United States · Business news · AI & Tech · 07 Oct 2026
AI: AI agents · Chips and hardware · Enterprise software · Microsoft · Nvidia · Apple · Meta — more AI news
Microsoft showed a version of Windows in which an AI coding model and parts of Copilot run on the computer itself instead of in the cloud, and a security tool, Microsoft Execution Containers, that limits which data an AI agent can reach. It also presented the Surface Laptop Ultra, built on Nvidia's RTX Spark chip, starting at $2,599 and rising to $5,899 with a 20-core processor, 128 GB of memory and 1 TB of storage. Satya Nadella and Nvidia's Jensen Huang appeared together. Meta's Muse assistant is coming to Windows as an app.
The finance angle is where AI work gets paid for. A model that runs on the laptop shifts spending from cloud usage to the device: Nvidia earns from the chip, Microsoft from the hardware and Windows, and the buyer pays once instead of per query. The price puts the machine against Apple's MacBook Pro, which the report lists from $1,999 to about $6,700. Nvidia's own DGX Spark desktop is quoted at $6,950, 75% above its launch price. Fortune reports the laptop is available from October 16 and that Microsoft 365 Copilot passed 30 million paid seats in July. PC makers and memory suppliers are exposed through the higher memory these machines need.
Reported by Reuters via BNN Bloomberg — “Microsoft brings more AI to PCs as it challenges Apple” ↗ on 07 Oct 2026.
Official series on 07 Oct 2026 or the last day before it, and the latest observation.
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