I am bullish on AI being used in all sorts of useful and discreet and non-discreet ways in the present and future. However I am exceedingly skeptical of NPUs being some winning bet.
No one is running LLMs on current gen NPUs so if we will in the future its a long time coming. Unless they can demonstrate some real (and not marketing) wins I remain skeptical that a large NPU for LLMs is the future.
I can totally see NPU accelerating simple tasks, but to be worth the silicon they have a ways to go imo.
99% of people don't need or want a dev workstation. My travel laptop is 7+ years old and I couldn't tell you the difference between it and a current flagship in terms of browsing and everyday tasks.
I will not lie, I find LLMs useful but the desktop experience is pretty polished already. NPUs seem to be an attempt to ride the AI bandwagon with very little to show for it so far.