Where does Microsoft's NPU obsession leave Nvidia's AI PC ambitions?

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Where does Microsoft's NPU obsession leave Nvidia's AI PC ambitions?
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While Microsoft pushes AI PC experiences, Nvidia is busy wooing developers

Nvidia is the uncontested champion of AI infrastructure — at least in the datacenter. In the emerging field of AI PCs, things aren't so clear cut.with AI-augmented features and experiences.

In fact, Nvidia has been working to bring AI features to the PC for years, Jesse Clayton, who leads product marketing for Windows AI at Nvidia, told"We kind of started the movement with AI on the PC back in 2018 when we launched the first GeForce GPUs and Nvidia GPUs with dedicated AI hardware — our tensor cores," Clayton said.

If and when Microsoft chooses to embrace GPUs for local AI may ultimately come down to hardware availability. As of writing, the number of NPU-toting Copilot+ PCs with dedicated graphics is rather small.

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