second), all-day battery life and access to the most advanced AI models, Copilot+ PCs will enable you to do things you can't on any other PC. Easily find and remember what you have seen in your PC with Recall, generate and refine AI images in near real-time directly on the device using Cocreator, and bridge language barriers with Live Captions, translating audio from 40+ languages into English.

These experiences come to life on a set of thin, light and beautiful devices from Microsoft Surface and our OEM partners Acer, ASUS, Dell, HP, Lenovo and Samsung, with pre-orders beginning today and availability starting on June 18. Starting at $999, Copilot+ PCs offer incredible value. This first wave of Copilot+ PCs is just the beginning. Over the past year, we have seen an incredible pace of innovation of AI in the cloud with Copilot allowing us to do things that we never dreamed possible. Now, we begin a new chapter with AI innovation on the device. We have completely reimagined the entirety of the PC - from silicon to the operating system, the application layer to the cloud - with AI at the center, marking the most significant change to the Window platform in decades.