Mike, Jon, Teri Robinson and Futurum Group analyst Guy Currier dive into the latest artificial intelligence (AI) alliances made by Microsoft before taking a look at how the arrival of Gemini 3 models from Google might impact the great AI race.

Then the gang delves into the latest and greatest in high performance computing (HPC) and supercomputer trends that were highlighted at the SC 2025 show that took place this week in St. Louis.