Microsoft is preparing a big update for its Windows operating system. Currently at version 11, the company is gearing up for the launch of Windows 12, which is supposed to bring a monumental shift in the tectonic plates of the regular PC user experience. Enhanced by AI, the Windows 12 OS should utilize many features like generative AI, large language models, some GPT integration, and many other tools that could benefit AI, like photo editors. The confirmation for the Windows 12 launch coming in 2024 is sourced from the Taiwanese Commercial Times, which analyzed comments from Barry Lam, the founder and chairman of PC contract manufacturer Quanta, and Junsheng (Jason) Chen, the chairman and chief executive of Acer.

Both of them underscored the importance of AI and that AI PCs are coming with the next version of Windows. Supposedly, the launch date for Windows 12 is set for June 2024. In that timeframe, hardware vendors should roll out their SoCs embedding AI processing elements at every silicon block. Qualcomm is set to debut its Snapdragon Elite X SoCs in mid-2024, aligning with the alleged release schedule of Windows 12. With more players like NVIDIA, AMD, and others planning to utilize an Arm instruction set for their next-generation PC chips, we expect to see Windows 12 get full-fledged support for Arm ISA and treat it like a first-class citizen in the OS.

Dell Technologies announces financial results for its fiscal 2024 third quarter. Revenue was $22.3 billion, down 10% year-over-year. The company generated operating income of $1.5 billion and non-GAAP operating income of $2 billion, down 16% and 17% year-over-year, respectively. Diluted earnings per share was $1.36, and non-GAAP diluted earnings per share was $1.88. Cash flow from operations for the third quarter was $2.2 billion, driven by profitability and strong working capital performance. The company has generated $9.9 billion of cash flow from operations throughout the last 12 months.

Dell ended the quarter with remaining performance obligations of $39 billion, recurring revenue of $5.6 billion, up 4% year-over-year, and deferred revenue of $29.1 billion, up 7% year-over-year, primarily due to increases in software and hardware maintenance agreements. The company's cash and investment balance was $9.9 billion.

Let the games begin - this GFN Thursday brings the highly anticipated Call of Duty: Modern Warfare III to the cloud, the first Activision title on GeForce NOW as part of the NVIDIA and Microsoft partnership. It's joined by Call of Duty: Modern Warfare II and Call of Duty: Warzone - all three titles can be played from one central location via the Call of Duty logo on GeForce NOW.

And it's the most wonderful time of the year - over 65 games are joining the GeForce NOW library in December, with 15 available to stream this week. Plus, stream GeForce NOW on the go and get console-quality controls by simply snapping a mobile device into a Backbone One controller. For a limited time, Backbone is offering a 30% discount for premium GeForce NOW members starting today in the Rewards Portal. Free-level members can claim the discount starting Dec. 7.

NVIDIA's most recent FY3Q24 financial reports reveal record-high revenue coming from its data center segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted NVIDIA's business in the region. Despite strong shipments of NVIDIA's high-end GPUs—and the rapid introduction of compliant products such as the H20, L20, and L2—Chinese cloud operators are still in the testing phase, making substantial revenue contributions to NVIDIA unlikely in Q4. Gradual shipments increases are expected from the first quarter of 2024.

The US ban continues to influence China's foundry market as Chinese CSPs' high-end AI server shipments potentially drop below 4% next year
TrendForce reports that North American CSPs like Microsoft, Google, and AWS will remain key drivers of high-end AI servers (including those with NVIDIA, AMD, or other high-end ASIC chips) from 2023 to 2024. Their estimated shipments are expected to be 24%, 18.6%, and 16.3%, respectively, for 2024. Chinese CSPs such as ByteDance, Baidu, Alibaba, and Tencent (BBAT) are projected to have a combined shipment share of approximately 6.3% in 2023. However, this could decrease to less than 4% in 2024, considering the current and potential future impacts of the ban.

