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Good morning, it is Monday, June 1, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
Nvidia basically declared war on the entire PC industry this week. Jensen Huang and Satya Nadella got on stage together at Computex to unveil the RTX Spark — Nvidia's first consumer CPU in over a decade, built with MediaTek on TSMC 3nm, Blackwell GPU inside, Arm-based. Microsoft's new Surface Laptop Ultra is the flagship, with thirty-plus devices coming from Dell, HP, and Lenovo this fall. Qualcomm, Intel, AMD — all on notice. Intel showed up with Crescent Island GPUs and new Xeons, but honestly, the day belonged to Jensen.
Apple pushed its smart glasses to late 2027. Mid-tier pricing, iPhone-connected, direct collision with Meta. Vision Pro slim? At least two years after that.
GitHub Copilot's new token billing went live June 1st and some developers watched their bills go from twenty-nine dollars to seven hundred fifty. The product logic might be right. The rollout was a trust disaster.
More tomorrow.