Where does Microsoft's NPU obsession leave Nvidia?
Briefly

Nvidia continues to innovate in the AI PC space, despite Microsoft's strict requirement for neural processing units, which limits its dominance to data centers.
The introduction of Copilot+ PCs by Microsoft signals a shift towards AI-integrated features in Windows, requiring robust performance specifications that Nvidia GPUs currently don’t meet.
While Nvidia GPUs boast impressive AI compute capabilities, Microsoft's focus on NPUs for its Copilot+ PCs creates a competitive landscape that complicates Nvidia's attempts to penetrate this emerging sector.
In early 2024, the AI features in Windows, including live captions and image generation, reflect a broader trend towards integrating AI across user experiences in computing.
Read at Theregister
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