Over the past few days, the OpenAI drama has continued to give more details about the relationship between OpenAI's board, employees, and even the executive layer of the company. As we have covered previously, the OpenAI board on last Friday, November 17, fired the company's CEO, Sam Altman. Over the weekend, Mr. Altman was approached by Microsoft CEO Satya Nadella and offered to lead the AI unit within the Redmond giant; however, the employment was not yet finalized. Today, we learned that Sam Altman has reached an agreement with the board to return to OpenAI along with Greg Brockman and many other OpenAI employees.

After starting a wave of posts on the X/Twitter platform saying, "OpenAI is nothing without its people," the employees of OpenAI signed a letter requesting the board to bring back Sam Altman. With the deal now happening, employees are expected to continue working for OpenAI under Sam Altman's leadership. The new initial board of OpenAI is composed of Bret Taylor (Chair), Larry Summers, and Adam D'Angelo. Sam Altman said in a post on X: "i love openai, and everything i've done over the past few days has been in service of keeping this team and its mission together. when i decided to join msft on sun evening, it was clear that was the best path for me and the team. with the new board and w satya's support, i'm looking forward to returning to openai, and building on our strong partnership with msft." While Microsoft CEO Satya Nadella added "We are encouraged by the changes to the OpenAI board. We believe this is a first essential step on a path to more stable, well-informed, and effective governance. Sam, Greg, and I have talked and agreed they have a key role to play along with the OAI leadership team in ensuring OAI continues to thrive and build on its mission. We look forward to building on our strong partnership and delivering the value of this next generation of AI to our customers and partners."

On Friday, the AI world was caught by storm as the board of directors of OpenAI, the maker of ChatGPT and other AI software, fired its CEO, Sam Altman. According to multiple sources reporting the state of OpenAI, Sam Altman was stunned by the board's decision of his removal, where the company published a public statement with many remarks, primarily informing the public that "Mr. Altman's departure follows a deliberative review process by the board, which concluded that he was not consistently candid in his communications with the board, hindering its ability to exercise its responsibilities. The board no longer has confidence in his ability to continue leading OpenAI."

After Sam Altman's leave, Greg Brockman, president and co-founder of OpenAI, announced that he was also leaving the company. Satya Nadella, CEO of Microsoft, and other investors have stepped in to lead negotiations between the OpenAI board and Sam Altman to return to his position as the CEO of the non-profit company. However, according to The Information, Sam Altman will not be returning as the CEO, and instead, Emmett Shear will be appointed as the interim CEO of OpenAI. It is also reported that the departure of Sam Altman is now being followed by three senior researchers, Jakub Pachocki, Aleksander Madry, and Szymon Sidor, who have left the company to follow Sam Altman's next adventure. They wanted to go back to OpenAI if Mr. Altman would return; however, with Emmett Shear now being appointed as interim CEO, the company is in shambles with its senior staff employment in question.Update 15:30 UTC: Sam Altman has joined Microsoft alongside Greg Brockman to lead Microsoft's advanced AI research efforts; additionally with hundreds of OpenAI staff wanting to do projects under Sam Altman's lead. Apparently there are 700 members of staff, and 505 of them plan to follow Mr. Altman and Mr. Brockman under Microsoft's wing.

Ansys has collaborated with TSMC and Microsoft to validate a joint solution for analyzing mechanical stresses in multi-die 3D-IC systems manufactured with TSMC's 3DFabric advanced packaging technologies. This collaborative solution gives customers added confidence to address novel multiphysics requirements that improve the functional reliability of advanced designs using TSMC's 3DFabric, a comprehensive family of 3D silicon stacking and advanced packaging technologies.

Ansys Mechanical is the industry-leading finite element analysis software used to simulate mechanical stresses caused by thermal gradients in 3D-ICs. The solution flow has been proven to run efficiently on Microsoft Azure, helping to ensure fast turn-around times with today's very large and complex 2.5D/3D-IC systems.

In collaboration with Microsoft, Durabook today announced the availability of Windows 11 Secured-core PCs for its mobile rugged computing portfolio. The Durabook S15 Rugged Laptop and U11 Rugged Tablet with advanced Windows 11 security are immediately available to protect sensitive data for professionals on the move.

