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Curious what happened with Micron?
And is the AI trade about to implode?
The excellent (and iconic) Dell XPS 13 Copilot+ PC with Qualcomm Snapdragon X Elite ARM processor should have been a bigger deal than it was in 2024.
The issue with the forecast requires an… pic.twitter.com/ckEA1lsU8ODecember 19, 2024
So, are AI PCs a bust?
Was the hype for Copilot+ PCs overblown?
Do people even want AI PCs?
Explaining what an AI PC is to someone is surprisingly complex at the moment since some devices are AI PCs but not Copilot+ PCs.
There’s a lot to digest here.
Some people can’t use Windows on Arm PCs because of app compatibility.
Even those who can use Arm PCs for their workflow may be cautious due to reviews.
For the majority of 2024, all Copilot+ PCs were powered by Qualcomm Snapdragon processors and ran Windows on Arm.
Windows on Arm
Analyzing AI PCs in 2024 is impossible without addressing Windows on Arm.
If you’re a Windows on Arm enthusiast, 2024 was the best year the platform has ever seen.
But “best-ever” and “good enough for everyone” are different things.
The ASUS Zenbook S 14 is one of the first Copilot+ PCs to run on a processor not from Qualcomm.
Some apps still do not work well on Windows on Arm.
There are creators in the same boat.
It took a while, but non-Arm Copilot+ PCs are here and promise full app compatibility and AI features.
The Surface Pro 11 is an excellent PC regardless of AI, making it difficult to determine if purchases of the device are related to AI at all.
Those figures were from synthetic benchmark results, but they show the potential of the chip.
That moniker requires a system to meet certain requirements, such as having anNPUwith at least 40TOPSof performance.
Those features arenow in testingon Intel and AMD Copilot+ PCs.
Microsoft has laid the groundwork for Copilot+ PCs to succeed but that has not translated to major shifts in buying habits or sales.
AI or upgrades?
Another factor in all this is if people actually want AI PCs.
IDC reportedthat AI is not a driving factor in purchasing PCs, at least not at the moment.
Rubino also said the Surface Pro 11’s “AI is underbaked.”
Are Copilot+ PCs Dead on Arrival?
Copilot+ PCs were not dead on arrival but did not have the launch many hoped for.
The true test for Copilot+ PCs will be in 2025.
