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The Gulf’s AI ambitions, and China backdoor risks 5/13/25 May 13, 2025

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President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech.

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Gulf nations’ new role in AI race 5/12/25 May 12, 2025

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President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the region for a major investor conference. We look at how a partnership between the Gulf and big tech could reshape the AI landscape.

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TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25 May 07, 2025

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"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to develop the world's most advanced quantum computers. Late last year, Google unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what's possible with a classical computer. CNBC’s Deirdre Bosa gets an exclusive look inside Google quantum lab and explores whether Willow may give Google a chance to take the lead in the next technological era. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI scraps for-profit plans 5/6/25 May 06, 2025

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OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major investors like Microsoft and Softbank.

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The Rise of AI Vibe-Coding 5/5/25 May 05, 2025

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One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.

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Big tech earnings signal tariff resilience 5/2/25 May 02, 2025

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As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.

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Meta, Microsoft boost AI bulls 5/1/25 May 01, 2025

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AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems.

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TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25 Apr 30, 2025

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Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI gets caught in trade war crossfire 04/30/25 Apr 30, 2025

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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.

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100 days in, cracks showing in Trump, tech relationship 04/29/25 Apr 29, 2025

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The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relationship between President Trump and big tech.

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