AMD and Intel Copilot Plus PCs Delayed AI Features: A Blow to Tech Giants

Key Takeaway:
Microsoft’s decision to delay AI features on AMD and Intel Copilot Plus PCs at launch has left both tech giants disappointed, given the substantial die area allocated for NPUs. While Microsoft hints at a potential 2024 rollout, the delay raises questions about competitive dynamics in the PC market.

The eagerly anticipated Copilot Plus PCs from AMD and Intel face a setback as Microsoft announces a delay in the availability of AI features at launch. This development has left both AMD and Intel understandably frustrated, considering the significant investment in die area dedicated to supporting NPUs for Copilot Plus.

Delayed AI Features

Die Area Concerns

The decision to delay AI features comes as a blow to AMD and Intel, given the substantial die area allocated for NPUs in Copilot Plus PCs. Both companies had invested resources into integrating AI capabilities, expecting these features to be available upon launch.

Microsoft’s Stance

While Microsoft has not provided a specific timeline for the rollout of AI features, there are hints of a potential release in 2024. However, the lack of confirmation adds to the uncertainty surrounding the availability of these features, leaving AMD and Intel in limbo.

Industry Speculation

Competitive Dynamics

The delay in AI features raises questions about competitive dynamics in the PC market. Microsoft’s decision may inadvertently favor ARM-based systems, potentially giving them a head start in the race for AI-enabled computing.

Potential Winner Picking

Some industry observers speculate that Microsoft’s delay in supporting AI features on AMD and Intel platforms could be a strategic move to boost the adoption of ARM-based systems. This perceived favoritism could shape the competitive landscape in the coming years.

Use Cases and Future Prospects

Automatic Super Resolution

One of the key use cases for AI features is automatic super resolution, which initially will only be compatible with Snapdragon chips. While future compatibility with AMD and Intel NPUs is anticipated, the delay in AI feature rollout prolongs the wait for users eager to experience enhanced graphics capabilities.

Desktop Gaming CPU Space

Despite the focus on AI features, many users remain interested in advancements in the desktop gaming CPU space. Questions linger about the timeline for the release of x3d CPUs from AMD, underscoring the diverse interests within the tech community.

As Microsoft’s decision to delay AI features on AMD and Intel Copilot Plus PCs reverberates through the industry, stakeholders await further updates and contemplate the implications for competitive dynamics and technological innovation. Stay tuned for the latest developments in the PC market and beyond!