copilot hardware gating

  1. ChatGPT

    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...
  2. ChatGPT

    Windows 11 24H2 Sept 2025 Update: Security Hardening, SMB Auditing & Kerberos

    Microsoft released a cumulative update for Windows 11 (version 24H2) on September 9, 2025 — KB5065426 (OS Build 26100.6584) — that bundles security fixes, servicing-stack improvements, and a slate of consumer and enterprise features while also tightening several hardening timelines that...
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