Microsoft hypes PCs with NPUs, still can't offer a good reason to buy one
- Reference: 1760081291
- News link: https://www.theregister.co.uk/2025/10/10/microsoft_npu_windows_opinion/
- Source link:
Tested: Microsoft Recall can still capture credit cards and passwords, a treasure trove for crooks [1]READ MORE
NPUs, typically built into the CPU package, are hardware looking for a software application to make them indispensable. Designed to speed up local inference and do it at lower power, they are found in a variety of devices from smartphones to Copilot+ PCs, and, [2]according to the Windows giant, "allow Microsoft and other manufacturers to offer sophisticated AI experiences on devices with a more affordable price point."
Microsoft adds: "What once required compute that cost thousands of dollars can now be done on a device with options that cost hundreds, making the technology more accessible to a wider cohort of people."
>A few OS features require local processing, though none greatly boost productivity
The problem is, for everyday users, there's little benefit right now to local AI processing. It's something Microsoft tacitly admits. "Because of its architecture, the NPU puts Copilot+ PCs in the best position to be ready for when more advanced developments become available."
And this, as far as the Windows maker is concerned, is the problem. Other than bolstering the bottom line of hardware vendors, what benefit do customers get from having AI hardware in their laptops?
A few OS features require local processing, though none greatly boost productivity. Perhaps Microsoft's [3]privacy-punching Recall , an opt-in function that keeps a searchable log of user activity, is the most noteworthy.
Or there's [4]Semantic Windows Search , where queries can use natural language. However, many users would probably have preferred Microsoft to fix the existing Windows Search functionality.
[5]
Microsoft has been integrating AI functionality into other apps, such as [6]Notepad and Photos, all of which can or will utilize local NPU capabilities. However, users didn't ask for these changes, and unless simulated eye contact, part of the Windows Studio Effects feature for webcams, counts as a must-have, there's still no killer app.
[7]
[8]
And yet Microsoft continues to push it relentlessly.
"The road to developing the NPU for Copilot+ PCs started years ago with the [9]Surface Hub 2 Smart Camera ," says Microsoft.
[10]
The latest big new thing for Microsoft is AI agents in Windows. The agent in Settings already accepts natural language prompts, such as "My mouse is too small," and provides relevant suggestions. "Soon the team envisions on-device agents taking on even more complex tasks," Microsoft says.
"Ultimately, one of the biggest benefits of the NPU is being able to run multiple AI-driven applications like these and others simultaneously. While other generative AI features are based on large language models and need the cloud to work, small language models are what run on an NPU."
Other than some vague references about agents and Click To Do (soon to include "the option to create a bulleted list from selected text"), there remains no clear clue as to what these "multiple AI-driven applications" will be.
Er. Why do we need it again?
However, as Microsoft adds more functionality into Windows that requires an NPU but offers precious little in terms of user experience, it is also hard to escape a worry that by praising the technology's wonders, the company might be softening up its customers for its eventual decision to add NPUs to its hardware requirements list.
[11]Arm bets on CPU-based AI with Lumex chips for smartphones
[12]Everyone needs an AI phone. No, don't hang up, it's true
[13]HP bottom line fattens up on a diet of AI PCs and Windows 11
[14]How to run OpenAI's new gpt-oss-20b LLM on your computer
The Register asked Microsoft if it had any plans to add AI hardware to its compatibility list – the same list that made millions of Windows 10 machines obsolete thanks to CPU and TPM requirements that could not be met. The company told us it had nothing to share.
Esben Dochy of Lansweeper told us that it was "not certain" whether there would be requirements for AI hardware in the future, and also noted that companies would assess the technology by workforce efficiency and cost savings.
[15]
Marie-Christine Pygott, a senior analyst at Context, told The Register that there had been improvements in the growth and share of Copilot+ PCs, although she noted that the "growth comes from a small base" and had been driven more by marketing, promotions, and price cuts rather than Microsoft's promises of productivity gains.
One driver, according to Pygott, was buyers looking for a way to future-proof purchases. Yes, a must-have application for AI could be years away, but having an NPU now would prevent them from having to upgrade again sooner rather than later.
Microsoft has already forced one hardware refresh with the hardware requirements for Windows 11. Even though an NPU and local AI processing are inessential for many users, enterprises would be forgiven for worrying that Microsoft might decide to revisit the hardware requirements in its pursuit of AI adoption. After all, according to Pygott's figures, AI-enabled notebooks (featuring an NPU irrespective of TOPS) accounted for 40.5 percent of the European distribution channel in early September.
This share is likely to rise, making adding a requirement for an NPU in a future version of Windows a distinct possibility. After all, it'll be [16]difficult to avoid an AI-equipped device before long. That said, the legions of Windows 10 users with obsolete hardware might want a word.
