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Microsoft Surface Laptop and Tablets

Courtesy: Microsoft

Microsoft on Thursday unveiled new Surface computers and shared details on the release of this year’s version of Windows 11, including its embedded Copilot AI assistant, during an event in New York.

The company introduced the Surface Laptop Studio 2 and the Surface Laptop Go 3, and unveiled enterprise availability for Microsoft 365 Copilot, its supplemental AI tool for core productivity apps like Word and Excel.

Microsoft CEO Satya Nadella began the event by speaking about how the company’s Copilot AI tools will make a broad impact across its user base for consumers and enterprises.

“I mean, it’s crazy,” he said. “It’s kind of like the 90s are back. It’s exciting to be in a place where we’re bringing some software innovation and really having fun enjoying this entire journey.”

Rivals such as Atlassian, Google and Salesforce have also been racing to update their existing products with generative AI this year.

The Surface Laptop Studio 2 starts at $1,999, while the Surface Laptop Go 3 starts at $799. Both will ship with Microsoft’s revamped Windows 11 operating system, which includes its Copilot software. The new Surface models will be available Oct. 3 and are available for pre-order today, Microsoft said. 

Notably absent from the event was Panos Panay, the Microsoft executive who presented Surface computers to the public for a decade. On Monday Microsoft announced a series of leadership changes as it disclosed that Panay was leaving.

Here’s a rundown of Thursday’s news:

Windows 11 update

Microsoft’s updated Paint app for Windows 11 will allow people to create images by just typing in a few words.

Microsoft

Microsoft said it will begin rolling out the next major update to Windows 11 on Sept. 26.

The update will include the new Copilot in the Bing search engine and the Edge web browser, and people will be able to summon the Copilot by holding down the Windows key and pressing the C key.

Here are some of the key features of the new version:

Testers have gotten access to some of these features in early builds in recent months.

Copilot for advertising

Microsoft Advertising Platform will get a Copilot assistant that will be able to create advertising copy and imagery.

Microsoft

Microsoft is also incorporating generative AI into its advertising tool, although the company did not disclose when exactly it will do so.  A Copilot for the Microsoft Advertising Platform will be able to answer marketers’ questions through a chat interface.

And over time, it will help automate the process of coming up with ads. Alphabet and Meta have both been active in this area.

“Using Copilot in the Microsoft Advertising Platform, you can tailor content, design, and strategies to your branding and advertising goals, creating stunning and effective ads in minutes,” Kya Sainsbury-Carter, corporate VP for advertising at Microsoft, wrote in a blog post.

Surface Laptop Studio 2

Microsoft Surface Laptop Studio

Courtesy: Microsoft

The Surface Laptop Studio 2 has a similar look and feel to the original model that launched in 2021. It can be used like a traditional laptop with a keyboard, but customers can also lay it flat and use it like a tablet.

It offers a 13th-generation Intel Core chip, with a few options for Nvidia graphics processing units: the GeForce RTX 4050 or 4060, or the RTX 2000 Ada Generation. Models with Nvidia graphics will come with 120-watt power supplies. Or people can choose integrated graphics with Intel Iris Xe.

Microsoft has also added a single traditional USB-A port, along with a MicroSD card reader.

People can choose to include up to 64GB of RAM, compared with a maximum of 32GB in the first iteration.

The device has an 14.4-inch screen and is the “most powerful Surface ever built,” Brett Ostrum, Microsoft’s VP of Surface devices, said at the event. He added that the Surface Laptop Studio 2 is twice as fast as the previous model, and it also features an updated haptic touchpad, which is the “most inclusive touchpad on any laptop today.”

Models with 2TB of storage and Nvidia graphics boast up to 16 hours of battery life, while devices with less space and Nvidia cards can deliver up to 18 hours, while Intel graphics models have a 19-hour capacity, Microsoft said. The company claimed the inaugural Surface Laptop Studio boasted 18 hours of battery life, but CNBC found it generally lasted closer to 4.5 hours.

The new version starts at $1,999, compared with $1,599 for the original model.

Surface Laptop Go 3

Microsoft Surface Laptop Go

Courtesy: Microsoft

Surface Go 4

Microsoft Surface Go For Business

Courtesy: Microsoft

Microsoft announced the Surface Go 4, the latest miniature version of its Surface Pro tablet that’s available exclusively for organizations. The company suggested in a release that the new model could be especially useful for businesses and frontline workers.

