Episode Details

Amazon's custom chips sold out for 18 months, Microsoft warns against over-relying on Copilot, and Perplexity surges 50% Amazon is making a bold power move with self-developed AI chips that are completely sold out for the next year and a half, signaling a major shift away from Nvidia dominance. Meanwhile, Microsoft is pumping the brakes on its own AI darling Copilot, warning users not to depend on it too heavily for critical decisions—a surprisingly candid moment from the tech giant.