The Copilot+ PC designation was a hardware segmentation strategy as much as a technical specification. By tying local AI features to dedicated NPUs, Microsoft created a clear upgrade path and a reason to buy new hardware. Extending those same features to RTX 30-series GPU owners running local AI collapses that boundary — the installed base becomes the addressable market, and the NPU premium loses its primary justification. PC OEMs that built 2026 product lines around Copilot+ differentiation now face a value proposition that Microsoft just quietly undermined from underneath them.
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