Up front disclaimer: this is all conjure on my part.

I own an “AI” laptop (only because I was interested in a snapdragon x). Most of the AI enabled features don’t really require a NPU, such as a decent background camera blur, some paint and photo stuff, live captions, etc. Microsoft was looking for a headline feature that didn’t already have a CPU/GPU/cloud implementation. Enter: recal.

IMO this is very much about finding a novel feature, that doesn’t have an alternate implementation. The near term motive is to justify their “AI” PCs to customers in hops that customers adopt them. I suspect the long term goal is opening up a revenue stream for AI - get customers used to “AI enabled” features and then tack a subscription cost onto them, but I truly hope this won’t be the case - especially when the hardware you own has a NPU.