Microsoft is warping the PC industry into something unrecognizable

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AMD,Computex 2024,Copilot

Computex proved that Microsoft has a lot more power over AMD and Intel than we normally give it credit for.

This story is part of our coverage of Computex, the world's biggest computing conference. Microsoft has often taken a backseat in driving the direction of the PC industry. But that time is over.

Get your weekly teardown of the tech behind PC gaming Check your inbox! Privacy Policy Breaking release cycles The strongest evidence of Microsoft’s impact is AMD. For the first time ever, AMD is leading with its Strix Point laptop CPUs instead of its new Ryzen 9000 desktop CPUs. It’s no secret that Intel holds a dominant position in laptops over AMD, which usually pushes Team Red to release a new architecture on desktop first. That’s not the case this time around.

Although AMD’s shift to release its laptop chips first is the most telling, Intel isn’t absent from this conversation. It’s releasing its Lunar Lake chips ahead of schedule. Last year, we saw Meteor Lake CPUs launch at the very end of the year, but Intel is releasing Lunar Lake in the third quarter of 2024. By the end of this year, we’ll likely have dozens of Lunar Lake and Strix Point laptops — we already saw a bunch of them at Computex.

Hurt feelings There’s a more personal drive here, too, specifically for Intel. Intel has been the linebacker for Microsoft for decades, with its dominance in laptops leading to an endless stream of co-marketing and promotion campaigns. And it’s clear Intel isn’t happy about how Microsoft kicked off Copilot+.

For Intel, it says it’s waiting on some sort of update for Copilot+, where machines packing its hardware can receive all of the features available to the Snapdragon X Elite. Laptop makers aren’t slowing down, either. They’re all packing the dedicated Copilot key and AMD and Intel’s latest AI CPUs. In response to the question, Holthaus said: “I believe by the time we’re in market, we’ll ship more than our competitors combined.” That sounds like a company that’s frustrated and ready to fight.

Changing nomenclature might not seem signficant at first brush, but it’s a massive change for companies like AMD and Intel. These types of rebrands only happen once in a decade, and even that’s rare. There may be some slightly different conventions — such as what we saw with the introduction of Ryzen 8040 CPUs — but a full-on overhaul doesn’t come often.

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