TechCheck

The CEO of Nvidia is advocating for 'GPU panda diplomacy' to ensure American AI chips reach China while asserting independence from the Chinese market. Surprisingly, three major clients now make up 56% of Nvidia's accounts receivable, raising concerns about concentration risk. Despite strong financials, there's a noticeable decline in shares reflecting this dependence. Additionally, the discussion touches on the evolving dynamics between hyperscalers and their clients, highlighting the urgent need for diversification as semiconductor demand continues to rise.

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyond Intel. But the resounding sentiment from startups and investors is that this could have disastrous consequences on innovation in the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of the success of KPop Demon Hunters.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The impending outcome of Google's antitrust trial could reshape its exclusive search deals, allowing the tech giant to better compete against emerging AI players. The discussion dives into the ramifications of ending payments that secure Google's default search status. It also highlights Anthropic's bold $10 billion fundraising effort, positioning it alongside major players like OpenAI, and reveals intriguing shifts in AI investment strategies and partnerships, particularly in the Middle East.

Google has unveiled its latest Pixel phones, showcasing exciting advancements in AI integration. The discussion highlights Gemini AI, emphasizing how it positions Google in the tech landscape alongside rivals. The challenges in creating standout AI hardware are also explored, revealing the competitive nature of the industry. This update on the Pixel lineup not only informs about new features but also offers insights into the future of AI technology.

Christina Partsinevelos, a financial markets correspondent, dives into SoftBank's monumental $2 billion investment in Intel. She discusses the implications of this deal for shareholder equity and the potential 10% government stake under the CHIPS Act. The conversation highlights the tension between government influence and corporate governance, while also addressing Intel's manufacturing challenges. With a rising interest in AI, Partsinevelos explores the delicate balance between strategic investments and the need for Intel to enhance shareholder value amid competition.

The upcoming AI film festival by Runway and IMAX showcases Hollywood's complex bond with artificial intelligence. The discussion dives into how AI can enhance film production while raising concerns among writers and actors about job security. Experts weigh in on striking a balance between creativity and technology. As the industry navigates this high-stakes moment, the implications for the future of filmmaking are both exciting and daunting.

Christina Parts and Nevelos, a CNBC technology and business reporter, dives into the potential implications of the Trump administration considering a stake in Intel. They discuss how this move coincides with recent calls for Intel's CEO to resign. The conversation explores the role of the Chips Act in supporting Intel amidst its manufacturing struggles while navigating competition from TSMC and Samsung. Insights into boardroom dynamics and speculation about Intel's future as a fabless company add layers to their discussion on market strategies.

Mackenzie Cigalos, a Silicon Valley correspondent for CNBC, discusses the recent rollout of GPT-5 and its implications for the enterprise AI market. She highlights the mixed reactions from users, particularly its 'cold personality,' but emphasizes its rising appeal among businesses for advanced coding. The conversation also explores the competitive rivalry between OpenAI and Anthropic as they vie for lucrative enterprise contracts, painting a fascinating picture of the evolving AI landscape.