I think this is referring to machines that come with APUs that have enough tensor (or whatever the equivalent is) cores in order to provide a certain baseline of "AI" operations per second, so Microsoft et al can rely on that for Recall etc without users thinking it slow.
Amusingly, the first generation of these didn't really have enough, so they're truly unwanted.
I feel so grumpy for not liking this, but π€¦