Jim is a principal analyst and partner at TIRIAS Research, a high-tech research and advisory firm consisting of experienced analysts. Jim has over 30 years of technical and business experience with leading high-tech companies including Intel, Motorola, ON Semiconductor, STMicroelectronics, and General Dynamics Space Systems.
There have already been some huge announcements made over the past two weeks around AI and PCs, and the world’s largest PC conference, Computex in Taiwan, is still a week away. The first major announcement was OpenAI’s introduction of GPT-4o, arguably the first real AI agent that is cable of multimodal interaction. The second is the new AI PCs or what Microsoft is calling the Copilot +PC based on Qualcomm ’s Snapdragon X Elite and X Plus processors.
While Microsoft highlighted the Surface products, similar platforms using the Snapdragon X Elite SoCs are launching from Acer, ASUS, Dell, HP, Lenovo, and Samsung starting at around $999. ASUS held an online event just after Microsoft to announce the new Vivobook S15 using the Qualcomm Snapdragon X Elite and other platforms using Snapdragon X Plus SoCs for premium AI experiences at lower price tiers.
With the introduction of generative AI, the way we think about searching for and developing content has changed. But Microsoft views the value of Copilot in a much broader view. It views these AI agents or “Copilots” as a new interface to working with digital platforms that can be quickly and easily customized to the particular application or task. Microsoft also believes that these Copilots will be used by everyone and on every device.
In addition, this competition pits two Arm-compatible SoCs against one another for PC SoC supremacy. Please note that these are both completely custom CPU and NPU designs from Apple and Qualcomm, not standard Arm processors, so do not count out the x86 camp of AMD and Intel just yet. AMD and Intel also have PC SoCs with NPUs and will be introducing new SoCs this year as well. Intel has already provided hints of its new Lunar Lake SoC.
AI Microsoft Copilot Computex Openai GPT-4O Qualcomm Snapdragon Soc
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