Show Notes
Inside Amazon’s shareholder letter: Trainium demand nearly sold out, power capacity surging, and even potential chip rack sales. Plus Microsoft trims Windows 365 prices, South Korea guarantees baseline mobile data, Windows 11 tones down Copilot buttons, and Intel deepens its AI pact with Google.
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Apple delays its revamped Siri in the EU as DMA rules bite, while OpenAI quietly files for an IPO. Plus an urgent Check Point VPN patch order from CISA, Windows 11’s AI-friendly June update, and a GitHub supply-chain attack targeting AI developers.
WWDC’s AI push, Chrome’s AI-first tests, a UN warning on power and water, London Tech Week’s signals, and OpenAI’s plan changes — here’s what matters and why. Fast, clear takeaways to help you plan your week.
Build Day Two shifts from demos to delivery, as Microsoft pushes agentic app patterns and Copilot upgrades. Plus: OpenAI models land on Amazon Bedrock, the EU links AI with energy policy, the US opts for voluntary model reviews, and SpaceX’s Terafab megaproject hits a pivotal hearing.
Alphabet plans an 80 billion dollar raise as Intel unveils an inference-focused accelerator and AMD extends AM5 through 2029. Plus: Florida sues OpenAI, and a SoCal city votes on banning data centers.
Nvidia and Microsoft prepare AI-first Windows PCs as data center battles heat up nationwide. Plus: Cisco Live’s AI networking push, LA transit hack attribution to Iran, and SK hynix’s plan to cool HBM for faster AI.