- Apple's done a fantastic job of really innovating
on the Mac, we are gonna outperform them.
- So you feel like you've got Apple now.
- We have a computer for people who love Windows
that they can be very, very proud of.
- Microsoft, CEO Satya Nadella
is very excited about his new Windows computers
because they're not just any Windows computers.
Can we call 'em AI-puters?
- (laughs) No, I like Copilot+PC.
- [Joanna] Yes, these Copilot+PCs coming
from Microsoft itself
and others like Lenovo and Dell
have been completely re-engineered for.
- AI, AI, AI, AI, AI as a new input.
- But what even is an AI computer?
Microsoft's latest have new chips and AI software
that can do some cool tricks
without even needing to connect to the internet.
After talking to Nadella
and seeing the new Surface devices in action,
I'll say it looks pretty darn promising.
- Here's the interesting thing, right?
Which is, if you sort of take all of
what we've been talking about with AI,
it all came about because of abundance of compute,
all primarily in the cloud, right?
So, that's what created the GPT-4, for example,
which essentially changed the world.
Now, what happened in the cloud
is going to come to the edge,
and the edge that first needs to be reinvented
before we talk about everything else is the PC.
And so, that's sort of what I think of as the AI PC
or the Copilot+PCs.
- Okay, translation for non-computer scientists.
ChatGPT, Microsoft Copilot,
those other generative AI tools you've been using,
the processing happens in the cloud, AKA some data center.
Now, some AI processing will happen right on your computer,
what is called edge computing.
To do this, Microsoft had to add a new chip component.
Pretend I'm not a computer nerd.
What is an NPU?
- It's a neural processing unit.
So, if you wanna build any AI application,
you have to have an accelerator,
just like we have in the cloud,
to be able to run these matrix math multiplications fast
in order to drive AI features.
And that's what the NPU does.
- [Joanna] The NPU joins the CPU and the GPU
in the Copilot+PCs.
But here's the really exciting thing.
- Qualcomm's got a new processor,
which we've optimized Windows for.
The battery lab, I've been using it now.
I mean, it's 22 hours of continuous video playback.
- [Joanna] These Qualcomm Snapdragon X series chips
are based on ARM architecture.
And here's another translation.
These energy efficient chips are more like the ones
in your smartphone than the Intel chips
in your Windows laptop.
A few years ago, Apple transitioned all its Macs
from Intel chips.
- [Speaker] To our own Apple silicon.
- [Joanna] Those chips are based on ARM,
and it made MacBooks really awesome.
- We finally feel we have a very competitive product
between Surface Pro and the Surface laptops.
We have essentially the best specs
when it comes to ARM-based silicon and performance
or the NPU performance.
- Microsoft says the Surfaces
are 58% faster than the MacBook Air with M3
and has 20% longer battery life.
Intel will make Copilot PCs,
but this is a move away from that once tight relationship.
Which system do you use?
- I use the Surface laptop.
- Have you heard the fan go on?
- No.
- See, this is what I'm really hoping for,
a Windows PC that doesn't sound
like it's going to outer space.
(Satya laughs)
- You have it, you got it.
- [Joanna] Okay, but what new AI powers
does the NPU unlock in Windows?
- One of the dreams we've always had
is how do we introduce memory, right?
Photographic memory into what you do on the PC,
and now we have it.
So, it's called Recall.
It's not keyword search, right?
It's semantic search over all your history.
And it's not just about any document.
We can recreate moments from the past essentially.
- Here's how it works.
Windows constantly takes screenshots
of what's on your screen.
Then uses a generative AI model right on the device
along with the NPU to process all that data
and make it searchable, even photos.
I got to try it out.
I searched "brown leather bag."
It came up in visual search.
There's no place on this page
that it says "brown leather bag."
It just knows because it sees this brown leather bag.
There could be this reaction from some people
that this is pretty creepy.
Microsoft is taking screenshots of everything I do.
- Yeah, I mean, that's why
that it can only do it on the edge, right?
So this is, you have to put two things together.
This is my computer, this is my Recall,
and it's all being done locally, right?
So that's the promise.
So, that's one of the reasons why Recall works
as a magical thing,
because I can trust it that it is on my computer.
- You can also restrict Recall from taking screenshots
of certain websites or apps or turn it off entirely.
And it seems to me this whole next wave
of AI computing is gonna be built somewhat around trust.
If we're gonna have AI agents that go out
and do things for us,
why should people trust Microsoft over another company?
- And I think we are at the very early stages
of understanding how our relationship
with AI agents should be shaped by us primarily
because that's the only way to build trust.
If somebody else, this is not a vendor decision.
It's a personal, maybe even spiritual decision
of how we want to, and that's why I don't believe
there's just gonna be one, right?
Because I may have multiple agents
that I may want to delegate different types of things to.
- [Joanna] There's another AI feature called Co-creator
that runs locally right on the device.
- How do we really take good old paint
and say, "Hey, I'm not just painting myself,
but I'm able to co-create with an AI."
- You put in a text prompt, "a Windows XP wallpaper
with a big green mountain,"
then start drawing
and a stable diffusion image generation model
right on the device starts to generate an image
based on your sketch.
Yes, that's very good.
There's local live translation, too.
It can translate live video calls
or in-person conversations
from 44 different languages into English.
And it's fast.
(woman speaking foreign language)
Yeah, I have a dog.
(woman speaking foreign language)
Browser.
All of this is powered by small language models
that are stored on the device.
Large language models like chatGPT or Copilot
still run in the cloud.
In the coming weeks,
Copilot will get open AI's latest GPT-4.0 model.
- It's kind of like a new browser effectively.
So, it's right there.
It sees the screen, it sees the world, it hears you.
And so, it's kind of like that personal agent
that's always there that you wanna talk to.
You can interrupt it.
It can interrupt you.
- The new Surfaces will start shipping in June,
starting at 999.
But I had a few more questions about the future.
AI is this new type of way of interacting with computers.
Yet here you're releasing a pretty traditional looking
type of computer.
- You know, think about what we did back in the day
when the internet happened.
It sort of like, the browser was born on Windows
and it went beyond Windows.
That's, I think, what's gonna happen.
That's why I think we want
to make sure we build the Copilot+PC
that's optimized for Copilot.
But I fully expect the Copilot to be everywhere.
And the innovation of the interface of your personal agent,
how I interact with it, how it accesses memories,
how it does actions is gonna be everywhere.
It's gonna be ambient.
- Where else could it go?
- It'll go on the phone, right?
I'll use it on WhatsApp.
I'll use it on any other messaging platform.
It'll be on speakers everywhere.
So, in some sense, it'll be anywhere
users want to interact with it
with different modalities, right?
If you take what GPTO showed
and you combine it with Copilot as the interface,
for us, that's the type of magic that we wanna bring.
First to Windows and everywhere else.
- What do you think about glasses?
- Well, we loved glasses for a long time.
In fact, one of the things that we will do with Meta
is to take Copilot
and really bring it to all of the work that they're doing.
- Can we close our eyes together
and we're gonna imagine
the future of computing. - Okay.
- What is the future that you see?
- The future I see is a computer that understands me
versus a computer that I have to understand.
- Okay, does it look like this?
- It reminds me of XP.
- This is what it turned it into.
- Oh wow.
- Could this be the wallpaper of the future PC?
- It definitely can be.
And you have the power to do it, Joanna.
You can set your wallpaper on Windows.
- Well, I wanna leave this with you
and maybe you can make this the default in Windows 12.
- Thank you so much.