The European Commission has preliminarily concluded that Microsoft breached EU antitrust rules by tying its Teams communication product to Office 365 and Microsoft 365 productivity suites. The Commission considers Microsoft dominant in the global SaaS productivity applications market and is concerned that since at least April 2019, the company has been unfairly promoting Teams by bundling it with core productivity applications.

This practice allegedly restricts competition in the communication and collaboration products market, prevents customers from choosing whether to acquire Teams, and may limit interoperability with competitors' products. The Commission fears this could hinder innovation and harm customers in the European Economic Area, potentially violating Article 102 of the TFEU, which prohibits abuse of a dominant position.

TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling. Following establishing a significant AI training server infrastructure in 2024, these CSPs are expected to actively expand into edge AI in 2025. This expansion will include the development of smaller LLM models and setting up edge AI servers to facilitate AI applications across various sectors, such as manufacturing, finance, healthcare, and business.

Moreover, AI PCs or notebooks share a similar architecture to AI servers, offering substantial computational power and the ability to run smaller LLM and generative AI applications. These devices are anticipated to serve as the final bridge between cloud AI infrastructure and edge AI for small-scale training or inference applications.

The first reviews of a notebook with Qualcomm's Snapdragon X Elite SoC have appeared today, and it looks like the promised performance isn't quite there. And yes, all the reviews that went live today are all based on Asus' Vivobook S 15 OLED, so it might be a bit too early to state that Qualcomm isn't delivering on its claimed performance, as other manufacturers might deliver better performance. Let's start with the battery life. The Vivobook S 15 OLED comes with a 70 Wh battery pack which enables it to deliver better battery life than many AMD or Intel notebooks, but Apple's MacBook Air 15 M3 delivers on average a 40 percent better battery life, with a smaller 66.5 Wh battery pack. Browsing the web or watching movies aren't really too taxing for the Snapdragon X Elite, but under heavier loads the battery life drops off a cliff.

When it comes to application performance, the Snapdragon X Elite offers good multicore performance in benchmarks like Cinebench 2024 and PCMark 10, but it falls way behind in most other tests, ranging from video encoding to file extraction and document conversion, with Intel Core Ultra 7 155H based notebooks often pulling ahead by 50 percent or more. Despite being equipped with LPDDR5X-8448 memory, the Snapdragon X Elite falls behind in both the memory copy and write tests in AIDA64 compared to the Intel powered laptops. However, it's not all doom and gloom, as the Qualcomm chip delivers an impressive memory latency of a mere 8.1 ns, compared to 100+ for the Intel based laptops. It also outclasses the Intel laptops when it comes to memory read performance.

Microsoft has made a last-minute decision to pull its much-debated "Recall" feature from the Windows 11 24H2 update set to launch on June 18th. Instead, the company will roll out Recall as a preview through the Windows Insider Program while it works to build user trust and address security concerns. Recall, one of the flagship features of 24H2, creates a searchable 30-day timeline of a user's activities including files, webpages, and screenshots. However, since its announcement on May 20th, Recall has faced heavy criticism over potential privacy risks from storing user data in unencrypted plain text files. Security researcher Kevin Beaumont labeled Recall a "security nightmare" after finding it logged activities to a SQLite database accessible by non-admin accounts. This raised alarms about the depths of user behavior tracked and stored locally on PCs.

Initially, Microsoft had planned for Recall to be enabled by default in 24H2. However, following the backlash, the company backtracked on June 7th, making it an opt-in feature requiring Windows Hello authentication and adding encryption. Those adjustments were still not enough to satisfy Microsoft. In a new blog post, the firm stated Recall did not yet meet its "own standards of quality and security" and that it "must be trustworthy, secure and robust" before a wider rollout. By moving Recall to the Insider Program for further testing and refinement, Microsoft is giving itself more time to get the technology right and rebuild user confidence. A future blog will provide instructions for Insiders to preview Recall on compatible Copilot+ PCs with added security protections.

