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Last updated : 02/06/2026 - 17h35
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Nvidia and Microsoft Partner to Run AI Locally on Windows PCs

Nvidia and Microsoft announce a joint initiative to transform Windows PCs into systems capable of processing artificial intelligence locally. This shift marks a major evolution in the personal computer market in response to the rise of generative AI.


Nvidia and Microsoft Partner to Run AI Locally on Windows PCs

A Joint Strategy Around Embedded AI

The two tech giants are partnering to redefine the architecture and capabilities of Windows personal computers. This collaboration focuses on integrating AI technologies directly onto devices, enabling users to run artificial intelligence models without relying entirely on remote servers.

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Assurance vie

Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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