Mobile, Rugged, Secure for a Perilous World
Executives, military officers, and other professionals who work in potentially hazardous environments are often responsible for highly sensitive data such as financial information, classified intelligence, and intellectual property. They are also often on the road where their computing devices are exposed to abundant cybersecurity threats, including malware and firmware attacks. These attacks are in addition to the physical perils such as being dropped, exposed to dust and potentially combustible fine particulate in the air, extreme temperatures, high humidity and water intrusion.

Today at Microsoft Ignite, AMD and Microsoft featured how AMD products, including the upcoming AMD Instinct MI300X accelerator, AMD EPYC CPUs and AMD Ryzen CPUs with AI engines, are enabling new services and compute capabilities across cloud and generative AI, Confidential Computing, Cloud Computing and smarter, more intelligent PCs.

"AMD is fostering AI everywhere - from the cloud, to the enterprise and end point devices - all powered by our CPUs, GPUs, accelerators and AI engines," said Vamsi Boppana, Senior Vice President, AI, AMD. "Together with Microsoft and a rapidly growing ecosystem of software and hardware partners, AMD is accelerating innovation to bring the benefits of AI to a broad portfolio of compute engines, with expanding software capabilities."

During its Ignite conference, Microsoft introduced a duo of custom-designed silicon made to accelerate AI and excel in cloud workloads. First of the two is Microsoft's Azure Cobalt 100 CPU, a 128-core design that features a 64-bit Armv9 instruction set, implemented in a cloud-native design that is set to become a part of Microsoft's offerings. While there aren't many details regarding the configuration, the company claims that the performance target is up to 40% when compared to the current generation of Arm servers running on Azure cloud. The SoC has used Arm's Neoverse CSS platform customized for Microsoft, with presumably Arm Neoverse N2 cores.

The next and hottest topic in the server space is AI acceleration, which is needed for running today's large language models. Microsoft hosts OpenAI's ChatGPT, Microsoft's Copilot, and many other AI services. To help make them run as fast as possible, Microsoft's project Athena now has the name of Maia 100 AI accelerator, which is manufactured on TSMC's 5 nm process. It features 105 billion transistors and supports various MX data formats, even those smaller than 8-bit bit, for maximum performance. Currently tested on GPT 3.5 Turbo, we have yet to see performance figures and comparisons with competing hardware from NVIDIA, like H100/H200 and AMD, with MI300X. The Maia 100 has an aggregate bandwidth of 4.8 Terabits per accelerator, which uses a custom Ethernet-based networking protocol for scaling. These chips are expected to appear in Microsoft data centers early next year, and we hope to get some performance numbers soon.

NVIDIA today introduced an AI foundry service to supercharge the development and tuning of custom generative AI applications for enterprises and startups deploying on Microsoft Azure.

The NVIDIA AI foundry service pulls together three elements—a collection of NVIDIA AI Foundation Models, NVIDIA NeMo framework and tools, and NVIDIA DGX Cloud AI supercomputing services—that give enterprises an end-to-end solution for creating custom generative AI models. Businesses can then deploy their customized models with NVIDIA AI Enterprise software to power generative AI applications, including intelligent search, summarization and content generation.

Microsoft on Tuesday began rolling out Windows 11 23H2, the year's major update to its PC operating system. This release sees a major integration of AI into several features across the OS. To begin with, Microsoft Copilot, which made its debut with 365 and Office, is getting integrated with Windows. Powered by Bing Chat, Copilot is a GPT-based chatbot that not just gathers information from web-search, but can also be made to do a variety of OS level functions. For example, you can ask it to pair a Bluetooth device, or find something on your machine, find stuff within the files of your machine. The WIN+C key now brings up Copilot. Next up, Microsoft Paint gets its biggest feature update, with the generative AI-based Paint Cocreator feature. Not only will Paint assist your brush-strokes, in getting the shapes and contents right, but much like Stable Diffusion and Midjourney, Paint now has a prompt-based image generation feature. For now, Paint Cocreator is being released as a preview feature.

