Incorrect. What you consent to, is the software, with its intended use and design. It is not consent to allowing the vendor to install what ever software, for what ever use case, of infinite size, forever. With your interpretation, MS could install a torrent client, child porn or what ever, and that cleraly shows that your interpretation leads to a reductio ad absurdum.

When I download a web browser, it is reasonable to assume a piece of software that allows me to view web pages. Not an AI model.

The correct way to handle this, is for the vendor to announce the feature, the size and capacity required, and offer an opt-in, and not an opt-out.

This is beyond dispute.