humanAi Daily Pulse

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


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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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humanAi Daily PulseBy Edward Jacak, Editor humanAi Insight