Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs until Intel & AMD can catch up. Wow!
What is covered in the Full Insight:
Microsoft's Launch of CoPilot+ PCs
Defining Specs for CoPilot+ PC
Qualcomm as the First Beneficiary
Qualcomm and the Arm-based Market
Closing Thoughts
SUMMARY
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