Microsoft Clipchamp, the video editor included with Windows, now has a set of generative AI enhancements of its own, with tools such as Auto Compose, which assists in building a movie with scenes, getting the sequence of clips and transitions right, getting the effects and filters right; and audio features such as narration and background score. Clipchamp also has integration with social platforms including Tik Tok, YouTube, and LinkedIn. Snipping Tool, the screengrab application of Windows, now gets a couple of AI enhancements too, such as scanning an image to extract and redact information. Photos gets AI-accelerated image recognition and categorization. Much like Google Photos, you can look for a picture by describing what you're looking for. As with each such annual major release, Microsoft will be releasing 23H2 in a phased manner through Windows Update, but if you're impatient and want to immediately update, or perform a clean installation, visit the link below.

DOWNLOAD: Windows 11 23H2 (Installation Assistant, Media Creator, ISOs)

Unlock the rich history and stories of two remarkable civilizations—The Mountain Royals is now live! The exciting next expansion is available now on Steam, and the Microsoft & Xbox Stores. There so much to delve in to with two new civilizations, three new, fully-voiced campaigns, plus the newly updated Persian civilization.

Prepare to embark on a legendary journey as we introduce the "The Mountain Royals" DLC for Age of Empires II: Definitive Edition. Unlock the rich history and untold stories of two remarkable civilizations, the Armenians and Georgians, and immerse yourself in three captivating new campaigns: Tamar, Thoros the Great, and Ismail. Lead the Charge! Forge Empires! Get "The Mountain Royals" DLC Now and Conquer History Anew!

Sanctuary beckons you forth, wanderer. On November 4, at 2:30 pm PDT, a glimpse into the future of Diablo IV will be revealed live to all at BlizzCon. Join associate game director Brent Gibson, production director Tiffany Wat, lead game producer Kalyeigh Calder, game director Joe Shely, and associate director of community Adam Fletcher, who will introduce content releasing during Season of Blood and beyond.

On the first day of BlizzCon, Q&A questions for the Campfire Chat will be gathered in-person from a box in the Diablo hall, along with any from social media. Then, we'll have a Q&A segment at the end of the stream where the team will answer questions collected from the community.

Apparently if you say "day one with Game Pass" three times in front of your mirror nothing actually happens, and you did that for nothing. But we do happen to have a bunch of day one games coming soon (and available today), so let's dive in!

Available Today
Headbangers: Rhythm Royale (Cloud, Console, and PC)—Available on day one with Game Pass: Headbangers puts you and 29 others into the eye of the Pigeon while you battle it out in rhythmic challenges to find out who is the ultimate Master Headbanger. Compete against each other in mind-bending musical minigames, screw over your competitors with powerups, and collect Crumbs to customize your very own Pigeon!

Accompanying The Mountain Royals expansion will be an update including a massive rework of the Persian civilization! This update will be available to everyone who owns the base game of Age of Empires II: Definitive Edition, whether you have purchased the upcoming The Mountain Royals expansion or not. Prepare to embark on a legendary journey in "The Mountain Royals" DLC for Age of Empires II: Definitive Edition. Unlock the rich history and untold stories of two remarkable civilizations, the Armenians and Georgians, and immerse yourself in three captivating new campaigns: Tamar, Thoros the Great, and Ismail.

The Persian Civilization Identity
As more civilizations were released through additional expansions, we found the Persian civilization was slowly becoming less unique and their primary identity as a Knight civilization had become less meaningful. We strived for the way the Persians are represented in-game to incorporate additional design, while representing their rich history, creating more unique tools for the Persian civilization's toolbox. We wanted to provide you with more interesting strategic choices, and ways for you to engage your opponents, all while representing them from the early Middle Ages to late empire.

The story of the MSX platform, as it celebrates its 40th anniversary, is one of the games industries remarkable journeys that has left a powerful imprint on the world of technology and entertainment. Born in June 1983, the MSX, an acronym for "Machines with Software eXchangeability", emerged as a pioneering force that not only connected continents but also people through the magic of computing.

