With new Windows based device shipments having slowed in the past year, Morgan Stanley is betting AI PCs will drive the next wave of commercial fleet refreshes after Microsoft made public its line-up at Build.

At its developer event a week ago, Microsoft promoted its AI PC plans by using Qualcomm’s Snapdragon X Elite and X Plus system-on-chips in the next generation Surface Laptop and Pro tablets, which are just two of 20 Copilot+ PCs Qualcomm has to launch.

AI PCs, the report reckons, are estimated to “deliver a lower cost per query, lower latency, unlimited personalization, better availability and greater privacy and security.”

Source: The Register