It appears the hype cycle for “AI PCs” has hit a significant roadblock. Despite heavy promotion from Microsoft and major chipmakers like Intel and AMD, the latest market data suggests that consumers just aren’t buying these expensive new machines.
The core issue seems to be a classic hardware-software disconnect. While partners have flooded the market with laptops equipped with dedicated NPU hardware, the “killer app”—Microsoft’s Copilot+—and other on-device AI features simply aren’t compelling enough to justify an upgrade. Most current workflows rely on cloud-based processing, making the premium local hardware somewhat redundant for the average user.
Consequently, PC manufacturers are now scrambling. Inventory is piling up, and partners are reportedly pressuring Microsoft to deliver more exclusive features that actually leverage these expensive chips. The industry is learning that slapping an “AI” sticker on a chassis isn’t a substitute for genuine utility, leaving the future of the AI PC refresh cycle in serious doubt.
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