AMD and Intel are notably absent from the initial launch of Microsoft’s Copilot+. Despite showcasing their AI-capable CPUs—AMD’s Ryzen AI 300 series and Intel’s preview of Lunar Lake—at Computex 2024, these processors won’t initially support the full suite of Copilot+ AI features. Instead, support is promised through a future software update.
Both Ryzen AI 300 and Lunar Lake include a Neural Processing Unit (NPU) that meets Microsoft’s hardware requirements for Copilot+. However, as The Verge reports, Microsoft is initially limiting features like Recall and Auto Super Resolution to laptops equipped with Qualcomm’s Snapdragon X Elite and Plus chips.
Microsoft marketing manager James Howell stated that free updates will enable these AI features on qualifying AMD and Intel PCs “when available.” AMD’s Matthew Hurwitz anticipates Copilot+ support before the end of 2024, but neither Microsoft nor Intel has confirmed a specific timeline.
The timing remains unclear. During a Q&A following Intel’s Lunar Lake reveal, Michelle Holthaus, Intel’s Executive Vice President of Client Computing, admitted they are “waiting for Microsoft to tell us when devices will have a day-one update.”
AMD CEO Lisa Su presenting performance for Ryzen AI CPUs.
On June 14th, AMD Chief Marketing Officer John Taylor indicated on LinkedIn that they are aiming for Copilot+ availability later this year.
Holthaus also mentioned that Lunar Lake’s rollout is scheduled from the end of 2024 through February 2025. While initial laptops with these chips may arrive sooner, it’s likely Microsoft will delay the software update for AMD and Intel until broader chip availability.
Speculation exists regarding a potential exclusivity agreement between Microsoft and Qualcomm. Qualcomm has referred to itself as the “exclusive” platform for Copilot+ PCs, and the two companies have a history of partnerships, including deals that concluded in 2021 and early 2024. While no official reports confirm an exclusivity arrangement for Copilot+, Microsoft’s decision to withhold updates for AMD and Intel raises questions.
Qualcomm CEO Cristiano Amon discussing the future of Snapdragon chips in PCs.
Microsoft’s Copilot+ strategy appears to be as much about advancing Windows on Arm as it is about AI. Qualcomm’s CEO has expressed commitment to the PC market, suggesting potential future Snapdragon-powered desktops and other form factors.
While AMD and Intel will eventually gain Copilot+ functionality, it won’t be at launch. Despite the arrival of AMD’s new chips in July, followed by Intel’s offerings, it could be several months before Microsoft enables Copilot+ software on these devices.