MSFT Dec 2026 305.000 call

Microsoft AI PCs are a 'game changer': Analyst

At its Build conference this week, Microsoft (MSFT) announced Copilot+ PCs, which are designed to integrate artificial intelligence capabilities on its computers. RBC Capital Markets Software Equity Analyst Rishi Jaluria and Macquarie Head of US AI & Software Research Frederick Havemeyer join Market Domination to discuss the company's latest AI play. "I think the introduction of these AI PCs is actually going to be a really big game changer to getting generative AI in the hands of every knowledge worker out there," Jaluria explains. He adds that users will be able to use these small and medium language models locally, generating more AI use for general purposes. When it comes to large language models, Havemeyer says, "It's very clear to us that the technology of a generative AI model of large language models is something that will find fit with consumers over time. ChatGPT did, and I think that with the right interface and the right platform, we'll find it over time." AI is seeping into all sectors as companies seek to innovate and find efficiencies. "80% of CIOs are telling us that they are either currently in production or expect to be in production with AI over the next 12 months, so the appetite is real, the use cases are real," Jaluria explains, adding that there is still a lot of room for the technology to grow. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl