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Mar 2025
6m 28s

Apple’s reported AI leadership shakeup a...

CNBC
About this episode

Apple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi Son’s bet on data centers. It’s a strategic move in one of the hottest battlegrounds in tech: AI infrastructure. 

Up next
Yesterday
How European tariffs could backfire on U.S. chipmaking plans 7/16/25
Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoint in advanced chip manufacturing, the only company in the world that makes the tools needed to produce cutting-edge semiconductor ... Show More
3m 8s
Jul 15
Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chanc ... Show More
4m 15s
Jul 11
Cracks in the AI productivity bull case 7/11/25
Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected. 
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