Intel introduced NPU on the Core Ultra 100 series processors. This thing was actually added to comply with Microsoft's Copilot+ AI PC concept. However, the third-generation NPU computing power used by the Core Ultra 100 series Meteor Lake and Core Ultra 200 series Arrow Lake processors is far from the 40 TOPS computing power required by Copilot+.
Intel's fourth-generation NPU used in Lunar Lake processors has a computing power of 50 TOPS to meet this demand. The fifth-generation NPU on the latest Core Ultra 300 series Panther Lake has reduced the chip area while maintaining the same computing power, and has added support for FP8 quantization operations. The computing power of future Nova Lake processors will only be higher.
According to @x86deadandback, the NPU on Nova Lake can provide 74 TOPS of computing power. If you look solely at the desktop market, the increase from Arrow Lake’s 13 TOPS to 74 TOPS is simply a qualitative change. Of course, if you look at the mobile market, this is a gradual upgrade. Of course, not all Nova Lake NPUs will provide 74 TOPS of computing power. Some models may have lower computing power to segment the market, but they will definitely make the cheapest model meet Microsoft's 40 TOPS needs.
But at present, it seems that AMD will most likely beat Intel and become the first desktop processor equipped with an NPU that supports Copilot+ requirements. They will most likely launch the desktop version of Gorgon Point's Ryzen AI 400 series processors in the first half of this year, while Intel's Nova Lake-S will most likely be launched by the end of this year.