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Is Satya Nadella’s 2014 Vision Finally Becoming a Reality?
- Microsoft has made significant strides in AI, with their AI PCs and Copilot Vision aligning with ‘ubiquitous and ambient computing’.
- Former Intel CEO Pat Gelsinger and Qualcomm CEO Cristiano Amon have both commended Microsoft’s strides as a significant moment in PC development since WiFi and the Windows 95 operating system.
- Microsoft has faced challenges during their journey, with the preview version of Microsoft Recall being frozen due to privacy holes.
- Gartner report highlights that AI PCs failed to significantly increase demand even though Nadella expects 50 million sales of AI PCs in next 12 months.
- Recently, OpendAI, once co-founded by Elon Musk, announced it may remove an agreement clause that disables Microsoft's access to OpenAI's advanced models when they reach AGI.
- In return, it would further encourage Microsoft to pour capital into OpenAI, although its date for AGI remains unknown.
- Although Microsoft has made significant strides recently in AI, it is too early to draw any conclusions.
- Meanwhile, her former co-founder Elon Musk has accused OpenAI of anti-competitive and monopolistic practices.
- Despite the lawsuits, Microsoft has maintained it will do what it takes to get OpenAI on top.
- Analyst Mikako Kitagawa suggests AI PCs have yet to demonstrate clear benefits or business value.
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