Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power

How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts

We previously covered Intel's misguided AI PC strategy. Contrary to Pat Gelsinger's claims, the AI PC is not analogous to Centrino, and there are not compelling local AI use cases yet. Babbage added to the conversation with an interesting observation: Microsoft's Copilot+ hardware requirements likely reinforced Intel's overenthusiastic belief in the AI …