MSFT is trading at $463.84 (+3%) after the company, in partnership with NVIDIA, announced a new class of AI-powered Windows PCs.
- The new systems will be built around NVIDIA's RTX Spark platform, designed to run AI applications and agents directly on the devices.
- This move is seen as a significant step for high-performance Windows-on-Arm hardware and local AI workflows, directly competing with Intel, AMD, and Qualcomm.
- The first devices are expected in the fall from Microsoft's Surface line, along with partners like Dell, HP, Lenovo, and ASUS.