Cheung: "Over the next few years, where will Copilot+ PCs benefit the most as small language models accelerate? How do you see AI workloads evolving on-device?"
Davuluri: "I think over time what you're going to find is that we're going to evolve to a place where agentic experiences are going to become more front and center for people on a daily basis."
Davuluri added: "Where we see significant potential is AI being able to perform tasks on your PC asynchronously through long-running reasoning loops. This occurs entirely on the PC, allowing efficient computation and reasoning with NPUs."
Microsoft is building toward a future where Windows becomes an agentic platform, with AI that runs long-running reasoning loops locally, understands context across applications, and can autonomously complete complex tasks.
With on-device NPUs, Microsoft can run AI locally and eliminate some subscription fees while delivering enhanced privacy and performance. As small language models (SLMs) continue to advance, Copilot+ PCs shift users toward highly capable AI they truly own rather than ‘rent’ through cloud services.