It seems almost meaningless to talk 'eventual' uptake when the relevant hardware has been added to more or less all current laptop CPUs, without there being NPU-less variants that cost less, so basically anyone who buys a new laptop in the future will, technically, be 'adopting an AI PC'.

I'm sure he sees 'opportunities in "sovereign AI" systems', all Michael Dell ever sees is a pile of money. What's noteworthy is that the term "sovereign AI" is use without the slightest concern. Just what about an AI would be relevant to sovereignty? Did we have "sovereign calculators"? This is a freudian slip.

They're not intelligent! Unlikely they ever will be.

> adoption is inevitable once sufficient features drive customer demand

This is a classic example of circular reasoning. In other news, hunger will disappear once food production and distribution issues are adequately remedied.

Other than being a great point to take telemetry and metadata gleaned from the end user, perhaps stuff from MS Recall, and process it on site for maximum value to sell off, what does having AI capabilities do for the end user? Having hardware for array flipping may be useful, but for most things, it is general CPU, RAM, and storage that is important. For example, something similar to Intel Optane which can give faster access from SSD to RAM would be more useful for many users than more array multiplication power.

Or maybe something like having smarter components on the motherboard. Jettison Intel FakeRAID and put in a real, hardware RAID chipset with a capacitor or battery cache, so stuff can be fetched at DRAM speeds, and the disk I/O is separate from the OS. Maybe even add a way to back up stuff via snapshots on the disk layer, which can give ransomware-resistance at that level.

Maybe even work with Microsoft to add better virtualization with Hyper-V always on, and a built in easy way to swap between VMs, so one could be on an instance doing work, but easily swap to a gaming instance, where neither instance knows about each other, or that there are any other instances but themselves. This way, the more intrusive DRM from AAA games can sit in its own little playground, while one can do other work without worrying about crashes and other bad stuff caused by it.

If they want to do new silicon, perhaps look at PUFs, as a way for securing data without needing to store keys.

What people want is something that isn't dog slow, is private, decently secure, and does what they want. AI, or stuff that helps the ad companies isn't really on anyone's list.

When the only pre-made computers you can buy all come with AI, everyone will start having AI enabled computers. If we're lucky, us pc builders will still have access to non-AI pc components but for how long, I can't speculate.