Microsoft is rolling Copilot Vision into Windows — a permissioned, session‑based capability that lets the Copilot app “see” one or two app windows or a shared desktop region and provide contextual, step‑by‑step help, highlights that point to UI elements, and multimodal responses (voice or typed)...
Microsoft’s AI pivot is no longer a speculative footnote in its investor thesis — it’s the principal line item that will determine whether the company’s premium valuation is deserved or at risk of compression. The Seeking Alpha coverage that prompted this reality check argues exactly that...
NVIDIA’s new Rubin platform, unveiled at CES 2026, promises to redraw the economics and architecture of large-scale inference and agentic AI by combining a six‑chip, rack‑scale co‑design with a new AI‑native storage layer — and with headline claims of up to 10× lower inference cost and...
