Nvidia Chip Reload, Edge Copilot & Meta’s Profit Squeeze — Daily Pulse 07-29-25

29/07/2025 7 min Temporada 2 Episodio 12

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Episode Synopsis

On today’s humanAi Daily Pulse:1️⃣ Nvidia books 300 K fresh H20 GPUs with TSMC after the U.S. export pause eases—keeping holiday gadget prices in check. 2️⃣ Microsoft adds a free Copilot Mode to Edge, promising fewer tabs and voice-driven bookings. 3️⃣ Wall Street frets that Meta’s “superintelligence” spending spree won’t lift this quarter’s profits. 4️⃣ Beijing startup Zhipu open-sources GLM-4.5, giving developers a powerful new agent model. 5️⃣ Data-label up-and-comer Micro1 targets a $500 M valuation as annotation wars heat up.Host Edward Jacak breaks down why each headline matters for your wallet, workflow, and next side hustle—plus quick steps you can take today.Keywords (comma-separated) AI, Artificial Intelligence, Nvidia H20, Microsoft Edge Copilot, Meta Earnings, Zhipu GLM-4.5, Open-Source AI, Data Labeling, Micro1, humanAi Daily Pulse, Sixth City Publishing📋 Show-Notes Table Time Story Source URL 00:00 Nvidia Orders 300 K H20 Chips From TSMC as China Demand Roars Back https://www.reuters.com/world/china/nvidia-orders-300000-h20-chips-tsmc-due-robust-china-demand-sources-say-2025-07-29/ 02:10 Microsoft Adds AI “Copilot Mode” to Edge Browser https://www.reuters.com/business/microsoft-launches-ai-based-copilot-mode-edge-browser-2025-07-28/ 04:05 Meta’s ‘Superintelligence’ Spending Spree May Not Pay Off Yet https://www.reuters.com/business/metas-year-bold-superintelligence-bets-unlikely-pump-profits-2025-07-29/ 06:00 China’s Zhipu Releases Open-Source GLM-4.5 Model for AI Agents https://www.reuters.com/technology/chinas-ai-startup-zhipu-releases-open-source-model-glm-45-2025-07-28/ 08:05 Micro1 Seeks $500 M Valuation as Data-Label Wars Heat Up https://www.reuters.com/business/scale-ai-competitor-micro1-raising-funds-500-million-valuation-sources-say-2025-07-28/

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