Earnings: Dell, NVIDIA, and AI Server Growth

Can Microsoft's push for cloud PCs and AI-powered agents redefine where and how we work? If you keep to the defaults, Windows 11 is secure. Copilot+ PC is even more secure. But you can take additional steps to secure it either way, and you should. Plus, Paul's been trying to play different types of games, and Resident Evil Requiem is better (in his opinion) than Silent Hill f and Silent Hill 2 remake... if you want a horror game. Also, there's a cheaper new Audible plan thanks to Spotify!

Windows 11

• Shenanigans? If you use a third-party AI client in Edge Canary... you will not be amused.
• Bitwarden (TWiT sponsor) is (possibly the 1st?) third-party password manager to support passkey sign-ins on Windows 11
• New Canary, Dev, and Beta builds last Friday- Canary is more of the same, Dev/Beta get shared audio improvements, narrator improvements, new IT policies
• ASUS and Dell will soon sell Windows 365 Cloud PCs
• Google is moving Chrome to a two-week dev schedule. Should we assume Microsoft will follow suit with Edge?
• Dell is up 39 percent, but because of AI servers not PCs
• NVIDIA revenues up 73 percent to $68.1 billion

AI/dev

• OpenAI closes $110 billion funding round as the AI circle jerk continues
• Microsoft brings Copilot Tasks to consumer Copilot
• Google introduces AppFunctions for Android, it's way to make mobile apps work like MCP (be semantic), similar to what Microsoft is doing in Windows
• Windows App Development CLI updated to 0.02 with Store CLI integration and .NET project support
• Build 2026 is in San Francisco, as expected, but in June - overlap with WWDC?

Xbox and gaming

• Here come the first Game Pass titles of March
• Microsoft highlights some indie games to consider
• Xbox ROG Ally gets AI-based game recaps
• Legion Go Fold is the star of the new PCs at MWC
• Sony might be backtracking on its PC games plans
• Developing: Epic/Google settlement was approved

Tips & picks

• App pick of the week: Resident Evil Requiem
• Tip of the week: Secure your Windows 11 PC
• RunAs Radio this week: Hiring in 2026 with Suzi Edwards-Alexander
• Brown liquor pick of the week: St. Augustine Florida Straight Bourbon

Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent

Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

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