Microsoft and Nvidia CEOs unveil Surface Laptop Ultra AI laptop at San Francisco event
What happened
Microsoft will unveil on Wednesday a new laptop powered by Nvidia's chips, seeking to turn Windows into a platform for AI agents that can handle tasks such as writing code without having to access the cloud, Reuters reported. The Microsoft-hosted event in San Francisco, billed as an update on the Windows operating system and Surface hardware line, will feature Microsoft CEO Satya Nadella and Nvidia CEO Jensen Huang on stage together to introduce the Surface Laptop Ultra, the name of the new machine. The device runs on Nvidia's RTX Spark chips announced in June and is the culmination of years of joint work to bring tasks like coding and complex business projects directly to desktops and laptops.
Why it matters & what’s next are part of Pro, along with the audio summary.
Start your free 14-day trialWho’s affected
- MSFT (Microsoft): exposed positively — launches a flagship AI-native Windows device with the CEO on stage; signals monetization of AI agents on-device rather than purely through cloud compute costs. NVDA (Nvidia): exposed positively — entry into the Windows PC market against Intel/AMD, with Blackwell-line RTX Spark chips expanding its footprint beyond data centers
- CEO-level endorsement. INTC, AMD: exposed negatively — Nvidia is going directly after the two incumbents' last major stronghold. AAPL: exposed neutral-to-negative — Apple is pursuing the same on-device AI story with new Macs and just had to tighten Mac security over AI-agent access.
Sources