Few days ago at the Xbox Games Showcase, Microsoft has pulled a rather neat surprise, announcing Gears of War: E-Day, which will be developed by The Coalition in Unreal Engine 5. Microsoft did not go into a lot of details, reveling just a few story details about this prequel to the first Gears of War and releasing the official announce trailer. Thankfully, Microsoft and the developer now shared a bit more story and technical details, also confirming that the game will support ray traced lighting, reflections, and shadows.

In an extensive blog over at the Xbox Wire, Microsoft and The Coalition talk about the story behind the Gears of War: E-Day, which will follow younger versions of the original heroes, Marcus Fenix and Dom Santiago, going back to where it all started with the fight against the Locust invasion. The Creative Director Matt Searcy and Brand Director Nicole Fawcette were keen to note that the developer is working hard to recreate and improve the third-person action, storytelling, and all other things we expect from Gears of War game.

Microsoft has unexpectedly halted the rollout of the upcoming Windows 11 24H2 update to Windows Insiders on the Release Preview Channel. The pause was quietly announced through an update to the original release blog post, which had initially touted the preview's new features like Wi-Fi 7 support, Sudo for Windows, Rust in the Windows kernel, and various UI enhancements. Microsoft has not provided an official reason for hitting the brakes on the 24H2 preview rollout. Brandon LeBlanc, the Windows Insider Senior Program Manager, simply stated, "We are working to get it rolling out again shortly."

However, a glimpse at the Microsoft Feedback Hub reveals a multitude of issues reported by Insiders testing the 24H2 build. Complaints range from application freezes and performance degradation to VPN connectivity problems. Some users have even taken to social media to voice their frustrations, with one describing the Arm version as a "disastrous, worst 'release' preview I can remember." The Release Preview Channel is typically recommended for commercial users and those wanting to test upcoming Windows releases before general availability. Meanwhile, the Dev Channel caters to users who are comfortable with instability and rough edges. As The Register notes, the current situation echoes Microsoft's troubled rollout of the Windows 10 October 2018 Update, which contained a data deletion bug.

Arm CEO Rene Haas predicts that SoCs based on the Arm CPU machine architecture will beat x86 in the Windows PC space in the next 5 years (by 2029). Haas is bullish about the current crop of Arm SoCs striking the right balance of performance and power efficiency, along with just the right blend of on-chip acceleration for AI and graphics, to make serious gains in this market, which has traditionally been dominated by the x86 machine architecture, with chips from just two manufacturers—Intel and AMD. On the other hand, Arm has a vibrant ecosystem of SoC vendors. "Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%." Haas said, in an interview with Reuters.

Currently, Microsoft has an exclusive deal with Qualcomm to power Windows-on-Arm (WoA) Copilot+ AI PCs. Qualcomm's chip lineup spans the Snapdragon Elite X and Snapdragon Elite Plus. This exclusivity, however, could change, with a recent interview of Michael Dell and Jensen Huang hinting at NVIDIA working on a chip for the AI PC market. The writing is on the wall for Intel and AMD—they need to compete with Arm on its terms: to make leaner PC processors with the kinds of performance/Watt and chip costs that Arm SoCs offer to PC OEMs. Intel has taken a big step in this direction with its "Lunar Lake" processor, you can read all about the architecture here.

During the Xbox Games Showcase today, Microsoft revealed its upcoming disc-less Xbox Series X console, alongside an upgraded Xbox Series X with 2 TB of storage and a white XBox Series S with 1 TB of storage. The disc-less SKU will be known as the Xbox Series X 1 TB Digital Edition and it will at least initially, only be available in what Microsoft calls Robot White. As the name implies, it will sport 1 TB of storage and Microsoft says it's the "perfect option for digital-first players to experience the speed and performance of Xbox Series X".

