Windows Weekly 1008：科技界的「Thurrott 化」

Mikah, Richard, and Paul discuss Microsoft earnings, Windows 11, RTX Spark, more earnings, AI and dev, XBOX and gaming, and more.

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Microsoft Earnings

News:

• Microsoft earned a net income of 36.6 billion on revenues of $92.3 billion in the quarter ending September 30, 2026.
• Those are both double-digit gains over the year-ago quarter, or 32 percent and 19 percent growth, respectively, year-over-year (YOY).

Analysis:

• We were promised more transparency but what we got is a mixed bag
• Microsoft is too complicated a business for only two top-level business segments
• Windows revenues from PC makers down 27 percent (!)
• XBOX gets a hard revenue number and it’s not bad
• Microsoft spent $45.2 billion on capex (AI) expenses, up 30 percent – this is not the real number – and it will get bigger
• No paid Copilot numbers, weird
• Microsoft “earned” $10 billion in revenues from OpenAI – OpenAI still owes Microsoft money – MS stake in OpenAI is down, no one said why

Windows

We talked about this last week, but I now have two sources at Microsoft confirming that Microsoft’s AI strategy is the reason it’s fixing Windows 11

Microsoft discusses its work to make Windows 11 fit in 8 GB of RAM

Microsoft Edge is first Windows browser to support accelerated app launches

Windows Insider

• Experimental and Experimental 26H1 get new inline actions for the new Windows Search

RTX Spark

• It’s been weird watching other reviewers try to figure out RTX Spark, but this much is clear: This platform is not ready
• Baby steps: A few minor victories after weeks of defeats

More Earnings

• AMD up 45 percent to $13.4 billion
• Intel up 21 percent to $16.5 billion
• Google/Alphabet up 25 percent to $127.6 billion
• Apple up 12 percent to $114.5 billion
• Amazon up 12 percent to $202 billion

AI/dev

Three and a half years after it should have happened, Anthropic, Google, Microsoft, and OpenAI agree to let sites opt out of scraping

OpenAI to unify chat and Work but not Codex

Google says schools that disable AI will lose access to Google Search – They’re integrated. It’s nice to see Google channeling Microsoft again

.NET Conf is next week and Microsoft just posted the schedule

XBOX and gaming

There was a bit of drama when XBOX COO left after only a few months on the job, and now there’s more

New titles coming to Game Pass in early November

The next Elder Scrolls game is “ES VI Sentinel”

GTA VI to rival Call of Duty – in the amount of disk space it requires

Tips and picks

App pick of the week: Start11 v3

Start11 v3 adds Start widgets and menu sharing, plus Taskbar Islands, app groups, more.

App pick of the week #2: LM Studio

It’s the obvious place to start with local AI and it works on any PC, not just an RTX Spark. Just be sure to get the right app.

RunAs Radio this week: PowerShell 7.7 and DSC 3.3 with Jason Helmick

https://runasradio.com/Shows/Show/1061

Brown liquor pick of the week: Caol Ila 12

https://www.malts.com/en-gb/distilleries/caol-ila