I have been recognized as one of the leading industry consultants, analysts and futurists, covering the field of personal computers and consumer technology.
In mid-June, Microsoft , Qualcomm , and their partners will ship their first generation of AI PC s. These AI PC s will be a seminal moment for the PC industry as they represent the first major overhaul to the traditional PC architecture since it came to market in 1981.
The big hope for these tech players is that this will launch a significant refresh demand for updating PCs with businesses, schools, and even consumers. I anticipate a significant increase in PC refresh cycles in the final two quarters of 2024 and throughout the subsequent three years. One of the more interesting features of Microsoft's Copilot is that it records every keystroke you enter every few seconds to create an on-computer repository of everything you do on the AI PC. You can turn it off as needed, especially when entering sensitive data like bank info, personal data, etc.
Let's say six months from now, you want information on a product you bought and need the receipt. Today, you have to go back and search for an email confirmation of the purchase and then dig deeper to find the receipt. Copilot also integrates with Windows 11 to provide AI-powered features like Smart App Control, Windows Ink handwriting recognition, and AI image generation in apps like Paint and Photos.
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