You'vegot a newversionofWindowspoweredby A.I. thatbasicallymeansyouhaveyourown A.I. agentonyourowndevice. Howwillthis A.I. poweredhardwareexperiencebetotallydifferentfromwhatwe'veseenbefore. FirstofallthankyousomuchforhavingmeEmily. Andyeah I meanit's really a groundupyouknowreimaginationfromSilicon. Sowehave a new S.O.C. thathasthe N.P.U. Sothinkaboutitaswe'vealwayshadCPUsandGPUsandnowyouhaveneuralprocessingunitstoinfactlocallyprocessthese A.I. models. Wehave 40 plus A.I. modelsthatarelocalonWindowsmachinesthatthenarebeingusedby a varietyofexperiencesthatwehavebuiltintoWindowsstartingwiththisphotographicmemoryfeaturecalledrecallwhichisjustphenomenal. AndofcourseCopilotisbuiltintoWindowsandCopilotisjustnotanapp. It's sortof a shellaffordancethat's goingtobethereassistingyouasyou. You'llbeshort a demoofsomebodyplayingMinecraftandyouknowmejustsharingmyMinecraftscreenwithCopilotandCopilothelpsmefinallybeascompetitivewithmydaughteronMinecraftasalwaysdreamedof. Right. Andsoandthenofcoursethethirdparties I meanAdobeshowedhowthey'rebringingallofwhattheydotoCopilotplusPCsandandmanymanymoreotherdevelopers. Soit's anexcitingdayforustohave a completerethinkonthefullstackofWindowsfortheage. I betyou'reprettygoodonMinecraft. Just a hunch. Thisnewfeaturerecallmeansyourcomputerbasicallyhas a photographicmemoryofeverythingyoudoonitandthespeedatwhichthisisallhappeningisjustsofast. Itseemssounprecedented. Howwillthisreallymakethingsdifferentforconsumersandchangeourdailyroutines. Yeah I thinkifyouthinkaboutthePCithasalwaysbeenaboutyouknowcreatingthingsright. Whichisit's aboutbeingabletosynthesizelotsofinformationcreatenewinformationpassbetterjudgmentgaininsightsandactright. That's whatyousortofdoon a PC. AIisanassistant.
AIhelpsyouas a asanenduserdoanythingright. Oneofthemostbeautifuldemostodaywaseventhisthingcalledco-createright. I aminpaintand I'm painting a nicespringSeattledayand I wantmountainswithwildflowersand I cannowhavetheAIassistantthatpainterinmenowcanbeinspiredbyAI. Butultimately I'm theonepaintingand I getthatsatisfaction. I feeloneofthethingsthat's beenoneofmyco-workerswastellingmewhenher 5 yearoldissayingforthefirsttimegivemedesignertime. That's whatfelt. Youknowitfeelslikeinthelate 80s andtheearly 90s whenweallgotfellinlovewithPCs. Thatwaswhatreallygotusgoingwhichistheabilitytousecomputerstocreate. And I thinkthisAIisjustgoingtotakeittothenextlevel. MicrosofthashadtroublekeepingupwithsomeofthenewcuttingedgeMacsandyoudiddo a lotofsidebysidecomparisonstoday. Haveyounarrowedthegaptoday. Truly. AndhowmuchsharedoyouthinkyoucantakefromApple. Well I mean I thinktodaywas a daywherewebroughtsomeoftheeffortsthatwehavehadfor a longtimeallintofocusandreallybroughtcohesivenesstothat. Right. Forexamplewe'vebeenonthisjourneytobring a callthatarmbasedPCsfor a while. FinallywenowhavethebestonprocessorswhicharereallytheperformanceoftheCPUitselfiscuttingedge. Thenyoucombineitwiththe N.P.U. andtheseexperiences. I thinkwearenowgoingtostartjustlikeyouknowwhenitcomestothecloud. Letmetakeanotherone. Right. Whichiswhenwewerewecamefromsecondandbecame a leaderintheAIageonthecloud. I hopeonthePCwebringgoodcompetition. I meanApplehasdone a fantasticjob. WenowwanttobringrealcompetitionbacktothewindowsversusMacwhenitcomestotheage. You'vebeendoing a