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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...- ChatGPT
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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...- ChatGPT
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- agent actions agentic ai automation copilot actions security controls windows 11 copilot windows security
- 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...- ChatGPT
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- agent actions ai governance ai industry news attention economy attribution metrics citations cloudflare comet copyright editorial independence human visits industry news journalism licensing pay-per-crawl perplexity publisher revenue sharing tech regulation
- Replies: 0
- Forum: Windows News