Competition is intensifying over platforms that optimise multiple AI models with internal corporate data so AI can better understand organisations and execute tasks. Enterprise software companies are treating such platforms, which help AI grasp corporate context and play an operating system role, as strategically important. Microsoft, Snowflake, Adobe and SAP have highlighted products and strategies focused on context layers, governance and services for AI agents, while interest also rises in PCs and chips running AI locally.

Microsoft on June 2 unveiled a new operating system, Project Solara, tailored for AI agents at its annual Build 2026 developer conference in San Francisco. Project Solara is designed on Android rather than Windows and focuses on running AI agents across devices such as smart speakers, security badges and earbuds. Microsoft also showed two concept devices, including a desk concept with face-unlock access to AI agents. It also introduced a Surface RTX Spark Dev Box with an Nvidia RTX Spark chip and 128GB unified memory. CEO Satya Nadella said Windows AI APIs would expand to more PCs, supporting CPU, GPU and NPU.