The AI is in the computer

Every major tech company is racing to build AI-agent hardware, but none—Amazon, Microsoft, Google, or Apple—has defined where AI compute should actually live.

• Amazon's hardware pivot: New Alexa tablets ($229–$549) ditch Fire OS for the Google Play Store, ceding apps to Google so Alexa Plus can fight the 'next war' with a new NanoMatte display.
• Local AI, unclear use case: Microsoft's Surface Laptop Ultra ($2,599) and NVIDIA RTX Spark platform push on-device AI compute, but hosts say no one has defined what runs locally versus in the cloud.

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