the PC is getting local AI, the enterprise is getting a TED talk.

Satya Nadella Reinvented Microsoft Once. Can He Do It Again in the AI Era?

Microsoft CEO Satya Nadella told roughly 50 large-customer executives in Seattle in late September that AI adoption must spread "bottom up, top down, and middle up." Microsoft, valued near $4 trillion, still trails Nvidia in chips, OpenAI and Anthropic in frontier models, and Google in workplace AI, and its Copilot tool has not become pervasive. The stock is up about 7% this year, lagging megacap peers, and the company holds a Windows and Surface event Wednesday on local AI for PCs.

Source: Satya Nadella Reinvented Microsoft Once. Can He Do It Again in the AI Era? — CNBC

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Topics: satyanadella · microsoft · ai · artificialintelligence · tech · cloudcomputing · siliconvalley