As somebody once said: "I am altering the deal. Pray I do not alter it any further." ®
Get our [17]Tech Resources
[1] https://www.theregister.com/2025/08/01/microsoft_recall_captures_credit_card_info/
[2] https://news.microsoft.com/source/features/ai/how-the-npu-is-paving-the-way-toward-a-more-intelligent-windows/
[3] https://www.theregister.com/2025/08/01/microsoft_recall_captures_credit_card_info/
[4] https://www.theregister.com/2025/01/20/microsoft_unveils_windows_search_improvements/
[5] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_software/aiml&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2aOjZN867KEK5gRE0uP0pmwAAAIM&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[6] https://www.theregister.com/2025/09/18/got_a_copilot_pc_now/
[7] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_software/aiml&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44aOjZN867KEK5gRE0uP0pmwAAAIM&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[8] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_software/aiml&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33aOjZN867KEK5gRE0uP0pmwAAAIM&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[9] https://blogs.windows.com/devices/2022/03/16/empowering-collaboration-in-the-hybrid-workplace-with-surface-hub-2s-and-surface-hub-2-smart-camera/
[10] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_software/aiml&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44aOjZN867KEK5gRE0uP0pmwAAAIM&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[11] https://www.theregister.com/2025/09/10/arm_goes_allin_for_ai/
[12] https://www.theregister.com/2025/09/09/gartner_ai_phone/
[13] https://www.theregister.com/2025/08/29/hp_ai_pc_windows_11/
[14] https://www.theregister.com/2025/08/07/run_openai_gpt_oss_locally/
[15] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_software/aiml&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33aOjZN867KEK5gRE0uP0pmwAAAIM&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[16] https://www.theregister.com/2024/01/08/report_aicapable_pcs_set_to/
[17] https://whitepapers.theregister.com/
Windows 12 is coming soon
There are rumors it will arrive around the end of this year or early next. If it comes that soon it will beat the bursting of the bubble (or at the very least the conclusion of the burst)
AI implementations have been around for a good couple of years now, yet still no "must-have" AI feature has arisen that needs this NPU. All we've seen is a small handful of gimmicks that make little real-world difference. Meanwhile, MS's approach is "Please buy a computer with a pointless CPU feature. I'm sure we'll find a useful purpose for it eventually!".
Maybe instead of blathering on all the time, why don't they try working on a useful feature instead. Make people *want* to get a PC with an NPU, rather than repeatedly pushing them to buy something which currently has no real-world benefit?
Saying that, I am also concerned that NPUs will become part of Windows 12's requirements - despite how useless the NPU currently is...
Saying that, I am also concerned that NPUs will become part of Windows 12's requirements - despite how useless the NPU currently is...
NPUs do have the strong, excrement-like stench of TPM 2.0, don't they?
"Here's something you didn't need before, offers zero benefits, but we're making it a mandatory requirement for future support of the OS you've already paid for".
My mouse is too small
It does insufficient damage when you throw it at the screen? Although, I suppose, AI should be the perfect tool for handling incoherent requests.
The company told us it had nothing to share.
Yeah, they're waiting to slip it in when no-one's looking.
An NPU on a Windows 11 PC is a spiked titanium dildo up your arse. Be glad you don't have one!
Lack of NPU is the only thing saving you from the complete privacy destroying shiteshow of Recall (for now).
Do you not want your entire desktop screenshotted every 5 seconds and every bit of OCRed text (including your passwords) saved to a trivially cracked database of every single thing you've ever done on this computer that any hacker would cut his mother's throat (seriously, he would) to download? Then (for now) just avoid NPUs. On Windows they are only malicious. I will switch to Mac or just go back to Windows 10 before buying into this felchfest.
"Marie-Christine Pygott, a senior analyst at Context, told The Register that there had been improvements in the growth and share of Copilot+ PCs, although she noted that the "growth comes from a small base" and had been driven more by marketing, promotions, and price cuts rather than Microsoft's promises of productivity gains."
Also worth noting that the number of Copilot+ PCs manufacturers have on the market has increased/you'd assume a corresponding reductions in non-Copilot+ ones in the same time period, so the number purchased by people on the "This one's expensive so must be better than the cheaper ones" basis, not even knowing what the "Copilot+" sticker meant, will have gone up.
Sometimes the copilot stuff is also surprisingly hidden away.
When procuring a new Lenovo Legion gaming laptop for my partner earlier this year, it was only after we unboxed it and opened the lid that we noticed the Copilot key. I don't recall seeing anything about it on the box and the retailer we purchased it from didn't mention an NPU on the spec sheet either!
Want to future-proof your PC?
Make sure it has an AMD CPU and GPU and install Linux.
Ooohhh Agents are the future...
For people so detached from reality they make someone who's just dropped a gram of LSD look positively grounded in reality.
How likely is it that Microsoft will produce a new version of Windows before the AI bubble bursts?