$Microsoft(MSFT.US) major positive news! $Microsoft(MSFT.US) $NVIDIA(NVDA.US) dual-engine drive, AI computing power dynasty further strengthened

I. Microsoft × NVIDIA deep integration, AI PC reaches an explosive inflection point

June 1, 2026 NVIDIA GTC conference released key signals: NVDA launched the RTX Spark super chip, 3nm process, 1PFLOPS AI computing power, capable of running 120B parameter large models locally; MSFT simultaneously completed deep adaptation of the Windows system, integrated Copilot across all scenarios, establishing an end-to-cloud AI closed loop.

• Hardware side: $NVIDIA(NVDA.US) RTX Spark becomes the core computing power foundation for AI PCs. Six major manufacturers including Dell, HP, and Lenovo are following up, with over 30 models scheduled for mass release in Autumn 2026, indicating strong volume certainty.

• Software side: $Microsoft(MSFT.US) Windows natively supports AI agents, the OpenShell framework ensures security, AI empowers all scenarios including office work, creation, and gaming, enhancing user stickiness and willingness to pay.

• Synergy: MSFT Azure is making large-scale purchases of NVDA GB300 NVL72 computing clusters. Both parties are jointly building AI super factories, significantly shortening training cycles, reducing costs, and forming a full-stack barrier of "chip-system-cloud service".

II. Computing power demand continues to grow strongly, leading positions remain unshakable

• $NVIDIA(NVDA.US): Beyond AI PCs, the data center business maintains high prosperity. Cooperation with cloud providers like Oracle and Google is deepening. Orders for H100 and H200 chips are robust. The AI factory model is being implemented, further solidifying its computing power hegemony.

• $Microsoft(MSFT.US): Azure AI revenue is growing rapidly, Copilot commercialization is accelerating. The three major business lines—Office, Azure, Xbox—are undergoing comprehensive AI transformation. Strong cash flow supports technology R&D and ecosystem expansion.

III. Industry landscape reshaped, long-term positive thesis unchanged

Under the wave of AI industrialization, MSFT leverages its system ecosystem and cloud resources to secure entry points at both the terminal and cloud ends. NVDA relies on its chip technology barriers to control the core of computing power. Their deep integration jointly propels AI from concept to large-scale implementation, with vast long-term growth potential.