This week, key players in the chip industry, including Nvidia, Intel, AMD, Qualcomm, and Arm, gathered in Taiwan for the annual Computex conference, announcing an 'AI PC revolution.' They showcased AI-enabled personal computers with specialised chips for running AI applications directly on the device, promising a significant leap in user interaction with PCs.

Intel CEO Pat Gelsinger called this the most exciting development in 25 years since the arrival of WiFi, while Qualcomm's Cristiano Amon likened it to the industry being reborn. Microsoft has driven this push by introducing AI PCs equipped with its Copilot assistant and choosing Qualcomm as its initial AI chip supplier. Despite this, Intel and AMD are also gearing up to launch their AI processors soon.

Why does it matter?

The conference was strategically timed to precede Apple's annual Worldwide Developers Conference, hinting at the competitive landscape in AI advancements. As the PC market shows signs of recovery, analysts predict a rise in AI PC adoption, potentially transforming how PCs are used. However, there needs to be more skepticism about whether consumer demand will justify the higher costs associated with these advanced devices, as the Financial Times reports.