The Surface Go 4 can be docked to a monitor, used as a laptop with a paired keyboard or like a tablet using the touch screen.

It’s powered by an Intel N200 processor. The Surface Go 4 also features an 10.5-inch touchscreen display and supports 12.5 hours of battery life, which is an increase from the 11 hours of battery life offered by the Surface Go 3.

Surface Hub 3

Surface Hub 3

Courtesy: Microsoft

Microsoft hasn’t forgotten about its Surface Hub, its large touchscreen device for use in the office.

A 85-inch model and a smaller 50-inch option offer organizations an easy way to join Teams video calls. During Teams calls, software will be able to remove the background from various participants and adjust their sizes, Microsoft product marketing director Frank Buchholz wrote in a blog post.

The smaller version can switch between portrait and landscape modes. Two people can simultaneously draw or write on the devices with Surface Hub Pens or Surface Slim pens.

Microsoft is touting 60% better performance in the main processor of these devices and a 160% bump for their graphics processing units.

Microsoft 365 Copilot release for big businesses

Large organizations will be able to start paying for Microsoft 365 Copilot starting Nov. 1.

The launch could provide a financial boost to Microsoft 365, formerly known as Office 365, a key part of the business that had 382 million commercial seats in the fiscal third quarter. Microsoft said enterprises can call their account representatives to get started.

Companies that participated in the tool’s early access program will be given first chance to deploy the software, which will cost $30 per person per month on top of Microsoft 365’s existing costs. Microsoft has also started allowing some small businesses into the early access program.

“In the testing that we’ve already done with preview customers, you’re in a meeting, you can have a meeting summary, and the AI can summarize the entire meeting and give it to you in bite-sized chunks, Yusuf Mehdi, the new head of Surface and Windows at Microsoft, told CNBC’s Steve Kovach.

“If you missed the meeting, you can tell me what happened out of it, you can say to get action items, what did my boss say, when was I mentioned, and you can get all that. That time is unbelievably precious, and for $30 a month, it’s an incredible value. People really love that capability.”

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India is betting $18 billion to build a chip powerhouse. Here’s what it means

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India is betting  billion to build a chip powerhouse. Here’s what it means

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on Feb. 25, 2025.

Nurphoto | Nurphoto | Getty Images

India wants to become a global chip major, but the odds are steep: competition is fierce, and India is a late entrant in the race to make the most advanced chips.

In 2022, when the U.S. restricted exports of its advanced AI chips to China to curb Beijing’s access to cutting-edge technology, a global race for semiconductor self-reliance began.

For India, it offered an opportunity: the country wants to reduce dependence on imports, secure chips for strategic sectors, and capture a bigger share of the global electronics market shifting away from China.

India is one of the world’s largest consumers of electronics, but it has no local chip industry and plays a minimal role in the global supply chain. New Delhi’s “Semiconductor Mission” aims to change that.

The ambition is bold. It wants to create a full supply chain — from design to fabrication, testing and packaging — on Indian soil.

As of this month, the country has approved 10 semiconductor projects with total investment of 1.6 trillion rupees ($18.2 billion). These include two semiconductor fabrication plants, and multiple testing and packing factories.

India also has a pool of engineering talent that is already employed by global chip design companies.

Yet progress so far has been uneven, and neither the investments nor talent pool is enough to make India’s chip ambitions a reality, say experts.

“India needs more than a few fabs or ATP facilities (i.e., more than a few “shiny objects.”) It needs a dynamic and deep and long-term ecosystem,” said Stephen Ezell, vice president for global innovation policy at the Information Technology and Innovation Foundation, a science and technology policy think tank.

Ezell says that leading semiconductor manufacturers consider “as many as 500 discrete factors” before they set up multi-billion-dollar fab investments. These include talent, tax, trade, technology policies, labor rates and laws and customs policies — all areas where India has work to do.

New Delhi’s policy push

In May, the Indian government added a new element to its chip ambition: a scheme to support electronic component manufacturing, addressing a critical bottleneck.

