Microsoft stock
Microsoft and NVIDIA announced a strategic hardware partnership at Computex 2026 on May 31, 2026, with the unveiling of the Surface Laptop Ultra. Featuring NVIDIA's new RTX Spark (N1X) silicon and supporting configurations up to 128GB of RAM, the device represents a major shift toward high--performance ARM--based Windows computing. This move is intended to optimize local AI workloads and challenge the traditional x86 monopoly in the high--end enterprise and creator segments.