"Microsoft is hoping that Windows can once again serve as the platform where it all takes off," reports GeekWire: A new framework called Agent Launchers, introduced in December as a preview in the latest Windows Insider build, lets developers register agents directly with the operating system. They can describe an agent through what's known as a manifest, which then lets the agent show up in the Windows taskbar, inside Microsoft Copilot, and across other apps... "We are now entering a phase where we build rich scaffolds that orchestrate multiple models and agents; account for memory and entitlements; enable rich and safe tools use," Microsoft CEO Satya Nadella wrote in a blog post this week looking ahead to 2026. "This is the engineering sophistication we must continue to build to get value out of AI in the real world...." [The article notes Google's Gemini and Anthropic's Claude will also offer desktop-style agentsthrough browsers and native apps, while Amazon is developing "frontier agents" for automating business processes in the cloud.] But Microsoft's Windows team is betting that agents tightly linked to the operating system will win out over ones that merely run on top of it, just as a new class of Windows apps replaced a patchwork of DOS programs in the early days of the graphical operating system. Microsoft 365 Copilot is using the Agent Launchers framework for first-party agents like Analyst, which helps users dig into data, and Researcher, which builds detailed reports. Software developers will be able to register their own agents when an app is installed, or on the fly based on things like whether a user is signed in or paying for a subscription... Agents are meant to maintain this context across apps, ask follow-up questions, and take actions on a user's behalf. That requires a different level of trust than Windows has ever had to manage, which is already raising difficult questions for the company. Microsoft acknowledges that agents introduce unique security risks. In a support document, the company warned that malicious content embedded in files or interface elements could override an agent's instructions — potentially leading to stolen data or malware installation. To address this, Microsoft says it has built a security framework that runs agents in their own contained workspace, with a dedicated user account that has limited access to user folders. The idea is to create a boundary between the agent and what the rest of the system can access. The agentic features are off by default, and Microsoft is advising users to "understand the security implications of enabling an agent on your computer" before turning them on... There is a business reality driving all of this. In Microsoft's most recent fiscal year, Windows and Devices generated $17.3 billion in revenue — essentially flat for the past three years. That's less than Gaming ($23.5 billion) and LinkedIn ($17.8 billion), and a fraction of the $98 billion in revenue from Azure and cloud services or the nearly $88 billion from Microsoft 365 commercial.

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The Wall Street Journal profiles "the startup that is now one of a handful of chip makers nipping at the heels of Nvidia." Furiosa's AI chip is dubbed "RNGD" — short for renegade — and slated to start mass production this month. Valued at nearly $700 million based on its most recent fundraising, Furiosa has attracted interest from big tech firms. Last year, Meta Platforms attempted to acquire it, though the startup declined the offer. OpenAI used a Furiosa chip for a recent demonstration in Seoul. LG's AI research unit is testing the chip and said it offered "excellent real-world performance." Furiosa said it is engaged in talks with potential customers. Nvidia's graphic processing units, or GPUs, dominated the initial push to train AI models. But companies like Furiosa are betting that for the next stage — referred to as "inference," or using AI models after they're trained — their specialty chips can be competitive. Furiosa makes chips called neural processing units, or NPUs, which are a rising class of chips designed specifically to handle the type of computing calculations underpinning AI and use less energy than GPUs. [Founder/CEO June] Paik said Furiosa's chips can provide similar performance as Nvidia's advanced GPUs with less electricity usage. That would drive down the total costs of deploying AI. The tech world, Paik says, shouldn't be so reliant on one chip maker for AI computing. "A market dominated by a single player — that's not a healthy ecosystem, is it?" Paik said... In 2024, at Stanford's prestigious Hot Chips conference, Paik debuted Furiosa's RNGD chip as a solution for what he called "sustainable AI computing" in a keynote speech. Paik presented data showing how the chip could run the then-latest version of Meta's Llama large language model with more than twice the power efficiency of Nvidia's high-end chips. Furiosa's booth was swarmed with engineers from big tech firms, including Google, Meta and Amazon.com, wanting to see a live demo of the chip. "It was a moment where we felt we could really move forward with our chip with confidence," Paik said.

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Remember how California's government negotiated a 2024 deal where Google contributed millions to California's local newsrooms to offset advertisers moving to the search engine? "A year after it was cemented — and billed as a model that could succeed where entire countries and continents had fallen short — the agreement is tangled in budget cuts, bureaucratic infighting and unresolved questions about who controls the money," reports Politico, "leaving journalists empty-handed and casting doubt on whether the lofty experiment will ever live up to its promise." The program, initially framed as a nearly $250 million commitment over five years, has secured just $20 million in new money for journalists in its first year, with no guarantee the funding will continue. It's changed hands twice since the University of California, Berkeley withdrew its support [with school officials "worried they wouldn't have enough of a say in how the money was distributed"]. Suggestions that other big tech players like ChatGPT-maker OpenAI could front more resources haven't materialized. A $62.5 million "AI accelerator" tied to the deal hasn't been set up yet. Not a single newsroom has seen a dollar of funding, and there's no definitive timeline spelling out when they will... [The article adds later that state officials "have yet to draft precise rules for how California will decide which newsrooms get cash..."] Conversations with at least 20 people involved in the deal's rollout reveal how California's budget shortfalls and intraparty spats among Democrats scrambled it... California's struggle to launch its program has dampened hopes of replicating its model in other states such as Oregon, Illinois and New York, where lawmakers have tried but failed to make Big Tech pay for news... When [California governor] Newsom unveiled his final state budget plan in May 2025 after a $12 billion deficit suddenly scrambled the state's finances, California's first-year commitment was reduced from $30 million to $10 million. Google followed suit within days and cut its first-year contribution from $15 million to $10 million... Whether the program even continues past 2026 is also unclear. Newsom's office declined to confirm whether the state will provide its $10 million commitment to the fund in the coming 2026-27 state budget. Newsom will also be termed out in 2027, and there's no requirement for his successor to honor the state's agreement with Google.

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