--- title: "Join hands with NVIDIA to \"reinvent the PC\"! Microsoft Build conference kicks off today: AI on the Windows side makes its debut, high-end PC landscape shaken" type: "News" locale: "en" url: "https://longbridge.com/en/news/288422249.md" description: "The Microsoft Build 2026 conference opened in San Francisco, launching the RTX Spark chip in collaboration with NVIDIA, aiming to transform Windows into a super platform for AI agents. This move reshapes the PC landscape through edge AI technology, directly challenging Apple's high-end market and driving up the stock prices of Microsoft and NVIDIA" datetime: "2026-06-02T12:14:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288422249.md) - [en](https://longbridge.com/en/news/288422249.md) - [zh-HK](https://longbridge.com/zh-HK/news/288422249.md) --- # Join hands with NVIDIA to "reinvent the PC"! Microsoft Build conference kicks off today: AI on the Windows side makes its debut, high-end PC landscape shaken According to the Zhitong Finance APP, when Microsoft's (MSFT.US) annual developer conference Build moves from Seattle to San Francisco for the first time, this technology feast, which will kick off on June 2 local time, is destined to be more than just an ordinary product update release. In 2026, when artificial intelligence (AI) has completely restructured the underlying logic of the technology industry, Microsoft has chosen to set the stage in the heart of the AI industry—Mason, San Francisco—making its ambitions clear: it will no longer merely showcase functional updates but will send a clear signal to global developers that Windows will evolve from an operating system that hosts applications to a super platform that hosts "AI agents." Notably, just before the conference opens, NVIDIA (NVDA.US) CEO Jensen Huang dropped a bombshell during his speech at Computex 2026, officially unveiling the "big move" that NVIDIA and Microsoft have secretly co-developed over three years—the NVIDIA RTX Spark super chip. With NVIDIA proclaiming "reinventing the PC with Microsoft," and Microsoft quickly taking the stage afterward, this combination of the two trillion-dollar giants in edge AI has launched a tsunami-like counterattack against Apple (AAPL.US), which has long built a high wall in the high-end PC market with its M-series chips. The realization of this hardcore technology alliance is also the underlying logic behind the recent capital market's impact on Apple's system due to edge AI expectations and the sustained strength of Microsoft and NVIDIA's stock prices. Combining the currently released agenda, official blog posts, NVIDIA's latest technology releases, and early leaks from several tech media, the core framework of this Build conference is already very clear: Microsoft will focus on four pillars—"Agent AI," "self-developed large models," "edge computing implementation," and "developer experience reshaping"—to conduct an in-depth layout on the future of computing. **Agent AI Takes Center Stage: From Copilot Assistant to "Super Applications"** If the keyword for Microsoft over the past two years has been "Copilot," then the core term for this year's Build is undoubtedly "Agent." Microsoft CEO Satya Nadella's statement during the previous earnings call has already set the tone for the conference: "We are evolving the Copilot family from a synchronous assistant to an asynchronous colleague capable of executing long-term tasks across key domains." This vision of reconstructing human-computer interaction perfectly aligns with Jensen Huang's assertion in his speech yesterday that "the future Windows PC will fully enter the dialogue era." In NVIDIA and Microsoft's vision, the future Windows will no longer be the bulky system that requires users to frequently click and search for applications, but will directly transform into an ultimate AI agent that "understands human language and works for you" through edge computing power. This dimensionality reduction in interaction forms directly demonstrates Windows' absolute leading position in the next generation of computing paradigms. This trend has already manifested in Office 365, where the agent mode has become the default mode for applications like Word, Excel, and PowerPoint. At the Build conference, it is expected that agent-based workflows will fully permeate Microsoft's product matrix In addition to the office suite, the most attention from the outside world is focused on a developing Copilot "super app." According to informed sources, Microsoft plans to integrate GitHub Copilot, Copilot chat features, Copilot Cowork tools, and a new agent workflow capability internally named "Autopilot" into a unified interactive interface. Although this application will not be officially released at this conference, Microsoft is likely to disclose its progress and conduct demonstrations. It is noteworthy that Peter Steinberger, the founder of OpenClaw—an open-source AI agent tool that has recently sparked industry discussions—will personally host a sub-forum at Build. This sends a clear signal: Microsoft is actively embracing the agent ecosystem and hopes that Windows will become the preferred environment for these agents to operate. **Self-developed large model debut: MAI inference model breaks the "distillation" path dependence** In terms of self-developed AI models, Microsoft is clearly well-prepared this time. The most eye-catching is the upcoming announcement of Microsoft's first inference model "MAI-Thinking-1" by Mustafa Suleyman, head of Microsoft's AI department. According to informed sources, the uniqueness of this model lies in its technical path—Microsoft has not adopted the commonly used "distillation" technology in the industry (which trains small models by extracting output data from large models), indicating that Microsoft has achieved more original breakthroughs in the underlying architecture of the model. It