Microsoft Build 2026: Live updates from Satya Nadella's keynote including Windows, Copilot and more — 2026-06-02

## Short Segments ByteDance and Oracle are making a strategic shift by adopting Arm's in-house AGI CPU, marking a significant move away from traditional x86 architecture. This development, confirmed by Arm CEO René Haas at Computex, highlights Arm's transition from a licensor to a silicon vendor, with its AGI CPU now powering data centers for major players like Meta and Oracle. This shift underscores Arm's ambition to dominate the AI compute market, leveraging its power-efficient architecture to meet the growing demands of AI infrastructure. As Arm expands its reach beyond mobile devices into AI-driven data centers, the landscape of server technology is poised for transformation. Alphabet is raising $80 billion to bolster its AI infrastructure, underscoring the escalating financial demands of AI development. The capital raise, which includes a $10 billion investment from Berkshire Hathaway, aims to expand Alphabet's AI compute capabilities to meet surging demand from enterprises and consumers. This move places Alphabet in direct competition with other tech giants like Anthropic and OpenAI, who are also heavily investing in AI infrastructure. As the race for AI dominance intensifies, Alphabet's substantial investment highlights the critical role of capital in scaling AI solutions and services. Uber is set to launch its next robotaxi initiative in Munich, partnering with Autobrains and Nvidia. This move targets Germany's automotive hub, leveraging a less sensor-heavy approach to autonomy. By integrating Autobrains' AI driving system with Nvidia's DRIVE platform, Uber aims to scale its autonomous ride-hailing services across Europe. This initiative reflects a strategic shift towards using existing vehicle platforms rather than developing specialized cars, potentially reducing costs and accelerating deployment. As Uber expands its robotaxi footprint, Munich becomes a critical testing ground for this new approach. Impulse Space has secured $500 million in Series D funding, fueling its mission to enhance space mobility. Founded by SpaceX veteran Tom Mueller, the company focuses on developing spacecraft capable of maneuvering satellites and payloads in orbit. With backing from investors like Founders Fund and Lux Capital, Impulse Space plans to expand its workforce and capitalize on the growing interest in space and defense technology. This funding round, valuing the company at over $4 billion, positions Impulse Space as a key player in the burgeoning space logistics market. Microsoft's Build conference kicks off with a focus on AI integration across its product suite, but faces challenges with Copilot's monetization. As CEO Satya Nadella takes the stage, the company aims to win back developer trust amid declining confidence in Windows and GitHub. The conference, held in San Francisco, emphasizes AI's role in Microsoft's strategy, yet the low adoption of paid Copilot services presents a hurdle. This event marks a pivotal moment for Microsoft to redefine its developer relationships and address the financial viability of its AI offerings. SoftBank is reportedly in early talks to invest $800 million in Agile Robots, a Munich-based startup specializing in intelligent robotics. This potential investment would see SoftBank contributing over $300 million, supporting Agile Robots' development of robot arms, warehouse machines, and humanoids. As the robotics industry continues to grow, SoftBank's interest in Agile Robots highlights the increasing demand for advanced automation solutions. This funding round could further solidify Agile Robots' position as a leader in the global robotics market. ## Feature Story Microsoft's Build 2026 conference in San Francisco is a pivotal moment for the tech giant as it seeks to redefine its relationship with developers through a strong focus on AI. CEO Satya Nadella's keynote is expected to unveil significant advancements in AI integration across Microsoft's product ecosystem, particularly with Windows and Copilot. The conference, held at the Fort Mason Center, marks Microsoft's return to San Francisco after a decade, underscoring its commitment to engaging with the developer community in a more intimate setting. As Microsoft reshuffles its business around AI, the Build conference serves as a platform to showcase its latest AI tools and strategies. The introduction of "Agent Mode" as the default across several Office 365 Copilot products highlights Microsoft's push to embed AI deeply into its offerings. However, the backdrop of low Copilot adoption presents a challenge, as the company must address the financial sustainability of its AI initiatives. In the broader context, Microsoft's efforts at Build 2026 come amid fierce competition in the AI space, with rivals like Google and OpenAI making significant investments in AI infrastructure. The conference is not just about product announcements; it's a strategic move to regain developer trust and demonstrate Microsoft's leadership in AI innovation. As the event unfolds, the tech industry will be watching closely to see how Microsoft navigates these challenges and opportunities, potentially reshaping its future in the AI-driven landscape.