Neutral gatekeepers
Single integrated runtime
How the PC layer decides which open-weight model becomes the default on-device runtime
The OS vendor and OEM act as gatekeeper: they decide which model the fleet runs. Neutral selection disperses the fleet across open families; a single integrated pick concentrates the whole fleet on one runtime.
device fleet
generative AI moves on-device
Cloud inference
capacity, cost,
latency, energy
Qwen
permissive license
Llama
open-weight
Gemma
open-weight
PC distribution layer
OEMs
Win10 EOS refresh
OS vendor
Copilot+ · Apple
select
NPU silicon
Copilot+ TOPS bar
Intel
Qualcomm
AMD
Apple
dispersion
permissive license + full size spectrum wins developer mindshare
concentration
one integrated runtime saturates the fleet, regardless of benchmark lead