Update: Intel has been in touch to confirm that, “by the end of 2025” it will have shipped “nearly 100 million” AI PC processors, not “slightly north of” as was originally stated. The headline and copy of this article has been changed to reflect that.
Here’s a topic we all know and love: AI PCs. The often nebulous term refers primarily to PCs with dedicated NPUs built to perform local AI computing, which I know we in the PC gaming community are all very excited about.
“We have shipped 100 million [AI PC processors] already” said Intel fellow Tom Petersen, at an Intel briefing I attended earlier today. “We’ve been doing this now for a couple of years, started off with Meteor Lake, and now Lunar Lake. Does anyone know what our installed base of TOPS [Trillions of Operations Per Second] is?”
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Blank faces, no guesses. Petersen continued: “Our installed base of TOPS should no longer be referred to as TOPS. It’s what I’m going to call a ZOP. We have four ZOPS of install base, which is a Zetta OP, which is a trillion, million operations, or a billion TOPS.”
As to the question of how many of those AI PCs (and all those ZOPS) are being used for AI processing, Intel isn’t sure. Petersen made it clear that the tech giant doesn’t collect data on exactly how its chips are used, although had this to say on the subject:
(Image credit: Future)
“I do think that’s the critical question… you’ve got all these ZOPS out there, are they useful yet? Initially, the floating point units inside PCs were dormant for decades, and then one day, they were just always there.
“And for me, the trigger is Microsoft,” Petersen continued. “So once Microsoft Copilot+ becomes more useful and more ubiquitous, based on the NPU and the GPU, that’s one of these useful options.”
Intel has certainly taken the “build it and they will come” approach to NPUs, although as it stands in 2026, it’s difficult to see why your average user would buy a PC based on its local AI processing capabilities. Dell has recently said that consumers are ‘not buying based on AI’, and I’d say that 100 million+ AI PC figure is likely more reflective of Intel’s huge chip market share, rather than a massive demand for consumer AI hardware.
Intel CPUs turn up in a lot of PCs, and PCs still sell in huge numbers, AI be damned. Anyway, I’ll be going to bed this evening thinking of ZOPS. I’ve never liked the TOPS acronym, but stick a Z in front of it? Now we’re talking.