The co-founder of Nothing, Carl Pei, couldn’t resist poking fun at the recent pronouncement from Microsoft and Dell CEOs regarding the inevitability of “AI PCs.”
In response to Dell CEO Michael Dell’s proclamation that “AI PCs are coming,” Pei’s retort was a straightforward, “what does that even mean?”.
Pei’s caustic remark may seem dismissive at first glance, but it touches upon a lingering ambiguity surrounding the concept of “AI PC” that continues to elude a concrete explanation from the technology giants.
While Microsoft and its original equipment manufacturers (OEM) have integrated Copilot with Windows, Office, and consumer-facing products like the Edge browser, the essence of “AI PC” remains ambiguous and lacks a coherent narrative.
The fervent push towards “AI PC” by Microsoft and Dell has coincided with a resurgent interest in AI-powered PCs, culminating in a noticeable uptick in global PC shipments.
During Intel’s post-earnings conference call with analysts, the company’s CFO David Zinsner expressed an optimistic outlook on the “age of AI PC,” connecting it with the enhanced value of device refresh.
The bullish sentiment around AI-powered PCs has been validated by the analysts at Counterpoint Research, who have detected positive signs of recovery within the global PC industry.
Adding further credence to the AI PC narrative, IDC forecasts a substantial 60% share of total PC shipments driven by AI PCs by 2027.
Microsoft’s deepening foray into AI-integration spans across its entire suite of products and services, encompassing Windows, Office, the Edge browser, Bing, and GitHubx, reflecting the company’s ambitious bid to stake a claim on 2024 as the “year of AI PC.”