TechCheck

OpenAI is pushing to develop custom AI chips, aiming for more independence from NVIDIA. This move reflects their complex relationship with Microsoft, as they navigate shifts in tech partnerships. The discussion also touches on France's strategies to boost its AI capabilities, highlighting the global competition in the tech landscape. The implications of these strategic shifts reveal a rapidly evolving future for AI development.

Big tech is on a relentless pursuit of artificial general intelligence, with SoftBank planning a staggering $40 billion investment in OpenAI. This move skyrockets OpenAI's valuation to $300 billion and signifies the urgency for innovation in the AI sector. The discussion also delves into the challenges posed by commoditization, prompting a strategic reassessment among industry players. It’s a high-stakes race where the cost of failure could be monumental.

The strengthening U.S. dollar is creating significant challenges for major tech companies that rely heavily on international sales. It impacts how giants like Meta, Microsoft, and Google report their earnings. The discussion delves into how rising trade tensions, especially with China, complicate corporate strategies and investor outlooks. With currency fluctuations affecting pricing and regulatory changes looming, the landscape for companies like Apple and NVIDIA is shifting dramatically.

Aravind Srinivas, CEO and Co-Founder of Perplexity, passionately argues for U.S. ownership of TikTok, emphasizing the need for American control to enhance user safety. He dives into the security risks linked to the Chinese AI startup DeepSeek, contrasting the app with its underlying model to highlight data privacy issues. The discussion reveals critical insights about the dangers of real-time data access and proposes secure alternatives to ensure user privacy and bolster national security.

Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, including AI plans as the race for the best AI product rapidly changes shape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed to the top of the Apple App store charts, and what consumer adoption of Chinese AI models means for the future.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.