is reported that this inference model will mainly target enterprise-level application scenarios. At the same time, the image generation model MAI-Image-2.5 and its "fast version" MAI-Image-2.5-Flash, which Suleyman had teased last week, will also be officially unveiled. This series of actions indicates that Microsoft is accelerating its departure from a single-path dependence on OpenAI, shifting towards a multi-model strategy. Through Azure AI Foundry, Microsoft has already supported models from several companies, including OpenAI, Anthropic, Mistral, and DeepSeek, and the reinforcement of its own models will give Microsoft greater initiative in controlling inference costs and meeting diverse needs. **Windows platform revolution: rewriting code, hardcore collaboration with chip giants to embrace edge AI** The deep integration of hardware and systems is the biggest highlight of this Build, and it is also the core battle for Microsoft to completely shed the label of "inefficient productivity tools" and fully confront Apple's macOS ecosystem. In the past, Apple leveraged the integrated advantages of its M-series chips and unified memory architecture to create long-term ecological and sales pressure on Windows in the high-end PC market. This time, Microsoft is collaborating with the world's most powerful AI chip camp to conduct a "surgical" counterattack transformation of Windows. Pavan Davuluri, head of Microsoft's Windows business, previously previewed that "some new things will be brought to developers." It is reported that Microsoft will launch a brand new "Windows 11 Developer Optimized Experience," aimed at providing a distraction-free environment and pre-installing applications, tools, and scripts that meet developers' needs What is even more exciting is that Microsoft is working on rewriting parts of the underlying code of Windows 11 to enhance overall performance and user experience, which is expected to reverse users' negative perception of the system's bloat. In terms of hardware adaptation and ecological explosion, Jensen Huang completely overturned the ceiling of PC computing power in yesterday's speech. With NVIDIA's latest released edge-side RTX AI technology stack (including the fully upgraded TensorRT accelerator and RTX inference microservices), as well as deep integration with the Windows underlying system, Windows PCs will have a computing power limit far exceeding that of competitors like Apple. At Build, Microsoft will detail how Windows can perfectly leverage the potential of high-performance chips and GPUs to run large models with tens of billions or even hundreds of billions of parameters smoothly on the edge, without the need for internet connectivity or expensive cloud API costs. Once this software-hardware integrated "hybrid AI" model becomes widespread, Windows PCs will not only achieve a comprehensive performance lead over Apple Macs but will also completely activate the developer ecosystem, reversing years of passive selling in the high-end microcomputer market. In addition, the Arm ecosystem is also a subtle theme of this developer conference. With chip giants like Qualcomm (QCOM.US) and NVIDIA continuously deepening their support for the Windows Arm ecosystem, Windows has officially announced that it has overcome the past issues of high power consumption and poor battery life, directly competing with Apple's weaknesses in energy efficiency. The Build conference will showcase the maturation progress of Windows on Arm, along with the deep integration of WSL (Windows Subsystem for Linux) and Azure Linux, as Microsoft attempts to persuade AI developers accustomed to Linux environments that Windows can become the best "frontend" connecting the Linux toolchain and enterprise-level management ecosystem. **Security, Governance, and Those "Unspoken" Matters** Behind the celebration surrounding desktop agents, security issues are becoming a concern. An AI agent that can represent users in executing operations on the desktop is also an automation layer with browser sessions, local files, credentials, and terminal access permissions. Traditional permission models have never been designed for such "probabilistic middleware." In response to this industry pain point, the market generally expects Microsoft to present more serious agent governance, log auditing, and permission policy control solutions at the Build conference. It is worth noting that Jensen Huang also specifically emphasized NVIDIA's underlying technological follow-up on the security of AI running on the edge in yesterday's speech. As software and hardware giants reach a consensus on runtime security defenses, stricter local permission isolation and protection mechanisms will impose rigid security constraints on the soon-to-be-prominent third-party open-source agent tools (such as OpenClaw) in the Windows system, becoming a core moat for Windows in the enterprise-level AI agent market against Apple. Additionally, there are a few points that have been explicitly excluded or downplayed at this conference: Microsoft has confirmed that it will not announce Windows 12; the Xbox gaming business is not expected to occupy an important agenda; and consumer-level visual revisions of Windows are not a focus ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) ## Related News & Research - [Microsoft’s first advanced reasoning AI is here](https://longbridge.com/en/news/288466617.md) - [MICROSOFT'S CEO REVEALS FIRST LOOK AT THE COBALT 200 CHIP.](https://longbridge.com/en/news/288460944.md) - [MICROSOFT CEO UNVEILS AION REASONING AND PLANNING MODELS.](https://longbridge.com/en/news/288459265.md) - [Microsoft Executive: Microsoft Reasoning AI model was co- developed on its in-house chips. $MSFT](https://longbridge.com/en/news/288467530.md) - [New Relic Celebrates Strategic Partnership with Microsoft at Build 2026](https://longbridge.com/en/news/288471165.md)