Since this isn’t really even related to GenAI at all, in our house the theory is:
- MS has been trying and failing to push ARM in PCs for a while
- Now they take one with an NPU and rebrand it as Copilot+™️®️ PCs
- They have market research that says initial sales are going to be soft and they panic because early soft sales create a bad vibe
- So, without doing any of the usual build up of exciting the tech press, without hyping trade show buzz, they rush an unfinished, insecure, unwanted product to market in the hope it will be the killer app at last for high-battery life ARM on Windows.
- They use lot of AI hype language to capitalize off the hype cycle, even though besides the OCR it seems to be pretty limited in its relationship to anything machine learning at all.