The birth of the MSX was a momentous event, an ambitious undertaking that materialized through the visionary partnership of Microsoft and ASCII Corporation. Their shared vision was clear: to create a standardized computing platform that would foster compatibility and ease of software development across a myriad of hardware manufacturers. What began as an idea soon evolved into a global phenomenon, revolutionizing the way people interacted with computers and forever altering the course of gaming history.

Microsoft just released a transformative new update to Windows Ink for Windows 11, the component that includes applications and features based on pen/stylus based input. With this latest update, you can input text into the text input box or form of any modern UI application by simply writing over it using a pen/stylus, on a device with a touchscreen sensitive enough for pen-based input methods. Windows Ink does the handwriting-to-text input conversions for Windows 11. This should come especially handy when you're trying to input text with special characters, Math input, or Chemistry input. The update to Windows Ink is part of a non-security Update Preview Microsoft released for Windows 11, which is documented under KB5031455. To get it, simply make Windows 11 check for updates.

Cisco today unveiled the next milestone of its ongoing work with NVIDIA to deliver AI-powered meetings for hybrid workers. Cisco announced the launch of Room Kit EQX and the expansion of its Cinematic Meetings capabilities—both powered by NVIDIA's AI engine—with the goal of enhancing collaboration experiences with audio and video intelligence and enabling more equitable hybrid meetings.

"In order for people to want to come to the office, companies must fundamentally reimagine and reconfigure workspaces to provide seamless and immersive collaboration experience," said Jeetu Patel, Executive Vice President and General Manager, Cisco Security and Collaboration. "Our collaboration with NVIDIA helps make this possible as we expand our portfolio of AI-powered solutions that unlock the potential of hybrid workers."

According to sources close to Reuters, NVIDIA is reportedly developing its custom CPUs based on Arm instruction set architecture (ISA), specifically tailored for the client ecosystem, also known as PC. NVIDIA has already developed an Arm-based CPU codenamed Grace, which is designed to handle server and HPC workloads in combination with the company's Hopper GPU. However, as we learn today, NVIDIA also wants to provide CPUs for PC users and to power Microsoft's Windows operating system. The push for more vendors of Arm-based CPUs is also supported by Microsoft, which is losing PC market share to Apple and its M-series of processors.

The creation of custom processors for PCs that Arm ISA would power makes the decades of x86-based applications either obsolete or in need of recompilation. Apple allows users to emulate x86 applications using the x86-to-Arm translation layer, and even Microsoft allows it for Windows-on-Arm devices. We are left to see how NVIDIA's solution would compete in the entire market of PC processors, which are expected to arrive in 2025. Still, the company could make some compelling solutions given its incredible silicon engineering history and performant Arm design like Grace. With the upcoming Arm-based processors hitting the market, we expect the Windows-on-Arm ecosystem to thrive and get massive investment from independent software vendors.

Realizing the full potential of next-generation deep learning requires highly efficient AI infrastructure. For a computing platform to be scalable and cost efficient, optimizing every layer of the AI stack, from algorithms to hardware, is essential. Advances in narrow-precision AI data formats and associated optimized algorithms have been pivotal to this journey, allowing the industry to transition from traditional 32-bit floating point precision to presently only 8 bits of precision (i.e. OCP FP8).

Narrower formats allow silicon to execute more efficient AI calculations per clock cycle, which accelerates model training and inference times. AI models take up less space, which means they require fewer data fetches from memory, and can run with better performance and efficiency. Additionally, fewer bit transfers reduces data movement over the interconnect, which can enhance application performance or cut network costs.

If you're looking to build a city, build a team, or build a to-play-next list of games, we have updates for you. Some games you'll remember from seeing at gamescom or at our Xbox Games Showcase, and we have a few new announcements - excited to get to the game play!

Available Today:
Like A Dragon: Ishin! (Cloud, Console, and PC)
Take up the sword as Sakamoto Ryoma and venture to Kyoto to find your father's killer, clear yourself of a framed murder, and restore your honor. In doing so, you will bring an end to the samurai era and forever change the future of Japan. Draw your blade and join the revolution in this heated historical adventure.

