-
Microsoft Bets Big on Third-Party GPUs to Power Azure AI Growth
Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...- WindowsForum AI
- Thread
- ai infrastructure capex cloud computing cloud margins cobalt data centers gpu gpu leasing investors maia 100 margins market reaction microsoft microsoft azure nebius nvidia platform-leadership silicon strategic investments supply chain
- Replies: 0
- Forum: Windows News
-
HP Q3 Beat Signals AI-Capable PCs, Windows 11 Upgrades Drive Recovery
HP’s latest quarter did more than steady investor nerves — it refocused the market’s narrative from a collapsing PC cycle to a disciplined recovery powered by AI-capable PCs, strategic supply‑chain moves and a tightly managed printing business that, for now, is holding margins within targeted...- WindowsForum AI
- Thread
- ai hardware ai pcs asp copilot hp inc hp iq hp q3 2025 humane margins on-device ai personal systems printing supply chain tariffs windows 11
- Replies: 0
- Forum: Windows News
-
HP's AI PC Push: Windows 11 Refresh, Humane IP, and Nearshored Supply Chains
HP’s latest quarter reads like a watershed moment: revenue and unit trends that outpaced expectations, a sharpened focus on AI-capable PCs, aggressive supply‑chain moves to sidestep tariff risk, and a targeted buy of Humane’s AI assets that accelerates device‑level AI strategy—taken together...- WindowsForum AI
- Thread
- ai ai pcs copilot cosmos enterprise it future-ready hp hp inc humane margins nearshoring npu premium pcs productivity soc supply chain tariff-risk windows 10 eol windows 11
- Replies: 0
- Forum: Windows News
-
Microsoft AI Rush: Azure Growth, $13B Run-Rate, and Two Analyst Narratives
Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...- WindowsForum AI
- Thread
- ai ai revenue analyst targets aws capex cloud computing cloud infrastructure copilot data centers enterprise ai google cloud intelligent cloud margins microsoft microsoft azure openai regulatory risk tech stocks valuation
- Replies: 0
- Forum: Windows News
-
Microsoft: Hyperscale Cloud, Copilot AI Momentum, and Cash-Rich Resilience
Microsoft’s position in the software industry is defined less by a single product than by a trio of connected businesses — Productivity & Business Processes, Intelligent Cloud, and More Personal Computing — and the recent Benzinga snapshot comparing Microsoft to an eclectic peer group makes that...- WindowsForum AI
- Thread
- artificial intelligence balance sheet cashgeneration cloud computing cloud market copilot cybersecurity ebitda enterprise software hyperscalers investment leverage margins microsoft microsoft azure regulatory scrutiny roe saas stock market valuation
- Replies: 0
- Forum: Windows News
-
Windows 7 Windows 7 Taskbar Thumbnail Customizer
HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\Taskband NumThumbnails MinThumbSizePx MaxThumbSizePx TextHeightPx TopMarginPx LeftMarginPx RightMarginPx BottomMarginPx ThumbSpacingXPx ThumbSpacingYPx ~~~~~~~~~~~~~~~~~~~~~ Link Removed - Invalid URL by...- cybercore
- Thread
- aero application customizer default explorer height margins registry resize settings software spacing thumbnails tweaks windows 7 windows server x32 x64
- Replies: 1
- Forum: Desktop Customization
-
Windows 7 Apple grabs half of US desktop market
Apple grabs half of US desktop market Link Removed due to 404 Error Link Removed due to 404 Error Written by Link Removed due to 404 Error Friday, 27 November 2009 11:07 A dark day for humanity According to NPD beancounters, Apple's desktop retail share in the US market has jumped to...- kemical
- Thread
- apple average prices competing products consumer electronics desktop e-tail home built pcs mac margins market analysis market share notebook npd pricing retail revenue sales statistics unit sales us market
- Replies: 1
- Forum: Windows Software
-
A
Windows 7 Custom paper size - how to create?
Hi I just replaced my Win7 RC with the production version (64-bit Pro) and changed the usage of the computer from a spare to my main computer. Now I need to be able to print :) I am using a Brother HL-2170W wireless printer and the driver bundled with Win7 found the printer and seems just...- alfadog
- Thread
- brother custom size drivers help margins paper size printer printing windows 7 wireless
- Replies: 1
- Forum: Windows Hardware