Joining hands with NVIDIA Corporation to "reinvent the PC"! The Microsoft Corporation (MSFT.US) Build conference kicks off today: Windows side AI shines, high-end PC market shaken.

When Microsoft Corporation (MSFT.US) annual developer conference Build moved from Seattle to San Francisco for the first time, this upcoming tech event, set to kick off on June 2nd local time, was destined to be more than just a regular product update release. In the year 2026 where Artificial Intelligence (AI) completely reconstructs the underlying logic of the tech industry, Microsoft Corporation chose to set up the stage in the heart of the AI industry the Mason Castle in San Francisco, signaling its ambition clearly: no longer just showcasing feature updates, but sending a clear signal to developers worldwide that Windows will evolve from an operating system that carries applications to a super platform that carries "AI agents". It is worth noting that on the eve of the conference opening, NVIDIA Corporation (NVDA.US) CEO Huang Renxun dropped a bombshell at Computex 2026 with his keynote speech, officially unveiling the "big move" that NVIDIA Corporation and Microsoft Corporation had secretly co-developed for three years the NVIDIA RTX Spark superchip. With NVIDIA Corporation proclaiming "reinventing the PC in partnership with Microsoft Corporation" and Microsoft Corporation following suit on stage, the collaboration between these two trillion-dollar giants on the edge-side AI has launched a comprehensive counterattack against Apple Inc. (AAPL.US), which has long held a stronghold in the high-end PC market with its M-series chips. The landing of this hardcore tech alliance is also the underlying logic behind the recent strong performance of Microsoft Corporation and NVIDIA Corporation's stock prices, as Apple Inc. system faces the impact of edge-side AI expectations. Combining the agenda released so far, official blogs, the latest technology releases from NVIDIA Corporation, and early leaks from various tech media, the core theme of this Build conference is already very clear: Microsoft Corporation will focus on four pillars "AI agents", "self-researched large models", "edge-side computing power deployment", and "developer experience reshaping" to delve into a deep layout of the future computing form. AI agents take center stage: From Copilot assistant to "super applications" If the key term for Microsoft Corporation in the past two years was "Copilot", then the core term for this year's Build is undoubtedly "Agent". Microsoft Corporation CEO Satya Nadella had already set the tone for the conference in a previous earnings call, stating, "We are evolving the Copilot family from a synchronous assistant to an asynchronous colleague capable of executing long-term tasks across critical domains." This vision of reshaping human-computer interaction conveniently aligns with Huang Renxun's statement in yesterday's speech about "the future Windows PC entering the era of conversation." In the vision of NVIDIA Corporation and Microsoft Corporation, the future Windows will no longer be the bulky system that requires users to constantly click and search for applications, but will directly transform into the ultimate AI agent that "can understand human language and work for you" through edge-side computing power. This form of interaction directly proves Windows' absolute leading position in the next generation computing paradigm. This trend has already emerged in Office 365, where the agent mode has become the default mode for apps like Word, Excel, and PowerPoint. At the Build conference, it is expected that agent-based workflows will penetrate Microsoft Corporation's product matrix. Besides the office suite, the most anticipated is a Copilot "super application" that is currently under development. According to sources, Microsoft Corporation is planning to integrate GitHub Copilot, Copilot chat functions, Copilot Cowork tools, and a new agent workflow capability named "Autopilot" into a unified interface. While this application may not be officially released at this conference, Microsoft Corporation is highly likely to reveal its progress and demonstrate its capabilities. Of note, Peter Steinberger, the founder of OpenClaw an open-source AI agent tool that has recently sparked industry discussion will personally host a sub-forum at Build. This sends a clear signal that Microsoft Corporation is actively embracing the agent ecosystem and aiming for Windows to become the preferred environment for these agents to operate. Self-researched large models take the stage: MAI inference model breaks away from the "distillation" path dependency In terms of self-researched AI models, Microsoft Corporation is evidently well-prepared this time. The most anticipated announcement is the Microsoft Corporation's first inference model "MAI-Thinking-1" to be unveiled by Mustafa Suleyman, head of Microsoft Corporation's AI department. According to insider sources, the uniqueness of this model lies in its technical path Microsoft Corporation did not adopt the common industry practice of "distillation" (training a small model by extracting output data from a large model), indicating that Microsoft Corporation has made a more original breakthrough at the fundamental