TechCheck

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tensions are escalating between the Trump administration and major tech companies like Amazon. The White House's criticism of Amazon’s tariff strategies reveals deeper fractures in their relationship. Tech CEOs are grappling with political pressures, especially with antitrust issues on the horizon. The upcoming earnings reports promise to amplify these challenges, raising stakes for the industry as it navigates a politically charged landscape.

Shares of Nvidia are on a rollercoaster ride as news breaks about Huawei's new AI chip. The discussion dives into the clashing opinions in Silicon Valley about how to approach the U.S.-China tech rivalry, with some advocating for bold innovation while others call for caution. The podcast also dissects the strategies of the U.S. government in managing tech access to China, revealing the adaptability of Chinese firms and their influence on the U.S. market. Expect insights filled with personal anecdotes and a lively debate on the future of AI.

Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk reveals bold plans for Tesla's driverless robotaxi service in Austin by June. The discussion highlights Tesla's technological advancements in self-driving capabilities and why Musk believes they have an edge over Waymo. Challenges such as safety regulations and public trust in autonomous vehicles are also explored. The episode also compares investor sentiments and market strategies between Tesla and its competitors, shedding light on the rapidly evolving landscape of autonomous transportation.

The DOJ intensifies its scrutiny of Google, focusing on the tech giant's future rather than just its past. They discuss how artificial intelligence could bolster Google's search monopoly. The conversation dives into the shifts in regulation as the DOJ shifts from reactive to proactive measures against big tech. Additionally, the implications of Google's financial agreements for app pre-installation are examined, shedding light on how these practices affect the search landscape and antitrust considerations.

Tech stocks are facing a tough time, with Nvidia specifically affected by Huawei's plans for mass AI chip production. The competitive landscape is shifting rapidly, fueled by political tensions and advancing Chinese technology. Meanwhile, Amazon is joining Microsoft in halting data center leases, raising questions about the future of AI investments. The increased pressure on American tech firms is prompting a reevaluation of strategies amidst fierce global competition.

Nvidia faces a $5.5 billion setback due to U.S. chip export controls, which could unintentionally boost Huawei's competitiveness. The restrictions are reshaping the tech landscape, potentially rolling out the red carpet for Chinese innovation. As companies like Huawei and BYD ramp up their efforts, the dynamics of U.S.-China trade relations may lead to surprising advancements in technology. It's a fascinating look at how obstacles can ignite creativity and competition in unexpected ways.

President Trump is promising to speed up Nvidia's permit process, showcasing the political dynamics shaping tech companies. The contrasting strategies of Jensen Huang and Mark Zuckerberg highlight how political connections impact business. As major tech earnings approach, tariff uncertainties create challenges, leading some companies to stockpile. There are concerns that these short-term actions could result in an earnings mirage, masking deeper economic issues that might hinder future growth.