The new 2 TB SKU will be known as the Xbox Series X - 2 TB Galaxy Black Special Edition and as you can see on the pictures below, it has a rather interesting pattern made up of grey and green sparkling plastic moulded into the black. The Xbox Series S - 1 TB in Robot White is simply getting half a terabyte of extra storage over the current model and it means that the white and black Series S consoles will have storage parity. However, the press release suggests that the black model might be discontinued in favour of the white model. The Xbox Series X - 1 TB Digital Edition will retail for $449.99/€499.99, with the Xbox Series X - 2 TB Galaxy Black Special Edition coming in at $599.99/€649.99 and finally the Xbox Series S - 1 TB in Robot White will cost $349.99/€349.99. All three models will be available later this year.

AMD, Broadcom, Cisco, Google, Hewlett Packard Enterprise (HPE), Intel, Meta and Microsoft today announced they have aligned to develop a new industry standard dedicated to advancing high-speed and low latency communication for scale-up AI systems linking in Data Centers.

Called the Ultra Accelerator Link (UALink), this initial group will define and establish an open industry standard that will enable AI accelerators to communicate more effectively. By creating an interconnect based upon open standards, UALink will enable system OEMs, IT professionals and system integrators to create a pathway for easier integration, greater flexibility and scalability of their AI-connected data centers.

Microsoft on Wednesday made the DirectSR API Preview available to game developers through the DirectX GitHub. The API aims to simplify implementation of super-resolution technologies with games. A super-resolution technology renders your game at a lower resolution that your display resolution, and upscales it to your display resolution using intelligent upscalers that attempt to reconstruct details lost to the process. This yields a significant gain in performance from the lower render resolution, and lets you max out game settings—something you could only do if your hardware was up to it. By default, DirectSR provides an upscaling technology based on AMD FSR 2.2, but the API looks for the best available technology available with the graphics drivers that are supported by the game. All three discrete GPU makers responded positively to DirectSR.

NVIDIA today announced at Microsoft Build new AI performance optimizations and integrations for Windows that help deliver maximum performance on NVIDIA GeForce RTX AI PCs and NVIDIA RTX workstations. Large language models (LLMs) power some of the most exciting new use cases in generative AI and now run up to 3x faster with ONNX Runtime (ORT) and DirectML using the new NVIDIA R555 Game Ready Driver. ORT and DirectML are high-performance tools used to run AI models locally on Windows PCs.

WebNN, an application programming interface for web developers to deploy AI models, is now accelerated with RTX via DirectML, enabling web apps to incorporate fast, AI-powered capabilities. And PyTorch will support DirectML execution backends, enabling Windows developers to train and infer complex AI models on Windows natively. NVIDIA and Microsoft are collaborating to scale performance on RTX GPUs. These advancements build on NVIDIA's world-leading AI platform, which accelerates more than 500 applications and games on over 100 million RTX AI PCs and workstations worldwide.

Today at Microsoft Build, AMD (NASDAQ: AMD) showcased its latest end-to-end compute and software capabilities for Microsoft customers and developers. By using AMD solutions such as AMD Instinct MI300X accelerators, ROCm open software, Ryzen AI processors and software, and Alveo MA35D media accelerators, Microsoft is able to provide a powerful suite of tools for AI-based deployments across numerous markets. The new Microsoft Azure ND MI300X virtual machines (VMs) are now generally available, giving customers like Hugging Face, access to impressive performance and efficiency for their most demanding AI workloads.

"The AMD Instinct MI300X and ROCm software stack is powering the Azure OpenAI Chat GPT 3.5 and 4 services, which are some of the world's most demanding AI workloads," said Victor Peng, president, AMD. "With the general availability of the new VMs from Azure, AI customers have broader access to MI300X to deliver high-performance and efficient solutions for AI applications."

During yesterday's Microsoft Event, in addition to the new AI features and Surface devices, the company also announced its new Surface Pro Flex wireless keyboard, compatible with the Surface Pro 8, 9, 10, and 11 models. Officially called "Surface Pro Flex Keyboard with Slim Pen," the wireless keyboard is a $449.98 add-on keyboard that doesn't include Microsoft's Surface Slim Pen 2, only an indentation at the top of the keyboard to charge it. So, without a pen, what does the keyboard offer? According to Microsoft, up to 41 hours of continuous typing while detached, a dedicated Copilot key, and a touchpad with a vibration function for haptic feedback. The touchpad can have varying pressure levels, and applications can use it to build different functionalities.

