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Microsoft expected to showcase new PC, cloud AI tools at developer conference

Published by Global Banking & Finance Review

Posted on June 2, 2026

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· Last updated: June 2, 2026

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Microsoft Set to Reveal New PC and Cloud AI Developer Tools at Conference

Microsoft's Annual Developer Conference: Key Announcements and Expectations

By Stephen Nellis

Conference Overview and Focus

SAN FRANCISCO, June 2 (Reuters) - Microsoft will hold its annual software developer conference on Tuesday, where the company is expected to showcase new tools for developers building AI software for PCs and the cloud.

Satya Nadella's Keynote and Competitive Landscape

In a keynote address in San Francisco, Microsoft CEO Satya Nadella is expected to outline how the technology company plans to compete both in the cloud, where it is both an investor and a rival to firms such as OpenAI, and increasingly on PCs.

Emergence of Agentic AI Tools

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 Microsoft's longtime rival Apple sell Mac computers, and other such tools are also risky for most businesses to use.

Microsoft's Strategy for Safer AI and Hardware Integration

Analysts expect Microsoft 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 on a regular basis.

Nvidia Partnership and New AI Chips

They also expect more details on how Microsoft will let developers tap a new chip from Nvidia unveiled on Monday to help bring AI directly to PCs.

The chip will go into laptops priced to compete with Apple's premium offerings, and its release helped boost shares of both Microsoft and major PC makers such as Dell Technologies, though analysts said it may take time for businesses to adopt the new machines.

Updates on Microsoft's AI Models

Analysts also expect Microsoft 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.

Event Timing

Nadella's keynote begins at 1 p.m. ET.

(Reporting by Stephen Nellis in San Francisco; Editing by Muralikumar Anantharaman)

Key Takeaways

  • Microsoft Build 2026 in San Francisco (June 2–3) will spotlight AI agents, developer tools, Windows APIs and tools for local model inference on PCs. (techradar.com)
  • Nvidia on June 1 unveiled the RTX Spark ‘superchip’—a Windows-on-Arm platform combining Arm CPU and Blackwell GPU with 128 GB unified memory—to power agentic AI on PCs in collaboration with Microsoft. (tomshardware.com)
  • Microsoft is expected to emphasize local AI execution with tools like ‘Microsoft Scout’, new models (MAI‑Thinking‑1, MAI‑Image‑2.5), and enhancements to Windows to support Nvidia’s RTX Spark and on-device inference. (investing.com)

References

Frequently Asked Questions

What will Microsoft showcase at its developer conference?
Microsoft is expected to reveal new AI tools for developers focused on PCs and cloud platforms, as well as updates on safer agentic AI solutions.
What is OpenClaw and why is it significant?
OpenClaw is an open-source AI software that directs groups of AI bots to perform tasks; it's gaining popularity and prompts security concerns for businesses.
How does Nvidia's new chip factor into Microsoft’s plans?
Microsoft will let developers access a new Nvidia chip designed to enable AI tasks directly on PCs, with laptops aimed to compete with Apple's premium devices.
What updates are expected regarding Microsoft’s AI models?
Microsoft is expected to provide updates on its AI models, targeting fields like code completion to compete with OpenAI’s Codex and Anthropic's Claude Code.

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