And every one of these ‘AI first’ laptops will be cancelled in a couple of years when generative AI is no longer the hot new thing and end users realise its severe limitations.
I don't think there will be any winners, the category shouldn't exist and is here because of the bubble and them trying to shove AI into absolutely everything before it is actually useful.
We don't need AI terminal computers and general purpose computers will do just fine to interface with AI. If anything things like voice assistants in some form are far more likely outcome of better AI than computers you have to type into to get things done.