Sylvia Varnham O'Regan, Washington D.C. correspondent for The Information, delves into how the AI backlash, fueled by fears of job loss and rising data center costs, could significantly influence the 2026 midterm elections. Ann Gehan, an e-commerce reporter, discusses the implications of Instacart's new ChatGPT integration, exploring how it could reshape advertising and commerce strategies. The conversation also touches on NVIDIA's chip sales to China, as well as IBM's $11 billion acquisition of Confluent and its impact on real-time data streaming.
