[wtallis]

Looking at it slightly differently: putting low-power NPUs into laptop and phone SoCs is how to get on the AI bandwagon in a way that NVIDIA cannot easily disrupt. There are plenty of systems where a NVIDIA discrete GPU cannot fit into the budget (of $ or Watts). So even if NPUs are still somewhat of a solution in search of a problem (aka a killer app or two), they're not necessarily a sign that these manufacturers are acting entirely without strategy.