Microsoft Explores NVIDIA Partnership for Surface and AI PC Strategy
By
M.G. Siegler
The bagel they save for the regulars. Don't skim, savour.
Summary
The article discusses Microsoft's potential pivot to partner with NVIDIA for its Surface RT and Copilot+ PC lineup, following Intel's decline and NVIDIA's dominance in the AI chip market. It explores how Microsoft might leverage NVIDIA's AI capabilities to make Windows the leading platform for AI PCs, while also examining the shifting dynamics between Intel, AMD, NVIDIA, and Qualcomm in the PC processor space. The piece highlights Microsoft's previous Surface RT failure and questions whether a new partnership with NVIDIA could give Windows a competitive edge in the AI PC era.
Key quotes
· 3 pulledIntel is back, baby. A year ago, the peddlers of Pentium were all-but left for dead having missed not just the mobile revolution, but the AI one as well.
Intel was an $85B company, while NVIDIA, long their GPU-focused little brother, was about 40x their size in terms of market cap
Can the main AI chip maker ensure Windows owns the 'AI PC'?
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