Microsoft integrates generative AI directly into its PCs


Following its partner OpenAI and its rival Google last week, Microsoft is holding its developer conference this week focusing on its latest innovations in AI (Photo: 123RF).

Microsoft on Monday unveiled the long-awaited “AI PCs,” computers where generative artificial intelligence (AI) tools are integrated directly into its Windows operating system to help the user with all their tasks.

The US IT giant estimates that more than 50 million “AI PCs” will be sold over the next twelve months, given the appetite of developers and the public for these digital assistants that anticipate their needs.

Following its partner OpenAI and its rival Google last week, Microsoft is holding its conference for developers this week focusing on its latest innovations in AI.

“We are introducing a completely new category of Windows PCs designed to unleash the full power of distributed AI,” said Satya Nadella during a conference at the company’s headquarters in Redmond (Northwest) in front of an audience of journalists, analysts and influencers.

“We call this new category + Copilot Plus PC +,” he added to applause, referring to the Windows AI interface, Copilot.

“We completely rethought the PC from the inside out,” emphasized Yusuf Mehdi, vice president of the American group.

“These improvements will provide the best reason in a long time to switch computers. We estimate that 50 million AI PCs will be purchased over the next 12 months,” he continued.

In particular, the integration of artificial intelligence into its range of computers should enable the revival of sales of media (laptops, tablets), which fell last year (-9% over a year).

OpenAI, the creator of ChatGPT, launched the generative AI revolution at the end of 2022, which makes it possible to produce content on a simple query in everyday language, and therefore to interact with machines like never before.

Microsoft, the lead investor in OpenAI, and its rival Google are engaged in a frantic race to deploy increasingly sophisticated and intuitive generative AI tools.

Apple, Microsoft’s biggest competitor in computers and operating systems, has so far been discreet about generative artificial intelligence.

But it is expected to introduce its own innovations in June, having already launched new tablets this month with improved capabilities to handle AI tasks.

Boost subscriptions

For Microsoft, “the underlying goal is to implement more Copilot and AI features, which will lead to more subscriptions to its subscription plans and greater use (of these new tools) by its user base via new Surface laptops as well as Windows updates,” Microsoft commented. Wedbush analyst Dan Ives.

The announcement follows Google’s announcement last week. The world’s largest digital advertising company has outlined its vision of increasingly omniscient AI assistants, ready to make consumers’ tasks easier across all its services, from texting to planning meals and holidays and even sports.

And on the search engine, users will now get answers written by AI, over the usual links to websites (only in the US initially).

Long considered a leader in artificial intelligence, Google seemed caught off guard when OpenAI launched the generative AI revolution with ChatGPT in late 2022.

In February 2023, Microsoft even tried to break into online search by presenting a new Bing (its search engine) powered by technology developed by OpenAI.

Wasted effort: Google remained largely dominant.

But the two IT giants have since been competing at an ultra-fast pace with new, more impressive models, more advanced chips and, above all, AI tools and assistants for developers, businesses and the public.

This strategy pleases Wall Street because the two companies are also major players in the cloud (remote computing), where the integration of generative AI services for their professional clients has already begun to bear fruit.

This activity should bring in about 25 to 30 billion additional US dollars (US$G) per year for Microsoft by 2025, estimates Dan Ives, who sees the IT group and OpenAI as “the leaders of this AI revolution”.

Microsoft has injected about $13 billion in recent years into the flagship Silicon Valley start-up.

But this frenzied expansion worries the authorities, who are struggling to regulate already very powerful companies.





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