Its thin and light design measures 289x221x5.25 mm with a weight of 340 g. The dedicated Copilot key summons the AI assistant and all the functionality Microsoft plans for its Windows 11 integration, which has been completely revamped for AI. The material choice is a Alcantara polyester-blend, which can be difficult for maintenance, and the keyboard is sold in either black or bright sapphire colors, becoming available on June 18th. Interestingly, given the name "Surface Pro Flex Keyboard with Slim Pen" and a price tag of $449.98, it is intriguing as to why Microsoft doesn't bundle the Surface Slim Pen 2 with the keyboard, as it is designed with a dedicated wireless charging indentation for the pen.

AMD on Monday said that its 2024 Computex Keynote address slated for June 3, will see a slew of next-generation product announcements. "Join us as Dr. Lisa Su delivers the Computex 2024 opening keynote and shares the latest on how AMD and our partners are pushing the envelope with our next generation of high-performance PC, data center and AI solutions," the brief release said.

AMD is widely expected to unveil its next-generation Ryzen 9000 "Strix Point" mobile processors for AI PCs capable of powering the recently announced Microsoft Copilot+, its next-generation Ryzen 9000 "Granite Ridge" desktop processors, its 5th Generation EPYC "Turin" server processors, and possibly even its next-generation Radeon RX RDNA 4 generation. At the heart of all its processor announcements is the new "Zen 5" CPU microarchitecture that's expected to introduce an over 10% IPC improvement with significant improvements in AVX512 performance over "Zen 4," which should benefit certain kinds of AI workloads.

Starting Q3 2024 in time for the holiday season, Intel's upcoming client processors (code-named Lunar Lake) will power more than 80 new laptop designs across more than 20 original equipment manufacturers, delivering AI performance at a global scale for Copilot+ PCs. Lunar Lake will get the Copilot+ experiences, like Recall, via an update when available. Building on the success of Intel Core Ultra processors and with the addition of Lunar Lake, Intel will ship more than 40 million AI PC processors this year.

"With breakthrough power efficiency, the trusted compatibility of x86 architecture and the industry's deepest catalog of software enablement across the CPU, GPU and NPU, we will deliver the most competitive joint client hardware and software offering in our history with Lunar Lake and Copilot+," said Michelle Johnston Holthaus, Intel executive vice president and general manager of the Client Computing Group.

Today, Microsoft and Surface introduced the fastest, most intelligent Windows PCs ever: Copilot+ PCs. The all-new Surface Pro and Surface Laptop are the ultimate Copilot+ PCs, delivering incredible performance, all-day battery life and brand-new AI experiences. They showcase the beauty and innovation that happens at the intersection of software and hardware.

Surface was created to lead the PC industry with innovation and technology that showcases the best of Microsoft and empowers our customers to achieve more. We've been at the forefront of new PC categories, with thoughtful designs and new features that inspire our customers. And as we dive into the new wave of AI, Surface continues to put our customers first.

Today, at a special event on our new Microsoft campus, we introduced the world to a new category of Windows PCs designed for AI, Copilot+ PCs. Copilot+ PCs are the fastest, most intelligent Windows PCs ever built. With powerful new silicon capable of an incredible 40+ TOPS (trillion operations per second), all-day battery life and access to the most advanced AI models, Copilot+ PCs will enable you to do things you can't on any other PC. Easily find and remember what you have seen in your PC with Recall, generate and refine AI images in near real-time directly on the device using Cocreator, and bridge language barriers with Live Captions, translating audio from 40+ languages into English.

These experiences come to life on a set of thin, light and beautiful devices from Microsoft Surface and our OEM partners Acer, ASUS, Dell, HP, Lenovo and Samsung, with pre-orders beginning today and availability starting on June 18. Starting at $999, Copilot+ PCs offer incredible value. This first wave of Copilot+ PCs is just the beginning. Over the past year, we have seen an incredible pace of innovation of AI in the cloud with Copilot allowing us to do things that we never dreamed possible. Now, we begin a new chapter with AI innovation on the device. We have completely reimagined the entirety of the PC - from silicon to the operating system, the application layer to the cloud - with AI at the center, marking the most significant change to the Window platform in decades.

