Afleveringen
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After years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spendingâjust as Wall Street grows skepticalâwhile also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBCâs Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.
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Google telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the announcements on Gemini 2.5 and Waymoâs expansion to Washington D.C.
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Zijn er afleveringen die ontbreken?
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Alphabetâs $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets.
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AI search startup Perplexity is in funding talks that would double the companyâs valuation to $18 billion. We look at how the focus in AI is shifting from model makers to so-called AI âWrappers.â Plus, Starlink is expanding into India, but its success lies in the hands of two billionaires.
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Appleâs reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbankâs acquisition of Ampere deepens CEO Masayoshi Sonâs bet on data centers. Itâs a strategic move in one of the hottest battlegrounds in tech: AI infrastructure.
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Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace automation that he suggests might enter our lives sooner than we think. But it's a cut-throat race against China, which has already seen companies release commercialized robots that are more affordable and accessible.
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Google parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz. We dig into the acquisition, which is Alphabetâs largest, and look at why the company is willing to pay a premiumâ nearly $10 billion more than last summerâs failed bid â to bolster its security technology in the face of advancing AI and cybersecurity threats
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Google is now expanding access to its powerful AI image generation model. We look at the buzz, and dig into new developments that show AI giants are moving to practicality over power.
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Open AI is calling on the Trump White House to ban DeepSeek and other âPRC-Producedâ AI models. We look at how the Trump administrationâs big tech policy could shape the future of American AI. Plus, a look inside Y Combinatorâs newest batch of startups.
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Alibaba rolling out an updated version of its AI assistant that could be a boon to Appleâs China business if it rolls out on iPhones later this year. We look at the growing concern over Appleâs stumbles in bringing AI to iPhones.
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Google is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal judge to delay a September trial against Amazon, citing budgeting and staffing shortalls.
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Waymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Googleâs valuation. Plus, we look at OpenAIâs new toolkit for developing AI agents.
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A Chinese startup unveiling a new AI Agent dubbed âManusâ that some are hailing as the countryâs next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Mondayâs selloff.
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Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what âAI modeâ signals about the efforts to monetize AI search.
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A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.
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President Trump announcing a âStrategic Crypto Reserveâ over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and why critics are raising concerns.
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Amazon is jumping into the Quantum computing race with their first quantum chip âocelot.â We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.
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DeepSeekâs impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field.
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Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a larger one. DeepSeek didnât invent the method, but its use roiled the markets and woke the AI world up to its potential. Itâs now enabling startups to compete at the cutting edge, and is deadly for the biggest AI playersâ competitive edges. This video includes an interview with Glean CEO Arvind Jain.
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The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmakerâs products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huaweiâs chips faster.
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