Microsoft is set to make major announcements at its Windows and Surface event on October 7, 2026. The San Francisco event will feature CEO Satya Nadella and Nvidia CEO Jensen Huang, pointing to a focus on AI-powered personal computing.

Microsoft is expected to spotlight new Surface devices, potentially including the Surface Laptop Ultra. The devices could use new chip technology to run AI applications locally.

The event comes as Microsoft seeks to revive its Windows and Devices revenue streams, which have lagged behind its high-growth Azure cloud division. The company hopes that bringing AI capabilities to its hardware and operating system will encourage consumers and businesses to upgrade their PCs.

Investors will be watching for details on pricing, availability and the capabilities of the new hardware and software.