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A new era for Windows: Can Microsoft’s longtime engine power another tech revolution?

  • Microsoft is pinning its hope on AI to give new life to Windows.
  • Windows debuted in 1985 as a “graphical operating environment which runs on the Microsoft MS-DOS operating system.”
  • Due to the success of Windows, Microsoft has vast financial resources and strategic advantages, including its own massive cloud and AI infrastructure.
  • Microsoft has been working with silicon manufacturers and PC makers to augment the CPU and GPU with a powerful new chip — a neural processing unit, or NPU — to run advanced AI programs directly on the machine.
  • The first steps into the AI era have been shaky. Microsoft’s efforts to give Windows a photographic memory with the new “Recall” feature were delayed due to security and privacy questions.
  • Despite the decline, Microsoft’s global share of the desktop PC market is still around 70%, setting it apart and giving Microsoft a platform to promote AI apps.
  • Through Windows and AI, Microsoft wants to make the operating system 'a more personalized experience than ever before.'
  • In this new era, Microsoft will tap into its ecosystem to spark third-party applications on Windows, this time taking advantage of the NPU, Microsoft Copilot, and other AI features.
  • There is huge opportunity for AI to allow users to compile code for each person on the planet, creating a new era for Windows.
  • Windows' goal is to be an orchestrator, delegating tasks to the most efficient chip for the job. But a high-level purpose, rather than glitzy new features, will be a trend going forward.

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