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    Microsoft AI Capex Strategy: Rising Spend, Margin Outlook

    Microsoft’s latest repositioning — accepting higher near‑term capital spending to secure AI capacity while insisting margins will remain intact — is a deliberate trade that reshapes the company’s risk/reward profile for enterprises, investors, and Windows‑centric IT teams alike. The Seeking...
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    • Replies: 16
    • Forum: Windows News
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    Copilot Actions in Windows 11: AI Agents That Act on Your Desktop

    Microsoft’s latest Windows 11 preview introduces Copilot Actions — an agentic capability that can actually open apps, manipulate files, click UI elements and execute multi‑step workflows on your behalf — running inside a purpose‑built, visible “agent workspace” that Microsoft says is isolated...
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    • Replies: 1
    • Forum: Windows News
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    Perplexity Comet Plus: A Revenue-Sharing Model for AI News

    Perplexity’s latest play changes the calculus of how AI services can — and might — compensate the news ecosystem: the company’s Comet Plus subscription promises to funnel a substantial share of revenue back to publishers whose work is surfaced by its AI assistant and browser, while also arriving...
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    • Replies: 0
    • Forum: Windows News
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