"Enterprise customers clearly don't agree, or at least they didn't in January, when analysts spoke of tepid sales figures. Many biz users felt the 57 percent higher average purchase price and a lack of killer apps just didn't tick the box. When we looked again in July, the situation wasn't any better. Businesses didn't care about exclusive features such as Recall."
"This is undoubtedly true... for AI PC makers. It's not so much a benefit to users as it is for the bottom line of the hardware brands and Microsoft itself. HP, for example, stated that AI PCs now account for a quarter of its sales, with their higher price tags contributing to revenue growth. Dell and Intel have similarly been pushing AI-ready technology on customers."
Microsoft positions Copilot+ PCs and the Windows on Arm ecosystem as a transformative shift in personal and enterprise computing. Enterprise customers reported tepid interest, citing a 57 percent higher average purchase price and a lack of compelling, killer apps. By July, business adoption remained low and exclusive features such as Recall failed to convince buyers. Hardware vendors benefit from higher-priced AI PC sales that lift revenue, with HP reporting AI PCs as a quarter of sales. Most Copilot+ PC applications are ports of existing software rather than new, silicon-dependent experiences. Surface Arm devices showed cursor and slowdown issues.
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