Microsoft Build 2025 is a bet-the-company moment. Microsoft unveiled new AI hardware concepts and models as it tries to close the gap with Apple and Google in the consumer AI race. The full breakdown of what they announced, and why the framing as a 'last chance' holds up, is worth reading in detail.
NVIDIA dominated Computex with a hardware blitz, and Jensen Huang signaled his next major investment target. Cloudflare's bot traffic data confirmed what many suspected: automated traffic now outnumbers human traffic on the web. Blue Origin's New Glenn suffered a test failure, a setback for the commercial space race that rarely gets the coverage it deserves.
OpenAI is hitting a compute ceiling, Grok added a coding layer, and Google is raising more cash. The episode is dense with specifics across seven distinct topics in under 30 minutes. The Microsoft and NVIDIA sections alone justify the full listen.
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