TechCheck

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Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24 Nov 25, 2024

Show notes

Apple CEO Tim Cook is visiting China for at least the third time this year as he looks to shore up relations ahead of a potential trade battle under President-elect Trump. It comes as Chinese tech giant Huawei makes smartphone tech breakthroughs to rival Apple and Google, while America’s chip revival under Intel hits more snags.

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Elon Musk as Tech Policy’s Newest Wildcard 11/20/24 Nov 20, 2024

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Elon Musk is emerging as a new wild card for big tech in Trump’s second administration. His empire of companies and ventures compete with megacaps on numerous levels, particularly Google, whose Waymo, Gemini and YouTube frequently go up against Musk’s Tesla, xAI and X.

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Impact of a Google Chrome Spin-off 11/19/24 Nov 19, 2024

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Shares of Alphabet moved higher today despite reports that the Justice Department is planning to force a sale of the Google Chrome browser. It’s part of the government’s efforts to limit Google’s monopoly in search, but could it end up hindering the big tech firm’s position in the AI race too?

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Waymo’s Advantage with Potential Federal Self-Driving Rules 11/18/24 Nov 18, 2024

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A federal framework for regulating self-driving technology instead of state-by-state ones is more likely to benefit the current and arguably underappreciated leader in self-driving cars, Waymo, which has clocked 25 million rider-only miles and is completing more than 150,000 paid rides a week.

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The Year That Changed OpenAI 11/15/24 Nov 15, 2024

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One year ago this week we saw the dramatic ousting of OpenAI CEO Sam Altman and reinstatement just days later. Back at the helm, he has reshaped the company in culture, staff and even mission.

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The Amazon Bull Case Under Trump 11/14/24 Nov 14, 2024

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Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Will it fare better during his second time in the White House?

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Softbank To Get First Nvidia Blackwell Chips 11/13/24 Nov 13, 2024

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Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate Softbank that is set to receive them first. For Nvidia CEO Jensen Huang, it’s a way for Nvidia to diversify away from its large U.S. customers to new opportunities in Japan.

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TechCheck+ Box CEO Aaron Levie 11/12/24 Nov 12, 2024

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Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regulations, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Approaching a GenAI Plateau? 11/11/24 Nov 11, 2024

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Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as concerns in Silicon Valley grow over whether the advancement of AI models is slowing down due to the data wall.

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Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24 Nov 08, 2024

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The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold.

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