OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of the new $16.5B chip deal between Tesla and Samsung. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking for in the iPhone maker’s Q3 earnings, and whether it can change the narrative around its AI strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its restart there, including cancelled orders and supply chain obstacles. Plus, Elon Musk's AI model Grok has launched two new AI companions, just the latest in the rise of more social AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Impact of Nvidia’s return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government to greenlight the export of its H20 chips to China. We dig into what that could mean for China’s AI ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in advanced chip manufacturing, the only company in the world that makes the tools needed to produce cutting-edge semiconductors. We dive into how it could have a boomerang effect on U.S. chip strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chance to catch up, Nvidia also has an edge they don't: its software ecosystem. Plus, CEO Jensen Huang is in China today, marking his third visit to the country this year. It could signal a new era for the chipmaker chief, on...
Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta is notching another name in its expensive hunt for top AI talent, poaching a top Apple executive for reportedly tens of millions of dollars. We dig into how the cost of staffing Meta’s superintelligence lab is adding up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
President Trump's newly-signed spending bill slashes tax credits for renewable energy, which could have a massive and unexpected impact on big tech's development of AI, especially as China ramps up its electricity generation compared to the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s AI mode and how distribution will be crucial to the next stage of the AI race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s empire could be the most at risk from the fallout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reaching superintelligence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping up the next leg of the AI trade. Check out the full deep dive on CNBC.com/tctakes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models aren’t “generalizable,” meaning they might be just memorizing patterns instead of coming up with genuin...
Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale robotaxi fleet in Austin, we dig into the rapidly expanding race for autonomous taxis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring. We dig into how the robotaxi race is rapidly expanding, and how that value may be being overlooked in Google and Amazon shares Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A source confirming to CNBC that Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at Softbank’s Masayoshi Son is continuing his trend of moonshot bets with a reported proposal to build a $1T AI hub in Arizona. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...
One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft and why AGI is at the center of it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how those connections are starting to expose the risks of sovereign AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. We dig into how tech giants are spending Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
