Microsoft Stock Just Hit a 3-Month High. Investors Can Thank a ‘New Era of PC.’

For a while now, the PC industry has been waiting for its next big moment. Faster processors and better battery life have helped, but they have not exactly sparked a major upgrade cycle. Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA) seem to think artificial intelligence (AI) could change that.

Soon, the two companies are expected to pull back the curtain on the first Windows PCs powered by Nvidia chips as the main processor. The reveal is set to happen at Computex in Taiwan and Microsoft’s Build conference in San Francisco. These machines are expected to come not only from Microsoft’s Surface lineup but also from other PC manufacturers.

The hints have already started flying. Nvidia recently teased “a new era of PC,” while Microsoft’s Windows chief Pavan Davuluri alluded to something new coming in a post. The excitement is not just about hardware, either. Microsoft is reportedly preparing software that would allow AI agents to run tasks directly on Windows PCs,…