SAN FRANCISCO, June 2 (Reuters) - Microsoft ( MSFT ) on
Tuesday kicked off its annual Build developer conference in San
Francisco, showcasing a new computer called the Surface RTX
Spark Dev Box loaded with an Nvidia ( NVDA ) chip.
In an onstage keynote, Satya Nadella, Microsoft's ( MSFT ) CEO, said
the forthcoming computer was a "dream machine." There is a wait
list to buy the computer and Nadella said he is on it, too.
Microsoft ( MSFT ) executives are expected to outline how the
technology company plans to compete in the cloud, where it is
both an investor and a rival to firms such as OpenAI, and
increasingly on PCs.
Those laptop and desktop computers are becoming home to
tools such as OpenClaw, a piece of open-source software that can
direct groups of AI bots called agents to carry out everyday
tasks for users.
But OpenClaw, which has gained popularity in China and helped
rival Apple ( AAPL ) sell Mac computers, and other such tools
are also risky for most businesses to use.
Analysts expect Microsoft ( MSFT ) to work on making such agentic AI
tools safer for businesses and the world's 1 billion users of
its Windows operating system to use regularly.
They also expect more details on how Microsoft ( MSFT ) will let
developers tap a new Nvidia ( NVDA ) chip, unveiled on Monday, to help
bring AI directly to PCs. The Surface RTX Spark Dev Box follows
a laptop that Microsoft ( MSFT ) introduced with Nvidia ( NVDA ) this week, and
Microsoft ( MSFT ) executives showed it running an AI model with 120
billion parameters - a rough measure of a model's complexity -
that most PCs would not be able to load.
The chip will go into laptops priced to compete with Apple's ( AAPL )
premium offerings, and its release helped boost shares of both
Microsoft ( MSFT ) and major PC makers such as Dell Technologies ( DELL )
, though analysts said it may take time for businesses
to adopt the new machines.
Analysts also expect Microsoft ( MSFT ) to provide updates on its own
AI models, using which it aims to compete in fields such as code
completion with OpenAI's Codex and Anthropic's Claude Code.