lotofuniquedealstomovequickly. Forexamplethe 650 milliondollarinvestmentininflection. Youhiredtheteam. Youhiredtheco-founderMustafaSuleyman. Areyouatallworriedthatregulatorsaregoingtocrackdownoninvestmentsandaquahiresthewaytheyhavecrackeddownon M&A. Likedoyouwishyoucouldbebuyingthesecompaniesoutright. I meanlook I meantheregulatorshavetodowhattheyhavetodotomakesurethatultimatelythere's competition. Right. I meanifthatisthecasethen I think I thinkoneofthefundamentalthingsthat I thinkallregulatorsneedtostaygroundedoniswhereiscompetition. Whatarethesourcesofcompetitionandhowtofosterthem. Tomethat's whatwearedoingrighttoday. Thereisformidableamountofcompetitionright. Whetheritisbetweenthebigplayersorthesmallplayersandthere's partnershipsarealso a sourceofcompetition. So I don't thinkthatthisisaboutanyonecompanyacquiringornotacquiring. Butit's aboutcompetition. Andaslongasregulatorsfocusedonthatandwefocusonit I thinkwe'llbefine. Microsoftjusttook a bigstakeintheAbuDhabi A.I. Company G 42. BradSmithjoinedtheboard. Thisis a companythatatleastatonepointhadtiestoChina. Sotheredoseemtobesomebiggeopoliticalimplicationshere. Isthisyourplayin a techcoldwar. Youknowfirstofallyouknowitisimportantforustobegroundedinthefactthatwe're a multinationalcompanybutthatalsohappenstobeanAmericancompany. Sowedidthispartnershipwith G 42 andtheUAEwithsortoftherealinvolvementofthe U.S. governmentaswellwherethe U.S. governmenthasnowanassuranceprogramwiththeUAEwhichboththegovernment. It's a statetostateagreement. Andthatallowedusinfactcreatedtheconditionsfor G 42 andMicrosofttocometogether.
You'vegot a newversionofWindowspoweredby A.I. thatbasicallymeansyouhaveyourown A.I. agentonyourowndevice. Howwillthis A.I. poweredhardwareexperiencebetotallydifferentfromwhatwe'veseenbefore. FirstofallthankyousomuchforhavingmeEmily. Andyeah I meanit's really a groundupyouknowreimaginationfromSilicon. Sowehave a new S.O.C. thathasthe N.P.U. Sothinkaboutitaswe'vealwayshadCPUsandGPUsandnowyouhaveneuralprocessingunitstoinfactlocallyprocessthese A.I. models. Wehave 40 plus A.I. modelsthatarelocalonWindowsmachinesthatthenarebeingusedby a varietyofexperiencesthatwehavebuiltintoWindowsstartingwiththisphotographicmemoryfeaturecalledrecallwhichisjustphenomenal. AndofcourseCopilotisbuiltintoWindowsandCopilotisjustnotanapp. It's sortof a shellaffordancethat's goingtobethereassistingyouasyou. You'llbeshort a demoofsomebodyplayingMinecraftandyouknowmejustsharingmyMinecraftscreenwithCopilotandCopilothelpsmefinallybeascompetitivewithmydaughteronMinecraftasalwaysdreamedof. Right. Andsoandthenofcoursethethirdparties I meanAdobeshowedhowthey'rebringingallofwhattheydotoCopilotplusPCsandandmanymanymoreotherdevelopers. Soit's anexcitingdayforustohave a completerethinkonthefullstackofWindowsfortheage. I betyou'reprettygoodonMinecraft. Just a hunch. Thisnewfeaturerecallmeansyourcomputerbasicallyhas a photographicmemoryofeverythingyoudoonitandthespeedatwhichthisisallhappeningisjustsofast. Itseemssounprecedented. Howwillthisreallymakethingsdifferentforconsumersandchangeourdailyroutines. Yeah I thinkifyouthinkaboutthePCithasalwaysbeenaboutyouknowcreatingthingsright. Whichisit's aboutbeingabletosynthesizelotsofinformationcreatenewinformationpassbetterjudgmentgaininsightsandactright. That's whatyousortofdoon a PC. AIisanassistant.