Until now, chipmakers had no local demand for their product as there are hardly any electronic component manufacturing companies, such as phone camera companies, in India.

Researchers inside the semiconductor fabrication lab at the Centre for Nano Science and Engineering, at the Indian Institute of Science, in Bangalore.

Manjunath Kiran | Afp | Getty Images

But the new policy offers financial support to companies producing active and passive electronic components, creating a potential domestic buyer-supplier base that chip manufacturers can plug into.

In 2022, the country also pivoted from its strategy of providing superior incentives to fabrication units making chips of 28nm or less. When it comes to chips, the smaller the size, the higher the performance with improved energy efficiency. These chips can be used in new technologies like advanced AI and quantum computing by packing more transistors into the same space.

But this approach wasn’t helping India develop its nascent semiconductor industry, so New Delhi now covers 50% of the project costs of all fabrication units, regardless of chip size, and of chip testing and packing units.

Fab companies from Taiwan and the U.K., and semiconductor packaging companies from the U.S. and South Korea have all shown interest in aiding India’s semiconductor ambitions.

“The Indian government has doled out generous incentives to attract semiconductor manufacturers to India,” said Ezell, but he stressed that “those sorts of investments aren’t sustainable forever.”

The long road

The biggest chip project in India currently is the 910-billion-rupee ($11 billion) semiconductor fabrication plant being built in Prime Minister Narendra Modi’s home state of Gujarat by Tata Electronics, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corp.

The unit will make chips for power management integrated circuits, display drivers, microcontrollers and high-performance computing logic, Tata Electronics said, which can be used in AI, automotive, computing and data storage industries.

The U.K.’s Clas-SiC Wafer Fab has also tied up with India’s SiCSem to set up the country’s first commercial compound fab in the eastern state of Odisha.

These compound semiconductors can be used in missiles, defence equipment, electric vehicles, consumer appliances and solar power inverters, according to a government press release.

“The coming 3-4 years is pivotal for advancing India’s semiconductor goals,” said Sujay Shetty, managing director of semiconductor at PwC India.

Establishing operational silicon fabrication facilities and overcoming technical and infrastructural hurdles that extend beyond incentives will be a key milestone, according to Shetty.

Opportunities beyond fab

NEW DELHI, INDIA – MAY 14: Union Minister of Railways, Information and Broadcasting, Electronics and Information Technology Ashwini Vaishnaw briefing the media on Cabinet decisions at National Media Centre on May 14, 2025 in New Delhi, India.

Hindustan Times | Hindustan Times | Getty Images

Last week, Indian minister Ashwini Vaishnaw, who was in Bengaluru to inaugurate a new office of semiconductor design firm ARM, said the British company will design the “most advanced chips used in AI servers, drones, mobile phone chips of 2 nm” from the south Indian city.

But experts say the role of local talent is likely to be limited to non-core design testing and validation, as the core intellectual property for chip designs is often held in locations like the U.S. or Singapore, where established IP regimes support such activities.

“India has sufficient talent in design space, because unlike semiconductor manufacturing and testing that has come up in the last 2 years, design has been there since 1990s,” said Jayanth BR, a recruiter with over 15 years of experience in hiring for global semiconductor companies in India.

He said global companies usually outsource “block-level” design validation work to India.

Going beyond this is something India’s government will need to solve if it wants to fulfil its semiconductor ambitions.

“India may consider updating its IP laws to address new forms of IP, like digital content and software. Of course, improving enforcement mechanisms will go a long way in protecting IP rights,” says Sajai Singh, a partner at Mumbai-based JSA Advocates & Solicitors.

“Our competition is with countries like the U.S., Europe, and Taiwan, which not only have strong IP laws, but also a more established ecosystem for chip design.”

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‘We need the smartest people’: Nvidia, OpenAI CEOs react to Trump’s H-1B visa fee

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'We need the smartest people': Nvidia, OpenAI CEOs react to Trump's H-1B visa fee

Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025.

Kent Nishimura | Reuters

Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman on Monday commented on President Donald Trump’s decision to increase the cost of hiring overseas workers on visas.

Trump on Friday announced that he would raise the fee for an H-1B visa to $100,000, leaving companies scrambling. Employers now must have documentation of the payment prior to filing an H-1B petition on behalf of a worker. Applicants will have their petitions restricted for 12 months until the payment is made, according to the White House.

