Will Microsoft spark a wave of AI-powered computers?

last week, Microsoft A group of personal computers equipped with artificial intelligence has debuted.

New results by Morgan Stanley — the subject of a report on Sunday (May 26) by Seeking Alpha — argues that the tech giant’s flotation could mark the beginning of… A new wave of computer sales.

“We believe the business PC market will be the first to adopt AI-powered PCs “They are marketed primarily as productivity tools,” the Morgan Stanley report said.

The report pointed to a number of factors that could accelerate PC sales in the second half of this year and into 2025: an initial price of $1,000 or more, an installed base of commercial PCs that is 13% larger than before the pandemic, and operating system… Windows 10 suspended. He forbids.

According to Morgan Stanley, 75% of chief information officers in Europe and the US are either evaluating or planning to evaluate AI-powered personal computers. The AI-powered bank’s initial forecast expects new computers to make up 2% of total computers this year before rising to 64% by 2028.

As PYMNTS wrote last week, Microsoft’s new “Copilot+ PCs” — a new iteration of Windows machines designed to handle generative AI operations natively — show that the company is “betting that the future of computing It will be operated by artificial intelligence – And that users will want this intelligence at their fingertips rather than in the cloud.

Created in collaboration with chipmakers and original equipment manufacturers (OEMs), these AI-powered computers are equipped with neural processing units that can deliver 40 tera operations per second, 16GB of RAM, and 256GB of storage.

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As noted here, the move toward native AI processing on personal computers represents a major shift in the industry. As AI applications become more widespread, there is an increasing need to address issues such as Data privacy and performance bottlenecks associated with cloud processing. By equipping personal computers with hardware dedicated to AI tasks, Microsoft hopes to give users a more secure and efficient computing experience.

“However, it remains to be seen how well these machines will perform in real-world scenarios and whether they will justify the potentially higher costs associated with advanced hardware,” PYMNTS wrote.

Meanwhile, Microsoft CEO Satya Nadella Last week, she pushed back against the idea of ​​human-like AI assistants, telling Bloomberg TV: “I don’t like it.” Embodiment of artificial intelligence. I kind of think it’s a tool.

In fact, he believes the term “artificial intelligence” itself is a misnomer.

“I wish we had called it ‘different intelligence,’” Nadella said. “Because I have my intelligence. I don’t need any AI.”

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