Microsoft Corporation (Nasdaq: MSFT) ("Microsoft") and Activision Blizzard, Inc. (Nasdaq: ATVI) ("Activision Blizzard") today announced that, in connection with the previously announced merger of Activision Blizzard with and into a wholly owned subsidiary of Microsoft (the "Merger"), with Activision Blizzard surviving the Merger as a wholly owned subsidiary of Microsoft, Microsoft has commenced offers to Eligible Holders (as defined herein) to exchange (each an "Exchange Offer" and collectively, the "Exchange Offers") any and all outstanding notes issued by Activision Blizzard as set forth in the table below (the "Existing Activision Blizzard Notes") for up to $3,650,000,000 aggregate principal amount of new notes issued by Microsoft (the "New Microsoft Notes") and cash.

Concurrently with the Exchange Offers being made by Microsoft, Activision Blizzard is, upon Microsoft's request, soliciting consents from Eligible Holders (each, a "Consent Solicitation" and, collectively, the "Consent Solicitations") to adopt certain proposed amendments to each of the corresponding indentures governing the Existing Activision Blizzard Notes to eliminate certain of the covenants, restrictive provisions and events of default from such indentures (with respect to the corresponding indenture for such Existing Activision Blizzard Notes, the "Proposed Amendments"). Eligible Holders may deliver their consent to the Proposed Amendments only by tendering Existing Activision Blizzard Notes of the applicable series in the Exchange Offers and Consent Solicitations. Eligible Holders may not deliver a consent in a Consent Solicitation without tendering Existing Activision Blizzard Notes in the applicable Exchange Offer and Eligible Holders may not tender Existing Activision Blizzard Notes without also having been deemed to deliver a consent.

After almost two years, Microsoft has finally closed the $68.7 billion deal and acquired Activision Blizzard. Confirmed by Phil Spencer, head of gaming at Microsoft, the deal comes after the final approval from UK's Competition and Markets earlier today. The acquisition puts Activision Blizzard, developers Infinity Ward, Raven Software, Sledgehammer Games, Treyarch, Toys for Bob, Beenox and High Moon Studios, as well as the mobile game maker King, which is known for its Candy Crush game, all under Xbox Game Studios.

In case you missed it, Microsoft announced its intention to acquire Activision Blizzard back in January 2022, after which it started its battle with various regulators, including UK's CMA, the European Commission, the US Federal Trade Commission, and others. In its extensive statement, Phil Spencer, head of gaming at Microsoft, once again confirmed that they will continue to make more games available in more places, as it promised to the European Commission, and they can now start the work to bring all those franchises to Game Pass and other platforms. Earlier this week, Activision Blizzard confirmed it expected to start adding titles to Game Pass in 2024, if the aforementioned deal goes through.

According to sources close to The Information, Microsoft is supposed to unveil details about its upcoming custom silicon design for accelerating AI workloads. Allegedly, the incoming chip announcement is scheduled for November during Microsoft's annual Ignite conference. Held in Seattle from November 14 to 17, the conference is supposed to show all of the work that the company has been doing in the field of AI. The alleged launch of an AI chip will undoubtedly take center stage in the announcement, as the demand for AI accelerators has been so great that companies can't get their hands on GPUs. The sector is mainly dominated by NVIDIA, with its H100 and A100 GPUs powering most of the AI infrastructure worldwide.

With the launch of a custom AI chip codenamed Athena, Microsoft hopes to match or beat the performance of NVIDIA's offerings and reduce the cost of AI infrastructure. As the price of H100 GPU can get up to 30,000 US Dollars, building a data center filled with H100s can cost hundreds of millions. The cost could be winded down using homemade chips, and Microsoft could be less dependent on NVIDIA to provide the backbone of AI servers needed in the coming years. Nevertheless, we are excited to see what the company has prepared, and we will report on the Microsoft Ignite announcement in November.