architecture level of the model. It is reported that this inference model will mainly target enterprise applications. Simultaneously, the image generation model MAI-Image-2.5 previewed by Suleyman last week, along with its "flash edition" MAI-Image-2.5-Flash, will also be officially unveiled. This series of actions indicate that Microsoft Corporation is accelerating its move away from single-path dependency on OpenAI towards a multi-model strategy. Through Azure AI Foundry, Microsoft Corporation has already supported models from various companies such as OpenAI, Anthropic, Mistral, and DeepSeek. Strengthening their own models will give Microsoft Corporation greater control over inference costs and higher autonomy in meeting different demands. Revolutionizing the Windows platform: rewriting code, hardcore collaboration with chip giants to embrace edge-side AI The deep integration of hardware and systems is the biggest highlight of this Build conference, and it is also the core battle for Microsoft Corporation to completely shed the label of "inefficient productivity tool" and compete head-on with Apple Inc.'s macOS ecosystem in the high-end PC market. In the past, Apple Inc. has long dominated the high-end PC market against Windows with the advantage of its M-series chips and unified memory architecture. This time, Microsoft Corporation is teaming up with the world's most powerful AI chip camps to launch a "surgical" counterattack transformation on Windows. Pavan Davuluri, head of Microsoft Corporation's Windows business, had previously hinted that they will bring something new for developers. It is reported that Microsoft Corporation will introduce a new "Windows 11 developer optimization experience," aimed at providing a distraction-free environment and pre-installing applications, tools, and scripts that meet developers' needs. More excitingly, Microsoft Corporation 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 being bloated. At the level of hardware adaptation and ecosystem outbreak, Huang Renxun completely overturned the ceiling of PC computing power in his speech yesterday. With the latest release of NVIDIA Corporation's edge-side RTX AI technology stack (including the upgraded TensorRT accelerator and RTX inference microservices) and deep integration with the underlying Windows system, Windows PCs will have an edge-side computing power limit far surpassing that of the rival Apple Inc. In the Build conference, Microsoft Corporation will demonstrate in detail how Windows can perfectly leverage the potential of high-performance chips and GPUs, running large models with billions or even trillions of parameters smoothly at the edge, without the need for internet connectivity and costly cloud API expenses. Once this hybrid AI model becomes popular, Windows PC will not only achieve a comprehensive surpass against Apple Inc.'s Mac in performance but also fully activate the developer ecosystem, turning around the passive sales situation in the high-end microcomputer market for years. Furthermore, the Arm ecosystem is also a subplot of this developer conference. With chip giants like Qualcomm (QCOM.US) and NVIDIA Corporation continuing to deepen their support for the Windows Arm ecosystem, Windows has officially overcome the past issues of high power consumption and poor battery life, directly confronting Apple Inc.'s weaknesses in energy efficiency. The Build conference will showcase the maturity progress of Windows on Arm, combined with the deep integration of WSL (Windows Subsystem for Linux) and Azure Linux, Microsoft Corporation aims to convince AI developers accustomed to the Linux environment that Windows can be the ideal "front end" connecting the Linux toolchain and enterprise management ecosystem. Security, governance, and the things that are "unsaid" Behind the celebration of desktop agents, security issues are becoming a hidden concern. An AI agent that can perform actions on behalf of users on the desktop is also an automation layer with browser sessions, local files, credentials, and terminal access permissions. The traditional permission models were never designed for this kind of "probabilistic middleware." In response to this industry pain point, it is widely expected that Microsoft Corporation will present more serious agent governance, log auditing, and permission policy control solutions at the Build conference. It is worth noting that Huang Renxun also specifically emphasized NVIDIA Corporation's deep technical advancements in AI edge-side security during his speech yesterday. With software and hardware giants reaching a consensus on runtime security defense, stricter local permission isolation and protection mechanisms will pre-emptively impose rigid security constraints on third-party open-source agent tools (such as OpenClaw) landing in the Windows system, becoming the core moat for Windows in the enterprise-level AI agent market against Apple Inc. Additionally, there are several points that have already been clearly ruled out or downplayed for this conference: Microsoft Corporation has confirmed that it will not announce Windows 12; the Xbox gaming business is not expected to occupy a significant agenda; and consumer-level visual changes to Windows are also not the focus.