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Microsoft Stocks Rise 1.4% as Local AI Shifts Compute Off Azure
GuruFocus ·
GuruFocus reports: Microsoft, the cloud and software giant , unveiled a push to run AI directly on PCs, with shares up approximately 1.4% to $529.97 at around 10:25 a.m. ET Friday. The package combines local AI models, tighter controls on desktop agents and a premium Surface laptop. The pitch is simple: put more computing power on the desk while keeping the cloud in the loop. According to Reuters, Microsoft Execution Containers limit what desktop agents can access, while Copilot splits…