Today HP Inc. unveiled a new class of next-generation AI PCs at Microsoft's AI Vision Event designed for the AI era to empower people to work and create more meaningfully. The way we live and work is no longer confined to a desk; we are creating at home, from the office, and everywhere in between. At the same time, AI is rapidly changing everything, including consumer and professional expectations for productivity and creativity. More than half of early tech adopters believe AI will save them time, and 72% of business leaders believe AI will help employees focus on more productive work. Additionally, developers are releasing a steady stream of AI-enabled software designed for new experiences and capabilities that can only be unlocked with next-gen AI PCs.

To capitalize on both flexible work and AI, HP has created a new category of devices crafted for work and creation. Today, HP unveiled the HP OmniBook X AI PC and HP EliteBook Ultra AI PC, HP's first next-gen AI PCs built from the ground up with the latest ARM architecture to harness the most powerful AI technologies.

During the Copilot+ debut, Microsoft and global OEMs announced PCs powered by Snapdragon X Elite and Snapdragon X Plus - the only devices that are capable of bringing Copilot+ experiences to life today. The leading AI technology and performance efficiency of these platforms will power this groundbreaking new category, as Copilot+ revolutionizes how users interact with their PCs. Together, Qualcomm Technologies, Inc. and Microsoft are taking intelligent computing to the next level and transforming the PC experience.

Qualcomm Technologies is restoring performance leadership to the Windows PC ecosystem with our leading NPU powered by Snapdragon X Elite which delivers the highest NPU performance per watt for laptops, up to 2.6X vs. M3 and up to 5.4X vs. Core Ultra 7. With the integrated Qualcomm Hexagon NPU architecture, it can deliver up to 24 TOPS/watt peak performance in uses cases like Super Resolution and with our leading Qualcomm Oryon CPU, Snapdragon X Elite leads in performance per watt, matching competitor peak PC CPU performance at 60% less power.

There's no doubt the AI PC revolution is here. We're as excited now about the future of the PC as we were when Michael founded the company 40 years ago. New transformative AI experiences will bring enhanced productivity and efficiency to the hands of consumers and professionals alike. Those with an AI PC will never look back, and everyone will want to be part of the action. We're here to lead the way.

As part of the Dell AI Factory's growing AI devices and infrastructure offerings, Dell expands our broad portfolio of AI PCs and workstations with the introduction of the most Copilot+ PCs powered by Snapdragon X Elite and Snapdragon X Plus processors. This brand-new class of devices transforms your AI PC experience with extraordinary performance and battery life, upleveled productivity and powerful security. Our five new laptops, XPS 13, Inspiron 14 Plus, Inspiron 14, Latitude 7455 and Latitude 5455, offer a range of consumer and commercial options that deliver exceptional speed and AI performance to elevate computing and simplify tasks. So, whether you're a business professional looking to spend more time on strategic work and less time on tedious to-dos, or you're a student looking to prioritize your studies while being untethered to a desk, we have you covered.

Today, Lenovo launched the Lenovo Yoga Slim 7x and Lenovo ThinkPad T14s Gen 6, its first next generation Copilot+ PCs powered by Snapdragon X Elite. As the PC industry enters a new phase of the artificial intelligence era, Lenovo is poised to offer new levels of personalization in personal computing across its PC portfolio. Intelligent software-powered local processing of tasks, and increased productivity, creativity, and security, these Copilot+ PC's combine to deliver a whole new experience in PC interaction. Lenovo is expanding its already comprehensive portfolio of AI-ready devices, software, and optimized services with two new laptops for consumers and business users—the Lenovo Yoga Slim 7x and the Lenovo ThinkPad T14s Gen 6.

Powered by Qualcomm Technologies' new Snapdragon X Elite processor featuring the 12-core Qualcomm Oryon CPU, Qualcomm Adreno GPU and a dedicated Qualcomm Hexagon NPU (neural processing unit), the new laptops deliver leading PC performance per watt with the fastest to date AI NPU processing up to 45 trillion operations per second (TOPS). With the latest enhancements from Microsoft and Copilot+, users can now access Large Language Model (LLM) capabilities even when offline, offering seamless productivity and creativity. The latest Lenovo laptops allow users to tap into the extensive Copilot+ knowledge base, empowering them to explore endless creative possibilities. By leveraging generative AI and machine learning, Copilot+ assists in composing compelling text, crafting engaging visuals, and streamlining common productivity tasks. With the ability to work offline with the same fluidity as online, the Yoga Slim 7x and the ThinkPad T14s Gen 6 set new standards in AI PC innovation, promising a futuristic and streamlined user experience for end users.

Acer today launched its first Copilot+ PC with the Swift 14 AI laptop, in collaboration with Microsoft and Qualcomm Technologies, Inc., ushering in a new AI era with brand new user experiences and AI capabilities on Windows 11. The Swift 14 AI has multiple device models, powered by Snapdragon X Elite and Snapdragon X Plus platforms, and both feature one of the world's fastest NPUs for laptops to enable on-device AI processing. Users can streamline everyday tasks with smarter PC functions and tackle complex workloads more effectively.

"Engineered for AI from the inside out, the Swift 14 AI is the first among many Acer Copilot+ PCs to come," said Jerry Kao, COO, Acer Inc. "These next-generation AI PCs see significant leaps in AI processing power, unlocking brand new experiences that we know users will love."

Samsung Electronics today unveiled the Galaxy Book4 Edge, the next-generation of AI PCs. With 45 TOPS NPU AI computing performance and cutting-edge hybrid AI integrations, the Galaxy Book4 Edge amplifies the PC experience and offers the most hyperconnected mobile AI ecosystem yet. Together, Samsung and leading industry partners are propelling AI innovation and unleashing a next-generation AI PC with the Galaxy Book4 Edge.

"The Galaxy Book4 Edge expands our vision of AI connectivity—bridging the gap between mobile and PC, while democratizing AI experiences that change the way we operate each and every day," said TM Roh, President and Head of Mobile eXperience Business at Samsung Electronics. "This next-generation AI PC unlocks new levels of computing performance, made possible by our proven Samsung Galaxy interface and open collaboration with industry leaders to bring our users world-class hardware and software solutions."

Razer, the leading global lifestyle brand for gamers, is thrilled to announce a new partnership with Xbox and Ninja Theory for Senua's Saga: Hellblade II, the highly anticipated sequel to the critically acclaimed Hellblade: Senua's Sacrifice. In this exciting collaboration, Razer will be designated as the Exclusive Audio Marketing Partner for the narrative-led experience, further solidifying its commitment to delivering superior audio experiences for gamers.

"Our partnership with Ninja Theory for Senua's Saga: Hellblade II epitomizes Razer's dedication to elevating gaming audio. The precision and innovation in our products like the Leviathan V2 Pro and BlackShark V2 Pro ensure every gamer experiences the rich, immersive audio that Senua's Saga: Hellblade II deserves." said Barrie Ooi, Razer's Head of PC Gaming Division.

A product roadmap leak at leading PC OEM Dell, disclosed the tentative launch dates of several future generations of processors by Intel, AMD, and Qualcomm. The slide was detailing hardware platforms for future revisions of the company's premium XPS notebooks. Given that Dell remains one of the largest PC OEMs, the dates revealed in the leaked slides are highly plausible.

In chronological order, Dell expects Intel's Core Ultra 200V series "Lunar Lake-MX" processor in September 2024, which should mean product unveilings at Computex. It's interesting to note that Intel is only designing "Lunar Lake" for the -MX memory-on-package segment. This chip squares off against Apple's M3, M4, and possibly even the M3 Pro. Intel also has its ambitious "Arrow Lake" architecture planned for the second half of 2024, hence the lack of product overlap—there won't be an "Arrow Lake-MX."