Huang and Altman responded to the changes in an interview with CNBC’s Jon Fortt, where the two executives announced that Nvidia will invest $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars-worth of data centers based around the chipmaker’s AI processors.

“We want all the brightest minds to come to the U.S. and remember immigration is the foundation of the American Dream,” Huang said Monday. “We represent the American Dream. And so I think immigration is really important to our company and is really important to our nation’s future, and I’m glad to see President Trump making the moves he’s making.”

OpenAI CEO Sam Altman also expressed a positive outlook on Trump’s changes.

“We need to get the smartest people in the country, and streamlining that process and also sort of outlining financial incentives seems good to me,” Altman said.

The new $100,000 fee would be a seismic shift for U.S. technology and finance sectors, which rely on the H-1B program for highly skilled immigrants, particularly from India and China. Those two countries accounted for 71% and 11.7% of visa holders last year, respectively.

Those who already have H-1B visas and are located outside the U.S. will not be required to pay the fee in order to re-enter. Many employers use H-1B workers to fill the gaps in these highly technical roles that are not found within the American labor supply. 

— CNBC tech reporter Annie Palmer contributed to this report.

WATCH: Watch CNBC’s full interview with Nvidia CEO Jensen Huang and OpenAI leaders Sam Altman and Greg Brockman

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Here’s everything Trump is changing with H-1B visas

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Here's everything Trump is changing with H-1B visas

President Donald Trump speaks before signing executive orders in the Oval Office at the White House on September 19, 2025 in Washington, DC.

Andrew Harnik | Getty Images

President Donald Trump raised the fee for an H-1B visa to $100,000 on Friday, leaving companies scrambling to respond.

With many left wondering whether their careers will remain in tact, here’s a breakdown of the new H-1B fees:

What did Trump change?

As of Sunday, H-1B visa applications will require a $100,000 payment. Previously, visa fees ranged from $2,000 to $5,000 per application, depending on the size of the company.

Employers now must have documentation of the payment prior to filing an H-1B petition on behalf of a worker. Applicants will have their petitions restricted for 12 months until the payment is made, according to the White House.

Who does this impact?

The fee will only be applied to new H-1B applicants, not renewals or current visa holders, according to White House press secretary Karoline Leavitt. The fee will be implemented in the upcoming lottery cycle.

Those who already have H-1B visas and are located outside the U.S. will not be required to pay the fee in order to re-enter.

Leavitt also clarified that the $100,000 is a one-time payment and not an annual charge.

Exceptions can be made to any immigrant whose employment is deemed essential in the national interest by the Secretary of Homeland Security and does not pose a threat to the security or welfare of the U.S.

Employees with B visas who have start dates prior to October 2026 will also receive additional guidance in order to prevent using those temporary business visas as a workaround for H-1B visas.

Who are these workers and why are they needed?

H-1B visas allows highly skilled foreign professionals to work in specialty occupations that generally require at least a bachelor’s degree to fulfill the role. Jobs in the fields of science, technology, engineering and math, or STEM, usually qualify.

Many employers use H-1B workers to fill the gaps in these highly technical roles that are not found within the American labor supply.

Companies in the tech and finance sectors rely heavily on these specially-skilled immigrants, particularly from India and China, which accounted for 71% and 11.7% of visa holders last year, respectively.

How many H-1B visas does the tech industry use every year?

The current annual cap for H-1B visas is 65,000, along with an additional 20,000 visas for foreign professionals with a master’s degree or doctorate from a U.S. institution. A lottery system is used to select additional petitions if demand exceeds the cap.

Since 2012, about 60% or more of approved H-1B workers had computer-related jobs, according to Pew Research.

Amazon was the top employer for H-1B holders in the fiscal year 2025, sponsoring over 10,000 applicants by the end of June, according to U.S. Citizenship and Immigration Services. Microsoft and Meta had over 5,000 each, while Apple and Google rounded out the top six with over 4,000 approvals.

WATCH: CoreWeave CEO on H-1B visas: Additional fee is ‘sand in the gears’ for access to talent

CoreWeave CEO on H-1B visas: Additional fee is 'sand in the gears' for access to talent

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