THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
June 5, 2026
AI Summary
5 min readMicrosoft’s Build event was supposed to be a statement. Instead, it was a mirage. The company unveiled two new AI hardware devices — a desktop hub and a wearable key card with a display — and seven new AI models. But the hardware, it turns out, is never going to ship. It was a concept, a reference design meant to inspire other companies. The hosts were blunt: “I don’t know anyone that is conceivably using Microsoft’s AI products to a larger extent.” Copilot, their flagship assistant, is behind ChatGPT and Claude. The new models, while ambitious, are reportedly three generations behind frontier models from Anthropic and OpenAI. One model, MAI Thinking One, was built from the ground up without OpenAI IP, but the overall impression was that Microsoft is still struggling to execute in AI. The best thing they’ve done in the race, one host noted, was invest in their biggest competitor.
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What you'll learn
- 1 (00:10) **Microsoft Build Event: Concept Hardware and New Models** - Microsoft unveils two AI hardware concepts (a desktop hub and a wearable key card) alongside seven new AI models, but the devices are never intended to ship.
- 2 (07:19) **NVIDIA at Computex: Vera Rubin, CPUs, and RTX Spark** - Jensen Huang unveils next-gen hardware, enters the CPU market, and announces consumer AI/gaming devices.
- 3 (12:02) **Jensen Huang's Trillion-Dollar Pick: Marvel** - Huang explicitly calls Marvel the next trillion-dollar company, highlighting networking as the next AI bottleneck.
- 4 (14:07) **Blue Origin's New Glenn Rocket Explodes** - A catastrophic test explosion at Cape Canaveral destroys the rocket and launch pad, setting back Blue Origin's satellite deployment plans.
- 5 (17:28) **Agentic Traffic Surpasses Human Traffic** - Cloudflare reports that bot/agent traffic now accounts for over 57% of all internet traffic, confirming the "dead internet" theory.
- 6 (20:40) **OpenAI CFO: Compute Sold Out Through 2027** - Sarah Friar confirms on the All-In podcast that compute is completely sold out through 2027, reinforcing that scaling laws are still holding.
- 7 (25:02) **OpenAI Launches Sites via Codex** - A new feature that turns ideas into interactive, shareable websites and apps with a single prompt.
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Guests on this episode
Show Notes
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google.
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TIMESTAMPS
0:00 Microsoft’s AI Hardware
7:07 Nvidia’s Hardware Blitz
11:53 Jensen's Next Pick
14:11 Blue Origin New Glenn Failure
17:15 Bots Outnumber Humans
20:39 OpenAI’s Compute Crunch
27:11 Grok’s New Coding Layer
29:45 Google Raises More Cash
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